Case study
Automated online presentation funnel for 1,300 participants
Context
Online presentation event with a moderator + 5 speakers, built to scale participant handling and reduce manual operations.
- Single funnel serving a large audience
- Multiple purchase scenarios including bundles
- High trust requirements for access delivery
Goal & KPI
- Automate checkout → invoices → email journeys → unique access links
- Support bundle sales (e.g., 6 seats) with participant assignment
- Protect access against duplicate redemption
- Enable in-event promo with deadline logic
- Sell replay and deliver automatically after purchase
Solution architecture
Flow: Landing → Checkout → Payment + Invoice → Smart segmentation → Access link delivery → Reminders → Live promo → Replay sales → Automated delivery
- Unique access links: generated and matched to participant identity
- Bundles: purchase of multiple seats triggers an assignment flow and tracks redemption per seat
- Duplicate protection: redemption tracking prevents re-use and handles edge cases
- Error handling: clear fallback paths for missing data, duplicates, and payment anomalies
- Promo during event: next event offer + deadline logic (until midnight)
- Replay sales: post-event automation delivers recording access instantly
What mattered most
- Clean data structure from the first touchpoint
- Reliable delivery under pressure (live event)
- Clear ownership and operational visibility
Next iteration
- Expand KPI reporting with event-stage dashboards
- Refine segmentation for replay conversion
- Reduce support load through proactive edge-case messaging