How to Measure Event Success: A Guide to Event Reporting & Analytics

  • Event Management

Nothing beats the feeling of hosting an event that went off without a hitch—especially since planning, coordinating, and managing a successful event takes a lot of hard work, education, and resources.

However, when the doors are closed or attendees log off, there’s still work to be done. It’s important to evaluate the event, analyze event metrics, and collect the data necessary to make improvements to and decisions about future events. Whether you’re organizing a conference, hosting a small community gathering, or coordinating a virtual town hall, the right event reporting and analytics software will help you measure the success of your event.

The Importance of Event Reporting

Creating event reports, tracking event metrics, and analyzing the results are all essential to event planning and management.

By measuring the success of an event, event organizers can use data to learn from their experience, spot trends and patterns, set realistic goals based on past event performance, and gain deeper insights into how attendees engage with their events.

Event reports also provide event planners with a variety of other benefits:

Evaluate Event Performance

Tracking event metrics and analyzing event data can determine whether your event achieved its goals as well as help establish objectives for future events.

Learn What’s Working (& What’s Not)

During an event, you can track metrics like attendance, participation levels, complaints, social media reach, and average spending to get an idea of what is working—and what needs to be improved.

Demonstrate the Value of the Event

After the event, who are you reporting to: your boss, clients, investors, or other stakeholders? With event reporting data analytics, you can show the tangible benefits of the event and calculate their return on investment (ROI).

Improve Attendee Experience

Reporting, data collection, and analysis gives you the opportunity to get feedback from attendees. With this valuable data, you can enhance and refine the attendee experience and improve future events.

16 Key Event Metrics to Report & Analyze

Every event is different, and the metrics you track to measure success will depend on the specifics of the event.

However, consider collecting both quantitative and qualitative metrics. Quantitative metrics like attendance and revenue as well as qualitative metrics like attendee satisfaction and engagement levels are both essential parts of evaluating the success of an event.

Here are a few of the most common event metrics that event organizers use to create reports, analyze data, and evaluate event performance.

1. Number of Registrants or Tickets Purchased

The number of registrants or tickets purchased represents the number of individuals who signed up to attend the event.

2. Total Attendance

Total attendance is a vitally important metric that tracks the number of people who checked-in at the event. This number should include both in-person and virtual attendees, if relevant.

3. Registrant Conversion Rate

It’s not uncommon for some registrants to miss the event. The registrant conversion rate is the percentage of people who registered and actually attended the event.

4. Attendee Demographics

Depending on your event management software, you may be able to analyze attendee demographic metrics such as age, gender, location, industry, and more to get a deeper understanding of your audience.

5. Gross Revenue

Gross revenue, also called total revenue, captures the revenue earned from the event, including ticket sales, sponsorships, merchandise, and other event revenue streams. This metric does not take into account how much money was spent on the event—just the revenue gained.

6. Return on Investment (ROI)

Event ROI is the net revenue, calculated by deducting overhead costs from the gross revenue. This net figure represents the actual financial performance of the event.

7. Budget Variance

How much did you budget for the event? How much did you end up spending? Budget variance measures the difference between these two numbers to evaluate financial planning and management.

8. Cost per Attendee

You can also calculate the cost per attendee to understand the average expenses related to each event participant.

9. Social Media Engagement & Reach

Social media metrics measure the engagement and reach of the event on social media. Data could include likes, shares, comments, hashtag use, followers, hits, and more to see how many people saw and interacted with the event across social platforms.

10. Website Traffic

Do you have an event website? Or an event page on another website? Track website traffic before, during, and after the event to measure audience interest and engagement.

11. Mobile App Downloads & Activity

If the event has a mobile event app, you can monitor the number of app downloads as well as user activity to get a better idea of attendee engagement.

12. Engagement & Participation Levels

Tracking participation and engagement levels identifies the parts of the event that resonated the most with attendees and helps determine areas they didn’t like. Focus on an individual session or workshop or take a big picture view to get more insights.

13. Number of Complaints & Issues Logged

What problems were reported during the event, either on-site or online? Were there any recurring issues you need to address before your next event? This data helps identify areas of concern.

14. Leads Generated

For networking or sales events like trade shows, product launches, conferences, and fundraisers, getting new leads is vitally important. Track the number and quality of leads or contacts collected throughout the event.

15. Attendee Satisfaction

With surveys, polls, quizzes, and interviews, you can measure attendee satisfaction. Use open-ended questions to gather qualitative feedback and standardized rating scales to get qualitative scores. This data provides a deeper understanding of audience satisfaction.

16. Product Sales

Successful events tend to lead to improved brand recognition—which should impact sales. Track post-event product sales to see if there is a spike directly after the event.

EventUp Planner: Track, Measure, & Analyze Events with Ease

Looking for an event planning partner? We’re here to help.

EventUp Planner is comprehensive event management and reporting software for event planners, organizers, and managers that is designed to streamline the entire events journey. With a range of event reporting features, support for hybrid, virtual, and in-person events, and a customizable interface, EventUp Planner is ready to help you plan and manage all your events in one intuitive platform.

Book a free call with our team today to learn more about how EventUp Planner’s complete event management and reporting software platform can transform your event experience.

 

Ditch Disjointed Tools and Workflows with Event Planning Software

  • Event Management
  • Event Trends
[INFOGRAPHIC] The Real Value of An Integrated Event Management Platform

Event planning is a juggling act of competing priorities, tight timelines, and multiple moving pieces. 

Traditionally, event planners have had to rely on a disjointed mix of tools and workflows to get it all done—using email for communication and registration, Excel to manage schedules, PowerPoint for promo materials, and more. 

But constantly switching between apps wastes precious time and creates opportunities for errors to slip through the cracks.

Enter all-in-one event management software. By centralizing all your planning needs into a single platform, you can streamline processes and boost productivity. 

In this post, we’ll explore the major benefits of using dedicated event software and the key features to look for. You’ll see how the right tool provides a frictionless, integrated approach to save your team time, reduce stress, and deliver amazing events, time and again! Let’s dive in.

What is Event Planning Software? 

But first, what exactly is event planning software, and why do you need it? 

Event scheduling software is an all-in-one solution designed to handle every aspect of organizing and executing events. It replaces the need for separate, disjointed tools by centralizing all the core capabilities planners require into one seamless platform.

Typically, event planners have needed to juggle a bunch of different tools and log-ins to tackle their neverending to-do list, including:

  • Email for communication and registration
  • Spreadsheets to build event schedules and agendas
  • PowerPoint and other presentation tools to create promo materials
  • Individual website platforms for building event websites
  • Separate project management tools (or good ‘ol pen and paper) for managing stakeholders and team members 

… Not to mention all the manual work of switching between tabs and triple-checking everything to make sure no details have been missed. 

It probably goes without saying, but switching between fragmented systems is super inefficient and leaves plenty of room for manual errors. With an event management platform, all of these disconnected workflows are consolidated into a centralized, easy-to-use solution. *Chef’s kiss*

Read more: 5 Ways to Streamline Your Corporate Event Planning

 

What are the Benefits of Using Event Scheduling Software?

There are plenty of reasons to ditch outdated methods and to adopt event management software instead. Let’s explore!

⏱️ Saves you considerable time 

Consolidating tools and automating repetitive tasks saves you time and energy, period. Rather than manually entering data across multiple platforms, everything is housed in one intuitive place. Plus, automation streamlines processes like time-intensive processes like email marketing and registration.

👍 Keeps you organized

Event management solutions help you stay organized amid all the moving pieces. All your event details, schedules, communications, and more live in one central location. No more scrambling between apps and tabs to gather the info you need, when you need it.

📈 Boosts productivity 

With less time and energy wasted on tedious and time-consuming processes, you’ll be empowered to focus more on the tasks that actually move the needle. Plus event management software makes it easier to collaborate with your team so that everyone is aligned and on the same page.

✨ Increases event attendance

You’re able to drive more attendance with event registration platforms. From customized event websites to automated email campaigns and social promotion, you’ll have all the tools you need to maximize your reach.

Check out: 4 Easy Ways to Boost Event Registration by 20%

 

What are the Top Features of Event Management Solutions?

When evaluating event planning software, it’s crucial to identify the essential features that align with your needs and goals. 

In this section, we’ll highlight the must-have capabilities to look for, ensuring you choose the right solution that saves you time, money, and headaches. 

Event registration and ticketing

Allow attendees to easily register and purchase tickets directly from your event website with an event registration platform. 

It’s simple to manage different pricing levels, discount codes, group registrations, and to integrate secure payment processors. Attendees can also sign up for specific sessions, join waitlists for full sessions, and process refund requests smoothly.

Schedule and speaker management

The best event scheduling software streamlines the entire speaker management process—from issuing calls for proposals, to approving speakers and sessions, and more! 

Automatically sync updated speaker details across your entire events portfolio. Set up automated speaker workflows and empower speakers to self-manage their profiles. Plus, build out detailed schedules with options for attendees to customize their agenda.

Event marketing automation

Promote your events with fully-branded, customizable email marketing campaigns sent to segmented contact lists at optimal times. Automate repetitive marketing tasks and integrate with tools like Marketo and HubSpot for cohesive promotion across multiple channels. 

Plus, it’s easy to analyze your campaign performance data to optimize your event marketing strategy as you go.

Event website builder

Avoid the cost and hassle of website developers by building professional, on-brand event websites yourself using drag-and-drop tools and pre-built templates

Automatically populate website details like schedules and speakers pulled from your event management platform. You’ll be able to quickly clone previous sites for future events, making sure you don’t waste time or energy reinventing the wheel. 

Multi-event management

Centrally create, publish, and streamline every aspect of managing a high volume of events through one unified platform. Use templates to ensure consistent branding across your entire events program. Set granular user permissions and automate workflows to boost efficiency. 

Read more: How to Manage Multiple Events at Once

Virtual and hybrid event capabilities

Confidently host live, pre-recorded, or on-demand virtual sessions with robust security features. Deliver branded online experiences with engagement tools like polls, Q&A, and chat. Seamlessly manage hybrid events combining virtual and in-person components.

Event reporting capabilities

Generate comprehensive reports with integrated data from every event touchpoint, giving you a single source of truth for all of your events

Build custom dashboards that allow you to easily visualize key metrics. Integrate with analytics platforms like Google Analytics for tracking event website performance. 

Finally, survey stakeholders and attendees to get insights for future events.

 

Event Planning Software FAQs

Can event planning software handle registration for virtual and hybrid events?

Absolutely! EventUp Planner is built to streamline registration and execution for events of all types—virtual, hybrid, or in-person. Our virtual event studio allows you to confidently host online sessions at any scale with the highest level of security. 

For hybrid events combining virtual and in-person components, EventUp Planner synchronizes all aspects for a seamless attendee journey.

How does event management software integrate with my existing marketing and sales tools?

EventUp Planner easily integrates with the tools you already use—like Salesforce, HubSpot, Marketo, Google Analytics, and more. This allows your event data to flow seamlessly into your broader systems and campaigns for a unified view of performance metrics. No more disjointed data silos!

Can I customize the branding and website experience for my events?

Definitely! We understand branded experiences are essential for engaging your audience. With our intuitive website builder, you can create stunning, fully customized event websites without developers. It’s never been easier to stay in complete control of your brand across your entire events portfolio.

 

Work Smarter, Not Harder with Event Planning Software

Bottom line: it’s possible to work smarter, not harder. Ditch the struggle with event planning software that consolidates every aspect of the event lifecycle into one powerful yet easy-to-use platform.

With EventUp Planner, you can streamline processes, boost productivity, drive more attendance, and deliver amazing event experiences time and again! Our all-in-one solution provides all the features you need to succeed—from registration and marketing, to scheduling, reporting, virtual capabilities, and more!

Book a demo today to see how our software can transform your approach to event management.

10 Free Event Planning Email Templates You Need

  • Event Management

Does reinventing the communications wheel with each new event make you want to pull your hair out?

As an event planner, you *know* that delegation and automation are essential to keeping your sanity. But with so many competing priorities and processes, it can be hard to keep all the balls in the air.

That’s where event email templates come in. Using templates streamlines your communication efforts, saves precious time, and ensures that your messages are consistent and professional, no matter who you’re talking to.

Combined with EventUp Planner’s powerful tools for email marketing automation, you can kiss decision fatigue goodbye—helping you get everything done without breaking a sweat.

In this article, we’ll provide you with 10 helpful event email templates that you can save and use for your future events. These templates will help you save time, elevate your event outreach, and deliver an awesome experience for all involved. Let’s dive in!

Table of Contents

1. What is event planning email outreach, and why is it important?
2. What should I include in my event emails?
3. How often should I send emails without being annoying or pushy?
4. Event invitation email templates by event type

What Is Event Planning Email Outreach, and Why Is It Important?

Event planning email outreach is the process of using email to communicate with your event’s target audience, including potential attendees, sponsors, speakers, and other stakeholders. It’s an essential tool for:

  • Building awareness
  • Generating interest and leads
  • Fostering relationships throughout the event planning journey

Imagine you’re planning a conference. Your email outreach might include a “Save the Date” message, a registration announcement, reminders, agenda updates, and post-event thank-yous to keep everyone engaged and excited.

But crafting all these emails from scratch can be a huge time-suck and lead to inconsistencies. Using templates and automations helps you stay organized, efficient, and focused on delivering an unforgettable event experience. It’s a win-win for you and your stakeholders! Email templates and automations offer benefits like:

🎯Streamlined outreach processes—Reusable templates for common event communications that save you time and effort.

🎯Consistent messaging—Ensures your brand voice and key details are always on point.

🎯Reduced mental burden of starting from zero—Skip the blank page syndrome and kickstart your emails with ready-made templates.

🎯Scheduled emails and performance tracking—Set up automated email sequences and monitor their success, all in one place.

🎯More time and mental space for other critical tasks—Free up your schedule and brainpower for the million other things on your plate.

What Should I Include in My Event Emails?

When it comes to event planning email outreach, there are a few things that you should include in every single email you send:

Subject line

Your email subject line is the first thing recipients see, so make it count! A clear, concise, and engaging subject line can make the difference between your email being opened or sent straight to the trash. 

Examples of effective subject lines include:

  • “You’re Invited: [Event name] on [Event date]”
  • “Don’t Miss Out on [Event name] – Register Now!”
  • “Early Bird Tickets Now Available for [Event name]”
  • “[Event name] Agenda Announced – Check Out the Lineup”

Event details (date, time, location)

Clearly communicating the event details ensures your stakeholders have all the information they need. 

Always include the event name, date, time, and event location in a prominent place within your email. This helps recipients quickly find the essential information and add it to their calendars.

Call-to-action (CTA)

Every email should have a clear purpose and a desired action you want the recipient to take. 

Whether it’s to RSVP, register, or click on a link for further details, make sure your CTA stands out and creates a sense of urgency. Use action-oriented language and make it easy for recipients to follow through.

Examples of strong CTAs include: 

  • “Secure Your Spot Now”
  • “Get Your Tickets Before They’re Gone!”
  • “Register Today and Save 20%”
  • “Claim Your Free VIP Pass”

Your contact details 

Providing your professional business email address or phone number allows recipients to reach out with questions or for more information. This simple addition helps build trust and shows that you’re available to assist them. Include your contact details in the footer of your email, along with any relevant social media links or event hashtags.

How Often Should I Send Emails Without Being Annoying or Pushy?

When it comes to email frequency, it’s all about finding the right balance. You want to keep your audience informed and engaged without overwhelming their inboxes or coming across as pushy. 

As a general rule, aim to send emails at a consistent cadence and at times when people are most likely to read them, such as mid-morning or early afternoon on weekdays. 

However, the optimal frequency may vary depending on the type of stakeholder you’re communicating with:

Venue

Maintain open lines of communication with your venue contact to ensure all logistical details are taken care of. The frequency of emails will depend on the complexity of your event and the level of coordination required.

Attendees

Keep them excited and informed with regular updates, but avoid bombarding them with too many messages. A good cadence might be once a week leading up to the event, with a few additional reminders closer to the date.

Speakers

Reach out as soon as they’ve confirmed their participation to provide them with key details and deadlines. Follow up periodically to ensure they have everything they need, such as travel arrangements or presentation requirements. Read more about speaker management in our recent article: 6 Powerful Ways to Make Event Promotion Easy for Speakers

Vendors

Establish a clear communication schedule based on their role and the timeline of your event. Provide them with regular check-ins and updates, especially if there are any changes to the event plan.

Event team, including volunteers

Keep your team informed and aligned with frequent updates, task assignments, and progress reports. Regular communication is key to ensuring everyone is on the same page and working towards a successful event.

Remember: the key is to provide value with every email you send. Whether it’s important updates, helpful resources, or friendly reminders, make sure each message serves a clear purpose and respects your recipients’ time and attention.

10 Helpful Event Planning Templates & Examples

Using event email templates as a starting point can save you time while ensuring you have all your bases covered.

But to *truly* make your messages stand out, it’s important to add personal touches and tailor the content to the specific recipient.

Focus on creating an easy-to-read structure with clear headings, short paragraphs, and bullet points so that recipients aren’t overwhelmed by walls of text.

We’ve got you covered with the following templates you can tweak to your heart’s content.

Event Invitation Email Templates by Event Type

Use these pre-event email templates for each type of event you run—whether in-person, virtual, or hybrid. 

Conference and seminar

Start your event marketing on the right foot with this customizable template for conferences and seminars:

Dear [Attendee Name],

I hope this email finds you well. On behalf of the [Company/Organization Name] team, I am thrilled to invite you to our upcoming [Conference/Seminar Name], taking place on [Event Date] at [Venue Name] in [City, State].

This [conference/seminar] is designed to [briefly describe the event’s purpose and key benefits for attendees]. We have an exciting lineup of speakers and activities planned, including:

  • [Speaker 1 Name], [Speaker 1 Title] at [Speaker 1 Company], presenting on [Topic]
  • [Speaker 2 Name], [Speaker 2 Title] at [Speaker 2 Company], discussing [Topic]
  • [Activity 1 Description]
  • [Activity 2 Description]

Here are the essential details for the event:

Date: [Event Date]

Time: [Start Time] – [End Time]

Location: [Venue Name], [Venue Address], [City, State, ZIP]

Agenda: [Link to Agenda]

Registration: [Link to Registration Page]

To secure your spot, please visit our registration page and complete the form by [Registration Deadline]. If you have any questions or require further information, don’t hesitate to reach out to me directly.

We look forward to your participation and the opportunity to [reiterate key benefits or takeaways from the event].

Best regards,

[Your Name]

[Your Title]

[Company/Organization Name]

[Your Email Address]

[Your Phone Number]

 

Product launch

Generate buzz for your company’s latest product launch with this copy-and-paste email template:

Dear [Attendee Name],

I’m excited to invite you to the highly anticipated launch of our latest product, [Product Name], on [Event Date] at [Venue Name] in [City, State].

Join us as we unveil [Product Name], which is set to take the [Niche] industry by storm with its exciting features and benefits, including:

  • [Feature 1]
  • [Feature 2]
  • [Feature 3]

During the event, you’ll have the opportunity to:

  • Get an exclusive first look at [Product Name] and its capabilities
  • Hear from our team of experts about the development process and the technology behind the product
  • Network with industry professionals and fellow enthusiasts
  • Enjoy refreshments and entertainment throughout the evening

Here are the essential details for the event:

Date: [Event Date]

Time: [Start Time] – [End Time]

Location: [Venue Name], [Venue Address], [City, State, ZIP]

Agenda: [Link to Agenda]

Registration: [Link to Registration Page]

To secure your spot at this exclusive event, please visit our registration page and complete the form by [Registration Deadline]. Space is limited, so don’t wait too long!

If you have any questions or require further information, please feel free to contact me directly.

We can’t wait to share [Product Name] with you and celebrate this milestone together.

Best regards,

[Your Name]

[Your Title]

[Company Name]

[Your Email Address]

[Your Phone Number]

 

Webinar

Set your next webinar up for success with this clear and professional email template:

Dear [Attendee Name],

We’re thrilled to invite you to our upcoming webinar, “[Webinar Name],” on [Event Date] at [Start Time] [Time Zone].

Join our expert speakers as they dive into [Webinar Topic] and share valuable insights and strategies to help you [Key Benefit 1] and [Key Benefit 2].

Our featured speakers include:

[Speaker 1 Name], [Speaker 1 Title] at [Speaker 1 Company]

[Speaker 2 Name], [Speaker 2 Title] at [Speaker 2 Company]

[Speaker 3 Name], [Speaker 3 Title] at [Speaker 3 Company]

During this [Webinar Duration] webinar, you’ll learn:

[Key Takeaway 1]

[Key Takeaway 2]

[Key Takeaway 3]

To reserve your spot, simply click the link below and complete the registration form:

[Registration Link]

After registering, you’ll receive a confirmation email with details on how to join the webinar.

If you have any questions, please don’t hesitate to reach out.

We look forward to seeing you at the webinar!

Best regards,

[Your Name]

[Your Title]

[Company Name]

[Your Email Address]

 

Corporate training

Invite employees to participate in exciting corporate training opportunities:

Dear [Attendee Name],

I’m pleased to invite you to our upcoming corporate training event, “[Training Event Name],” taking place on [Event Date] at [Venue Name] in [City, State].

This training event is specifically designed for [Target Audience/Department] to enhance their skills in [Training Topic] and drive success in their roles.

Our expert trainers will guide you through interactive sessions covering:

  • [Session 1 Topic]
  • [Session 2 Topic]
  • [Session 3 Topic]

By attending this training, you will:

  • Gain practical knowledge and techniques to apply in your daily work
  • Improve your performance and efficiency in [Skill/Area]
  • Network with colleagues and learn from their experiences
  • Earn [Number] professional development credits

Here are the essential details for the event:

Date: [Event Date]

Time: [Start Time] – [End Time]

Location: [Venue Name], [Venue Address], [City, State, ZIP]

Agenda: [Link to Agenda]

Registration: [Link to Registration Page]

To secure your spot, please complete the registration form by [Registration Deadline].

If you have any questions or require further information, please don’t hesitate to contact me directly.

We believe this training event will provide you with valuable insights and skills to excel in your role at [Company Name].

Best regards,

[Your Name]

[Your Title]

[Company Name]

[Your Email Address]

[Your Phone Number]

 

Fundraising event 

Set the stage to hit your fundraising goals with this customizable email template: 

Dear [Attendee Name],

On behalf of [Non-Profit Name], I’m excited to invite you to our upcoming fundraising event, “[Fundraising Event Name],” taking place on [Event Date] at [Venue Name] in [City, State].

This special event is dedicated to raising funds and awareness for [Non-Profit’s Mission/Cause]. By attending, you’ll have the opportunity to make a meaningful impact on the lives of [Beneficiaries].

During the event, you can expect:

  • Inspiring stories from [Speakers/Beneficiaries]
  • Silent and live auctions featuring [Highlight Auction Items]
  • Delicious hors d’oeuvres and refreshments
  • Networking opportunities with like-minded individuals passionate about [Cause]

Here are the essential details for the event:

Date: [Event Date]

Time: [Start Time] – [End Time]

Location: [Venue Name], [Venue Address], [City, State, ZIP]

Dress Code: [Dress Code]

Ticket Price: [Price]

Registration: [Link to Registration Page]

To secure your tickets, please visit our registration page and complete the form by [Registration Deadline]. If you cannot attend but would still like to support our cause, you can make a donation through our website: [Donation Page Link].

If you have any questions or require further information, please feel free to reach out to me directly.

Your support means the world to us, and we can’t wait to see you at the event!

Best regards,

[Your Name]

[Your Title]

[Non-Profit Name]

[Your Email Address]

[Your Phone Number]

 

Other Pre-Event Email Templates

Make sure your stakeholders are in the loop by using these easy-to-use pre-event email templates.

 

Venue kick-off communications

Keep open lines of communication with your preferred venue using this email template so that no balls get dropped:

Dear [Venue Contact Name],

I hope this email finds you well. My name is [Your Name], and I am the [Your Title] at [Company Name]. We are excited to host our upcoming event, “[Event Name],” at [Venue Name] on [Event Date].

I wanted to reach out to introduce myself and begin coordinating the details of our event with your team. As we prepare for the event, I’d like to schedule a call or meeting to discuss the following:

  • Event Layout. Review the floor plan and discuss room setups, staging, and any specific requirements we may have.
  • Audio-Visual Needs. Discuss our AV requirements, including sound systems, lighting, projectors, and screens.
  • Catering. Review food and beverage options, dietary restrictions, and serving times.
  • Logistics. Coordinate load-in and load-out times, parking, and any other logistical details.
  • Health and Safety. Discuss any health and safety protocols or requirements that need to be followed.

Please let me know your availability for a call or meeting in the coming week. In the meantime, I’d appreciate it if you could provide me with the following information:

  • Venue Policies. Any specific venue policies or guidelines we should be aware of.
  • Preferred Vendors. A list of your preferred vendors for AV, catering, and other services, if applicable.
  • Contract and Invoice. The signed venue contract and an invoice for the deposit, if not already provided.

I look forward to working closely with you and your team to ensure a successful event. If you have any questions or require further information, please don’t hesitate to reach out.

Thank you for your time and assistance.

Best regards,

[Your Name]

[Your Title]

[Company Name]

[Your Email Address]

[Your Phone Number]

 

Vendor selection

Begin the process of finding great vendors for your event with this email template:

Dear [Vendor Name],

I hope this email finds you well. My name is [Your Name], and I am the [Your Title] at [Company Name]. We are currently in the process of selecting vendors for our upcoming event, “[Event Name],” taking place on [Event Date] at [Venue Name].

We came across your company, [Vendor Company Name], and believe that your services could be a great fit for our event. We are particularly interested in your expertise in [Specific Service/Product].

To help us make an informed decision, I would appreciate if you could provide the following information:

  • Services/Products. A detailed description of the services or products you offer that would be relevant to our event.
  • Pricing. An overview of your pricing structure and any packages you offer.
  • Experience. Examples of similar events you have worked on in the past, along with references, if available.
  • Availability. Confirmation of your availability on the event date and any deadlines for booking your services.
  • Requirements. Any specific requirements you may have from us to ensure a smooth collaboration.

Please feel free to include any additional information or materials that you think would be helpful for us to consider.

We would also like to schedule a call or meeting to discuss further details and answer any questions you may have. Please let me know your availability in the coming week.

We appreciate your time and look forward to the possibility of working with you on this event. If you have any questions or require further information, please don’t hesitate to reach out.

Thank you for your consideration.

Best regards,

[Your Name]

[Your Title]

[Company Name]

[Your Email Address]

[Your Phone Number]

Attachments: [Event Brief.pdf]

 

Sponsors

Kick-start the process of finding aligned sponsors for your event with this email template:

Dear [Sponsor Name],

I hope this email finds you well. I’m reaching out to invite [Company Name] to become a sponsor for our upcoming event, “[Event Name],” taking place on [Event Date] at [Venue Name] in [City, State].

This event is set to attract [Expected Attendance] professionals from the [Industry/Niche] and offers a unique opportunity for your company to enhance its brand visibility and showcase your products/services to a highly targeted audience.

As a sponsor, you will benefit from:

  • Prominent brand placement on event signage, promotional materials, and online platforms
  • Opportunities to showcase your products/services through exhibitor booths, product demonstrations, or speaking sessions
  • Access to a highly engaged audience of decision-makers and industry influencers
  • Networking opportunities with other industry leaders and potential partners

We offer several sponsorship packages designed to fit your company’s specific needs and goals:

  • [Sponsorship Level 1]: [Price] – [Benefits]
  • [Sponsorship Level 2]: [Price] – [Benefits]
  • [Sponsorship Level 3]: [Price] – [Benefits]

To learn more about the event and sponsorship opportunities, please find attached our sponsorship prospectus with detailed information.

If you have any questions or would like to discuss how we can customize a sponsorship package to maximize your ROI, please don’t hesitate to contact me directly. I would be happy to schedule a meeting or call at your convenience.

We believe that [Company Name]’s participation as a sponsor would greatly enhance the event experience for our attendees while providing valuable exposure for your brand.

Best regards,

[Your Name]

[Your Title]

[Company Name]

[Your Email Address]

[Your Phone Number]

Attachments: [Sponsorship Prospectus.pdf]

 

Post-Event Email Templates

The event may be over, but the work hasn’t stopped quite yet. Keep the good experience going with these essential post-event email templates!

 

Post-event thank you

Gratitude makes everyone feel good. Customize this email template to say thank you to attendees, speakers, sponsors, volunteers, and other stakeholders. 

Dear [Attendee Name],

On behalf of the entire [Company Name] team, I wanted to express my heartfelt gratitude for your attendance and participation at our recent event, “[Event Name],” held on [Event Date] at [Venue Name].

It was a pleasure to have you join us, and we hope that you found the event informative, engaging, and valuable!

Here are some of our favorite moments from the big day:

  • [Highlight 1]
  • [Highlight 2]
  • [Highlight 3]

[Survey Link]

Looking ahead, we’re excited to share that we have several upcoming events that may be of interest to you:

  • [Upcoming Event 1]: [Date] – [Brief Description]
  • [Upcoming Event 2]: [Date] – [Brief Description]
  • [Upcoming Event 3]: [Date] – [Brief Description]

To stay informed about these events and other opportunities, we encourage you to:

Join our mailing list: [Mailing List Signup Link]

Follow us on social media: [Social Media Handles/Links]

Visit our website: [Company Website]

If you have any questions, feedback, or suggestions, please don’t hesitate to reach out to me directly. We value your ongoing support and look forward to staying connected.

Once again, thank you for being a part of [Event Name]. We hope to see you at our future events!

Best regards,

[Your Name]

[Your Title]

[Company Name]

[Your Email Address]

[Your Phone Number]

 

Post-event feedback request

Collecting feedback is an important part of the event planning process. Be sure to send out a post-event feedback survey so you can continue to improve your events going forward. 

Dear [Attendee Name],

Thank you once again for attending our recent event, “[Event Name],” held on [Event Date] at [Venue Name]. We hope you found the experience valuable and enjoyable.

As we strive to continually improve our events and provide the best possible experience for our attendees, we would greatly appreciate your feedback. Your input is invaluable in helping us understand what worked well and where we can make improvements for our next event.

We have prepared a brief survey that should take no more than [Estimated Time] minutes to complete. Your responses will be kept confidential and will only be used to enhance our future events.

Please click on the link below to access the survey:

[Survey Link]

The survey will be open until [Survey Deadline], and we kindly request that you complete it at your earliest convenience.

[OPTIONAL] As a token of our appreciation for your time and feedback, all survey respondents will be entered into a drawing for a chance to win [Incentive Prize]. The winner will be announced via email on [Prize Announcement Date].

If you have any questions or encounter any issues accessing the survey, please don’t hesitate to reach out to me directly.

Thank you in advance for your valuable feedback and continued support. We look forward to hearing from you and using your insights to create even better experiences in the future!

Best regards,

[Your Name]

[Your Title]

[Company Name]

[Your Email Address]

[Your Phone Number]

[OPTIONAL] P.S. Don’t miss out on the opportunity to shape future events and have a chance to win [Incentive Prize]. Complete the survey today!

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Plan, launch, wow, repeat… with event software that doesn’t take a master’s degree to use, no matter how complex your events are. 

Post-Event Survey Questions to Ask (+ Email Best Practices)

  • Event Management News
Best Practices When Sending Post-Event Surveys Blog Banner

Some may think an event is over when the guests leave the venue, and the doors are shut, but event managers still do much more work. Part of the work is to gauge attendees’ satisfaction and measure the event’s success. Today, we will share some best practices to help you create effective event surveys to measure this success.

What Are Post-Event Surveys?

Post-event surveys are used to gather feedback and insights after the conclusion of an event. These surveys typically consist of questionnaires designed to capture the opinions and experiences of participants, attendees, and stakeholders involved in the event.

Why Are Post-Event Surveys Important?

The information collected through post-event surveys serves several important purposes:

Evaluation of Event Success

Post-event surveys help organizers assess the overall success of the event. Participants’ feedback provides insights into what aspects of the event went well and what areas need improvement.

Understanding Participant Satisfaction

Surveys gauge participant satisfaction by capturing opinions on various elements such as content, speakers, venue, logistics, and overall experience. They serve as a means to engage with attendees and show that their opinions and experiences are valued.

Marketing Insights

Post-event surveys can provide valuable insights for marketing purposes. Understanding what aspects resonated with participants allows organizers to highlight these elements in future promotional efforts.

Improving Future Events

Feedback obtained from post-event surveys guides organizers in making necessary adjustments and improvements for future events. It allows them to tailor upcoming events based on the preferences and expectations of the audience.

Best Practices for Post-Event Survey Emails

Email Timing

When discussing follow-up survey emails, the earlier is always the better. You should never wait more than 24 hours after an event to send a follow-up email. That’s because people will remember their experience better and share their feelings more accurately right after the experience happened. For this reason, it’s important that you have your follow-up emails ready to be sent and preferably scheduled to be sent automatically. Having an email marketing tool will be key to providing you with scheduling capabilities so your emails are sent automatically at the time of your choice.

Audience Segmentation

By segmenting your audience, you are able to ask questions that relate to each group in addition to being able to isolate the results for each of the audiences surveyed. For example, instead of getting a total average satisfaction rating among the entire audience, you can analyze how each segment felt about the event. Some audiences you may consider general attendees, VIP attendees, speakers, sponsors, exhibitors, volunteers, etc. 

Email Message

When sending a feedback survey, don’t forget to add a personal message to the email with the survey link to thank them and share a personal note of your perspective of the event. This will keep things human and genuine so you can build a long-lasting relationship with each person. The message may vary according to each audience you are messaging.

Survey Design

Regarding feedback surveys, the design would translate into both email design and the survey webpage. Your current email marketing tool should take care of the email part, but keeping that consistency across the survey page is also important. Tools like EventUp Planner can help you keep that design consistent while allowing you to manage all these moving parts straight from one unique platform.

Best Practices for Post-Event Survey Questions

Most post-event surveys will focus on what worked (so you can repeat) and what didn’t (so you can improve next time). In order to gather the information and analyze it, you should consider what types of questions to ask.

Types of Post-Event Survey Questions

Objective questions are easier to measure. For example, rating the overall event experience from 1 to 10 or answering yes/ no questions. These types of questions will be easier to translate into a chart so you can better visualize and understand the data.

On the other hand, open-ended questions may be helpful at times. If someone rated the event as “poor,” you will want them to share what made them feel that way. So, it is necessary to balance objective and open-ended questions to get enough data to analyze and decide for your next event.

The best practice is always first to capture your Net Promoter Score (NPS) question. That’s because the person responding to your survey can share their overall sentiment after the event without being influenced by other questions you may ask throughout the survey. Other survey questions may induce a rating that is worse than what you would normally get simply because you reminded them of less-than-stellar experiences that were not top of mind to start with. 


25 Example Post-Event Survey Questions

NPS Example Questions:

1.     How would you rate the event from 1 to 5 (or 1 to 10)?

This question provides a quantitative measure of overall satisfaction to help organizers gauge the success of the event and identify areas for improvement based on the average rating.

2.     How likely would you recommend this event to a friend/ colleague?

This question offers a quantitative measure of overall satisfaction and provides insights into the potential for repeat attendance or referrals for future events.

Objective Example Questions:

Here are some examples where you can use a dropdown or a checkbox style of question and add a field for “other” if the attendee wants to add more information. This way, you can capture both qualitative and quantitative data:

3.     How did you learn about the event?

Understanding the channels through which attendees discover events is essential for refining marketing strategies and allocating resources effectively to reach target audiences.

4.     Why did you decide to attend this event?

This question uncovers attendees’ motivations, informing organizers about the aspects of the event that resonate most with the audience and guiding future programming and content decisions to align with these interests.

5.     What were your favorite sessions/ speakers/ exhibitors?

Understanding attendees’ favorite sessions, speakers, and exhibitors provides insight into what aspects of the event resonated most with them, enabling organizers to tailor future events to better meet attendees’ interests and preferences.

6.     How would you rate the venue, food, attractions, etc.

Rating the venue, food, attractions, and other amenities helps organizers gauge overall satisfaction with the event experience and identify areas of improvement for future events.

7.     Did this event meet your expectations?

Assessing whether the event met attendees’ expectations offers valuable feedback on the event’s effectiveness and helps refine event planning and execution to better align with attendee expectations in the future.

8.     If you have no barriers, would you like to attend this event again next year?

Exploring attendees’ willingness to attend the event again offers a gauge of overall satisfaction and informs organizers about the event’s potential for long-term success and attendee loyalty.

Open-Ended Example Questions:

Lastly, you should always have at least one open-ended question to gather additional feedback:

9.     Was there anything you disliked about the event?

This open-ended question allows attendees to express concerns or grievances not captured by structured questions, providing valuable qualitative feedback for addressing specific pain points and improving future event experiences.

10.  Is there anything else you’d like to share about your experience?

By inviting attendees to share additional thoughts, organizers can uncover unexpected insights, positive experiences, or suggestions for innovation that may not have been covered by predefined survey questions.

Other Example Post-Event Survey Questions

11.  How did the event contribute to your professional development or industry knowledge?

Understanding how the event contributed to attendees’ professional development or industry knowledge is crucial for assessing its effectiveness in providing value and fostering professional growth.

12.  Were the topics covered in the event relevant to your interests and expectations?

Ensuring that the topics covered align with attendees’ interests and expectations helps tailor future event content to maximize engagement and relevance.

13.  How would you rate the overall logistics and organization of the event?

Evaluating the logistics and organization of the event provides insights into areas of improvement for smoother operations in future events.

14.  Did you find the networking opportunities at the event valuable?

Assessing the value of networking opportunities informs organizers about the effectiveness of networking sessions, guiding future efforts to facilitate meaningful connections among attendees.

15.  How effective was the use of technology and multimedia in enhancing your event experience?

Gauging the effectiveness of technology usage can help guide future decisions on integrating innovative tools to increase participant engagement.

16.  Were there any technical issues or improvements you would suggest for future events?

Identifying technical issues and suggestions for improvement enables organizers to address shortcomings and enhance the overall event experience for future participants.

17.  Did you feel a sense of community and engagement throughout the event?

Measuring the sense of community and engagement throughout the event helps in understanding the success of community-building efforts and fostering a vibrant event atmosphere.

18.  What impact did the event have on your professional or personal development?

Understanding the impact of the event on attendees’ professional or personal development provides valuable feedback for refining future event goals and content to better meet participant needs.

19.  How valuable did you find the post-event resources provided, such as presentations, recordings, or additional materials?

Assessing the value of post-event resources guides decisions on resource allocation and content creation, ensuring that the materials provided align with attendee expectations and learning needs.

20.  Were there any measures taken to accommodate diverse needs that you appreciated?

Understanding the effectiveness of measures taken to accommodate diverse needs provides valuable insights into the inclusivity and accessibility of the event and guides future event planning.

21.  How would you rate the accessibility and inclusivity of the event for all participants?

Rating the accessibility and inclusivity of the event for all participants informs organizers about areas needing improvement to create a more welcoming and equitable environment for future attendees.

22.  Did you utilize any post-event resources for extending your learning or networking?

Evaluating post-event resource utilization indicates the relevance and usefulness of provided materials, informing decisions on future resource development and distribution strategies.

23.  What aspects of the event stood out to you as particularly positive or noteworthy?

Identifying positive aspects of the event highlights successful elements that can be leveraged in future events to enhance overall attendee satisfaction and engagement.

24.  Were there any aspects of the event that you think could be improved for future editions?

Soliciting feedback on areas for improvement enables organizers to address shortcomings and implement changes to enhance the quality and effectiveness of future events.

25.  What suggestions do you have for enhancing the overall participant experience in future events?

Gathering suggestions for enhancing the overall participant experience guides strategic planning efforts and helps ensure that future events are more engaging, enjoyable, and valuable for attendees.

Ideal Post-Event Survey Length

One thing to remember is that the longer the survey, the lower the conversion rates will be. Aim to have no more than ten questions for better conversion rates. Multiple choice, radio buttons, and other objective questions demand less effort and can win higher conversion rates than asking too many open-ended questions. So try only to ask what you absolutely need. You can also offer incentives to motivate people to provide feedback, such as a discount code for the next event, a cash/ gift card incentive, or a draw-entry to win a prize.

Social Media Listening for Post-Event Feedback

Another way to gauge event performance, especially for larger events, is to listen to what people share on social media. Social listening tools will be able to create reports to filter messages using your event hashtag, talking about you and your event, and, more importantly, analyzing the overall sentiment during and after the event. That means analyzing the words used in relation to the event and defining them as positive or negative experiences. You can also analyze a word cloud to learn the most used words around your event.

Gauging Event Success with Post-Event Surveys & EventUp Planner

You got the answers to your survey; now what? Tools like EventUp Planner (formerly Attendease) can help you visualize your survey data so that you can analyze results and make better decisions for your next event. In addition to creating unique surveys for all your audience segments, you can also compare survey results from different events to determine which events perform better and why. We live in a data-driven world, so we must listen before taking action to thrive. Follow-up and surveys are where it starts. 

Do you need a tool to help you with email marketing, survey capabilities, and data analysis? Check out what EventUp Planner can do for you.

4 Easy Ways to Boost Event Registration by 20%

  • Event Management News
4 Easy Ways to Boost Event Registration by 20%

You’ve spent countless hours and resources planning an amazing event. But what happens if no one shows up? 

Event registration can make or break the success of your event. A seamless event registration process leads to more attendees and higher revenues. A leaky process, on the other hand, leads to missed opportunities and diminishing ROI. 

Let’s examine an often overlooked but important source of attendees for your event: incomplete registrants AKA the people who stalled midway through your event registration process.

The Baymard Institute found that abandoned cart rates averaged almost 70%, sometimes going as high as 84%. Event planners, that’s a lot of lost registrants for your event!

Fortunately, with thoughtful retargeting and a series of strategic emails, you can boost attendance to your event—gaining back as many as 20% or more of your event registrations that stalled along the way! Event registration platforms can help you get there. Keep reading to learn how. 

Let’s Do The Math on Incomplete Event Attendees

Let’s say your event ticket is $100. If 400 people begin the registration process, but only 70% of them follow through, that leaves 30% incomplete—which translates to $12,000 in missed revenue. Yikes!

If you successfully revived even 20% of those prospective event attendees (24 people), that would be $2,400 with a little effort on your part. You just have to know what you’re looking for. 

If you don’t believe this could have a massive impact on your event strategy, plug in the numbers from your own registration statistics, and see what that missing revenue would be—you might be surprised!

You’ll likely find that the potential revenue is well worth the minimal time and effort it takes to set up a retargeting campaign. Event registration software can streamline the process. 

GET THE FREE CHECKLIST: Take the guesswork out of designing an event registration strategy that drives your customers to buy!


4 Strategies to Boost Event Registration

Ready to increase your event registration numbers with minimal time and effort? Explore the following 4 strategies: 

  1. Run an automated email campaign

When it comes to event registration, event analytics are your friend. 

First, navigate to the registration module of your event management software. Once there, you should be able to compile a comprehensive report that will identify all of the partially completed or incomplete registration forms. 

Next, you can set up a series of automated yet personalized emails to go out to these people who have abandoned their registration process, regardless of where in the funnel they dropped out. 

Did you know that registration abandonment emails typically have much higher open and click-to-open rates than other marketing emails? That’s because prospective attendees are already familiar with the event and just need a little reminder or encouragement to complete their registration form.

By creating an email campaign filled with engaging event content, keynote speaker highlights, or even a discount for your prospective attendees (more on this below), you can increase your event registration revenues considerably.

  1. Catch registration problems early in the game

Sometimes people drop out of the registration process due to design flaws in your event registration forms. Other times prospective attendees may have questions about some of the required information, or concerns about data security. Or they may have simply become distracted before they were able to complete your form.

You can set up an automated email to go out to these potential registrants as early as the same day as a registration form is abandoned. The email should be a gentle reminder that they have not completed the registration process, along with an invitation to contact you for technical assistance if necessary. 

If you think it might apply, you can also include some reassuring language that directs prospective attendees to your event’s legal policy or terms and conditions. The tone should be friendly and lighthearted. Here are some great examples of effective emails to inspire you.

  1. Send a reminder about an upcoming registration milestone

If your event invitation contains an early bird discount, you can use the upcoming deadline as a reason to send another email reminder to your incomplete or abandoned registrants. 

Make sure you send it at least a few days, if not a week before the deadline, in order to give them adequate time to take advantage of the opportunity. Sending another one the day before the deadline is not taboo, either. 

Remember, these are people who have already shown interest in your event. They just need a little nudge.

  1. When all else fails, offer a special deal

You’ve already sent out as many as two emails, and no response yet. 

We don’t recommend sending more than three well spaced follow-ups in total, as too many may be considered aggressive. On your last attempt, make it count—your incomplete or abandoned registrants might need a small incentive in order to convert.

After your traditional milestone deadlines have passed, try offering a special discount or incentive, either at or just under the early bird rate. Clearly communicate that this offer is for those prospective attendees who have initiated the registration process earlier on. 

  • With event registration software like Attendease by Tripleseat, you can even provide unique promo codes to manage this process. 

Sometimes price is the main barrier for prospective attendees not having completed their online registration the first time around. Offering a slight savings may be just the motivation to help them make up their minds and commit, once and for all.

LEARN MORE: Not sure how to effectively price tickets to your next event? We’ve got you covered with our in-depth ticketing guide. 

Boost Your Registration with a Powerful Event Registration Platform

Event registration can make or break your next event. Fortunately, you don’t have to master this process alone.

Attendease by Tripleseat provides powerful event registration and ticketing software that makes it easy to customize a seamless experience for your attendees. 

It’s never been easier to: 

  • Manage pricing categories, promo codes, and group passes
  • Create unique registration forms for specific pass types
  • Save registration forms to use again in future meetings and events
  • Schedule your fully branded registration experience to go live at any time you’re ready

For more information on how we can help you boost your event registration, get in touch with us to book a demo.

Simplify the Complexity of Managing Your Meetings and Events with a Powerful Suite of Tools

Make your attendees gather with ease. From small to large and complex events – plan and manage all of your events in one flexible platform – Attendease.

Healthcare Event Planning: 5 Best Practices for Advocacy Events

  • Event Trends
Advocacy Events: 5 Best Practices for Generating Support

With corporate social responsibility (CSR) on the rise, one of the ways your healthcare organization can spread the word and generate support is through CSR events—specifically advocacy events!

By partnering with local businesses and other for-profit enterprises looking to make an impact, you’re opening your organization to receiving support and much-needed funds.

Advocacy events are important for your healthcare organization because they help spread awareness of your mission and bring the community together. These events can also double as advertising, making them extremely valuable for your local business partner(s). 

In this article, we’ll cover 5 best practices for running a successful advocacy event for your healthcare organization. Let’s get started!

Table of Contents

  1. Set clear goals for your advocacy events
  2. Personalize all promotional communications
  3. Center the attendee experience
  4. Consider virtual or hybrid advocacy events
  5. Measure the support generated

Healthcare Events and Corporate Social Responsibility: A Perfect Fit

Did you know that consumers are more likely to purchase goods and services from socially responsible companies? That’s why corporate social responsibility (CSR) initiatives are often used to differentiate businesses from their competitors. 

These initiatives allow businesses to give back to the community, make a difference, and build a positive brand image that resonates with consumers. 

And what’s an initiative that most businesses can get behind? Healthcare. 

So whether your organization has been around for years or it’s just starting out, healthcare event planning can make a huge impact on your fundraising efforts. 

You never know until you ask. Plus, you might be surprised by just how many local businesses are eager to partner with your healthcare organization to create mutual benefit and impact. 

5 Tips for Planning Healthcare Advocacy Events

Convinced that CSR can help your healthcare organization broaden its reach? Here are 5 tips to keep in mind when planning your next advocacy event. 

1.   Set clear goals for your advocacy event

It’s common to set goals for fundraising events and to set additional goals if your event is focused on advocacy. 

Ask yourself the following questions to kickstart the process:

  • How many conversions are we aiming for?
  • Are we planning on funneling attendees toward becoming donors, volunteers, or both?
  • How long do we want our new relationships to last?
  • Will there be media coverage, and what do we hope to gain from it?

Consider these goals in the context of the type of event that you plan on hosting. A peer-to-peer event such as a swim-a-thon is suited to advocacy and fundraising, as supporters will share their fundraising pages, spreading awareness and bringing in donations. That means that advocacy goals for this type of event can be higher than those of, for example, a bake sale fundraiser.

You’ll want to communicate with your local business partner about their event goals so that you’re on the same page. 

LEARN MORE: Need fresh ideas for your next healthcare event? We’ve got you covered. 

2.   Personalize all promotional communications

You’ll want to help your local business partner promote your advocacy event by creating promotional communications they can use. These communications can go to their employees and customers, as well as to your organization’s members and their networks. 

You can personalize these messages by:

  • Using the recipient’s preferred name. Some individuals want to be addressed by their first name or a nickname, whereas others will be more receptive if you use their title and last name, so make note of these preferences.
  • Leveraging employee and customer interests. If your local business partner knows that some of their employees or customers would be particularly interested in an event, make sure to address that in your communications to them.
  • Examining the recipient’s advocacy history. If your partner’s employees or customers have a history of volunteering, advocating in the community, donating to healthcare organizations, or attending healthcare fundraising events, they will be more receptive to attending advocacy events for your organization. 

You can make personalization easier by segmenting employees and customers into groups based on common interests and characteristics. This helps you send more targeted communications, resulting in a higher chance of success!

LEARN MORE: Review our top tips for streamlining your healthcare website to better communicate about your upcoming events. 

3.   Center the attendee experience

Although the event’s primary goal is to increase awareness of your cause, it’s still important to ensure attendees have a positive experience. Center the attendee experience by doing the following:

  • Make registration easy. You’ll want to make event registration simple and convenient to encourage more people to attend. You can make the registration page mobile-friendly and have a simple ticket purchase system.
  • Choose an event that supporters would enjoy. Consider both your supporters and your event partner’s employees, and decide on an event that both groups would be happy to attend. You can even survey supporters and employees to determine what events they’d enjoy.
  • Keep presentations short and sweet. Presentations are often held at advocacy events to educate attendees on your cause and operations. However, these presentations can distract from the main activities of the event. Keep them concise so attendees can absorb the information and go back to enjoying the event.
  • Pick interactive activities. Games, performances, virtual reality experiences, and other interactive activities keep attendees engaged throughout the event!

Remember that just because the event is meant to help your organization doesn’t mean the attendees your event partner brings can’t have a great time. Communicate with your event partner to brainstorm events that all attendees would enjoy and fit into their CSR initiatives.

4.   Consider virtual or hybrid healthcare events

Hybrid and virtual charity events are becoming more popular in today’s increasingly technology-focused world. These events have many benefits when compared to traditional in-person events, such as:

  • No distance limitation. Since the event is virtual, supporters from all over the country or world can attend.
  • Greater outreach. Because individuals from different locations can attend your virtual event, your local business partner will be able to reach a wider audience.
  • Convenience. Supporters can attend your virtual event from their homes, making it a convenient option.

To ensure that attendees have a positive event experience, make sure to add interactive virtual activities, use music to set the mood, and interact with the attendees using the chat function. That way, you get all of the benefits of a hybrid or virtual advocacy event and the connection of an in-person event.

LEARN MORE: Engage more supporters and grow your audience with virtual fundraising events

5. Measure support generated

After the event is over, help your local business partner out by measuring the support generated from their employees and customers. With this data, you can help them quantify their impact on your organization—and use this information to improve the future events you run together. 

Take a look at the following metrics:

  • Newsletter sign-ups
  • Volunteer registrations
  • Donations

These metrics all represent some form of conversion from attendee to supporter. By watching these metrics, you’ll be able to assess how successful the event was in advocating for your cause and gaining supporters. You’ll also help your local business partner understand the impact they helped create, which they can use as part of their marketing materials!

Event software for healthcare makes it easy to measure success from pre- to post-event. 

Simplify the Complexity of Managing Your Meetings and Events with a Powerful Suite of Tools

While advocacy events can create a large impact for your healthcare organization, there’s no need to be stressed about making sure that the event runs perfectly. Simply implement the best practices above to make the most of your advocacy events, allowing you to foster a positive and mutually beneficial relationship with your local business partner!

Eager to streamline your healthcare event planning? Look no further than Attendease by Tripleseat. From small to large and complex events, it’s never been simpler to plan and manage all of your events in one flexible platform. Book a call today and discover how Attendease by Tripleseat helps you optimize your event management.

Simplify the Complexity of Managing Your Meetings and Events with a Powerful Suite of Tools

Make your attendees gather with ease. From small to large and complex events – plan and manage all of your events in one flexible platform – Attendease.

5 Best Practices for Hosting a Virtual Fundraising Event

  • Event Management
Three young professionals sitting at a table and looking at a laptop.

If your organization is looking for a savvy way to engage more supporters and grow your audience, look no further than virtual events, which have become a staple in the nonprofit sector. In fact, event organizers rank virtual events as having increased registrations, greater ROI, and greater attendee engagement when compared to in-person events.

We recommend hosting a few virtual events annually to leverage these benefits for your organization. And what better purpose do those events serve than helping your organization raise more funds?

Whether you need help with your virtual fundraising event’s marketing strategy or selecting the right technology, this guide is here to help. In it, we’ll help you carefully plan your virtual event by going over five best practices. Through proper preparation, you’ll be able to push forward your event with confidence and meet your goals.

1. Select the type of virtual event

Just as there are many different types of in-person fundraising events, there are various virtual event ideas that you can use to maximize participation and secure donations for your mission. A few of them include:

  • Gala
  • A-thon style events, like a virtual walk-a-thon
  • Charity auction
  • Panels and webinars
  • Online workshops
  • Fundraising challenges

When choosing which virtual fundraising event to host, consider what your audience of supporters and potential donors would be interested in. For example, if you are on the team of an animal shelter nonprofit, your supporters might be excited about a virtual walk-a-thon, as it’ll allow them to exercise with their pets. On the other hand, if you run a medical association, your audience might be more interested in a formal affair, such as a virtual gala.

If you’re unfamiliar with virtual events and don’t feel confident about removing the in-person element entirely, don’t worry—consider hosting a hybrid fundraising event instead! When done correctly, these events give you the best of both event formats.

2. Choose your event technology wisely

After you’ve decided on what type of virtual fundraising event you’re hosting, you’ll need to purchase technology that facilitates a smooth planning and hosting process.

At the very least, you’ll need a live-streaming tool, as most virtual events require some form of software that allows attendees to watch event proceedings. Additionally, depending on your organization’s needs, you may also need an application that allows attendees to stream themselves as well, such as for an online workshop event.

Other popular types of software you may find helpful for a virtual event include:

Be sure to properly vet any new technology before you invest in it. Do this by checking reviews, reading testimonials, viewing case studies, and scheduling demos with the provider. Prepare a list of questions about the software ahead of time, and be sure to get them answered during your meeting.

3. Strategically market your virtual event

One of the core advantages of virtual events is that attendees are not limited by their geographic location. Another benefit is that your attendee limit is not limited by your venue. That means that you can host a much larger number of attendees than if you were hosting an in-person event. As a result, you must make the most of your marketing efforts to get as many people to attend as possible.

As you determine how you’ll promote your virtual fundraising event to potential attendees, be sure to use marketing channels that allow for maximized visibility, such as:

  • Your website. Your nonprofit’s website is the first stop for any individual who wants to learn more about your organization and what you do. Take the opportunity to add links and call-to-action (CTA) buttons to your event information and registration pages to encourage supporters to attend.
  • Email. If you send email newsletters to subscribers, be sure to include details about your upcoming virtual fundraising event. Your email subscribers have already demonstrated their interest in your organization’s success and are therefore more likely to attend a fundraising event.
  • Social media. Promote your event through social media platforms such as Facebook, Instagram, and LinkedIn to maximize your outreach. Add the links to your event registration page within your post or directly on your social media profile so visitors can easily register to attend.

Don’t be afraid to reach out to your established supporters through their preferred methods of communication as well! Direct mail and text messaging are also popular and valuable marketing channels that you can leverage to increase registrations for your virtual fundraising event.

4. Keep supporters engaged throughout the event

Although virtual fundraising events have great potential for keeping attendees engaged, you’ll need to work a little harder than with in-person events. There’s a level of separation between you and your attendees, and you’ll have to creatively overcome this barrier to keep your attendees’ attention.

During the event, use the following strategies to keep attendee engagement high:

  • Gamification, such as leadership scoreboards or fundraising thermometers
  • Audience participation, such as creating breakout rooms
  • Interactive content, like polls and surveys
  • Live attendee chat systems

If you’re struggling to keep attendees engaged, do your research to find additional tried-and-true methods employed by experts. Elevate recommends you do this by reading fundraising books, which impart a wealth of knowledge and can inspire your nonprofit with fundraising and engagement ideas.

5. Follow up with attendees after the event

To maximize the value of your event, don’t forget to follow up with attendees afterward. Thank your long-time supporters for their continued support, and steward any first-time supporters. Plus, show your gratitude to those who made a gift during the event.

This is also a great time to solicit feedback on your fundraiser. MemberClicks recommends including the following questions in your post-event survey:

  • Overall, how would you rate the event?
  • What did you like most about the event?
  • What did you like the least about the event?
  • How could this event have been improved?
  • How likely are you to recommend our event to your peers?

The answers to these questions are especially valuable if this is your first time hosting a virtual fundraising event. They’ll provide a springboard for you to make valuable changes that improve future events.


Although virtual fundraising events may seem intimidating, they are similar to in-person events on a basic level. You need to plan thoroughly, attract attendees, delight them during the event, and strengthen your relationships after your event. Be sure to evaluate your virtual fundraising success through key performance indicators and your feedback survey so you can continue to grow and fulfill your mission.

Simplify the complexity of managing your meetings and events with a powerful suite of tools

Make your virtual attendees gather with ease. From small to large and complex events – plan and manage all of your events in one flexible platform – Attendease.

The Role of Technology in Event Management for Associations

  • Event Management

Using event technology to its full potential allows associations to provide enriching, personalized experiences to members. The right tools can track and consolidate event data, adapt to members’ needs and preferences, and use automation to eliminate administrative tasks.

CRMs, association management software, and event planning platforms go beyond managing member data and event planning. These tools empower your association to fulfill the commitments and value promised in its membership offerings without increasing staff workloads. 

In this guide, we’ll explore how your association can leverage technology when planning and promoting events. 

What technology do associations need for events?

Associations rely on software for effective membership management, data collection and tracking, financial record-keeping, and much more. These tools also assist in the event planning process to optimize promotion and facilitate smooth interactions with attendees.

The following systems and tools work together to support successful events:

  • Customer relationship management (CRM) system: This tool stores information about your members, identifies prospects, records interactions, and nurtures relationships with current and potential members. Track event metrics such as total attendance and attendee feedback using your CRM. Integrate your event management and marketing tools with your CRM to ensure this data is visible across every system your association uses.
  • Association management software (AMS): Your AMS platform may be used to facilitate attendee registrations, process payments for tickets, manage event promotions and other communications, and leverage data from your CRM to personalize the event to each member. 
  • Event planning and management tools: Event planning software is designed with specialized tools to simplify event management. Streamline event schedules, set up various ticketing options, and quickly access reports to track your association’s progress. 

Because each system has different capabilities, integrating your technology framework allows you to maximize the impact of each tool. You may need to contact your technology consultant to set up integrations and explore ways to optimize event management processes.

How does technology improve event data management?

To host successful events, associations must understand their members. Carefully tracking event data enables associations to adapt future events to fit members’ preferences and interests, making each event better than the last.

Over time, analyzing the following metrics will enable your association to organize events that draw qualified prospects to its events:

These are four kinds of event metrics associations can track using technology, listed in the text below.
  • Attendance rate: This is the percentage of registrants who attend the event. Measuring attendance rate can reveal gaps in event communications and pinpoint disengaged members. Using attendance rates from multiple events, your association can track how many attendees who attended your previous event also attended the next one (i.e., retention rate).
  • Engagement data: Understand the number of attendees per session or workshop, the average time attendees spend at the event, interactions during Q&A sessions, and more. These specific data points provide more granular insights into members’ interests. Leverage these insights in future campaigns to create personalized marketing messages.
  • Content metrics: See how many times certain pieces of content, like videos or presentations, were downloaded or viewed. Those downloaded many times or viewed after the event are likely the most valuable to members—keep this in mind when planning future events or creating training courses and workshops.
  • Revenue: Track total income from a variety of sources, including ticket and merchandise sales, sponsorships, and exhibitors. Easily reference data about each payment, including time of sale, payment method, and more, to learn and adapt to members’ preferences. For example, if many attendees waited until the last minute to purchase tickets, offer an early bird discount for your next event.

Measure and analyze metrics that align with your goals for the event. If your association holds a webinar to introduce more members to an exclusive course, track how many attendees sign up for the course to measure event success.

What are the benefits of integrating event systems?

When your association can easily access and analyze event data, it can recognize opportunities to effectively engage members, personalize sessions and benefits to their preferences, and identify new event ideas.

Some key advantages of integrating the tools and systems your association uses include:

  • Eliminating data silos. Data silos occur when information is isolated in two or more separate systems, reducing your data’s timeliness and accuracy. Fíonta’s website integration guide echoes this point, explaining that a key benefit of integrating your website with your CRM is that it makes data analysis more manageable by removing the need to duplicate data manually between systems.
  • Identifying trends sooner. Data that is up-to-date reflects current trends in member behaviors, enabling associations to take advantage of opportunities quickly. Recognizing and adapting to trends early gives associations a competitive advantage and opens the door to innovative events and other offerings that attract new members.
  • Expediting decision-making. With real-time access to data, associations can make research-driven decisions about their events on a faster timeline. Over time, this can optimize resource allocation, improve member engagement and retention, and foster continuous improvement.
  • Improving scalability. Integrated systems can accommodate association growth and adapt to evolving needs. In event management, this flexibility makes it possible to process larger volumes of ticket sales, offer events in different formats, and customize forms and workflows accordingly.

These integrations significantly reduce your staff members’ workloads by automating administrative tasks like enrollment and post-event follow-up. This maximizes staff members’ impact by giving them more time to innovate and interact with members.


Before planning your association’s next event, evaluate technology’s role and whether there are any gaps. Are you unable to quickly assess event analytics due to data silos? Or do you need a specialized tool to manage specific needs? Integrate your tools and prioritize scalable solutions so your association can seamlessly track event metrics, cultivate personalized experiences, and optimize future events.

How to Design Event Sponsorship Packages (Examples + Ideas)

  • Event Management News
How to Design an Event Sponsorship Package

Running an event is a costly experience. Even for small events, costs can ramp up quickly and out of budget if you are not prepared for issues that might pop up. With event costs rising yearly, you will want to bring in revenue from as many channels as possible. Luckily, sponsors are here to make event costs easier to manage and to help generate significant revenue for your event. This is why event sponsorship packages are crucial: because they help you get more sponsors.

What Is an Event Sponsor?

An event sponsor is an individual, company, or organization that provides contributions or financial support for an event in exchange for various benefits, such as brand exposure, marketing opportunities, networking, or goodwill. Event sponsors typically contribute funds, goods, services, or promotional support to help cover the costs of organizing and hosting the event. In return, they receive recognition, advertising, or other forms of visibility before, during, and after the event, depending on the terms of the sponsorship agreement. Sponsors often see events as opportunities to reach a targeted audience, enhance their brand image, or align themselves with a particular cause or community.

What Are the Benefits of Sponsoring an Event?

When a company wants to learn more about your event, they will want to know how they benefit from sponsoring. Every sponsor has different goals, but common benefits include: 

  • Increase brand awareness
  • Generate leads
  • Speaking Opportunities
  • Guaranteed booth space
  • Access to registration and attendee lists

What Is an Event Sponsorship Package?

An event sponsorship package is a structured offering or proposal presented by an event organizer to potential sponsors. It outlines the various sponsorship opportunities available for businesses or individuals interested in supporting the event. These packages are typically tailored to different levels of sponsorship and include a range of benefits and promotional opportunities based on the sponsor’s financial contribution.

What Should an Event Sponsorship Package Include?

You will likely have this information about event sponsorships in a PDF, which you can post on your event website and have your sales team share with interested sponsors. In your event sponsorship package, you want to include the following information:

  • Expected attendance
  • Attendee demographics (age, gender, job titles, etc.)
  • Sponsorship tiers and benefits
  • Testimonials from past sponsors

Event Sponsorship Tier Examples

When it comes to event sponsorship packages, tiers have to be considered. Not every sponsor is going to be equal based on the amount of money they contribute and what they are looking to get in terms of sponsoring your event. This is where sponsorship tiers come into play. You will want to build a sense of exclusivity for your higher sponsor tiers, so you will also want to limit the number of sponsorship opportunities. 

For example, you can use the following tiers:

Sponsor Tier 3: The Silver Package: 

  • Cost: $2,000 
  • Your company logo on all event marketing materials
  • Guaranteed booth in the event expo center
  • A sponsorship grab bag

Sponsor Tier 2: The Gold Package: 

  • Cost: $3,500 
  • Everything in the Bronze Package 
  • A branded lounge room named after your company
  • A dedicated page in the conference handbook handed out at the event
  • Only ten available

Sponsor Tier 1: The Diamond Package:

  • Cost: $8,000 
  • Everything in the Bronze and Silver Packages
  • A guaranteed speaking/demonstration opportunity for your company’s CEO 
  • Dedicated email sent to registrants and attendees about your product/service
  • Company logo included in event swag
  • Only three available

Event Sponsorship Tier Example Chart

Ideally, you want to put the event sponsorship tiers into an easy-to-understand chart. An example sponsorship tiers chart is provided below:

 Silver GoldDiamond
Logo and company profile on the conference website
Discount on additional tickets
Guaranteed booth space
Branded lounge room
Logo on live streams and videos 
Logo on conference swag 
Host a workshop 
30-minute speaking slot 
Access to registration and attendee list  
Email list rental  
Branded WiFi  

 

Event Sponsorship Package Ideas

As mentioned earlier, companies want unique benefits for sponsoring your event. There is a “pay to play” element because companies who spend the most will want exclusive benefits. Here are a few suggestions for sponsorship benefits you can provide: 

1. Sponsored Lounges

Attendees need a place to recharge physically and mentally during an event. Give sponsors the opportunity to have their branding and some swag so attendees can learn more about them while they are relaxing and “recharging” during the event.

2. Phone Charging Stations

Even with the proper planning, a phone’s battery can quickly die out during an event. Even though smartphones are becoming more powerful, their battery lives haven’t made the same progress. Attendees will need a phone charging station to help them manage their battery lives, so this will be a great way for sponsors to get their branding noticed. 

3. Sponsored Videos & Live Streams

If your event includes live streaming, include the sponsor’s logo in the stream. You can usually do this with a “Sponsors” section in the live stream of the video. If you create a post-video event, ensure a section is dedicated to thanking your sponsors. 

4. Sponsored Parties

Post-event parties and happy hours are a great way to recover from the fatigue of running around the event floor all day or manning a booth. Use these parties as a way to promote a sponsor so they can have even more people become aware of who they are in a fun and relaxed setting.

5. Exclusive Workshops & Speaking Sessions

Many companies who sponsor want the option to get directly in the face of attendees. Depending on your event type, there are going to be speakers or working sessions (for educational conferences). Speaking opportunities are the most coveted because people will sit down and listen to the speaker. 

6. Hosting a Panel

Mid-tier sponsors may not be able to get a speaking opportunity. If your event has a panel, they can pay to host it, with one of their employees serving as the moderator.

7. Branded Merchandise Giveaways

Everyone loves free stuff, especially if it’s useful or cool. Allow sponsors to provide branded merchandise like t-shirts, water bottles, or notebooks for attendees. It’s a win-win: attendees get freebies, and sponsors get their logos seen outside the event.

8. VIP Access & Networking Opportunities

Create an exclusive VIP experience for sponsors, giving them access to high-profile networking events or private meet-and-greets with keynote speakers. VIP treatment not only makes sponsors feel valued but also encourages them to invest more in future events.

9. Customized Event Apps or Features

Develop a customized event app or integrate special features into an existing one, such as sponsored push notifications, branded gamification elements, or interactive maps highlighting sponsor locations. This not only enhances the attendee experience but also ensures sponsor visibility throughout the event.

10. Logos on Event Swag Bags

Swag bags are a staple at many events, offering attendees a collection of goodies to take home. Allow sponsors to include branded items in these bags or even feature their logos prominently on the bags themselves, ensuring exposure long after the event ends.

11. Social Media Promotion & Takeovers

Harness the power of social media by offering sponsors dedicated posts, sponsored ads, or even temporary account takeovers leading up to and during the event. This extends their reach to a wider audience and generates buzz before, during, and after the event.

12. Branded Interactive Experiences

Create interactive experiences or zones within the event space that are sponsored by specific companies. Whether it’s a virtual reality demo, a product showcase, or a hands-on workshop, these branded experiences offer attendees a memorable engagement opportunity while showcasing sponsor products or services.

13. Recognition in Event Marketing Materials

Feature sponsor logos prominently in event marketing materials such as emails, flyers, posters, and digital advertisements. Highlighting sponsors in promotional materials not only boosts their visibility but also reinforces their association with the event.

14. On-Site Branding & Signage

Ensure sponsors’ branding is prominently displayed throughout the event venue with banners, signage, digital screens, or floor decals. Strategic placement in high-traffic areas ensures maximum exposure and reinforces brand recognition among attendees.

15. Networking Dinners or Luncheons

Organize exclusive networking dinners or luncheons where sponsors can interact with key stakeholders, industry influencers, and potential clients in a more intimate setting. These events foster meaningful connections and partnerships, adding value to sponsors’ investment.

16. Interactive Gaming Zones

Create interactive gaming zones sponsored by companies looking to engage attendees in a fun and competitive environment. Whether it’s virtual reality experiences, arcade games, or eSports tournaments, these zones offer sponsors an opportunity to showcase their products or services in an entertaining way.

17. Food & Beverage Sponsorship

Partner with food and beverage companies to provide sponsored refreshment stations, coffee bars, or branded snacks throughout the event venue. Sponsors can customize menus or offer special discounts, enhancing the attendee experience while promoting their brand.

18. Live Entertainment Sponsorship

Collaborate with musicians, comedians, or performers to offer live entertainment sponsored by companies seeking to leave a lasting impression on attendees. Whether it’s a live band, a stand-up comedy show, or a magic performance, sponsored entertainment adds excitement and energy to the event.

19. Interactive Photo Booths

Set up interactive photo booths sponsored by companies looking to create memorable experiences and social media buzz. Attendees can take fun photos with branded props and filters, instantly share them online, and leave with printed keepsakes featuring sponsor logos.

20. Sustainability Initiatives & Green Sponsorship Options

Introduce sustainability initiatives and green sponsorship options that align with sponsors’ corporate social responsibility (CSR) goals. Whether it’s offsetting carbon emissions, minimizing waste, or supporting eco-friendly practices, these initiatives appeal to environmentally conscious sponsors and attendees alike.

Event Sponsorship Web Page Examples

Companies love to sponsor for branding purposes (and get backlinks). A sponsor web page is a requirement for any event you host. To give you an example of what a sponsor’s page should look like, here are some best-in-class examples from companies like Adobe Summit, Dreamforce, and INBOUND.

Event Sponsorship Testimonials

Social proof is always a great conversion tool. If you have used sponsors for past events, reach out to them to get quotes about how they benefited from sponsoring your event. You can include these testimonials on your website and event sponsorship document so potential sponsors can see why your event is worth sponsoring. 

How to Find the Right Event Sponsors

  1. Identify Your Target Audience: Understand the demographics, interests, and needs of your event attendees. This will help you pinpoint sponsors whose products or services align with your audience.
  2. Research Industry Leaders: Look into companies that are prominent in your industry or related fields. Consider their brand values, reputation, and past sponsorship involvements to gauge their suitability for your event.
  3. Leverage Your Network: Reach out to your existing contacts and connections within your industry or community. They may be able to provide introductions or recommendations to potential sponsors.
  4. Attend Industry Events: Networking at industry conferences, trade shows, and other events can put you in touch with potential sponsors who are actively seeking opportunities to engage with their target audience.
  5. Utilize Online Platforms: Explore online sponsorship marketplaces or platforms where sponsors and event organizers connect. These platforms often allow you to filter sponsors based on criteria such as industry, budget, and sponsorship preferences.

How to Pitch Event Sponsorship Packages

  1. Know Your Audience: Understand the priorities and objectives of your potential sponsors. Craft your pitch to align with their goals, whether it’s increasing brand visibility, reaching a specific demographic, or driving sales.
  2. Highlight Unique Benefits: Clearly outline the benefits and value propositions of sponsoring your event. Emphasize unique opportunities such as exclusive access to your audience, custom branding opportunities, or involvement in special events or activities.
  3. Provide Data and Insights: Back up your pitch with relevant data and insights that demonstrate the potential return on investment for sponsors. This could include attendee demographics, engagement statistics from past events, or market research relevant to your audience.
  4. Offer Customization Options: Provide flexibility in your sponsorship packages to accommodate different budget levels and sponsorship objectives. Allow sponsors to choose from a range of options such as booth space, speaking opportunities, or branded content.
  5. Follow Up with Potential Sponsors: After pitching your sponsorship packages, follow up with potential sponsors to address any questions or concerns they may have. Be open to feedback and willing to iterate on your proposals to better meet the needs of your sponsors.

Effortlessly Manage Event Sponsorship Packages & Tiers with EventUp Planner

Event sponsorships are valuable because they generate revenue and make your event more credible. With a well-built event sponsorship package, you can easily communicate your event’s value to sponsors. Remember to include different sponsorship tiers at varying price points so more companies can get involved. Make it clear what each sponsor will receive, use exclusivity to your advantage, and make your sponsorship packages enticing.

Automation makes sponsor management easy as part of the EventUp Planner platform. With our Workflow features, you can manage and add sponsors by tiers. You can then use the Sponsor Block in our website builder (CMS) to pull information directly from the platform to the website. Using our event app would also pull the data to the event app.

If you need to edit anything, you just need to edit the settings and republish the website and app to update the information, so you don’t need to change it everywhere manually. EventUp Planner (formerly Attendease) is a powerful event management software and automation platform designed specifically for corporate event teams. By helping you address the entire event lifecycle, EventUp Planner can reduce event costs and make events easier to run. Request a demo to find out how this all-in-one platform can help improve your workflows.

7 Steps to Secure Your Event Ticketing Process & Registration

  • Event Management
event ticketing and registration cyer security

Believe it or not, corporate events make prime targets for cybercriminals and bad actors. The event ticketing process is the number one target. Whether running a face-to-face, virtual, or hybrid event, you must safeguard your incumbent technology stack and integrated solutions from attacks. Otherwise, you may be risking sensitive customer data falling into the wrong hands.

Cyber attacks Can Happen Anywhere Online

Cyberattack methods are growing and evolving every day. Because of this, it’s imperative that businesses adopt a security-first mindset when organizing their events. Event organizers should be looking at all online aspects of their events, from registration and check-in, to scheduling and marketing communications.

One of the key components of an event organizer’s attack surface is the technology associated with the event registration and ticketing processes. If appropriate security measures are not implemented from the outset, data breaches can occur. This leads to issues ranging from compromised customer information to fraudulent ticket sales.

If you are running a corporate event, be it a sales expo, networking meeting, trade show, or conference, it’s vital that you understand the possible vulnerabilities within your event management infrastructure. This means first making a list of any exploitative weak points in your tech systems. Then, you’ll want to plan preventative measures you can take to protect your own brand, plus any suppliers, and, of course, your attendees.

This guide looks at some of the top cyber security risks to be aware of when managing your B2B event and, in particular, your event ticketing process and registration.

Breaches From Phishing or Social Engineering Attacks

Phishing remains one of the biggest and most frequent cyber threats to businesses of all sectors. There are an estimated 3.4 billion phishing emails sent every day. Hackers methodically craft these seemingly innocuous emails to deceive users into thinking that the ‘sender’ legitimately needs access to user accounts or data. Users are tricked into thinking that requests come from known parties, not realizing that they have been deceived.

When a bad actor gains access to data stored in ticketing and registration systems, customer data like names, email addresses, phone numbers, financial information, and more can be compromised and exploited. Staff training and awareness are crucial. Train your team to identify and report any suspicious or otherwise harmful messages. Event organizers can also assess which parts of ticketing systems or networks are most prone to targeted phishing attacks or malware installations using third-party penetration testing solutions. These services can identify weak points and give actionable suggestions to strengthen your defenses.

Insecure Data Storage and Transmission

Event organizers need to keep personal and payment information of each customer’s ticket purchase secure. Having a record and receipt of the transaction is pivotal. This usually means your event data is transmitted and stored in a digital cloud infrastructure. According to recent statistics, 45% of data breaches have occurred on cloud-based platforms.

If this cloud storage solution is not encrypted correctly and lacks data security controls, the sensitive data is left vulnerable at multiple touchpoints. Not only is it at risk of interception when transactions are made, but also as it moves to and from multiple servers. Deploying HTTP across your website and ticketing platform – with a valid TLS or SSL certificate – will ensure that standard HTTP requests are undecipherable, with data encrypted at rest and in transit.

Outdated and Unpatched Ticketing Software

Ticketing software, like most other programs, requires ongoing maintenance, updates, and patching to ensure optimum stability and performance. Install regular patches on your proprietary technology to ensure that you address any known vulnerabilities. This will also ensure your customer data is not susceptible to compromise.

However, using outdated platforms that no longer receive managed updates poses an inherent security risk. Vulnerabilities are more easily exploited this way. Event organizers should proactively maintain their ticketing solutions and apply patches immediately when prompted to address any known vulnerabilities. If you are using outdated platforms that are no longer supported by developers, migrate and update to solutions that offer sufficient security.

Lack of Proper Authentication

Authenticating across all endpoints within your event management platform and any third-party integrations requires users to enter multiple usernames and passwords. Irrespective of industry, users are overwhelmingly guilty of reusing familiar passwords across multiple systems and applications. This is easier with organizations that fail to implement clear, strong password policies.

Hackers exposed over 24 billion passwords in 2022 alone, with more than 80% of confirmed breaches pointing to weak, reused, or stolen passwords. Hackers can often initiate brute-force attacks to compromise logins and move laterally across systems with fewer passwords to guess. If your ticketing platform makes it easy for users to enter basic passwords, or if you don’t have an established secure password policy, you’re inviting hackers in. Because of this, event organizers should implement a strong policy across your infrastructure by enforcing complex, unique passwords for each user login. Back these up with enterprise-wide, multi-factor authentication (MFA) to prompt users to verify their information and login attempts. Prompting users to enter one-time passwords (OTPs) or biometrics to validate requests can block an estimated 99.9% of modern automated cyber attacks.

PCI DSS and Non-Compliance

Processing credit card payments online requires your business to adhere to the Payment Card Industry Data Security Standards (PCI DSS). Failure to comply can lead to hefty monthly fines, sometimes as high as six-figure sums, depending on the size of your organization and the seriousness of non-compliance.

Validate all your ticketing payment controls and gateways to ensure sufficient vulnerability management, access restrictions, data encryption, and more. Identify any gaps, ensuring you only collect the minimum amount of customer data during the checkout process. Be sure to communicate how you use data and outline processes for deletion. Transparency is key when handling consumer and attendee data for your event. Maintaining an open, proactive approach will provide much-needed reassurance that you’re acting lawfully and ethically with data protection laws.

Mitigating Event Risks Ahead of Time

Proactive planning and due diligence is key to ensuring your event runs smoothly. These steps can protect your event from hackers or data hiccups:

  1. Conduct security assessments ahead of time to identify weak points in ticketing software and knowledge gaps in your team.

  2. Initiate regular, comprehensive security training. This will ensure your team is skilled and capable of recognizing key threats like phishing or social engineering.

  3. Create detailed data security policies and incident response plans. Clearly outline and communicate your team’s specific roles in threat reporting and containment.

  4. Validate your third-party software thoroughly, ensuring that you understand its security policies.

  5. Upgrade from legacy, non-supported solutions into industry-leading event management tools like Attendease that support your event goals and offer premium protection.

  6. Maintain regular updating and patching schedules for your own tools. Plus, work with companies who have their own frequent updates, to ensure optimum stability of systems and integrated software.

  7. Implement strong, unique password policies for all users.

Following these steps will give you a much stronger baseline level of security for your event ticketing process. If you need more advice on management or other solutions, Attendease can help. Book a demo with us today!