This guide will walk you through how to add the new CRM Card to your HubSpot Contact's View
Overview
The SimpleEvents.io CRM card allows you to:
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View event-specific data for individual contacts.
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Display attendance metrics like registrations, attended events, no-shows, and cancellations.
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Customize its placement within the HubSpot interface for easy access.
Whether you prefer to add this feature to the Overview tab or create a custom Events tab, we’ve got you covered!
Step-by-Step Guide
1. Access Contact Records
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Log in to your HubSpot dashboard.
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Navigate to your Contact Records and select a specific contact.
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Example: Click on the contact “Justin” to open the details.
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2. Customize the Contact Record
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Inside the contact view, locate the “Customize” option to modify the layout.
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Scroll to the Apps section.
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Find the card labeled Marketing Events by SimpleEvents.io.
3. Add the CRM Card
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Drag and drop the Marketing Events card into the desired position:
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Option 1: Place it in the Overview tab.
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Option 2: Create a new custom tab named “Events” and place the card there.
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Once positioned, click Save and Exit.
4. View Event Data
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Return to the contact record and navigate to the tab where the card was added:
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In the Overview tab, you’ll see a breakdown of the contact’s event activities.
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In the Events tab (if created), view detailed event metrics exclusively.
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The card displays:
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Total events registered
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Events attended
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No-shows
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Cancellations
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Event-specific details with pagination for multiple events.
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Customization Tips
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You can reposition the card within the Overview tab or switch it to a custom Events tab anytime.
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For users with HubSpot Marketing Pro or higher, the ability to create a custom tab enhances your organizational options.
Feedback & Support
We value your input! If you have questions, suggestions, or need assistance:
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Contact us at support@simpleevents.io.
Enjoy exploring the new Create Email feature! Let us know how we can make your event management even better.