The first step to creating an event technology landscape built for scale is identifying where the most current and accurate data is kept. This is probably your CRM system, and if you’re a part of the majority, it’s likely Salesforce.
To track your event contacts’ lifecycle, you’re probably creating a campaign in Salesforce for each event or campaign and adding a bunch of relevant contact data. But how are you currently activating that list for an event? I’m willing to bet your process looks something like this:
1. Add all relevant contacts to the campaign with a status that looks something like, “Invite to event.”
2. You export the list into a .csv, upload it into your MAP or email sender, and execute your invitation. If you’re a step ahead, your MAP and CRM systems are integrated, so you just work your MAP magic and hit send.
3. Track all RSVPs and update individual statuses in the Salesforce campaign one by one. Or, if this is simply too painful and time consuming, you don’t update RSVP statuses and miss out on some data tracking.
4. On the day of your event, you print out the guest list on the ol’ Excel sheet, grab your highlighter, pour a large glass of wine, and brace yourself for manual check-in. Pour two glasses of wine if you will be shuffling through pre-printed name badges as part of the process.
5. After your event, you stay up all night piecing together your check-in sheet and updating the campaign statuses one by one — because you’re a responsible, data-driven marketer who understands speedy data upload equals faster follow-up.
7. Do it all over again for your next event.
Doesn't sound very scalable now, does it? What if I said there was a better way that looked like this:
1. Create your event in Splash with a couple clicks. Simultaneously create a Salesforce campaign with no clicks. Thanks, bi-directional sync!
2. Add relevant contacts to the campaign with an “Invite to event” status. Watch them populate in your Splash event invite list.
3. Create your email invitation in Splash and hit send. Watch all of the RSVPs pour in and update in both Splash and Salesforce instantly and automatically.
4. On the day of your event, you have the Splash Host App, where you check your guests in with the flick of a finger. As you check them in, their statuses are logged in Salesforce in real-time.
5. After the event, you go home and get a good night’s sleep knowing your data is squeaky clean and already in your sales team's hands.
Notice a few less steps here? Another bonus: You’ll never cry over event inefficiencies again, and you’ll feel empowered to host even more events because you can prove the impact they had on pipeline and revenue.