How to track offline activities like trade shows?SOLVE
Dec 29, 2017 12:49 PM
Perhaps the holiday season has my brain fried, but I am struggling a bit to figure this out.
We attend trade shows and do lunch & learns which provide valuable leads for us (often in large bulk). Sometimes these contacts will already be in HubSpot and sometimes they are new. What is the best way to track this and also make sure we are being alerted in a way to follow up?
For example, if it is a new contact, it isn't too hard to track. However, if it is an established contact in our system that we reconnected with, what would be the best way to document this?
I appreciate your insights!
Solved! Go to Solution.
Dec 29, 2017 2:33 PM
Hmm, it could be tricky to cover all eventualities.
Depending on the type and size of the event, one method could be to pass all leads through a form on a landing page. If this landing page were assigned to a campaign, all leads, including exsiting ones, would be tagged with the campaign as part of the new campaign analytics that HubSpot has in beta currently.
Another option, if bulk importing (i.e. creating contacts from offline sources) would be to create a custom multi-select property to which you add each event as it happens. This could be set at the point of import, but is perhaps more open to error.
If I think of anything else, I'll let you know.