Guide

An Evaluation Guide for Event Technology in 2025

Check off this criteria when adding event software to your martech stack.

Events are a favorite acquisition and retention channel for organizations today. They’re a chance to brand your company as an industry expert, generate demand for your offerings, increase product adoption, renew customers, and build loyalty.

In Splash’s Outlook on Events report of more than 1,250 marketers, 83% said events are critical to their business growth.

But what technology is best for driving event-led growth?

Event marketing platforms extend beyond supporting just annual tentpole events or conferences — they should enable you to create, host, and scale repeatable event programs that maximize ROI. And they should be usable by everyone in your organization: democratizing who can derive value from event programs, centralizing the data that demonstrates that value, and enforcing brand standards with the right permissions.

For too long, it’s been impossible to market, measure, and scale events of every size and format in a single platform. Companies need a way to create beautiful, on-brand marketing assets for their events and ensure effectiveness in driving registration, attendance, lead flow, and revenue.

Ultimately, an effective event marketing platform should unlock event-led growth for your organization, letting you capture and retain business through strategic, repeatable, and data-informed event programs.

This guide is your roadmap to understanding the key roles involved in an event marketing platform evaluation, the lifecycle of event marketing, which features and functionality to look out for, and the best practices and pitfalls to be aware of in making your selection.

01

Who Should Evaluate

Anyone in your organization responsible for vetting marketing technologies should be involved in selecting an event marketing platform. It’s also helpful to include a marketer responsible for running and hosting events since they’ll be working in the tool on a day-to-day basis.

The best way to evaluate the software for your organization is to ensure all players who touch events at your organization have shared their requirements:

Executives should be able to review event program outcomes tied to established company goals and strategic priorities.
Program Owners should be able to assess event program ROI by reviewing high-level KPIs and have visibility into the status of any event at any time.
Program Implementers should be able to create events, prep event marketing materials, perform planning and day-of event responsibilities, and coordinate requests across stakeholders.
Operations Managers should be able to integrate event marketing technology into the organization’s existing martech stack.
Designers should be able to create, brand, and repurpose digital event marketing assets, like event pages, emails, and social share cards.

That said, every organization is different. At some, employees have multiple roles, while in others, there may be several program implementers and designers. What’s important is not your organization’s role count or exact alignment to the bulleted list, but that the event marketing solution facilitates your organization’s goals.

02

How to Evaluate

Form follows function. As you evaluate event technology, you and your team should be supported throughout each stage of the event lifecycle.

We’ve identified ten primary stages of a successfully executed event. The right solution for your organization will directly address, or integrate with technologies that address, activities in each stage:

Virtual, Hybrid, and In-Person Events: Setting up an event program in any format or environment
Event Approvals: Receiving an event request or signal, and approving or assigning that event for execution
Registration and Ticketing: Collecting free and paid registrations, assigning capacity limits, and issuing refunds and payments
Guest List Management: Creating, approving, reviewing, updating, and giving visibility into the guest list
Event Marketing Assets: Creating event pages, invitations, and confirmations that meet brand governance requirements and are responsive on any device
Event Promotion: Email communication, social sharing, web marketing, and following up with invitees and attendees
Check-In Management: Checking guests in easily, taking on-site notes, and communicating with guests
Post-Event Management: Publishing on-demand content, sending follow-ups, and creating feedback surveys
Event Analytics and ROI: Proving the event was a success by reconciling guest information, collecting feedback, and sending ROI or post-event reports
Event Data Management: Optimizing your programs using internal data about how your team sets up and runs events

Once you find a platform that addresses each of these stages, confirm that it can scale with your team, is secure, keeps up with compliance, and includes built-in education and community for your users. There’s a section for that, too.

Splash is a needed tool in the martech stack, and it is a qualification for my next job. I won’t even consider a company if they don’t have Splash.

Nina Skoko
Global Partner Marketing

03

Event Technology Checklist

You know your organization and its needs best, but as you evaluate your event marketing options, there are some key platform attributes to keep in mind. A successful implementation will need to meet this criteria across the event lifecycle.

Virtual, Hybrid, and In-Person Events

Who should evaluate:
Executives
Program Owners
Program Implementors
Operations Managers
Designers

Your event technology should let teams create experiences in any format. That means it should enable your team to promote and measure in-person events and host live streams with guest engagement.

Branding, data capture, and ability to scale programs are as critical requirements for in-person events as they are for virtual and hybrid ones. For programs that have online components, keep in mind that it should be easy to test live streams, communicate with multiple hosts or presenters, and engage guests with features like Q&A, polling, chat, networking, and on-demand playbacks.

To support virtual, hybrid, and in-person events, event technology should let you:

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Build events that guests can attend in-person or in their browsers
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Design on-brand guest registration forms and pages
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Brand live streams to showcase your company in an online or hybrid format
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Access sophisticated hosting tools with backstage and rehearsal options
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Get frequent updates to features that keep guests engaged online, like Q&A, polling, and networking options
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Schedule invites, reminders, and segmented follow-ups
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Schedule guest list exports and enable Slack notifications for revenue team visibility
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Export engagement responses for online polls, Q&As, and chat comment
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Connect and engage with attendees on-site through an event app
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Integrate with your CRM and MAP systems, like Salesforce, Marketo, and HubSpot
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Access both individual event analytics and holistic program reporting

Event Approvals

Who should evaluate:
Executives
Program Owners
Program Implementors
Operations Managers
Designers

When it’s time for your organization to host an event, who are the drivers, approvers, and contributors? It’s common for leadership teams to create a consistent set of requirements before dedicating budget to an event program.

If your organization has an approval flow for events, your event marketing software should let executives and program owners review requests. Think of it this way: the easier you make it for your team to get up and running with their events, the more likely they are to generate impactful program ideas — and the faster the whole company will see results. In a nutshell, this is true event marketing at scale.

To support event approvals, event technology should let you:

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Create and reuse internal event request forms
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Customize event request forms with specific questions and conditional logic
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Manage (review, accept, and/or decline) event requests centrally
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Only create events using brand approved templates with built-in guardrails
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Review all past and future events in one place
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Set user- and group-level permissions to designate an events review board

Registration and Ticketing

Who should evaluate:
Executives
Program Owners
Program Implementors
Operations Managers
Designers

Your event marketing solution should support both paid and free events. In both instances, you should be able to control the entire registration experience, from privacy settings to domain restrictions to capacity settings.

If your organization hosts global events, make sure your event technology either partners with a globally recognized and secure payment processor or allows you to integrate with your own payment provider.

To collect RSVPs or sell tickets, event technology should let you:

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Create RSVP and ticketed events
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Limit registration using privacy settings, like guest list approved emails and password protected pages
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Prevent specific email domains from registering for your event (e.g., personal emails or competitor domains)
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Set RSVP and ticket purchase capacity limits
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Enable waitlists when registration capacity limits are reached
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Create unlimited ticket types
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Customize ticket details like price, currency, availability window, and order limit
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Send ticket details, receipts, and QR codes via email
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Issue refunds and payouts using a safe and secure global payment processor
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Sync registrations and ticket information with CRM and MAP systems, like Salesforce, Marketo, and HubSpot

Guest List Management

Who should evaluate:
Executives
Program Owners
Program Implementors
Operations Managers
Designers

Once an event is approved, most teams build and maintain an event guest list.

Your event marketing solution should let you import contact records and integrate with your existing CRM and MAP to keep your data accurate across systems. Teammates from various parts of the organization should also have visibility into guest list statuses: who was invited, registered, and attended.

Don’t let simple contact managers fool you: if registration management isn’t the backbone of your event marketing solution, you lose the advantage of leveraging guest data — from assessing interest by demographic to automating marketing emails by registration status.

To manage guest lists and increase attendee alignment and awareness in your organization, event technology should let you:

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Import and export contact records
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Sync with CRM and MAP systems, like Salesforce, Marketo, and HubSpot
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View real-time updates as guest statuses change from invited to registered to checked in
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Create event-specific lists for certain types of guests, like VIP and dietary restrictions
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Send emails to guest list segments, like those registered or part of a custom list
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Add collaborators to your event who can view or make changes to the guest list
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Set user- and team-level permissions to designate who is able to view and edit the guest list

Event Marketing Assets

Who should evaluate:
Executives
Program Owners
Program Implementors
Operations Managers
Designers

An on-brand, clean pre-event experience is perhaps the most critical part of marketing your event. You can raise — or crush — guest expectations with the right assets.

An event page that successfully markets your event and its agenda, optimally tailored social share materials, and personalized emails are mandatory in an event marketing platform — and everything needs to be consistent with your brand’s design.

To create the right event marketing assets, event technology should let you:

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Create an event page easily
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Design your event page, including uploading your own fonts, colors, and logos, to match your brand
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Have control over margins, padding, and other design elements of your digital marketing assets
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Allow you to quickly duplicate parts of your event page, email, or social share card for reuse across multiple events
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Design a bespoke social share card that previews your event page when promoting your event page URL
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Create an event hub or calendar that allows guests to access registration for multiple events from one place
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Add collaborators to your event who can give feedback or support the creation of your event marketing materials
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Set user- and team-level permissions so designers have pixel-perfect access to marketing asset design, while implementers can update on-page copy

Event Promotion

Who should evaluate:
Executives
Program Owners
Program Implementors
Operations Managers
Designers

What good are beautiful marketing materials if they’re never seen? Activate the right channels, and you’ll be looking at a full house. Neglect communication, and you can bank on low turnout. Remember: the ROI of your event is dependent on how many people you can get in the room. Don’t let lead flow stall out before the show even begins.

Choose a platform that considers key promotional channels: email marketing, social sharing, and your website (embedding an events calendar on a webpage). The smartest solutions give you the flexibility to customize and schedule these communications.

To promote your events effectively, event technology should let you:

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Send and schedule emails for automated guest communication
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Customize email content based on information, like registration status and guest type
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Promote a bespoke social share card that previews your event page when its URL is shared
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Access AI and data-driven insights for increasing attendance using promotional best practices
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Build stages of your event page so that guests see different versions of your event on the right timeline (e.g., a preview before the event and a recap once it’s over)
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Embed an event calendar on your organization’s website for quick navigation and registration
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Review email analytics like open rate, clicks, and deliverability without exporting your data (exporting should still be an option if you need it)
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Designate which individuals in your organization can promote your event with the right level of access and permission set

Check-In Management

Who should evaluate:
Executives
Program Owners
Program Implementors
Operations Managers
Designers

It all comes down to this: who showed up? Your team should be confident that their event technology gives them flexibility to support their guests’ needs in real time and keep the line moving so everyone’s on-site experience is smooth.

You should be able to check guests in quickly at the door, print name badges, and take notes from one tool — and all this information should remain up-to-date in your CRM and MAP systems. If your program is virtual or hybrid, check-in should happen automatically, and your event platform should note how long attendees stayed on.

To effectively host events, event technology should let you:

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Check guests in using a web browser or event app for any iOS or Android device
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Enable guests to check themselves in via a self-service kiosk mode or similar
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Print guest name badges upon check-in
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Save on-site notes to guest records
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Access guest information, like answers to registration form questions, from an event app
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Offer attendees the option to engage with event content and connect with other attendees before, during, and after your event using an event app
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Keep CRM and MAP systems up-to-date with guest registration and attendance status
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Integrate with messaging applications, like Slack, to deliver real-time updates to your internal teams about who has checked in
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Send emails to guests from a mobile app for real-time communication, like agenda revisions or event announcements
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Give on-site staff access to check-in functionality with the right permissions

Event Analytics and ROI

Who should evaluate:
Executives
Program Owners
Program Implementors
Operations Managers
Designers

What good is running the perfect event if you can’t prove its impact? Any technology worth investing in should give you a way to demonstrate success and overall ROI.

Choose a solution that collects data about each step in the event marketing lifecycle and exposes results in a visual way that is easy to share with stakeholders and leadership.

To prove event marketing success, event technology should let you:

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Review a high-level overview of your entire events program ROI in one place
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Visually interact with your event data
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Drill into details about your event guest list, email campaigns, ticket payouts, and event page engagement
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Export data to a CSV and keep it in sync with CRM and MAP systems
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Understand top-performing marketing efforts across campaigns
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Track your event funnel from guest registration to check-in
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Give your organization’s analysts and operations teams full data access and control, while allowing view-only permissions to contributors and approvers

Event Data Management

Who should evaluate:
Executives
Program Owners
Program Implementors
Operations Managers
Designers

You already know that executing events is only part of the puzzle. You also want to optimize programs by consistently collecting data about your events before and after they take place. By streamlining your team’s workflows, they have more time to generate new ideas and prove event program ROI.

Look for event technology that collects information while your team creates an event. By collecting data from your team over time, you’ll be able to predict and improve event specifications like budget, region, expected attendance, AV needs, and more. Remember: lack of consistency leads to poor decision-making, so you should solve any data problems sooner rather than later.

To take advantage of internal event data, event technology should let you:

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Customize an event creation flow that collects information like budget, expected attendance, or other factors
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Automate internal data collection any time an event is created
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Give your teams a quick wizard to automatically spin up a program based on pre-approved requirements
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Send a post-event survey to collect feedback
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Embed custom internal dashboards into the analytics section of your event marketing platform
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Compare data from smaller events across the customer lifecycle

The level of productivity we’ve gained by using Splash, especially the integrations, is more than we could ever imagine. The integration with Marketo has saved us so much time and lets us focus on bigger things. There’s no excuse for marketers not to use Splash as an event marketing platform.

Irina Manolova
Marketing Automation Specialist

04

Implementing Event Technology

When lead flow is on the line, you need event technology that can be implemented in less than a few weeks — and one that can be administered without constant support calls. Platform integration, accessibility, ease of use, user enablement, and deployment flexibility should be top-of-mind considerations as you evaluate your options.

Scalability

Industry leaders are taking advantage of the time required to perfect and repeat an event. How? By guaranteeing that all of their event-led growth efforts are scalable. Scale is the ability to grow your organization’s revenue without requiring a corresponding increase in its resources, and it’s a powerful thing.

Scale:

  • Improves the quality of leads in the room
  • Increases the likelihood of those leads becoming opportunities
  • Sets your revenue teams up to close more business

To scale your event marketing efforts, event technology should let you:

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Set up integrations once to connect your CRM and MAP systems every time you run an event
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Create sophisticated registration forms using conditional logic and apply them to future events
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Ensure brand consistency and governance by uploading your colors, fonts, and logos once, and applying to all your event marketing materials
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Design reusable event templates with your company’s footer, cookie banner, and other organization-specific customizations built-in
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Create email templates for registration confirmations, reminders, and any custom scenarios
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Define KPIs once and rely on your platform to spin up visual analytics reports whenever your team runs an event

Security and Compliance

Scale doesn’t stop paying off there. Data privacy laws, like GDPR and CCPA, must be taken into account when marketing events. Get in front of your event data management processes by setting standards once — like adding a Terms & Conditions checkbox as part of a registration form — and reusing them whenever you create a new event.

To ensure your events are in compliance, event technology should let you:

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Account for GDPR, CCPA, and other data regulations, like keeping unsubscribe data current using bidirectional integrations with your CRM and MAP software
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Anonymize guest data per event
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Capture and record opt-ins by attendee
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Share legal information based on attendee residence
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Set access levels, or permission sets, for different types of users

While program implementers may want to customize every detail of an event page, on-site hosts may only require access to a mobile app for checking guests in on-site. Choosing a platform that meets the needs of every event marketer is important, but one that meets that need gracefully (by offering multiple types of access) makes your team that much more efficient and effective.

Pricing & Packaging

Don’t get fooled into bait-and-switch pricing. Choose a platform that’s transparent with its pricing options and is equipped to help you scale your programs successfully.

If your company has platform requirements that aren’t specifically met, be sure to ask what customizations can be made available to you. Even better: ask what level of visibility you get into the provider’s product roadmap and feature releases as a customer.

When you evaluate the total cost of event technology, look for one that offers:

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No additional fees for integrations
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No fees per RSVP or attendee
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Multiple options for running virtual and hybrid events
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Free on-site check-in functionality
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Basic design control for everyone — and a deeper feature set for your team’s designers
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User-friendly interface that doesn’t require software expertise to get started
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Plenty of how-to resources and online documentation
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Implementation help and on-call support

It should be clear what kind of ongoing customer support you’ll receive. Best-in-class support organizations will offer help over the phone and by email throughout the week.

Your solution provider shouldn’t abandon you after purchase. Make sure to ask for an implementation timeline and request that an implementation specialist helps set up the platform to get you started. If implementation or support teams have to hold your hand after the onboarding period, the cost and pain of your deployment rises. It’s important that you also have thorough help topics and educational videos available to you and those in your organization to self-serve and answer questions in real time.

Education & Community

Choose a platform that has a built-in community surrounding it. Your team will benefit from having access to product experts at no additional cost.

Today, software education goes beyond an online version of a printed manual. Your team should be able to answer their own questions in real time within the product, take their learning further with dynamic content online, and network with other users to increase their impact.

When you select event technology, choose a platform that extends beyond just its software. Look for one that offers:

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In-product onboarding and new feature announcements
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Self-serve resources available as video and written content
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Online courses that quiz your knowledge and allow you to become certified in different areas of the product
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Help articles that are regularly maintained and provide feature-level how-tos
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In-person and virtual community gathering events for learning and education
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Opportunities to hear from the software provider’s leaders and developers
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Easy-to-access roadmap that is updated regularly
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Customer newsletters that provide updates and assistance

Adding to or changing your marketing tech stack shouldn’t be painful.

With the right community and learning resources, event technology will increase the impact of your live and on-demand programs while giving your team a competitive advantage. Optimize the ROI of investing in the right software with a strong professional and educational network.

The level of productivity we’ve gained by using Splash, especially the integrations, is more than we could ever imagine. The integration with Marketo has saved us so much time and lets us focus on bigger things. There’s no excuse for marketers not to use Splash as an event marketing platform.

Irina Manolova
Marketing Automation Specialist

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