Skip to main content

Events

Required Role

MARKETING permission required — Admin roles only

The Events module allows you to plan, manage, and track marketing events such as information sessions, webinars, education expos, and community outreach activities.

Events

Creating an Event​

  1. Click New Event
  2. Fill in event details:
    • Event Name
    • Event Type — Webinar / Information Session / Expo / Community Event / Other
    • Date and Time
    • Location — physical address or online meeting link
    • Description — what the event is about
    • Max Capacity (optional)
  3. Click Save

Managing Registrations​

Once created, you can:

  • Share registration link — send to leads or post on social media
  • Track registrations — see who has registered
  • Send reminders — automated reminder emails before the event
  • Mark attendance — record who actually attended

Post-Event Follow-Up​

After the event:

  1. Mark the event as Completed
  2. Export the attendee list
  3. Create follow-up tasks for your agents to contact attendees
  4. Add attendees to an email campaign for post-event nurturing

Event Analytics​

  • Total registrations
  • Attendance rate
  • Leads generated from the event
  • Conversions (registrants who became clients)