Using HubSpot to track conferences, events, etc. as a public speaker

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I'm new to Hubspot, looking for advice on how to set up a system to track conference leads.  For instance, a conference is in October 2018 and has a call for speakers in February. How do I set up a system to track the conferences (that may have multiple contacts). Do I add them as a "company"?  
Sorry for the newbie questions, thanks for any advice on setting up the systems properly.

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>>So, if I have 50 conferences for instance that I am contacting - would each contact have a drop down?

That's up to you @sharradog.

HubSpot gives you the freedom to set this up in many different ways. In our model, there's only one dropdown at the Company level -- the venue.


>>Could I maybe organize them by Quarter? So that each dropdown field is Q1-2019, Q2-2019 ?

Yes. Excellent idea.
However, we'd recommend using names like 2019-Q1, 2019-Q2, 2020-Q1, 2020-Q2 instead. That way, if/when we eventually need to export and sort our list at some point in the future it sorts in a meaningful way.

 

Bottom line is that you have options. You can build the solution that best suits your specific use case.

 

Hope that helps.

 

Please reach out if you'd like us to build this out for you. In the meantime, may we please mark this post as solved?

 

Best,
Frank @ MFJLabs

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Q: Using HubSpot to track conferences, events, etc. as a public speaker.

 

Short A: One way to accomplish this would be to use a custom contact property -- e.g., Conferences

 

Longer A

If you use a multiple checkbox contact property it will allow you to track a variety conferences. (see image)

hubspot-crm-contact-properties-custom-conference.png

 

 

Additionally, because this is a custom 'Contact Property', you will also be able to track participation by contact. (see image)

hubspot-crm-contact-properties-custom-conference-inbound-unite-1000x723.png

 

 

Again, this is just one contact-centric solution that will allow us to both track and report on attendees across multiple conferences.

 

Hope it helps.

 

Best,

Frank

 

 

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Your Remote HubSpot Partner

www.MFrankJohnson.com

 

Please include @MFJLabs in your message if you'd like me to reply.

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New Contributor

Thanks Frank @MFJLabs this looks like a great solution. I'll have to look into that option more thoroughly.
When you have the contacts under the event (Annie, Bob, Charlie) are these different contacts at the event (people who book speakers?)

How would I identify when they are accepting speakers, would i add this to the conference as a task item?

Appreciate the help
Caroline

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Hi @sharradog,

 

The people shown in the chart above actually represent conference attendees. However, this model could also be adapted for Companies with a little more work.

 

By including a custom Company property (e.g., Conferences) we can quickly identify which companies were holding conferences. Depending on how we setup those conference names we can also quickly glean additional details (e.g., pseudo timeframe).

(see image showing all Companies holding conferences in 2018 & 2019)

hubspot-crm-company-properties-custom-conference-gif.gif

 

That being said, we'll still want to additionally track individiual contacts at the respective companies (venues) since we'll ultimately need to engage them. This fine point is especially important when we deal with multiple contacts at a company (like HubSpot) where only one person may be our contact for conferences.

 

Hope that helps. Reach out anytime.

 

Best,

Frank

www.MFrankJohnson.com

 

 

 

 

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@sharradog, may we please mark this post as solved ??

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New Contributor

Thank you Frank for the detailed reply!  So, if I have 50 conferences for instance that I am contacting - would each contact have a drop down? That seems like a lot of conferences to view/manage. Could I maybe organize them by Quarter? So that each dropdown field is Q1-2019, Q2-2019 etc. so I can filter all the conferences by quarter? I know that for Q1 conferences I will have to contact them in Q1 the year before....?

 

 

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_hubspot-button-accept-as-solution-gif-v00.gif

Does this post help you? If so, then help others by accepting it as a solution.

 

>>So, if I have 50 conferences for instance that I am contacting - would each contact have a drop down?

That's up to you @sharradog.

HubSpot gives you the freedom to set this up in many different ways. In our model, there's only one dropdown at the Company level -- the venue.


>>Could I maybe organize them by Quarter? So that each dropdown field is Q1-2019, Q2-2019 ?

Yes. Excellent idea.
However, we'd recommend using names like 2019-Q1, 2019-Q2, 2020-Q1, 2020-Q2 instead. That way, if/when we eventually need to export and sort our list at some point in the future it sorts in a meaningful way.

 

Bottom line is that you have options. You can build the solution that best suits your specific use case.

 

Hope that helps.

 

Please reach out if you'd like us to build this out for you. In the meantime, may we please mark this post as solved?

 

Best,
Frank @ MFJLabs

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New Contributor

THank you!

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