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Getting Started with the Enterprise Plan in SimpleEvents.io

By setting up your Enterprise Plan correctly from the beginning, you’ll save time and avoid common event marketing headaches. Let us handle the automation — you focus on growing your audience.

🔁 Refresh HubSpot Connection

After upgrading to the Enterprise Plan, you may encounter permission-related issues (e.g., missing scopes for Marketing Campaigns or CSAT surveys). If that happens:

  1. Go to your HubSpot account.

  2. On the left-hand sidebar, locate the SimpleEvents.io integration.

  3. Click "Refresh Connection" to reauthorize with the appropriate scopes.

Once complete, you’ll gain access to new features like CSAT surveys, custom page creation, and more.

✍️ Prepare Your Email Templates

Before creating your first event, you'll need to build three core email templates:

  1. Registration Confirmation

  2. Reminder

  3. CSAT Survey

These emails must use our supported tokens for dynamic event content (like title, date, QR code, etc.).

Example Tokens

  • [event:title]

  • [event:description

👉 Visit our Token Help Guide for a full list of supported tokens and what they render.

Email Template Setup Tips

  • Use existing emails as templates and clone them for reuse.

  • Make sure each email is saved as "Automation" type.

  • Set from name, subject line, preview text, and subscription type (e.g., “Events List”).

  • Don’t worry about the internal name — SimpleEvents will override it.

Once your templates are complete, copy the email editor URLs for each one and send them to support@simpleevents.io. Our team will link them to your account on the backend.

🌐 Set Up Landing and Thank You Pages

Just like emails, landing pages and thank-you pages should use tokens for dynamic content population.

Page Setup Tips

  • Include a HubSpot form module for registration. If needed, set a default form and we'll swap it.

  • You can also add structured metadata, schema, and meta descriptions for better SEO.

👉 Once done, copy and send the landing and thank-you page URLs to support@simpleevents.io.

🛠 Create Your First Event

Once your templates are linked (from Support), you’re ready to create your first event!

Event Creation Walkthrough

  1. Go to Create Event in your SimpleEvents dashboard.

  2. Enter:

    • Public Event Name (for marketing)

    • Internal Event Name (for internal use — like “25-11|AC Masterclass”)

  3. Select:

    • Event Type (e.g., Onsite, Virtual, Hybrid)

    • Event Location (via Google Places or manually)

    • Start & End Date/Time

  4. Enable:

    • Landing Page URL (autofilled if toggle is on)

    • Thank You Page

    • Guest Check-in, CSAT Survey, and more.

Click Create. Behind the scenes, SimpleEvents will:

  • Generate marketing assets (emails, landing pages, workflows).

  • Apply your internal naming convention to non-public assets.

  • Insert tokens and dynamic data automatically.

You’re done — time to focus on promotion!

🔄 What Happens After Creation?

Once the event is created, navigate to:

  • Details & Assets to view linked emails, pages, workflows.

  • Confirmation & Reminder Emails to preview the content.

  • Landing Page to verify form behavior and formatting.

  • CSAT Survey to customize the feedback form if needed.

You’ll see things like:

  • QR codes automatically generated in email templates.

  • Location and time data inserted into the right fields.

  • Fully built workflows connected to your forms.

✅ Final Reminders

  • Always test token rendering in preview before going live.

  • Send all final URLs (emails, landing page, thank you page) to support@simpleevents.io before event creation.

  • You don’t need to assign HubSpot marketing campaigns — we handle that.

Need Help?

Our support team is always here to assist! If you have any questions or want us to review your templates, email us at support@simpleevents.io.