Engaging with event attendees before, during, and after events using Salesforce involves using its features for communication, automation, and data management. Here’s a comprehensive approach:

Before the Event

1. Pre-Event Communication:
   • Use Salesforce Marketing Cloud or Pardot to create targeted email campaigns inviting attendees to the event.
   • Customize messages based on attendee data stored in Salesforce (e.g., name, company, interests).
   • Set up automated email reminders using Salesforce Workflow Rules or Process Builder to remind attendees about event details, agenda, and logistics.
2. Registration Management:
   • Create a Salesforce Campaign for the event and manage attendee registrations as Campaign Members.
   • Utilize custom objects in Salesforce to track detailed registration information, such as session preferences, dietary requirements, or special requests.

During the Event

1. Attendee Check-In and Engagement:
   • Use Salesforce mobile apps or integrated event management apps for on-site attendee check-in.
   • Utilize Salesforce Events or custom objects to manage session attendance and track participant engagement during different sessions or workshops.
2. Real-Time Interaction:
   • Use Salesforce Chatter or Salesforce Communities for real-time interaction among attendees, speakers, and organizers.
   • Capture real-time feedback using Salesforce Surveys or custom forms to gather attendee insights and satisfaction levels during the event.

After the Event

1. Post-Event Follow-Up:
   • Automatically send thank-you emails and surveys to attendees using Salesforce Campaigns or Workflow Rules.
   • Assign follow-up tasks to sales or support teams based on attendee interactions and interests captured during the event.
2. Analytics and Reporting:
   • Use Salesforce Reports and Dashboards to analyze event performance metrics such as attendance rates, session popularity, attendee feedback, and ROI.
   • Calculate the return on investment (ROI) of the event by analyzing lead conversions, new opportunities generated, or attendee engagement metrics.
3. Nurture Relationships:
   • Continue nurturing leads and relationships with attendees post-event using Salesforce Sales Cloud or Marketing Cloud.
   • Segment attendees based on their interaction levels and preferences captured during the event for personalized follow-ups and future communications.

Orchid Connect is a woman-owned Salesforce implementation firm with 30 years of experience serving associations, non-profits and small/medium businesses. We specialize in strategic and implementation services, go-to-market support, and ongoing support. To learn more, reach us at reachout@orchidconnect.com.