This guide addresses the needs of a field marketer building a high-touch virtual event.

You can follow along in Splash by reading the steps below or registering for the on-demand webinar. To get started, log in to Splash.

On this page:

1 2 3 4 5 6 7 8 9

Check your integrations Create an event page Customize your guest touchpoints Integrate with Slack Confirm your guests’ registration Send your attendee kits Capture notes and attendee interest Send follow up emails Measure the event impact

Scenario

As a field marketer for Openform, a software company, you’re tasked with generating qualified leads to meet your team’s booking goals. 

After many months of hosting virtual events, you’ve decided to add an interactive element to help combat screen fatigue and facilitate a high-touch experience. Confirmed guests will receive a kit that includes a menu, ingredients, and recipe booklet — all of which they’ll use on the day of the virtual event.

In this guide, you’re going to build an event page that will generate registrations, sync data to your CRM, and connect with your delivery provider. The page will also serve as your branded, virtual venue.

(Step 1/9) Check your integrations

Start by checking that Splash is connected to the rest of your marketing tech stack, including your CRM or marketing automation platform and webinar technology.

Integrating with platforms like Salesforce Sales Cloud and Marketo equips your Sales and Marketing teams with valuable data needed to drive pipeline and increase revenue. While integrating with webinar technology like Zoom streamlines your team’s workflow and helps you capture check-in and check out data.

To integrate with Splash:

1. Click Integrations from the left-hand navigation.
2. Click New Integration.
3. Locate your preferred platform(s) and click Choose.

While you ultimately have the power to choose which Splash data syncs with your connected platform, here’s what field marketing pros most commonly use:

• First name
• Last name
• Email
• Phone number (optional)
• Company
• Job title
• Event title
• Event start date
• Event end date
• Custom questions, including a terms & conditions opt in

Note:If you’re connecting Splash to your sending platform, described more in step 7, then consider syncing the Street Address fields.

For a full list of step-by-step guides, visit Integrations.

(Step 2/9) Create an event page

To create your Event Page, follow these steps.

1. Click New Event from your Events Dashboard.
2. Enter the event title and finalize the event domain.
3. Select an event type from the Event Type dropdown.
4. Fill out the remaining fields.
5. Click Next: Choose Theme.

Pro Tip: Splash’s Revival Branded Theme includes pre-designed guest touchpoints and email templates optimized for this use case.

Click into the Settings tab to:

• Set a capacity for the event.
• Customize your privacy settings.
• Exclude non-business emails domains from registering.

(Step 3/9) Customize your guest touchpoints

After creating your page, you’ll land on the Event Overview, a bird’s eye view of each attendee touchpoint:

• Event Page
• Registration Form
• Share Card
• Confirmations
• Virtual Event Page

Event Page

Click on the Event Page touchpoint. 

Splash’s recommends the following Blocks and Elements for this event:

• Schedule Block: Create an agenda for the event.
• Image Grid Block: Show off what attendees can expect in their personalized kits.
• Video Block: House a product tour or sneak peek of a demo.
• Button Element: Add a secondary call to action on the page to request a demo.

Add these to your Event Page by using the Block and Element adder.

You’ll notice that the information you entered during the event creation process was dynamically inserted into the Event Title, Location, Date, and Time elements. Update this information at any time directly on-page or from the Settings tab.

Note: If you used the Revival Branded Theme, then your brand assets, set in the Brand Library, have already been applied.

If you’re editing an Event Page created from the Revival Branded Theme:

1. Upload an image to the Square element in your Revival Cover Block. This will be your event image and will automatically populate in your event’s share card and email templates.
2. Update the What Container in the Revival Cover Block with information about your event. This will serve as the event description.
3. Upload images of your hosts in the Revival Host Block.
4. Also consider updating the information found within the How it Works, Your Attendee Kit, Details, and Additional Resources Blocks.
5. If you decide to hide or delete any blocks, be sure to update the Navigation Element in the Revival Cover Block as well.

Registration Form

Click on the Registration Form touchpoint. Here is where you can customize your registration questions and style your form.

For this event, you’ll want to add the following template (pre-made) questions:

• Street Address
• Phone Number
• Terms & Conditions

You’ll also want to create the following question:

• “I’d like to speak with the Openform team” checkbox.

Once you add your questions, you can use the Style tab to make edits to the form’s design.

Share Card

Click on the Share Card touchpoint. This is the first visual your guest sees when you share your page on social media.

Your brand logo, event title, event date, event location, and event image are dynamically included by default. Review the design to make sure it’s correct or use the Layout tab to make any changes.

Confirmations

Click on the Confirmations touchpoint. This is where you’ll customize the on-page and email confirmation. 

On-Page Confirmation:

1. Review the headline. Use dynamic tags to personalize the messaging.
2. Make sure the Attach calendar button is checked off. The [virtual_event_url] tag will auto-populate in the calendar attachment description.

Email Confirmation

1. Review the subject line.
2. Enter text for the confirmation email message and consider adding dynamic personalization tags.
3. If you’d like to make changes to the email, click the Design button.  
4. Click Design to access the Email Sender workspace and add a button that links to the Virtual Event URL.
5. While inside the Email Sender Workspace, send a test email to review and validate the confirmation email.

Virtual Event Page

Click into the Virtual Event Page touchpoint. This is where guests can check-in and access the livestream for your event. 

1. Customize your embed by adding the embed code for your livestream, or link out to a native provider.
2. In the Footer section, use the Custom Button element to link to any webpage, like a demo request form.
3. Flip through the states in the upper left to confirm the copy and design.

Link: Use the Virtual Event Page Pre-Event Checklist to make sure your page is prepped for the day-of experience.

Once your touchpoints are finalized, it’s time to publish your Event Page.

(Step 3/9) Integrate with Slack

Integrate your event with Slack to provide your sales team with real-time RSVP and check-in updates.

To connect your event with Slack, follow these steps: 

1. Open the event from your Events Dashboard.
2. Open Settings. 
3. Click Integrations.
4. Click New Integration.
5. Click Choose under Slack.

Here, you’ll need to: 

1. Customize your Slack message, username, and icon URL (avatar).
2. Name your integration. 
3. Select which Slack channel the message will be sent to.
4. Choose which Splash activity will trigger the message in Slack (e.g. a guest RSVPing Yes to the event). Only one trigger and action can be selected per Slack integration.  

To create multiple Slack integrations, click on the triple dots icon and select Duplicate. Be sure to update the Slack message, trigger, and action for each integration added.

Pro Tip: Set up RSVP and check-in triggers to let your team know exactly who will be in the room.

To learn more about the Slack integration, check out our guide.

(Step 4/9) Send your invite email

A targeted sequence of emails is the key to combating event drop-off and keeping your attendees engaged pre and post-event.

Splash’s Email Sender provides on-brand email templates for every stage of the event marketing lifecycle. 

To schedule your first invite email:

1. Click the Email tab.
2. Click New Email.
3. Select the Invite email template.
4. Review the copy and design in the Design tab.
5. Click Send Test to trigger a test email.
6. Click Save.
7. Click the Recipients tab.
8. Click Add Recipients, then select Upload .CSV.
9. Choose your CSV.
10. Click Review to confirm the details look correct.
11. Choose to schedule your email or send it immediately. 

These guests will be assigned an Awaiting Reply status in your event’s Guest List until they register

(Step 5/9) Confirm your guests' registration

Once you hit capacity, it’s time to make sure your guests are confirmed for the event so you can proceed with step 6: sending your attendee kits.

Sending a targeted email to Attending guests to confirm their registration. This email will contain two special CTAs:

• Cancel RSVP: This allows guests to cancel their registration, which will convert their registration status to Not Attending in the Guest List.
• Modify RSVP: This allows guests to update any information submitted with their registration. This is most useful for confirming guests’ address details. 

Note: You must have the Allow attendees to update their responses status setting enabled in the page’s Settings tab to use the Modify RSVP button.

To send this email:

1. Click the Email tab.
2. Click New Email.
3. Select the Reminder email template.
4. Use the plus icon on the right to add the Cancel RSVP button and Modify RSVP button, if they aren’t included in the template already.
5. Click Save.
6. Click the Recipients tab.
7. From the Add Quick List dropdown, select Attending guests.
8. Click Review to confirm the details look correct.
9. Choose to schedule your email or send it immediately. 

(Step 6/9) Send your attendee kits

Now that your Attending list is confirmed, it’s time to schedule the attendee kits for delivery.

There are two options to consider:

1. Use one the integration options below to pass attendee information to your delivery provider:
• Connect Splash to Reachdesk using Splash’s Zapier integration.
• Integrate Salesforce to Splash. Then, integrate Salesforce with Sendoso or integrate Salesforce with Reachdesk.
2. Manually export your Splash Guest List and import it into your delivery service of choice.

To export your guests:

1. Click the Guests tab.
2. Click the Attending filter on the left.
3. Click Columns, then select each Street Address field and click Save.
4. Click Export and make sure Export Visible columns is selected.
5. Click Export.

(Step 7/9) Capture notes and attendee interest

Capture valuable information about guests during the event — including their interest in select products or topics — using notes in the Guest List.

To edit a guest's notes:

1. Click the Guests tab.
2. Click on a guest.
3. Scroll down in the guest details, then select Edit Notes.
4. Enter notes, then click Save Notes.

Use these notes to create lists of guests, like “High Interest,” that can help streamline your follow up emails, described in step 8.

To create a list:

1. Click the Guests tab.
2. Click the plus icon next to My Lists on the left-hand side.
3. Enter a name for your list, then click Done.

Add one or multiple guests to the list by following the steps below:

1. Select a guest(s).
2. Click Add to List.
3. Select the appropriate list.

Step (8/9) Send follow up emails

Now it’s time to target your guests with personalized follow up emails.

Splash’s Revival theme includes three built in email templates, listed below, but you can create these emails on pages created from any theme:

• High Interest Thank You Template: Use your custom lists to target high interest guests with a personalized email that includes a link to book a meeting.
• More Info Thank You Template: Include links to relevant resources in this email, targeted to neutral guests in the Checked In status.
• No Shows Template: Target guests who registered but didn’t check in by sending this email to the Attending quick list.

Click Start Email within each template to review the design and copy, choose your recipients, and schedule a send date and time.

(Step 9/9) Measure the event impact

Splash makes it easy to review key performance metrics for your events using the Return on Investment (ROI) dashboard.

Powered by the Salesforce integration, the ROI Dashboard pulls all of your event and opportunity data into a fully customizable report that connects your events to revenue.

To access your ROI dashboard:

1. Click Reporting from your Events Dashboard.
2. Click the Account Overview dropdown and select Return on Investment.

Note: Need access to the ROI dashboard? Reach out to our team to get set up.

To customize the report for your event, click the Filters dropdown and follow these steps:

1. Select All under contact_attended.
2. Choose an attribution amount.
3. Select a number of days under post_event_window
4. Select a number of days days under pre_event_window
5. Select any specific contact titles you want to include in the report.
6. Select the event under sfdc_event_program.
7. Enter an amoun in the sfdc_event_spend field
8. Select any specific event types you want to include in the report.

Your dashboard will populate with the pipeline created and won based on the selected filters. 

Note: If you’ve integrated with a platform other than Salesforce, all of your mapped event and guest data from Splash will be available to view and analyze in the corresponding platform.