If you use HubSpot and run events read this. There are three ways to track events in HS. One of them just got a lot better. Option 1: - Contact Lists For each event, create two lists. [Event Name - Registered] [Event Name - Attended] If you need to track registrations vs. attendance. Downside - HS restricts the number of lists you can create without upgrading. --- Option 2: - HubSpot Marketing Events HS launched this object in early 2021. At launch, you could only see how many people registered or attended. Not who. But that just changed. You can now see the attendance status for each registrant. Unfortunately - you can't test `HS Marketing Event` which would be a great way to track session registration. --- Option 3: - Deal Object Create a new pipleline for ‘Events’ When an attendee registers, create a Deal record in the Events Pipeline. You can map Event Tickets & Add-Ons from your reg platform to HS Products / Line Items for revenue reporting. Contact-level data like Session registration can flow into a HS TimeLine Event. For high-priced events with sales teams, this approach makes it easy to track commissions in HubSpot. --- All 3 options let you trigger workflows based on attendee activity, run reports, and easily inform your sales team for outreach. ...and the best part? The HubSpot Certified Accelevents integration supports all 3 options listed above! Now, there are some more complex approaches using Custom Behavior Events, Timeline Events, and Custom Objects. But we’ll save that for another day. P.S. Don’t forget to turn on non-HubSpot Form tracking and add your HS tracking code to your registration page to capture Origianl Source Drill-Down data. What’s your preferred approach for tracking event data in your CRM? #hubspot #eventmarketing #marketingops #events
Event Tech Solutions
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Too often, events and congresses are treated as standalone activations, disconnected from the larger engagement ecosystem. But in reality, they should be an integral part of a broader, data-driven engagement strategy, seamlessly integrated into systems like Veeva Systems, Salesforce, and omnichannel CRMs. How, you may ask: • If an HCP asks a specific question during a congress panel, that data should trigger tailored content recommendations in the CRM, instead of a generic post-event email. • Ensure that digestible short-form key learnings from live sessions flow into on-demand content libraries, allowing non-attendees to engage later. • A Veeva-integrated chatbot could automatically send relevant whitepapers, webinars, or advisory board invites based on what an HCP engaged with at the event. • A Salesforce-powered HCP journey map could ensure that a congress attendee automatically receives digital touchpoints (e.g., follow-up emails, LinkedIn discussions, or small-group webinars) aligned with their specific interests. • A company using Veeva Vault CRM (or other CRMs) + Events Management + Salesforce Einstein AI (or Copilot) can dynamically adjust post-event outreach strategy based on how an HCP interacted with content at the congress. • Sprinklr + Salesforce CDP for social listening enables Digital Opinion Leaders (DOL) Activation by tracking and analyzing post-event conversations across various social and digital platforms. The key takeaway is that events and congresses should be fully integrated within the CRM, digital engagement, and omnichannel ecosystem—ensuring that every interaction contributes to a seamless, long-term engagement strategy rather than just a single event touchpoint. Check the full episode with Pierre Metrailler at Onomi / SpotMe on demand: https://lnkd.in/dwg7BYiu And if you want to learn more about our expertise at The Palindromic across "Next-Gen CX Strategy" and "Expert Engagement & HCP360 Enablement" - drop me a note at claude.w@thepalindromic.com
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As an employer branding consultant, I've collaborated on over 300 virtual internship program info sessions hosted by early career recruiting teams. Here's what stood out from the top performing events and what I recommend: 1. Audience Engagement Students already have to sit in hour long lectures, they don't want to do the same at your information sessions. Switch things up by asking questions in the chat throughout the session or having a live Q&A. 2. Clear call-to-action That can look like: → Sharing a link to a resume drop/your talent community sign up page so they can submit interest → Collecting emails to send a post event email with more resources/information about your programs and how to apply → Providing an unique application link that tracks that they applied after attending your event → Sharing a link to your early careers page if your roles are currently live so they can apply 3. Early talent employee panels Attendees want to hear from your past interns and entry level employees about what life is like at your company. They trust that they're going to be honest/keep it real with them, can see themselves in their shoes, and it's someone they can reach out to post-event for more insights on how to apply. I've listened in on a few of these and employees always give the best application advice that you can't find online! Who better to attract Gen Z than Gen Z? 😉 Pro-tip You can repurpose the testimonials shared by the panelists into content for your social channels, quotes to include on your early career website, etc. 🔥 One of my formulas for a ✨ perfect ✨ virtual information sessions: 15 mins of a company/program overview hosted by the recruiters + 20 min employee panel + 10-15 for live audience Q&A/answering questions submitted from the event RSVP form 👀 Students, what do you wish to see more of at virtual information sessions for early career programs you're interested in? #earlycareerrecruiting #infosessions #earlycareer #internships #employerbranding
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Your audience is quietly quitting you. And you may not know it. Why? Because you're pitching too early. ❌ Webinars are not lead magnets ✅ Webinars are how you build trust 👀 Quick story for you: When we first started Goldcast. We thought we knew events. We were dead wrong... Our first digital event product? 👎 Total flop. Why? We focused on all the wrong things: → Lead generation → Integrations → Analytics We completely neglected the UX. So we changed everything. What we learned: 👇 1️⃣ UX is king → Redid our entire UI in 4 weeks → Simplified user flow for hosts and attendees → Implemented intuitive navigation and controls → Optimized for mobile and desktop experiences 2️⃣ Branding matters → Developed customizable templates → Enabled easy logo and color scheme integration → Created branded waiting rooms and engagement tools 3️⃣ Engagement is everything → Introduced interactive polls and Q&A features → Implemented live chat and networking capabilities → 20-40% attendance boost with auto calendar invites 4️⃣ Post-event VALUE (not pitching) → AI-powered content repurposing for our viewers → Automatic highlight reels and key moment extraction → Pushed out 1:1 nurture with marketing automation 📌 The results? → 0 to 200 B2B enterprise customers in < 3 years → 1XX% YoY revenue growth "Webinar" is not a bad word. The old school approach gives it a bad name. Use your events as a way to build trust at scale. 👋 P.S. Have you been "pitch slapped" at a webinar?
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Fact: Most attendees don’t enjoy your “networking” events. Fact: Networking is one of the top reasons for attending an in-person event. Can we acknowledge that most attendees are not extreme extroverts? So why are we still hosting networking events where we effectively “dump” 100s of people into a room together for a few hours, hoping for the best and callingl it “networking”? As someone who attends events mainly with the goal of meeting up with my existing network and growing it, proactive networking with people I don’t know (especially solo) is something I dread. If you recognise that many people attending want to network but don’t feel comfortable in environments where they have to proactively approach strangers, it is possible to deliver a far better experience. So, let's take a look at activity-based, interactive networking. These activities will need capacity caps… but from my perspective as an attendee, at least, a more intimate environment makes for better networking. I’ve heard of some incredible networking initiatives recently, including: ➡️ Puppy Networking What a great idea for networking. An activity that will get people smiling and bonding, is great for socialising puppies, too, and also allows ample opportunity to chat. ➡️ Barista Workshops Teaching all those coffee lovers how to make barista-style coffee and getting to know each other whilst enjoying their own creations afterwards is a fab idea for activity networking. ➡️ Braindates Interest-based discussions that involve having deeper conversations with other attendees and learning at the same time. A truly great way to bring people with shared interests together and create meaningful connections. A couple of other suggestions: - Give your standard networking drinks an upgrade by adding an interactive activity such as a mixologist class, a murder mystery theme like “Imposter”, or some other team-based activity. And remember, there’s literally no excuse not to include as many non-alcoholic options as you have alcoholic so that everyone feels comfortable. - Find and give roles to “super connectors” at your networking events. I recently had the pleasure of meeting Phil Mershon - he’s an advocate for better networking and integrating these talented people at your events (and the author of a great new book called Unforgettable - the Art and Science of Creating Memorable Experiences). I know that upgrading your networking events will take a lot of effort, but if it means that a bigger proportion of your attendees leave your event not only satisfied but having created some lifelong connections - it’s worth it, right? Do you have any creative ideas for networking, or have you had a positive networking experience at an event? I’d love to hear them! 👇 #networking #events #eventmarketing #eventprofs I
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Earlier this week, I saw something that might end one of my frustrations as an audience member watching a speaker: scribbling illegible notes while trying to capture a bad phone photo of an interesting PowerPoint slide. At Cvent Connect in San Antonio, thousands of attendees experienced a breakthrough in real-time speech transcription. As speakers talked, their words appeared instantly in the event app with virtually zero lag. When someone heard something worth remembering, they simply tapped a button—and the system captured a full minute of context around that moment. According to McNeel Keenan, Cvent's VP of Product Management, a future version of the app will capture the accompanying visual, like a PowerPoint slide, along with the text. I like this. No scribbling in the dark required. No trying to remember what my cryptic note was supposed to mean later on. Instead, one click saves a few paragraphs of what the speaker said, labeled and summarized by AI. This feature has another benefit: it reduces cognitive load. When you're simultaneously trying to listen, write, and photograph content, your brain is managing multiple competing tasks. What happens? You often miss the insights you're trying to capture. Cvent's solution eliminates this friction. Attendees can focus 100% of their cognitive capacity on listening and engaging, while AI handles the capture, summarization, and organization. From a behavioral perspective, there's something even more valuable happening: every tap creates revealed preference data. Instead of relying on sketchy post-event surveys, organizers can see exactly which moments resonated enough for people to save them. As a frequent speaker, I know when I see phones go up to capture my slides that I've hit something important to the audience. But after an hour on-stage, I can't always remember in detail which ideas sparked that response. Or, which didn't. Now, that engagement becomes quantifiable data. The friction we've accepted as "just how conferences work" isn't inevitable, it's a design problem waiting for a solution. What are your conference pain points? Can technology fix them?
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Personalisation allowed by GenAI : A New Silk Road ⁉ The intersection of personalization and generative AI (GenAI) in products represents a frontier of innovation with immense potential for value creation. As AI technologies mature, the ability to deliver hyper-personalized experiences at scale is becoming a reality, with projections suggesting that personalization could contribute $5 trillion to global GDP by 2030. At the core of this revolution is a multi-level personalization architecture that ranges from basic, non-contextualized responses to sophisticated, adaptive learning systems. Each level represents a significant increase in technical complexity and potential value: Level 1, offering no personalization, serves as a baseline but lacks competitive edge. Level 2 introduces static user profile integration, requiring basic data pipelines and transformation processes. While relatively simple to implement, it provides limited responsiveness to changing user needs. Level 3 incorporates historical data, necessitating more robust data warehousing and batch processing capabilities. This level marks a significant step up in personalization but comes with challenges in managing large datasets and ensuring data quality. The real innovation begins at Level 4 with near real-time data integration. This level requires sophisticated streaming data platforms and real-time processing capabilities, enabling products to respond to recent user activities. The technical challenges here include minimizing latency and managing high-throughput data streams, but the payoff is substantially more relevant and timely personalization. Level 5 pushes further into real-time contextual integration, incorporating immediate user context such as location and device type. This level demands advanced data fusion techniques and ultra-low latency processing, often requiring edge computing solutions. The complexity increases significantly, but so does the potential for truly context-aware applications. Levels 6 and 7 represent the cutting edge of personalization technology. Level 6 introduces predictive personalization, utilizing AI models to anticipate user needs. This requires advanced analytics capabilities and sophisticated model deployment strategies. Level 7, the pinnacle of personalization, implements adaptive learning systems that continuously evolve based on user interactions. The technical requirements here are immense, involving complex continuous learning systems and real-time model updating mechanisms. From an investment perspective, companies that can effectively implement these higher levels of personalization are poised for significant competitive advantages. However, the technical challenges are substantial. Each level requires increasingly sophisticated data engineering capabilities, from managing real-time data pipelines to implementing complex AI models that can learn and adapt on the fly.
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🚀 The Era of One-Size-Fits-All Events Is Over. Stop Doing It. Personalization isn't a single action, it's a series of intentional, strategic choices that come together to make every attendee feel genuinely valued. We’re not just organizing events anymore — we’re crafting journeys. 🧭 In today’s marketplace, attendees expect more than just a badge and a schedule. They want curated content, meaningful connections, and real-time relevance that makes them feel seen. That’s where hyper-personalization comes in. And no, it’s not just using someone’s name in an email. It’s about using data and technology to design experiences that feel custom-built for each person. 🧠📊 As an event marketer, I’m all in on data-driven strategy. This is where we move beyond logistics and design every touchpoint to be personal, memorable, and valuable. Here's some ways that can look like across the attendee journey: Before the Event: 🎯 Targeted Invitations & Content: Use behavioral data to send invites that speak directly to someone's interests. A marketer might get a blog post on campaign strategy, while a developer receives a product case study. 📝 Dynamic Registration: Ask tailored questions based on the attendee’s role or industry to build rich attendee profiles from the start. During the Event: 🤖 AI-Powered Agendas & Recommendations: Event apps can recommend sessions, speakers, and exhibitors based on real-time behavior, interests, and profiles — reducing decision fatigue and maximizing impact. 🤝 Smart Networking: Go beyond job titles. Use AI to match attendees with shared goals, values, or expertise for deeper, more meaningful conversations. 🎉 Personalized On-Site Experiences: Greet attendees by name on welcome screens, print session tracks on badges, or use RFID to tailor in-person interactions. 📽️ Customized Content Delivery: Make booth visits unforgettable. When someone scans their badge, show a video personalized to their company, role, or industry — turning a quick interaction into a memorable moment. 🧢 Personalized Swag: Skip the generic t-shirt. Offer attendees the ability to choose colors, styles, or even print their name on a water bottle or notebook. After the Event 📬 Tailored Follow-Up: Instead of a generic “thanks for coming,” send curated content based on sessions they attended, people they connected with, and their unique interests. 📚 Personalized Content Hubs: Create a portal where attendees can revisit the event — with homepages tailored to their track, interests, or role. 📊 Custom Surveys: Don’t ask vague questions. Personalize post-event feedback forms to reflect their specific journey. 🤔 What's one thing you're doing to add a touch of personalization to your events? Or, as an attendee, what's a personalization strategy that has truly impressed you? Let's share some ideas in the comments! #EventProfs #EventMarketing #HyperPersonalization #EventTech #ExperienceDesign #EventStrategy #PersonalizedExperiences
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Have you ever used Notion as a live voting tool? 🤔 Recently at the Notion Karachi Community Meetup, I set up an integration to streamline live voting for the ice-breaker activity using forms, a Notion database, and Notion charts. Here’s a quick walk-through of how it went down: 1️⃣ First up, I created a Tally form featuring 10 pitches submitted by our audience beforehand (via another Tally form). These were displayed for everyone to read, then vote for their favorite in a multiple-choice format. 2️⃣ Next, I set up a Notion database and converted it into a chart layout, customizing the styling to make it visually engaging. 3️⃣ Finally, I integrated the Tally form with the Notion database, ensuring all fields were mapped correctly. 🚀 And that’s it! Simple, right? This setup automated the entire voting process. The audience voted seamlessly for their top pitches, and the live results were displayed on screen, letting everyone see who was leading the competition in real time. Update: This solution is now natively possible after the launch of Notion forms. Simply use /form on your Notion page and you are good to go. 🌟 #notion #tally #voting
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Bronze/Silver/Gold layers in an event store or time series database like Azure Data Explorer or Fabric KQL when ingesting event data from sources like Event Hubs or Kafka: ** Bronze: Raw event data "as-is", including event metadata (e.g. CloudEvents attributes) and event payload data. Payload data either projected onto columns with ingestion mappings or stashed into a single dynamic column. ** Silver: Normalize and potentially correlate/enrich event data with reference data already in the database or in external tables. This can be done inside update policies and/or materialized views such that building the silver layer is automatically driven by the event flow. This layer might also have materialized views that provide you with access to the "latest" for any event type/source/subject, like: .create materialized-view myEventLatest on table myEvent { myEvent | summarize arg_max(___time, *) by ___type, ___source, ___subject } ** Gold: Reporting tools are not particularly great at composing and handling complex queries, so you'll do best with the gold layer being "headless reports" where complex queries are held in the DB as either functions or materialized views, and which return wide and denormalized result sets that the reporting tool can filter down to make fit. Using update policies and materialized views in a cascading fashion, and then queried via functions, allows for the Silver and Gold layers to be constructed through the "impulse" of the ingested events. There's no batch-loading from one layer to the next, but the updates are continuous. As a result, you can have current data in your Gold layer reports within moments of the data having been ingested. Keeping the raw events around in the Bronze layer lets you extend the Silver and Gold layer with new projections of the event data stepwise, even based on historical events ("event sourcing"). You can even toss and rebuild the Silver layer from scratch if you need to. Microsoft Fabric's Real-Time Intelligence pipeline that combines Event Streams (having Event Hubs, Kafka & AMQP endpoints) with Eventhouse/KQL and Real-Time Dashboards makes that pattern very simple to implement.