Deploying an Event from Start to Finish

Looking for an easy way to manage your online or live events? ClickDimensions forms, emails, and event integrations make it a snap to create an event, invite attendees, capture registrations, and analyze the results. Here’s a quick guide to get you started! 

1. Create a CRM Campaign

This first step is optional, but can help keep you organized. In the marketing section of CRM, you may choose to create a campaign record and associate it to relevant posted forms and email sends, so you can see activity for the particular event in one place.

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2. Create your Form

Make it easy for people to register for your event with a ClickDimensions form. This is especially helpful for in-person meetings or conferences. You can export all the registrations at any time with the form report

If you’re using a web service to host your form, first create your event and registration form in GoToMeeting, WebEx, or Eventbrite. You can still use ClickDimensions emails to send out your invitation; just include a link to that form.

3. Design your promotional email with a link to your form, whether that’s a ClickDimensions form or a form hosted by GoToMeeting, WebEx, or Eventbrite.

4. Schedule reminder emails (optional). Sending a reminder email a few weeks or a few days before a big event may help your audience make space in their calendars. An easy way to create reminder emails is to clone the original email template that you used for your first promotional email, and then make any necessary edits before sending the reminder.

5. Hold your event!

6. Check your campaign record to see the distributed emails and submitted forms in one place.

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7. Capture any onsite attendees. If you had any physical signups or registrations at the event, you can use the import tool to pull in data from an Excel file into your system to keep track of everything within CRM. 

Written by Courtney Smith, ClickDimensions Marketing Success Manager


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