DW Event Planner's Checklist
This is a quick checklist for event planners using DW Event, to help ensure that you take full advantage of our different features and tools.
Before the Event
- Create event name description and date(s) on your event website
- Define minimum / maximum number of attendees and exhibitors
- Reserve venue
- Create your brochure and promotional collateral - including classes, general sessions, and other program information
- Organize speakers – import speaker names and bios from an external file or select and activate directly from the CRM
- Obtain speaker contracts and confirmations, and save in CRM as documents associated with contact records
- Create and schedule invitation emails
- Create registration types and tickets
- Monitor registrations and adjust e-blasts as needed
- Assign classes to corresponding rooms
- Send final reminder to registrants
Final prep and onsite
- Pre-print badges
- Distribute scanners to rooms and/or exhibitor booths (make sure they’re fully charged)
- Check-in and distribute badges
- Scan attendees
- Collect scanners at end of day
After the Event
- Upload attendee data
- Send out exit survey email
- Post pictures, stories and video to your event website
- Send out thank you emails