Workshops customer journey.

A step by step guide on how to setup your event with Workshops, plenary sessions or speaker sessions only

Updated over a week ago

1. Create your event

2. Go to Sessions > setup your timeslots (watch video)

3. Go to Attendees > Import your potential workshop hosts with a tag (e.g. "host or speaker") to recognize them and create a segment for hosts

4. Import an excel list with their availability (timeslots per meeting host) or let them submit their availability by sending out the host form

    A) Setup the availability & topic form

    B) Send the "Host Form Invite" email to yourself and do a test run.

5. Schedule the workshop emails

  Optional: Export the data you need you need:

You can valuate your actions for improvement anytime - schedule a call / email to get in touch with our Customer Success team

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