Workshop Registration and Automation QA

Summary

The team conducted a detailed QA walkthrough for the "How to Find Investors and Get Funded" workshop registration process, focusing on Thrivecart, ActiveCampaign, PlusThis, and Zoom automations.
Key dates and settings for the event (April 16–18) were double-checked across systems to ensure consistency for registration, reminders, and session access.
Kim was identified as the owner for future labeling and checklist tasks.
Several technical checks and minor updates were made to ensure attendee experience aligns with event objectives.

Kim: Improve labeling in Thrivecart and compile a list of all relevant products and variants to be checked for future QA.
Kim: Turn off any unnecessary or outdated ActiveCampaign workshop automations to avoid confusion.
Kim: Update the customized waiting room image for the Zoom sessions.
(No date – Kim): QA that all tags, reminders, and webhook connections are working as intended for each workshop instance.

Verified access path to the correct product ("workshop", M2/M squared) in Thrivecart; confirmed correct variant via labels and edit screen.
Confirmed product pricing ($37) and bump offer settings; no changes needed.
Ensured fulfillment settings point to April 2025 instance.
Double-checked dates: workshop set for April 16–18 (countdown timer, copy, checkout editor).
Confirmed registration closes April 18 at 11 a.m.
Clarified session timing: April 16/17 at 6 p.m. PT, April 18 at 10 a.m. PT (accommodates international attendees).
Verified all displayed dates, times, and product details are accurate and aligned across registration pages.

Confirmed presence of required workflows: webhook for registration (to Zoom), reminder email sequence, SMS automation.
Checked correct tagging in ActiveCampaign ("workshop April 2025", "live event ad April 2025").
Validated webhook setup in PlusThis: correct sync to Zoom, event timing, and recurrence configuration.
Ensured attendee tags for event participation and non-attendance are set properly for tracking.
Confirmed registration and reminder sequences trigger as intended.
Validated email copy displays correct dates (April 16/17 at 6 p.m. PT).

Reviewed Zoom events: correct main event (recurring for April 16–17 at 6 p.m. PT), bonus Q&A on April 18 at 10 a.m. PT.
Confirmed Zoom sessions require registration and have appropriate waiting rooms.
Uploaded a suitable waiting room image to Zoom for attendee clarity.
Verified event links in reminder emails (iCal and Google Calendar) point to correct sessions.

Continue running Friday Q&A at different time — This accommodates international attendees and those unable to join evening sessions, maximizing attendance and access.

Should there be ongoing audits of all automations before each workshop, and if so, who will own this going forward?
Are there other sessions or products in Thrivecart that require immediate relabeling for clarity?