Eventfull
Setup
Phone Number and ID Verification
Get a phone number in Eventful with required ID verification to enable calling and unlock text messaging capabilities.
Connecting Your Google Calendar
Sync Eventfull Appointments with your Google Calendar
Connecting Your Google Business Profile
Connect Your Business Profile to Start Generating Reviews
How to Set Up Your Email Signature
A step-by-step guide to setting up your email signature for individual users.
Sorting Leads/Data
Using Smart Lists
Create lists to organize contacts based on specific criteria (such as event date
Importing Contacts via CSV
Important external contacts into Eventfull for use in Automations and Workflows
Merging Contacts
How to merge duplicate contacts into one record and keep data preserved
Contacts
Generating Google Business Page Reviews
Generate Your Own Google Reviews Using Eventfull
Print Off List of Seminar Leads
Export and print your list of seminar RSVPs for easy reference.
How to Access Your RSVPs
Instructions for viewing and managing RSVPs in Eventfull.
Manually Add a New Contact
Steps to add a new contact to Eventfull manually.
Edit a Contact
Instructions for updating contact details in Eventfull.
Change a Contact’s Seminar Choice from one Date/Time/Location to another.
Guide to moving a contact to a different seminar date, time, or location.
Delete a Contact
Steps to remove a contact from your Eventfull database.
Additional Column Views
Customize your view by adding or removing columns in the contacts tab.
Send an Email to a Contact
How to send individual emails directly from the Eventfull platform.
Remove a Contact from Receiving ANY Future Communication (DND)
Set a contact to Do Not Disturb to block all future communications.
Export Contacts to CSV
Download your contacts in a CSV format for external use.
Send a Bulk Broadcast Message
Send a message to multiple contacts at once through Eventfull.
How to Do Voicemail Drops
Create a voicemail drop campaign for your leads or clients
Post-Event Automations
Did Not Attend Automation
Automated follow-ups for contacts who didn’t attend your seminar.
Did Attend Automation
Automated actions for contacts who attended your seminar.
Add a Contact to the Medicare Long-Term Nurture
Steps to add contacts to a long-term nurturing sequence.
Pre-Event Reminder Schedule for Medicare Seminar RSVPs
Automated email reminders sent to contacts who registered for your Medicare seminar.
Medicare — Attended Meeting Post-Event Email Sequence
Automated email follow-ups for contacts who attended your Medicare seminar
Medicare — Did Not Attend Post-Event Email Sequence
Automated email follow-ups for contacts who registered but did not attend your Medicare seminar.
Estate Planning — Pre-Event Reminder Email Sequence
Automated email reminders sent to contacts who registered for your Estate planning seminar.
Estate Planning — Attended Meeting Post-Event Email Sequence
Automated email follow-ups for contacts who attended your Estate Planning seminar.
Estate Planning — Did Not Attend Post-Event Email Sequence
Automated email follow-ups for contacts who registered but did not attend your Estate Planning seminar.