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Available on the Teams and Enterprise plans.
Events page Events let you organize the contacts you capture around the real-world events you attend: conferences, trade shows, meetups, and campaigns. While an event is running, every contact you capture can be tagged automatically, so your leads are sorted the moment you collect them.

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What an Event Includes

Every event has:
  • Name: what the event is called
  • Location: where the event takes place
  • Date range: the start and end dates the event runs
  • Picture: a cover image for the event
  • Description: a rich description with the details that matter
  • Auto-tag: an optional tag automatically applied to contacts captured during the event

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Creating an Event

1

Open Events

Go to Contacts and open Events.
2

Create event

Click Create event.
3

Add the details

Enter the event name, location, date range, cover picture, and description.
4

Turn on auto-tagging

Leave the auto-tag toggle on to automatically tag every contact captured during the event. By default, the tag uses the event’s name.
5

Save

Save the event. While it’s live, new contacts are tagged automatically.

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The Events Page

Events are shown as cards, grouped by status:
  • Active: events happening now
  • Upcoming: events that haven’t started yet
  • Past: events that have ended

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Event Details

Open an event to see everything about it in one place:
  • Analytics: performance for the event’s date range
  • Contacts: every contact captured with the event’s tag
  • Details: edit the event’s name, date range, location, tag, and other details at any time

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Best practices

  • Keep auto-tagging on so leads are sorted as you collect them
  • Use a clear, recognizable name: it becomes the tag
  • Review an event’s contacts and analytics afterward to measure results