3 Ways to Plan and Manage Events with Salesforce
Learn how to plan and manage events using Salesforce. From event details and registrations to automated communications and integration.
- Event Management with Salesforce:
- Use Salesforce's Events module to create, manage, and track event details.
- Manage event registrations through Salesforce Campaigns or custom objects – tracking RSVPs and attendee details.
- Automate event communications like invitations, reminders, and follow-ups using Salesforce Campaigns or Workflow Rules.
- Integration with Marketing Tools:
- Integrate Salesforce with marketing automation tools (e.g., Pardot, Marketing Cloud) to execute targeted email campaigns promoting events.
- Utilize social media integration such as Salesforce Social Studio for scheduling and monitoring event-related posts.
- Capture event leads into Salesforce Leads or Contacts, applying lead scoring to prioritize follow-ups based on attendee engagement.
- Event Management Apps and Extensions:
- Explore Salesforce AppExchange for event management apps that extend to ticketing, check-in solutions, and attendee engagement tools.
- Utilize Salesforce mobile apps for on-the-go event management, including checking attendee lists and updating event details.
- Integrate Salesforce with external event platforms (e.g., Eventbrite, Cvent) for seamless data synchronization and additional event management features.
Orchid Connect is a woman-owned Salesforce implementation firm with 30 years of experience serving associations, non-profits and small/medium businesses. We specialize in strategic and implementation services, go-to-market support, and ongoing support. To learn more, reach us at reachout@orchidconnect.com.
