Klicktipp Automate

Target Audience

- Webinar Organizers: Individuals or teams organizing webinars who need to efficiently manage registrations and follow-ups.
- Digital Marketers: Professionals looking to automate their lead generation and subscriber management processes.
- Small Business Owners: Entrepreneurs who want to streamline their customer engagement without heavy administrative overhead.
- Event Coordinators: Those responsible for managing events and requiring a systematic approach to capture attendee information and preferences.

Problem Solved

This workflow addresses the challenges of manually handling webinar registrations by automating the process of capturing, validating, and integrating participant data into KlickTipp. It ensures that:
- Data Accuracy: Information is correctly formatted, reducing errors in registration data.
- Time Efficiency: Automates the workflow, allowing organizers to focus on delivering high-quality webinars rather than administrative tasks.
- Improved Engagement: Participants are tagged and categorized for tailored communications, enhancing the overall attendee experience.

Workflow Steps

1. Trigger on New Submission: The workflow initiates when a new registration form is submitted via JotForm.
2. Data Formatting: The data received is processed to ensure it meets KlickTipp’s requirements, including:
- Converting phone numbers to a numeric-only format with international prefixes.
- Transforming birth dates into UNIX timestamps.
- Validating LinkedIn URLs to ensure they are correctly formatted.
- Scaling work experience values for specific use cases.
3. Subscribe Contact: The formatted data is then used to subscribe the contact in KlickTipp, including their email and other relevant details.
4. Define Tags: Tags are created based on the form submission, such as webinar selection and reminder intervals.
5. Check Existing Tags: The workflow checks for existing tags in KlickTipp to avoid duplication.
6. Create New Tags if Needed: If new tags are identified, they are created in KlickTipp.
7. Tag Subscriber: Contacts are tagged appropriately in KlickTipp, enabling personalized communications and follow-ups.

Customization Guide

- Adjust Field Mappings: Users can modify the field assignments in the Convert and set webinar data node to align with their specific JotForm structure and KlickTipp fields.
- Modify Tags: The tags defined in the Define Array of tags from Jotform node can be customized to reflect different webinars or other categories relevant to the user’s needs.
- Update API Credentials: Ensure that the API credentials for KlickTipp and JotForm are updated to reflect the user's accounts for seamless integration.
- Test Workflow: Users should conduct tests by submitting the JotForm to ensure all data flows correctly into KlickTipp before going live.