How to Build a Registration Page and Automated Workflow with Video Cartel OS
How to Build a Registration Page and Automated Workflow with Video Cartel OS
If you’re planning an event—whether it's a seminar, webinar, or community mixer—and want a seamless way to manage RSVPs, send reminders, and organize attendees, then the Video Cartel Operation Software (Video Cartel OS) is the perfect tool for you.
In this tutorial, we’re breaking down how to build a registration form and automation workflow using real-world examples. Follow these steps to create an efficient, branded registration experience.
🛠 Step 1: Set Up Your Registration Form
Before you can automate anything, you need a place where attendees can sign up. The registration form is the front door to your entire workflow. This is where you capture details, gather preferences, and kick off your automation sequence.
Getting Started:
In Video Cartel OS, navigate to
Sites > Forms > Builder.If you’ve built forms in the past, save time by duplicating an existing form.
Give your new form a clear and specific title—e.g., “John & Nicholas Seminar - October 23rd.”
Customizing the Form:
Delete any placeholder content from your duplicated form.
Use drag-and-drop features to insert new images, titles, and descriptions.
Pull in AI assistance via ChatGPT to quickly generate professional-sounding headers, event summaries, and even confirmation email copy.
Format your text using the right-side panel: bold key info, adjust font sizes, and center-align important sections for readability.
Add visual elements like logos or event flyers.
Final Touches:
Update the form’s settings so that a “Thank You” message appears after submission.
Add a notification email for the client (or yourself) to receive real-time alerts when someone registers.
Your form is now ready to collect registrations. Next, let’s automate what happens after someone signs up.
⚙️ Step 2: Create the Automation Workflow
Now that you have a live registration form, it’s time to build out the automation behind it. This ensures your attendees are welcomed, tagged properly in your CRM, and sent relevant follow-up messages—without lifting a finger.
Start From Scratch:
Go to
Automation > Create Workflow > Start from Scratch.Name your workflow something descriptive like “October 23rd Seminar Automation.”
Set your trigger: choose “Form Submitted” and select the form you created.
Add Key Automation Steps:
Register Event Details: Add an Event Date/Time so that reminders can reference this.
Create CRM Contact: When someone fills out the form, their details are automatically saved to your CRM.
Tag Segmentation: Use a conditional If/Else statement to tag contacts as either “Realtor” or “Not a Realtor” based on their form input. This lets you segment messaging later and track the type of audience you're attracting.
Using automation at this stage ensures your CRM stays clean, organized, and actionable.
✉️ Step 3: Automate Confirmation Emails and SMS
Your leads are now in the system. The next step is communication—and automation can make it personal and timely.
Send a Confirmation Email:
Use ChatGPT to write a friendly and informative confirmation email.
Personalize it with the contact's first name using dynamic fields.
Add event details like date, time, and what to expect.
Send a Confirmation SMS:
Use the SMS action to deliver a quick message confirming their registration.
Include the event flyer as an attachment for easy recall.
This instant follow-up builds trust and keeps your event top of mind.
⏰ Step 4: Schedule Reminder Notifications
As the event date approaches, you want to remind attendees—without overwhelming them. Here’s how to automate that in advance.
Set Time-Based Triggers:
Add “Wait” steps based on the event date (not just time delays).
Schedule a reminder email 2 days before, another 1 day before, and a final SMS 2 hours before the event begins.
Each message can be generated with AI and customized for tone, urgency, and clarity.
By pre-scheduling your reminders, you’ll reduce no-shows and improve attendance rates.
🧠 Bonus Tips to Get the Most Out of Video Cartel OS:
Preview Mobile Layouts to ensure your forms look great on phones.
Use Tags Strategically to segment your audience for future campaigns.
Test Emails & SMS before launch to catch typos or missing personalization fields.
Clone this Workflow for future events—just change the form and date!
🤝 Want Help Setting This Up?
Sure, you can do this on your own—but it’s even easier when someone walks you through it. I offer full support to help you build, optimize, and automate your entire registration and follow-up system using Video Cartel OS. From onboarding to ongoing campaigns, I've got you.
