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Event Follow Up Router

The event-follow-up-router transforms an event or webinar registrant export into a synchronized campaign and a routed follow-up plan.

Davide Grieco
Davide Grieco

Head of Growth at Clay

About this Skill

When to use it

This Skill is essential when you need to process webinar registrants, sync event lists to Salesforce or HubSpot, or determine campaign member status after an event. It helps ensure that every registrant is accounted for, regardless of whether they will be contacted. If you want to follow up with attendees and no-shows or segment attendees for outreach, this Skill provides a structured approach to manage those tasks effectively.

What it delivers

The Skill generates a comprehensive campaign status for all registrants, including those who will not be contacted, and creates records for new registrants in your CRM. It unlocks the decision of who to contact based on qualification criteria while maintaining accurate event reporting. The process ensures that all attendees are included in the campaign metrics, regardless of their contactability status.

SKILL.md preview

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How someone would prompt this

Here's the registrant CSV from Thursday's webinar — sync the whole thing to the campaign, then tell me who's actually worth following up with.

Other ways to ask

Inputs & outputs

What someone provides before the Skill runs, and the reviewable artifacts it returns.

Inputs

  • 01The registrant export
    • CSV from the event platform
    • minimum an email column plus an attendance-outcome column
  • 02The CRM and its connected accountwhich CRM they run, which object holds campaign membership, how a campaign is identified, and which connected account this session may write through
  • 03The campaignthe campaign identifier and name for this event
  • 04Campaign status valuestheir campaign-member status picklist, verbatim, and which value each attendance outcome maps to
  • 05A create-and-add routine (optional)the id of a routine that takes a person's contact details, ensures the account and contact exist, adds them to the campaign, and returns a per-row outcome
  • 06Credit ceiling for creationthe maximum spend for creating unmatched registrants this run
  • 07Qualification fieldsevery field meaning "do not contact this person": explicit opt-outs, disqualified-persona flags, account-level suppression, already-in-a-sequence flags
  • 08Outreach scopewhich attendance outcomes get follow-up at all
  • 09The bucket laddertheir segments, in first-match-wins order, and the field or condition deciding each
  • 10Persona / seniority fieldthe field marking a decision-maker versus an influencer, and its values
  • 11Persona gradingeither the CRM field that already holds a graded persona, or the id of their own scoring routine
  • 12Routing routine (optional)the id of a routine encoding their own rules of engagement, if they have one
  • 13Sender resolution chainthe ordered fallback for who a follow-up comes from, plus every service or integration mailbox to skip
  • 14The sequencerwhere sequences live, what identifies the right sequence for a bucket, and whether the sender must be a licensed user there
  • 15Sequence naminghow sequence names encode the event and the bucket
  • 16Copy themes per bucketwhat each bucket should hear, in their words
  • 17Send ceilinga maximum number of live enrollments per run

Outputs

  • 01Campaign Status FileA comprehensive file containing every registrant's campaign status, ensuring all attendees are accounted for regardless of contactability.
  • 02Qualification ReportA detailed report showing the number of registrants processed, how many are contactable, and the reasons for any exclusions based on qualification fields.
  • 03Follow-Up PlanA structured plan outlining which registrants are worth contacting, including their segment, resolved sender, and the target sequence for outreach.
  • 04First-Touch Email DraftsDrafts of initial outreach emails tailored for each segment, ready for review and approval before sending.
  • 05Dry Run SummaryA summary of the dry run results, detailing the number of enrollments per bucket and the sequences identified for each.

Representative output

Campaign Status File

EmailStatus
john.doe@example.comRegistered
jane.smith@example.comNo Show

Qualification Report

Total RegistrantsContactableExcluded by Opt-OutExcluded by Sequence
7002958452

Follow-Up Plan

EmailSegmentSenderTarget Sequence
john.doe@example.comDecision Makerrep@example.comWebinar_Followup

First-Touch Email Drafts

SegmentDraft Content
Decision MakerHi [Name], ...
InfluencerHello [Name], ...

Dry Run Summary

BucketEnrollments
Open Opportunity36
Decision Makers71

How the Skill runs

Follow the steps in order. Each row includes the full instruction.

01
Confirm the platform, and say where each stage runs

Confirm the platform and specify where each stage runs to understand the cost implications.

Step
02
Collect the definition (interview; do not guess)

Collect the necessary definitions from the buyer to ensure a safe run, including the status map and qualification list.

Step
03
Reconcile the export against the CRM (free)

Reconcile the export against the CRM for free, matching every row to ensure accurate campaign membership.

Step
04
Sync the full list: free for the known, priced for the unknown

Sync the full list, writing campaign membership for known registrants at no cost and processing unknown registrants through a paid routine.

Step
05
Qualify for outreach (free), and report the cut

Qualify the contactable rows and report the results, ensuring that the outreach scope is applied correctly.

Step
06
Fill only the fields the ladder needs

Fill only the necessary fields for the bucket ladder to ensure proper routing of contactable rows.

Action
07
Bucket the contactable rows, first match wins

Bucket the contactable rows based on the defined ladder, ensuring that each row is placed correctly.

Step
08
Resolve a sender per row, and never trust the owner field

Resolve a sender for each row, ensuring that the sender exists in the sequencer and is not skipped.

Action
09
Draft first-touch copy per bucket, then stop

Draft first-touch copy for each bucket and stop for review before proceeding.

Step
10
Resolve the sequence, dry run, then live

Resolve the target sequence and perform a dry run before live enrollment, ensuring all conditions are met.

Step

Connections required

Salesforce or HubSpotRequired connection

Install Clay and run it

Sign in once, install the Skill, then run the prompt.

  1. 1Install ClayUse the connector or official plugin in your coding-agent environment.
  2. 2Sign up or log inAuthorize Clay access and return when the connection is ready.
  3. 3Install the SkillRun the one-line install command from the Add this Skill card.
  4. 4Run the SkillPaste the example prompt and review the result.

Version history

Version 3From submitted SKILL.mdCurrent

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Related searches

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