HubSpotChecklist

HubSpot Virtual Attendee Engagement Checklist

Ensure your online audience stays active and involved with this step-by-step engagement plan powered by HubSpot automation and tracking.

Virtual Event Engagement Checklist

Virtual events are only successful if the audience is actually watching. Use this checklist to leverage HubSpot for maximizing 'Eyes on Screen' time.

Use HubSpot’s SMS tool to send a text 10 minutes before a session starts with the direct login link.

Create a 'Score' property in HubSpot that increases when an attendee clicks a 'Join Session' link or downloads a handout.

Track poll responses and Q&A submissions as custom activities on the HubSpot contact timeline.

Trigger an email to attendees who registered but didn't log in within the first 15 minutes of the keynote.

Immediately send a HubSpot Feedback Survey after the stream ends to capture sentiment while it's fresh.

Measuring Success

By the end of your event, you should be able to segment your HubSpot list into: High Engagement, Passive Viewers, and No-Shows. This segmentation is critical for your post-event sales follow-up strategy.

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