Effective Event Automation: Eventin + OttoKit (formerly SureTriggers) Integration

Are you feeling overwhelmed by repetitive tasks and struggling with attendee engagement with your events on WordPress? Then event automation is your answer!

Event automation uses technology to simplify and improve event management tasks, such as registration and data collection, by automating repetitive tasks, freeing event organizers to focus on event projects.

Moreover, with event automation, you can create engaging content, build relationships with attendees, and improve their experience. This involves the use of specific software and tools.

Eventin is an event management WordPress plugin that offers a range of features, including event attendee management, maintaining recurring events, event calendar view, and showcasing speakers/organizers.

OttoKit (formerly known as SureTriggers) is a powerful automation tool used to simplify repetitive tasks and workflows across various applications.

The integration between Eventin and OttoKit can help with event automation by allowing you to create workflows that automatically perform tasks like automating event updates and collecting and storing important data.

How to Automate Your Workflow Using Eventin and OttoKit (formerly SureTriggers)

Automating your workflow can remove repetitive tasks, freeing up time for creative and strategic work on your event planning projects. While integrating software and tools to simplify processes, you can reduce errors and boost efficiency and productivity.

Now, you can automate your workflow using Eventin and OttoKit.

So, let´s check out the process:

Create automation and action

Creating an OttoKit workflow with Eventin requires only a few steps. Here, I have categorized the process into two simple steps:

• Connect OttoKit and the data passing
• Automate the data storing

Step-01: Connect OttoKit and the data passing

To integrate Eventin with OttoKit, go to your WordPress site Dashboard > Select OttoKit plugin from the left sidebar. A new dashboard will open like this.

Click on the create new workflows button and provide the workflow name, and hit create.

Now you will get into the automation page. Here, click on the “Add First Step” button. And here you can choose Eventin and the event type from the dropdown list.

Let’s say you are creating a workflow for the “Attendee Updated“. Trigger.

Follow the steps, and on the configure button, you will get the webhook. Copy it.

Now go back to the Eventin settings and webhook section. Here, you need to add the webhook and paste the webhook URL. And then hit the create button.

Now, go to Site Attendees from the same site and select ´Edit´ on any attendee´s list to test the integration.

Change the attendee´s information and update it from the right ´Update´ button.

Let’s say you changed a speaker´s name or updated any other information. You will automatically get the updated data on your OttoKit (formerly SureTriggers) site whenever any action is taken.

For this, let´s head over to the Speakers section from your site dashboard and select ´Edit´–

Once updated, go to the OttoKit tab. Here, you can see that it is showing the updates you have made. This means the webhook is working correctly.

So, let’s ´Save´ it and move forward.

Step-02: Automate data storing

Now, whenever you receive any update, you can automatically store your Eventin event updates on your favorite platform or a particular file.

Here, click on the plus icon to automate the data storing system –

Let’s say you want to store the data on Google Sheets. So, let´s search and select it from the list.

Select which event you want to store the data for!

Select the suitable email address on which you want to store the data.

Now, complete the process by proceeding with ´Continue´.

Once the email address is included on the platform, go back to your site´s dashboard and select the newly added email ID from the list.

After completing all the settings, activate the publish option and enable the workflow. Once done, you will get the information about your configured app.

Trigger the automation

Automation triggers are the key behind automated workflows, acting as virtual tripwires to start specific actions when conditions are met. They simplify tasks and keep event management running smoothly, defining when automation should start and which contacts or data should be processed based on actions like form submissions or specific dates.

These are the supported Eventin triggers by OttoKit:

• Event Create – Runs when a new event is created.
• Event Updated – Runs when an existing event is updated.
• Event Deleted – Runs when an event is deleted.
• Event Restored – Runs when an event is restored.
• Speaker Created – Runs when a speaker is created.
• Speaker Updated – Runs when an existing speaker is updated.
• Speaker Deleted – Runs when a speaker is deleted.
• Speaker Restored – Runs when the speaker is restored.
• Attendee Created – Runs when the attendee is created.
• Attendee Updated – Runs when the attendee is updated.
• Attendee Deleted – Runs when the attendee is deleted.
• Attendee Restored – Runs when the attendee is restored.
• Schedule Created – Runs when a schedule is created.
• Schedule Updated – Runs when an existing schedule is updated.
• Schedule Restored – Runs when the schedule is restored.
• Schedule Deleted – Runs when a schedule is deleted.
• Order Created – Runs when a new order is created.
• Order Updated – Runs when an existing order is updated.
• Order Restored – Runs when an order is restored.
• Order Deleted – Runs when the order is deleted.

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Benefits of event automation

If you are feeling overwhelmed by event management tasks, then event automation can simplify workflows, saving time and boosting efficiency, while minimizing errors and personalizing the attendee experience. These are the benefits that you can expect after integrating OttoKit with Eventin:

Saves time

Imagine if you did not have to send hundreds of registration confirmations or chase down RSVPs manually.  Event automation makes this a reality for you by automating repetitive tasks, freeing up valuable time.

Moreover, automated triggers handle confirmations, reminders, and post-event surveys, allowing you to focus on creating a stunning event experience or strategizing attendee engagement initiatives. Therefore, you can save time with Eventin and OttoKit.

Increased efficiency 

Event automation isn’t only about saving time – it’s about working smarter. By automating workflows, Eventin and OttoKit connect the dots across your event management process.

This approach keeps your team focused and ensures nothing falls through the cracks. Automation simplifies workflows and increases productivity, allowing you to focus on high-value activities that drive event success. Therefore, by automating repetitive tasks, you can reduce manual labor, decrease errors, and increase efficiency, delivering more effective and engaging events.

Improved accuracy

You can ditch the manual process and embrace the accuracy boost of event automation—Eventin and OttoKit lower human error by automating tasks prone to mistakes. Automated triggers ensure consistency and accuracy in every communication, eliminating the stress of potential mistakes.

Moreover, tasks like sending personalized registration emails with correct details, scheduling event reminders, and automating post-event surveys become flawless with automation, translating to a smoother attendee experience for you.

Enhanced customer experience

You can improve your attendee experience with the power of event automation. Eventin and OttoKit help you engage attendees on a personal level through automated interactions.

Automated workflows can send personalized emails with names and chosen sessions, reminders with relevant information, and follow-up emails thanking attendees and gathering feedback. This level of personalization shows attendees you care, creating a positive experience and building stronger relationships.

Eventin + OttoKit (formerly SureTriggers) integration for automating events

Event automation is a game-changer for event management. By automating repetitive and time-consuming tasks, you can free up more time to focus on high-value activities that drive event success. With Eventin and OttoKit (formerly SureTriggers), you can simplify your event workflow.

To maximize the benefits, you should follow some best practices. By clearly defining your goals, you will know what to achieve with automation. Moreover, you should segment your audience for targeted communication.

Personalizing your automated messages can help make attendees feel valued. And finally, tracking and analyzing data can improve your automation strategy. The integration between Eventin and OttoKit, with its user-friendly features, makes implementing these best practices a breeze.

By automating tasks, you can ensure that your events run smoothly and efficiently. Additionally, automation can help you gather valuable insights and data to improve future events. To get the most out of event automation, integrate Eventin and OttoKit today to create memorable event experiences that leave a lasting impression on your attendees.