Tips, Tricks & Best Practices

Linah4
Contributor

Tracking In-Person Events?

SOLVE

Hello,

 

I would like to track an upcoming in-person event in HubSpot. What I've done is created a registration form (associated to a campaign), and a workflow so when a user completes the form they are added to a registration list. Likewise, I have created the same workflow for attendee-check-in: they scan a QR code to fill out a check-in form, then are added to an "Attended" list.

 

I would like to try and use the "Marketing Events" tool to track numbers for the event but I don't understand how to do this. How do I associate the form entries or lists to the ATTENDEES and REGISTRATIONS properties? Or, is there a better way to track all of this?

 

Thanks for any advise!

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1 Accepted solution
DianaGomez
Solution
Community Manager
Community Manager

Tracking In-Person Events?

SOLVE

Hi @Linah4,

 

Thanks for the details!

 

I understand that you'd like to automatically add everyone who submitted the form as 'registrants' in the marketing events tool. Unfortunately, this isn't possible due to the tool's current limitations. The main challenge with marketing events is that it's primarily designed to work with integrations (you can learn more: Use marketing events). As a workaround, you'll need to export the contacts who submitted your form, then under Marketing Events Actions, import them back as event contacts.

 

I hope this helps!

Diana


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5 Replies 5
MrJustinGivens
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Tracking In-Person Events?

SOLVE

Hey @Linah4, the simplest way to get started with Marketing Events in HubSpot is to try out SimpleEvents.io.

 

It's the #2 Event app in HubSpot and really maximizes your team's efforts in event management. 


Cheers & have a blessed day!
Justin Givens


DianaGomez
Community Manager
Community Manager

Tracking In-Person Events?

SOLVE

Hi @Linah4,

 

Thanks for reaching out to the Community!

 

As per our documentation, Marketing events can only be associated with campaigns from the campaigns tool. You can associate your marketing events with a HubSpot campaign to keep track of the event's performance and contributions to your campaign.
 

  • Both marketing events created from connected integrations and manually created marketing events can be associated with campaigns. In the Event source column, you can check if the marketing event was created from an Integration or Manually created.
  • Attribution reporting with marketing events is only available for accounts with a Marketing Hub Enterprise subscription. When doing so, you cannot create Contact create or Deal create attribution reports. You can only create revenue attribution reports.

Hope this helps clarify!

 

Best,

Diana


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¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

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Linah4
Contributor

Tracking In-Person Events?

SOLVE

Thanks Diana! I am having a very difficult time using Marketing Events as a tool. I have now added the event as an asset to the campaign, but how do the "ATTENDEES" and "REGISTERED" numbers in the event get populated? Isn't there a way to populate these based on a list?

0 Upvotes
DianaGomez
Solution
Community Manager
Community Manager

Tracking In-Person Events?

SOLVE

Hi @Linah4,

 

Thanks for the details!

 

I understand that you'd like to automatically add everyone who submitted the form as 'registrants' in the marketing events tool. Unfortunately, this isn't possible due to the tool's current limitations. The main challenge with marketing events is that it's primarily designed to work with integrations (you can learn more: Use marketing events). As a workaround, you'll need to export the contacts who submitted your form, then under Marketing Events Actions, import them back as event contacts.

 

I hope this helps!

Diana


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 Upvotes
Linah4
Contributor

Tracking In-Person Events?

SOLVE

Thanks for clarifying! Appreciate your time to help with this. I was worried that would be the only solution, it's too bad it can't be used stand alone for live tracking. Thansk again!