Help Center

Event Registration Workflow and Confirmation Emails & Text Messages

LeadCenter can automatically send event confirmations by email, text message, or both when an attendee moves into a specific registration status. This helps you send the right message automatically as attendees move through your event workflow.

You can configure confirmations by attendee status such as Registered, Confirmed, Cancelled, Attended, No Show, and more.

Where to Configure Event Confirmations

1. Go to the Events page.
2. Create or open an event.
3. Click Confirmations in the left sidebar.

Event Registration Workflow

LeadCenter uses a status-based attendee workflow. Confirmations can be sent automatically as attendees move into specific statuses in that workflow.

How Status-Based Confirmations Work

The Confirmations section is organized by attendee status. For each status, you can:

• Turn that confirmation on or off
• Enable Email and select an email template
• Enable Text and select a text template
• Use email only, text only, or both

When an attendee moves into that status, LeadCenter sends the enabled confirmation message or messages for that row.

Example: You can send an email and text when someone becomes Registered, but send only an email when someone becomes Cancelled by attendee.

How Attendees Can Be Added to an Event

If a confirmation template is configured for a status, it can send regardless of how the attendee was added to the event.

Attendees may be added from sources such as:

• Your website event registration form
• The LeadCenter contact page Actions menu
• LeadJig integration
• LeadingResponse integration
• Financial Seminar Services integration

What Happens After Someone Registers

• If the attendee does not already exist in LeadCenter, a new contact can be created.
• If the event is under capacity, the attendee can move into Registered and receive the configured confirmation for that status.
• If the event is over capacity, the attendee can move into Waitlist and receive the configured confirmation for that status.
• You can still use reminder emails, reminder texts, and follow-up emails separately if those are set up on the event.

Select a Phone Number for Text Confirmations

To send text confirmations, you must select a number under:

Select number for text confirmations

Tip: This number is separate from reminder settings. You can use one number for event confirmations and a different number for reminders if you want.

If you do not have a number available, use the link at the bottom of the confirmations table to buy one.

Attendee Move Confirmations

If you use the attendee move feature to move someone from one event to another, you can optionally send a confirmation for that action too.

In the Confirmations table, look for the row labeled Attendee move and configure:

• An email template
• A text template
• Or both

How to Set Up Event Confirmations

1. Create the templates you want to use:
   • Email templates from Email Templates
   • Text templates from your text templates page
2. Go to the Events page, open your event, and click Confirmations.
3. Select a phone number under Select number for text confirmations if you want to send text confirmations.
4. For each attendee status you want to automate:
   • Turn the status row on
   • Enable Email and choose an email template if needed
   • Enable Text and choose a text template if needed
5. Save the event.

Template Notes

• Use event templates that are meant for Events.
• Event templates support event shortcodes, including event details and attendee links.
• You can preview templates before saving them to the event.

Tip: Confirmation and cancellation links can be added to event email templates using event shortcodes.

Why Didn’t a Text Confirmation Send?

• No mobile number on the contact — The attendee must have a valid mobile number on file.
• No phone number selected for confirmations — You must choose a number under Select number for text confirmations.
• No text template selected — Text must be enabled for that status and a text template must be selected.
• The contact opted out of texts — Unsubscribed contacts will not receive text confirmations.

Why Didn’t an Email Confirmation Send?

• No email template selected — Email must be enabled for that status and a template must be selected.
• No valid email address — The attendee must have a valid email address on file.
• The attendee did not move into that status — Confirmations send when the attendee enters the configured status.

Quick Setup Checklist

• Select a phone number for text confirmations
• Enable confirmations for the attendee statuses you want to automate
• Choose an email template, text template, or both for each status
• Set up the optional Attendee move confirmation if needed
• Save the event

Need help? Contact support@leadcenter.ai.