Whatsapp Confirmation on Webinar Registration

This workflow collects user details, saves them in a spreadsheet, and sends WhatsApp messages for event confirmations and reminders based on the event schedule.

Apps used

Created by Karthik Krishnakumar

Installed by 13 users

When
Default app icon
TagMango
Instant Trigger
Do
ConstructFullPhoneNumberFunction
order_time_to_IST
ConvertOrderTimeToISTFunction
Workflow step icon
Add New Row
Workflow step icon
List all rows
Workflow step icon
Send WhatsApp messages using template
CalculateEventTimeDifference_1_days
IF
    • Event in future
      Workflow step icon
      Delay 24 hrs remind
      Workflow step icon
      Send WhatsApp messages remanider 24 hrs
      Add Step
Continue from here
cmntqEwCnsrD
CalculateEventTimeDifference_14_hrs
IF
    • Event more than 14hrs away
      Workflow step icon
      Delay 9 PM
      Add Step
Continue from here
cmntswenr6q4
CalculateEventTimeDifference_4_Hrs
IF
    • Event within 4hrs
      Workflow step icon
      Delay 7 AM
      Add Step
Continue from here
cmntgzJQnIaZ
CalculateEventTimeDifference_2_Hrs
IF
    • Nurture 9 AM
      Workflow step icon
      Delay 9 AM
      Add Step
Continue from here
CalculateEventTimeDifference_30_minutes
IF
    • EventTimeGreaterThan30
      Workflow step icon
      Delay 30 minutes
      Workflow step icon
      Send WhatsApp messages remanider 30 mins
      Add Step
Continue from here
CalculateEventTimeDifference_5_mins
IF
    • Event time passed 5 mins
      Workflow step icon
      Delay minutes 5
      Workflow step icon
      Send WhatsApp messages remanider 5 mins
      Add Step
Continue from here
cmntPxCV7T5S
Workflow step icon
PostDataToFlowAPI

Whatsapp Confirmation on Webinar Registration

Workflow Overview

This templated workflow is designed to automate user registration for webinars or masterclasses by capturing details, storing them securely, and providing seamless WhatsApp communication for both confirmation and timely reminders—all aligned with the event's scheduling.

1. Functions & Data Preparation

  • ConstructFullPhoneNumberFunction: Assembles the registrant’s full phone number from dialCode and phone (from the request body), enabling consistent formatting for messaging.
  • order_time_to_IST (Inactive): (Legacy/inactive) Intended for formatting order time to IST.
  • ConvertOrderTimeToISTFunction: Converts provided order time to 'Asia/Kolkata' timezone (YYYY-MM-DD HH:mm:ss), ensuring time-based actions are locale-accurate.

2. Store & Retrieve Event and User Data

  • Add_New_Row (Google Sheets):
    • Purpose: Save each new registration into the spreadsheet 'Leads For Tagmango' → 'Tagmango Leads'.
    • Fields: Name, Email, Phone Number, and Order Time.
  • List_all_rows (Google Sheets):
    • Purpose: Pull event schedule and required variables from the 'WhatsApp Notification Variables' sheet.

3. WhatsApp Confirmation & Reminder Automation

  • Send_WhatsApp_messages_using_template (MSG91):
    • Purpose: Instantly confirms webinar registration via WhatsApp, utilizing template fields for personalized user and event details.

Smart Reminder Logic & Delays

Multiple actions calculate the difference, in minutes, between now and specified thresholds prior to the event time. Each uses 'Asia/Kolkata' timezone and data from the spreadsheet for accurate scheduling. Supported intervals include: 24 hours, 14 hours, 4 hours, 2 hours, 30 minutes, and 5 minutes.

  • CalculateEventTimeDifference_1_days: Computes minutes to 24 hours before the event.
    • If in future: Delays workflow for calculated minutes, then sends WhatsApp 24-hour reminder.
  • CalculateEventTimeDifference_14_hrs: Checks if more than 14 hours before event, delays accordingly with no further nested action (useful for late-evening reminders).
  • CalculateEventTimeDifference_4_Hrs, 2_Hrs, 30_minutes, 5_mins: Each calculates and then (if still prior to threshold) delays before sending tailored WhatsApp reminders using specific templates.

Each delay is implemented using the viaSocket utilities Delay plugin, intelligently adjusting to real event time and ensuring no negative or zero delays occur.


WhatsApp Reminder Message Plugins

  • Send_WhatsApp_messages_remanider_24_hrs: 24h pre-event WhatsApp reminder.
  • Send_WhatsApp_messages_remanider_30_mins: 30m reminder with event details.
  • Send_WhatsApp_messages_remanider_5_mins: Last-minute nudge, sent 5 min before start.

Data Sync/API (Inactive)

  • PostDataToFlowAPI: (Inactive) Example of sending webhook payload to a Flow API for advanced integrations.

How to Use?

  1. Integrate this template with your registration form, passing user name, email, dialCode, phone, and orderTime as payload.
  2. Connect with relevant Google Sheets and MSG91 account for messaging (template setup required in MSG91).
  3. This workflow will automatically:
    • Format and store each registration
    • Retrieve upcoming event info
    • Instantly confirm user on WhatsApp
    • Send reminders at 24hr, 30min, and 5min intervals (plus optional ones at 14hr, 4hr, and 2hr)

App Icons:

  • Google Sheets: Google Sheets
  • MSG91 (WhatsApp): MSG91
  • viaSocket Delay: viaSocket
  • Flow API: Flow API

Customization Tips

  • Adjust the triggers (delays, reminders) for your event’s unique schedule.
  • Update WhatsApp template messages via MSG91 account for brand personalization.
  • Expand reminder intervals by duplicating logic for new thresholds.

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Frequently Asked Questions

What does this template do and who is it for?

This template automates a specific workflow by connecting multiple apps and removing manual steps. It’s useful for anyone who wants to save time, reduce errors, and streamline repetitive tasks using automation.

Do I need technical knowledge to use this template?

No. You can install and customize this template without writing any code. Everything is done through simple configuration.

Which apps are required, and can I customize or extend the workflow?

Only the apps shown on the template page are required. You can customize messages, add or remove steps, apply conditions, connect more apps, and add extra actions like notifications, data updates, or triggering other automations.

Is this template suitable for real business use and multiple use cases?

Yes. Once configured, it can be used for live workflows and production systems. You can also duplicate the template and customize it for different teams or processes.

How long does setup take, and can I manage the workflow later?

Most templates can be set up in just a few minutes. You can pause, edit, duplicate, or delete the workflow anytime.

Do I need a paid plan, and where can I get help if needed?

You can start with the free plan; limits depend on your viaSocket plan and usage. If you need help, you can contact viaSocket support, check the Knowledge Base, or book a demo.