Campaigns and events · Autessa CRM
Event campaigns
Event campaigns in Autessa CRM run a trade show from booking to results: a plan checklist from T-60 to T+14, the event’s details, an event funnel from registered to deal with cost per lead, and the booth roster where Autessa Booth Capture leads are turned into contacts.
The problem
Events are expensive and rarely measured
Booth, travel and swag add up, but the results end up in a spreadsheet nobody reconciles with the pipeline. In Autessa CRM the event is a campaign with a funnel and a cost per lead, and booth leads flow straight into it.
What you get
- Plan checklist from T-60 “Register and book the booth” through T-7 “Confirm booth staffing and create the Booth Capture event” to T+1 “Upload the attendee list and tag attendees”, T+2 “Send the follow-up” and T+14 “Review outcomes”.
- Event details: name, dates, where, booth number, goals and staff, shared with Booth Capture.
- Funnel: registered, attended, met at booth, followed up, engaged, meeting, deal, leads and cost per lead.
- Roster: To process, In the CRM, Dismissed, Everyone, filter by who captured.
- Upload an attendee list and tag attendees; every event gets an event tag.
- Follow-up menu: Email everyone, Nurture a slice, Cards to a hand-picked few.
- Add event to Booth Capture with one button.
How it works
How does event campaigns work in Autessa CRM?
- 1
Create the event campaign
Event name, dates, where.
- 2
Work the checklist
From T-60 to T+14.
- 3
Capture at the booth
With Autessa Booth Capture.
- 4
Triage and follow up
Roster to contacts, then the follow-up menu.
Every option
Event campaign sections
| Option | What it does |
|---|---|
| Event details | Name (the name Booth Capture files leads under), starts, ends, where, booth, goals, staff. |
| Plan checklist | Ten seeded steps from T-60 to T+14. |
| Sources | Badge scan, imported, added by hand. |
| Funnel | Registered to deal, with cost per lead from the budget. |
| Roster | Create contact, Link to this, Dismiss, Put back on the list, Open contact. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Sales Rep | Edit the records they own and unowned records. Never deletes or reassigns. |
| Sales Manager | Edit anything, delete, reassign owners and territories, and change shared configuration. |
| Administrator | Everything, including workspace settings, integrations and roles. |
| Read Only | See everything, change nothing. |
Connected
How it connects to the rest of Autessa CRM
FAQ
Questions about event campaigns
Can I plan trade shows in Autessa CRM?
Yes. Event campaigns include a plan checklist, event details, a funnel with cost per lead and the booth roster.
How do I measure event ROI?
The event funnel counts registered, attended, met at booth, followed up, engaged, meetings and deals, with cost per lead from the budget.
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