This has been asked in a variety of ways, but I wanted to start a new thread since marketing events and custom objects have been rolled out to see if there are any new thoughts.
We are a school with multiple campuses and run many information events throughout the year. We need to be able to track registrations for each event and then mark attendance. We need to be able to see lists of contacts in each attendance status per event and crucially we want to be able to create a report that can for example show how many of our inquiries (Contacts) that completed an application (Deal) have attended an event broken out by Event Type (property).
We are willing to look at custom development, so the thought was to create an “Event” object and then an “Attendance” object. For each event create 3 attendances (Registered, Attended, Cancelled). The contacts get associated with the attendance objects and the attendances get associated with the Contacts. That gets us some of the way there, but the reporting I mentioned above is still not possible.
Curious to see if there are any thoughts on how to achieve this.
Great way to start a conversation! I will tag some top experts to share their thoughts, @Josh, @lynton, @Phil_Vallender what would you suggest @dtavenues to achieve his goal?
We are taking part in webinars and get the lists of regitered contacts and actual attendees - not all registrants attends.
How do we best track our events to see which contacts registers/attends and how much value that generates for our business? @PamCotton did the experts not have any input at all?
I am also looking for a solution to this exact question for tracking event attendance and impact for events hosted and attended by our team (we are a nonprofit).
Has this been introduced yet? It would be good to have a formal record of those that attendended events/ webinars rather than those that just registered.
We desperately need this, too, and it would be a major win if it were an option with the Pro tier where we don’t have custom objects.
Sidenote: wouldn’t it be cool if there were a Hub called Events Hub which would handle everything you need to do to sell tickets, register people, and track attendance for all your conferences and events? And it was fully functional for Pro tier with extra bells for Enterprise? Game. Changed.
To be honest, I would be happy if they just got it to what I am use to in Saleforce.com from the early 2000’s.
A campaign view of all of my campaign stats by type of campaign. So it bothers me that Hubspot didn’t consider an event to be part of campaigns.
The fact that I can’t even manually edit what they built so far for events (in the contacts tab) is equally frustrating. I can’t manually track stats here.
And on a contact record – clear reporting of every event/campaign that they engaged with and level of participation.
So far behind.
I have maybe a similar problem that I am trying to solve. I don’t necessarily need detailed reporting regarding events at this point, but I do want some way of recording year-over-year event attendance that is less slopped than creating a new property value each and every time an annual event occurs. This results in our having 1000s of events, when really this is just around 100 events that are regularly attended year over year. But, we still need a way to filter based on year attended. Any advice would be greatly appreciated.
If it’s a specific event with a yearly occurrence, you could set up a single multi-select property like “X event attendance” and then have the years (or other frequency) as options. That way you could filter on that specific event, and per occurrence.
