HubSpotWorksheet

HubSpot Event Attendee Loyalty & Advocacy Worksheet

Build a structured plan to turn past attendees into brand advocates using HubSpot's feedback and membership features.

Event Attendee Loyalty & Advocacy Worksheet

Events should be the beginning of a relationship, not the end. Use this worksheet to plan your post-event engagement strategy inside HubSpot.

Section 1: Post-Event Sentiment Analysis

Complete this section to define how you will measure loyalty:

NPS Survey Trigger: How many days after the event will the survey go out? [____]

Promoter Threshold: What score qualifies an attendee as a "Promoter"? (e.g., 9-10) [____]

HubSpot List Name: "[Year] [Event Name] Brand Promoters"

Section 2: The Advocacy Loop

Once you identify your advocates (Promoters), what is the next step? Check the boxes that apply to your strategy:

  • Send automated email asking for a G2/Google review.
  • Invite to a private LinkedIn or HubSpot Community group.
  • Offer a 'Super Early Bird' discount for next year.
  • Send exclusive 'Speaker-Only' content as a thank you.

Section 3: Automation Logic

Fill in the blanks for your HubSpot Workflow:

IF [NPS Score] is greater than 8 AND [Attendance Status] is 'Attended', THEN [Add to Advocacy Campaign] AND [Update Contact Property: Advocate = True].

"Turning attendees into fans is the cheapest way to grow your next event."

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