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Event Setup Success Checklist

Updated over 2 weeks ago

Great events don’t just happen; they’re designed with intention.

With Evey, your event lives inside Shopify, alongside the rest of your business. This checklist helps you use that advantage to create events that are clear, intentional, and valuable, for both you and your attendees.

Use it before publishing an event or when refining a format you want to repeat.


1. Define the One Outcome That Matters

Before setting anything up, decide what success looks like.

You can answer this in one sentence: “If this event goes well, what should happen next?”

Examples:

  • Attendees come back and buy again

  • You collect qualified leads

  • You test the demand for something new

  • You create a repeatable event format

Why this matters:
One clear outcome guides every decision, from pricing and promotion to what data you collect and how you follow up.


2. Make the Ticket Do More Than Grant Access

A ticket sets expectations and signals value.

Ticket names clearly communicate what attendees get
Ticket types encourage the behavior you want (early arrival, smaller groups, repeat visits)
Free tickets are used intentionally
Limits or time slots reflect the real experience

Insight:
People don’t buy tickets for events; they buy access, outcomes, and experiences.


3. Collect Attendee Information With Purpose

Every question should earn its place.

You know why each question is being asked
You know how you’ll use the answers after the event
Required fields are truly essential
Attendee info is collected per ticket when needed

Insight:
The most valuable follow-ups come from thoughtful, intentional questions.


4. Make It Effortless to Attend

Clarity builds confidence and conversions.

Event details answer common questions upfront
Location, timing, and access are crystal clear
Emails and tickets reinforce expectations
Attendees never have to guess what to do

Insight:
Clear events convert better than complicated ones.


5. Treat Check-In as the Start of the Experience

The first moments set the tone.

Check-in matches the feel of your event (quick, calm, premium, friendly)
Staff know how to handle issues smoothly
The full check-in flow has been tested
There’s a simple backup plan in place

Insight:
A smooth start makes everything that follows feel better.


6. Plan the Follow-Up Before the Event Happens

Momentum matters most right after the event.

You know who you’ll follow up with (attended vs. didn’t attend)
You know what you’ll send (thank-you, next step, offer, invite)
You know exactly when it will go out
Event data will be reused, not forgotten

Insight:
Events deliver the most value when the follow-up is intentional.


7. Ask One Smart Question After the Event

Simple feedback beats long surveys.

“What would make you come again?”
“What almost stopped you from attending?”
“What should we improve next time?”

Insight:
One great question leads to better events every time.


Final Check

Before publishing, ask yourself:

“If I were attending this event, would everything feel clear, intentional, and worth my time?”

If the answer is yes, you’re set up for a successful event.

Did this answer your question?