- How to Create an Event SCRIBE - https://scribehow.com/shared/Creating_a_HubSpot_Event__SJfo1LoKTDa7HmKxsPPjrg
Naming Convention
- Association/Client Abbreviation – Year Event Name
Properties Pane (Left)
Event Pipeline
- Prospective Event (Previously attended event, but no formal request to register has been made)
- No Go
- Requested (PM has requested registration)
- Registered (Marketing has completed registration process)
- Planning (Begins when Marketing has kick-off meeting with PM)
- Completed (The event has ended, deals have been entered in Hubspot, and debrief completed/entered into Hubspot)
B&W Marketing Contact
- will be the person responsible on the Marketing side of things, registering, gathering supplies, etc) (most likely Jamie Pencek)
B&W Event Lead
- the person responsible on the technical side of things, who is going, what they want at the booth, etc
Classification
- Advertisements
- Association Meetings (awards luncheons, holiday parties, etc)
- Campus Event (Recruiting, Career Fair)
- Client Event (Social Event, ex. Boat Cruise)
- Conference
- Membership (Corporate Memberships)
- Golf
- Presenter (any speaking engagement)
- Sponsorship (Client Sponsorships – fireworks, festival, etc, may be political)
Overview/Activities Pane (Middle)
- This is where you add notes, create tasks, log emails/meetings
- The notes field will be used to track info about the event. Involved parties can communicate vack and forth using the tagging feature.*
- Log any emails pertaining to the event
- See activity that has been going on
Associations Pane (Right)
Contact Labels
- Attendee
- Speaker
- Exhibit Booth
- Organizer (from association running the event)
Companies
- The association running the event
Attachments
- Upload any relevant files here (check request, filled out registration PDF, artwork, etc)
- Attendee Lists
Events
- Associate any other Events with this Event
- You’re creating an Event for Advertisement that is part of a Conference
- You’re creating an Event for a Presentation that is part of a Conference
Deals
- Following attendance at an Event, log any opportunities as a Deal in Hubspot. Be sure to associate the Hubspot Event in the Deal Record.
Helpful Info
- List of Associations - What are the Associations Project Deliverables in Vantagepoint? (baxterwoodman.com)
- Unbillable Charge Guide (sharepoint.com)
*Notifications must be turned on in Hubspot