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

Create Discussion