SimpleEvents.io Blog

How to Run Paid Events like a Pro with SimpleEvents.io and HubSpot

Written by Justin Givens | Jul 23, 2024 1:15:00 PM

In the bustling world of events, efficiency is king. Enter SimpleEvents.io, a HubSpot app designed to make your event management seamless and straightforward.

It's your trusty sidekick, keeping all your event data within HubSpot. Today, we're diving into how you can effortlessly run paid events using SimpleEvents.io and HubSpot. Buckle up!

Step 1: Set the Stage with HubSpot Payments

Action: Create your payment link within HubSpot Payments.

How:

  • Navigate to HubSpot Payments
  • Craft a payment link that's as inviting as your event itself.
  • This is your golden ticket, the gateway for attendees to unlock their spot at your event.

Why It's Awesome: HubSpot Payments is secure, reliable, and integrates seamlessly with your CRM. It's the starting line of your race to event success.

Step 2: Your Event, Your Rules

Action: Create your event within SimpleEvents.

How:

  • Log into your SimpleEvents.io account.
  • Click on 'Create Event' and let your creativity flow. Name, date, time, and all the exciting details.

Why It's Awesome: SimpleEvents is like your personal event-planning assistant, minus the coffee runs. It's intuitive, user-friendly, and designed to make your life easier.

Step 3: Trigger the Magic with HubSpot Workflows

Action: Create a new workflow in HubSpot to be triggered off the successful payment.

How:

  • In HubSpot, navigate to 'Automation' > 'Workflows.'
  • Choose a Contact Workflow
  • Select Payment Trigger
  • Set the enrollment trigger to Status = Processing AND Payment associated to Line Item where Name = "PRODUCT NAME."

Why It's Awesome: This is where the rubber meets the road. Your workflow is the behind-the-scenes maestro, orchestrating a flawless attendee experience from payment to participation.

Step 4: Register Like a Boss with SimpleEvents.io Action

Action: Add the SimpleEvents.io Action to the workflow to register that user to the event.

How:

  • In your HubSpot workflow, add a new action.
  • Select 'SimpleEvents.io Action' and configure it to register the user for your event.

Why It's Awesome: This step is your virtual handshake, welcoming your attendees aboard. It's automated, but it feels like a warm, personal welcome.

Step 5: Roll Out the Red Carpet

Action: Use the same workflow to kick off confirmation emails, how-to-attend instructions, etc., and send a notification to your team via Teams/Slack to announce the win with automation!

How:

  • Continue in your HubSpot workflow.
  • Add actions for sending confirmation emails, instructions, and a celebratory message to your team's chat.

Why It's Awesome: This is your chance to dazzle your attendees with top-notch communication and get your team pumped for the event. It's not just about informing; it's about engaging and exciting your audience and crew.

Conclusion

Running paid events doesn't have to feel like juggling flaming torches while riding a unicycle. With SimpleEvents.io and HubSpot, you're equipped with the tools to host events that are as enjoyable for you to manage as they are for your attendees to experience.

So, go ahead. Be the event maestro you were born to be. With SimpleEvents.io and HubSpot by your side, you've got this.