Managing marketing events | monday.com tutorials

Managing Marketing Events with Monday.com

In this video, the presenter demonstrates how to manage marketing events using Monday.com. The solution includes two boards and a dashboard that can be customized to fit your needs. The presenter shows how to plan and execute campaigns, automate the RSVP process, turn attendees into leads, and analyze event data.

Planning and Managing Campaigns

• Use the Event Campaign board to plan and manage campaigns around each event.

• Organize events in groups based on their planning stage (planning, live, completed).

• Use timelines in the Timeline view to stay on track and plan ahead.

• Monitor total budget and actual spend for each campaign using number columns.

Automating RSVP Process

• Use the RSVP board powered by Form view to capture guest lists.

• Customize form questions as needed.

• Embed or hyperlink the form on your site or campaign.

• Automate check-ins with guests using Gmail and Twilio integrations.

Converting Attendees into Leads

• Use Post Event Opportunities board to gather feedback from attendees.

• Any warm feedback is an opportunity to loop in sales team members.

• Add automation recipe that creates an item on a sales board when given Sales Lead status label.

• Transfer qualified leads onto Event Sales Leads board for follow-up.

Analyzing Event Data

• Roll up data from each board onto dashboards for insight into what's working well.

• Use Numbers widget to quickly see average rating of previous events.

• Dashboards are interactive and customizable for drilling down into important data.

Click here for more information on managing marketing events with Monday.com.