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A recent case study shows that 78% of customers buy from the first responder — so, exactly how much money are you leaving on the table by not having CRM software with robust management tools that support timely communication? Here’s everything you need to know about the recent changes to Planning Pod’s Communications tool!
However, with the right online management tools for boosting event productivity , you can easily assign tasks to staff and vendors, establish deadlines, get status updates and communicate with team members to quickly answer questions or make notes. Email and socialmedia management software.
Check if the communication between all the team members works efficiently. Youll stay up to date as people register online – but if youre also expecting last-minute registrations on the day, keep an eye out on socialmedia to see how much buzz is circulating about your event. Put simply – dont!
When we built Planning Pod, we set out to solve a big problem that many event venues, restaurants and hotels face … juggling too many applications, emails, documents, spreadsheets and even notes, folders and whiteboards to manage their event bookings. Getting customers to sign off on these documents promptly without being reminded.
Communications – For event collaboration and communication via email and text messaging among team members, contractors, vendors and speakers as well as with attendees. No more details scattered across event spreadsheets/templates , documents and post-its. Oh, and no more lost files or emails. Automation of processes.
Staying on top of communicating with clients and prospects without letting anything slip through the cracks. Further, many of the programs they were using to document and track important information weren’t designed for those purposes, leaving significant functionality gaps and creating unnecessary workarounds that opened the door for errors.
Planning Pod’s comprehensive event and venue management solution gives you the ability to create seamless touchpoints with clients and centralize communication so nothing slips through the cracks. Socialmedia: Actively participate on relevant socialmedia platforms. Learn more today!
One central source for business communication and contact information goes a long way in organizing conversations with clients, vendors, and staff – a key component both before and after events are complete. Event management systems make manually recreating the same type of document for different clientele a thing of the past.
Review customer feedback: Analyze feedback forms, online reviews, and socialmedia mentions to understand what resonates with your audience and identify areas for improvement. Get familiar with socialmedia dashboards and reporting. Like your ideal customer profile, content pillars are a living document.
Gather information and set clear expectations Personalized communication and education Collaboration and streamlined processes Building trust and exceeding expectations Planning Pod’s centralized customer relationship management (CRM) system ensures streamlined event management and centralized communication/collaboration with your clients.
The fits-and-starts of communicating via email takes way too long to have a true conversation. Needless to say, this adds a social and interactive element back to your communications that emails, content marketing and socialmedia posting simply can’t replicate. Document and Spreadsheet Software Tools.
Making sure that everything is setup Check-in Guest communication Managing unexpected problems and emergencies Speaker and guest support Socialmedia and audience interaction Stage 5: Post-event duties Your event has finished, but it doesn’t stop here.
By collecting data on attendees, you can create targeted marketing campaigns and personalized communications. For simplified organization, you can create profiles for each contact, including phone numbers, documents, and tags, for easy searching. You can even attach invoices and email exchanges to track your communications.
Documenting the right data for your event business Before you can effectively report on data to uncover business trends and opportunities, it is imperative to make sure you’re collecting the right information. Tools like customer surveys can really come in handy for documenting demographics as you qualify your leads.
You may want to understand the level of expertise your attendees already have on the subject and what they hope to learn from the event to help tailor your presentation or curriculum, as well as contact information to send them event updates, training documents, webinar links or event location, and optional marketing follow-ups.
FYI – Planning Pod can help you operate with fewer staff and service workers by automating processes, creating timesaving workflows and streamlining communications. That way, you can serve customers better and more efficiently with a smaller team. Learn more about our software. It’s Time to Press the Reset Button (Not the Panic Button).
As more and more attendees rely on their mobile devices at events for information and communications, event organizers have been compelled to integrate the live event experience with the online experience. Includes personalized schedules, sponsor/exhibitor features, socialmedia integrations, complex session setup.
Agree upon the KPIs to track the event’s performance, including customer footfall, socialmedia mentions, number of sales, and more. In retail, you can plan teaser ads, socialmedia campaigns, or influencer partnerships. Event Social Profiles: Set up or adapt socialmedia profiles for your event.
It could be located in the mobile app, in a physical file, on your coworker’s hard drive, in a document or spreadsheet or on a sticky note that fell into last week’s trash. I wanted to get more organized with all my documents as I always have 20 tabs open on my screen,” Olivia mentioned.
Planning Pod’s all-in-one platform gives new event facilities 20+ easy-to-use tools to set up systems for managing booking calendars, sales, client communications, contracts, billing, payments and more. Six months out from opening day, you need to begin your social marketing,” added Michael. Sign up for a free trial today!
And, yes, these can definitely help in this post-pandemic sales world of Zoom meetings and electronic communications. Note that we will mainly discuss event sales tips here and leave topics like event marketing strategies, socialmedia tactics and target audience outreach for other articles. Sales Tools and Materials Tips.
An event proposal is, simply put, a comprehensive document that details every element of an event. In this case, the event proposal’s main function is to communicate the event’s concept, Unique Value Proposition (UVP), and especially how the event would benefit the client in achieving its goals. Marketing and communication departments.
Digital files also make it easy to send the same document to multiple people like hosts, their event planners and your venue staff. And with all of your clients hanging out on Facebook, Twitter, Instagram and other socialmedia platforms, you should be mastering a social platform or two and pairing it with automated email marketing campaigns.
Communications – For event collaboration and communication via email and text messaging among team members, contractors, vendors and speakers as well as with attendees. No more details scattered across event spreadsheets/templates , documents and post-its. Oh, and no more lost files or emails. Automation of processes.
I had a past client say that they had luck finding vendors also on socialmedia group forums so definitely check into that! Don’t just believe a vendor because they have a nice website and they seem cool on socialmedia. What is the best way to communicate with you? Do the research.
It doesn’t have to be an overwhelming or daunting document; instead, consider it a guide to help business owners stay on track as they navigate the world of entrepreneurship. Start by describing your website and socialmedia strategy to build an online presence. word-of-mouth marketing, referrals, digital marketing). Here’s how.
To do this requires constant interaction and clear communication with your clients, team members and vendors so that everyone is always on the same page and no detail is overlooked or lost. Simplifies client management and ensures you team never misses critical communications. Integrates with our CRM tool.
You may want to understand the level of expertise your attendees already have on the subject and what they hope to learn from the event to help tailor your presentation or curriculum, as well as contact information to send them event updates, training documents, webinar links or event location, and optional marketing follow-ups.
Socialmedia moderator. Socialmedia. Create socialmedia handles and build your audience. Create and/or acquire required documents for your whole team (including volunteers). Develop clear accessibility policies and communicate them with staff and volunteers. Marketing coordinator.
Whether they lack the communications tools, or the ability to have all the team members looped in, a lot of the event management platforms out there aren’t geared specifically for venues,” said Andrea. Andrea and her staff know the importance of centralized communications and a one-stop CRM system. “My Communications.
YucatánLove is an expert in the wedding planning business with multiple planners and socialmedia, finance, design, and travel concierge teams that make the destination wedding planning process seamless. All of our documents were efficiently organized via Google Drive, and the team was readily available and responsive on WhatsApp.
As a wedding planner, you will be working with numerous clients, vendors, and team members, so being able to communicate effectively is essential for a successful event. Take some public speaking classes, practice active listening, and work on your written communication skills through courses or workshops. How can you excel at it?
Back then, we probably had 8 to 9 systems, and they didn’t communicate with each other, and only certain staff knew how to use certain systems,” said Dianne. “We It even automates new online booking and socialmedia leads through a customizable webform you can embed directly into your venue’s event website.
Whether you run a small shop or large-scale operation, keeping your team in-the-know at all times regarding your catering orders and lead/customer communications is vital to the success of your business. Planning Pod simplifies collaboration among team members and vendors. Lead and Customer Relationship Management (CRM). Key Advantages.
With ChatGPT , planners can quickly generate wide-ranging content, from event agendas and speaker biographies to marketing materials, such as socialmedia posts and emails. Collaboration and communication Event management requires back-and-forth between staff, vendors, contractors, and clients.
Each event webpage includes SEO tools and settings that allow you to add socialmedia sharing buttons so site visitors can easily post about your event on socialmedia sites like Facebook, Twitter and LinkedIn. Email Communications. Vision / Inspiration Boards. Invoices and Payments. Dashboards and Reporting.
Distribute roles among the team members: Event/project manager Scheduling Venue/show floor manager Creative design Marketing and communications Sponsorship manager Registration and check-ins Develop event branding. sharing the event on their social networks) Finalize paperwork. 3rd Phase: Up to 1-2 months before the event.
Documentation and evaluation: by converting an in-person event into a hybrid one, you can more easily evaluate the performance of your event, and you can more easily complete documentation of your event, for example, by recording the virtual aspect of the event into videos. Communication and relationship. Conclusion.
Sales Documents & Tools (Proposals, Contracts, etc.). This includes the ability to schedule followup reminders and send/receive email communications with prospects so you can quickly increase your event / group sales and private dining bookings. Planning Pod offers a centralized inbox for all your event email communications.
By the end of this guide, you’d have learned about the following: How to identify the ideal audience for your event Crafting compelling event content that attracts potential attendees How to leverage various marketing channels to increase event attendance: socialmedia marketing, email marketing, content marketing, etc.
Files and notes management – Compile additional files and documents in one place and keep them organized with internal folders that can be accessed by other staff members if needed. Solution: Communication tools and client-facing tools that enable smooth collaboration. Also quickly add and access notes for each wedding event.
Leverage socialmedia. Monique and Andrea both agree that a strong socialmedia presence is a must-have for your wedding venue. Monique loves the platforms because there are no costs to creating an account for Facebook, Instagram, or Tik Tok and it’s a great way to connect with your community.
Add them to your content plan document to always keep them in mind when making decisions. Depending on the type of content and strategy stage, it will have different goals, like converting undecided potential attendees, selling last-minute tickets, or encouraging participants to share feedback on socialmedia. Socialmedia.
Message Gaining clarity regarding your communication and messaging strategy is crucial. From event landing pages and online registration to mass communication and check-in solutions , event tech partners like Eventtia will help you plan and execute your event more efficiently.
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