What is an Event Campaign?
The Event Campaigns section lets you track and measure the results of every event your team attends or organizes — trade shows, conferences, and similar gatherings. For each event, you can see how many contacts your team collected, how many were qualified as potential customers, and what the expected return on investment is.
How to Create a New Campaign
Click + Create new campaign in the top right corner. A panel will open where you can enter the basic information before the event begins.
How to Read a Campaign Card
When you open a campaign, you'll find all the key details at the top, followed by KPIs and a table of collected contacts:
Event name and date — the campaign title and the day it took place.
Period — the reference date for the event.
Cost — how much you spent to attend or organize the event.
Average contract value — the estimated average value of contracts you can generate from this event. This is used to calculate ROI.
Members — the team members assigned to this campaign.
The Three Main KPIs
At the top of the campaign card you'll find three numbers that measure the event's effectiveness in real time.
The Acquired Contacts Table
In the lower section of the card you'll find a list of all contacts collected during the event. For each one you can view their details. Click Go to full details to see the extended list with filters by status, date, and target.
Leads by Member
The right-hand column shows how many leads each team member assigned to the campaign brought in. This section helps you understand who contributed the most during the event and evaluate individual performance.
Contact Management Activities
This section lets you define the standard workflow your team will follow for each acquired contact — so no one gets overlooked and everyone operates the same way.
Practical Tips
Always set a realistic lead goal before the event — it helps you measure the actual effectiveness of your participation.
Enter an up-to-date average contract value to get a more accurate projected ROI.
Qualify contacts as soon as possible after the event.
Use the Leads by Member section to identify where to focus training or team support.
Set up contact management activities before the event, so the team is ready to act as soon as contacts are added.