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.
This actually completely tracks with our long-term strategy and intention. Unfortunately, we want to implement a new, cleaner event tracking method before 2023, and we felt like with less than a month of runway, we really simply did not have the time to architect this out. 😕
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.
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.
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).
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?