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HubSpotWorksheet

HubSpot Attendee Churn Prevention Worksheet

Identify and re-engage past attendees who haven't registered for your upcoming event using advanced CRM segmentation.

Attendee Retention Worksheet

It costs 5x more to acquire a new attendee than to retain an existing one. Use this worksheet to build your 'At-Risk' segment in HubSpot and launch a winning re-engagement campaign.

Part 1: Defining Your Segments

Answer the following to define your lists:

  • The Loyalists: Attended the last 3 events. (Logic: Event_Count >= 3)
  • The Slipping Away: Attended last year but has not opened the last 3 emails for this year.
  • The Lost: Attended 2 years ago but not since.

Part 2: The Re-Engagement Offer

Campaign Goal: Convert 15% of 'Slipping Away' contacts.

The 'Hook': Exclusive 'Alumni' discount code + 'We Miss You' messaging.

Part 3: HubSpot List Logic Template

Filter TypeCriteria
Contact PropertyLast Event Date is more than 365 days ago
Marketing InteractionsHas not clicked a link in any email in the last 60 days
Integration StatusTixified Ticket ID is unknown (for current event)

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