event•hapily

Sync webinars and attendance data into event hapily objects as well as registering for webinars via HubSpot forms

Allow users to track event expenses and compare to revenue driven by the event.

A deal workflow action that would run when a contact is associated to a deal. If the associated contact is associated to a hapily event object, the workflow will automate the association of the deal to the event. The workflow action ideally would be able to have behaviors set that dictate which event to associate the deal to based on the contact. The options could be first event attended, latest event attended, all events, or some combination of those options. There would also be an option to choose how far back events took place that would allow them to be associated.

A custom card on deal records that will look at associated contacts to the deal and then show which events those contacts attended so a sales rep can quickly see the most recent events a contact attended and tag the deal to the event. The deal will then associate to the event record. I put a mockup of the card in the ticket.

Automatically switch past event to "on demand" and embed the recording onto th page if someone has a toggle enabled. Store on-demand url, recording link, setting for enable on-demand (i think we have). This also speaks to the dynamic session page template to flip it to a different design (hide divs)

When a session reaches capacity, people want not only for the form to stop accepting, but also the option to start a waitlist

A gallery module that will display events and allow you to sort them by categories that pull from a custom dropdown property.

A paid add on to event hapily ($150/m) that allows you to create an "Event Lead Forms" from the Event level record, that helps you associate Contacts to events as "Event Leads". Functionality is similar to creating registrations except it does not utilize the registration object, it simply associates contacts to the event object with the label "Event Lead". Would pair very well with the automatic deal attribution workflows. When the Leads Object API create endpoint becomes available, we Could have an option on the workflow action to Create a Lead Object for the Contact as well with the name of the Event in it so reps can follow up w/ the Prospecting Tool. We could add in a Lead Object property called Event Name and Event ID and populate then when the lead object is made. Most people I show event hapily to keep bringing up the usecase of ATTENDING events vs HOSTING events. This could use the existing architecture built in event hapily, and take advantage of deal attribution. Allowing us to have a lower tier offering for folks who JUST attend events that need easy deal/event attribution but wont ever create registrants. This would be INCLUDED if someone buys a paid version of event hapily but would allow us to monetize it for an EASY use case at a reasonable price for folks who will never HOST events. We're leaving money on the table if we don't do it.

Email Module for Registrant Object Workflow emails that shows Registered Session

We should make it so hapily event objects feed data into the HubSpot Marketing Events object. Specifically since you can associate HubSpot marketing events to campaigns. We have all the data that Marketing Events ingests so it would be a nice to have from a reporting perspective (specifically around campaigns). This way we are integrating into all things Marketing Events in HubSpot.