How would I track event invitations and attendance in Pipedrive?

Sven Amann_45203
Sven Amann_45203 Posts: 3
edited July 28 in Sales CRM #1

One of our main marketing activities is conference talks. How would I track invitations to such talks and respective attendance in Pipedrive?

I would like to see a list of all people invited to a particular talk (title and time), as well as all people who attended a particular talk. And if we give the same talk (title) multiple times, I'd like to see when the person attended (time). Ideally, I'd like to get conversion rates (attendees / invitations) from Pipedrive as well... is there a way to do this?

I could create an Activity Type "conference talk", but Activities don't seem to be intended for tracking large numbers of independent people, because they are linked to a person or deal. Also they don't have an invited vs. attended concept.

Any suggestions welcome!

Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited February 25 #2

    You can build a custom app using nocode tools if required.

  • Sven Amann_45203
    Sven Amann_45203 Posts: 3
    edited June 2021 #3

    You can build a custom app using nocode tools if required.

    Tools such as…?

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited July 2021 #4

    You can build a custom app using nocode tools if required.

    Glide Apps.

     

  • Sven Amann_45203
    Sven Amann_45203 Posts: 3
    edited June 2021 #5

    You can build a custom app using nocode tools if required.

    Ah ok, I thought you were talking about something that comes with Pipedrive. Programming my own solution (by whichever means) is not the solution I'm looking for. Thanks for the suggestions!

  • Bryan Hogan
    Bryan Hogan Posts: 5
    edited February 22 #6

    Any other built-in solutions for event tracking? Ideally, we'd like to keep track of who (customers/prospects/etc.) participates in specific events.

    Here's one idea/concept we're exploring:

    1. Create a separate "Events Tracking" pipeline for tracking all events, with appropriate stage names that reflect our event management process. (Inviting, Attending, Following Up, etc.)
    2. Create one deal for each event in the "Events Tracking" pipeline.
    3. Associate each contact to that Event Tracking deal, MAYBE by using a few custom activity codes that reflect the participation level of that contact. (Invited, Attended, Follow-up Meeting, etc.)

    I'm not positive this is the right/best approach, but don't want to do this in a spreadsheet! Thus, any recommendations or ideas would be appreciated.

    Thank you!