Import marketing event participants

With marketing events, you can store your customers' online and offline event data to track, compare, and evaluate your events as a strategy. Below, learn how to manually create a marketing event and import event participants. 

Create a marketing event

To create a marketing event:

• In your HubSpot account, navigate to CRM > Contacts.
• In the upper left, click Contacts > Marketing events. 
• In the upper right, click Create Marketing event. 
• Enter the event name, description, type, start and end dates, and organizer.
• Click Create Marketing event. 

Prepare your import file

Note the following requirements when setting up your import file:

• A .csv file is recommended.
• Required headers: Email, Attended, Registered, Cancelled

An example CSV import file can be found here. 

Import event participants

• Click the marketing event you want to add participants to.
• In the upper left, click Actions > Import event contacts. 
• Select the activities you want to import: Registered, Attended, or Cancelled. 
• Click Choose a file, then select your import file.
  
  • Click the Choose how to import Contacts dropdown menu and select how to import your data:
  
  • • Create and update Contacts: the import will create new records and activities, as well as identify and update existing records. To create new records or activities, your file must contain the required properties for that contact. To update existing records, your file must contain a unique identifier.
    • Create new Contacts only: the import will only create new records and activities. Existing records in the import file will be ignored. To create new records or activities, your file must contain the required properties for that contact. 
    • Update existing Contacts only: the import will only update existing records. New records or activities in the import file will be ignored. To update existing records, your file must contain a unique identifier.
• If you're importing same object associations, select the Same-object associations checkbox.
• Select the language of the column headers in your file. 
• Click Next. 
• On the Map columns in your file to contact properties screen, HubSpot will map the columns in your file to the selected object or activity's properties based on the header, the header language, and the property name.
• The Mapping Guide displays the properties required to create and/or update the contacts. If your file is missing any of the properties needed to complete the goal of your import, you should fix your import file and restart the import to avoid errors.
• In the Preview Information column, there’s a preview of the first three rows from your spreadsheet.
  • If there are no errors detected, there will be a success checkmark in the Mapped column.
  • If certain errors are detected, there will be an exclamation alert icon in the Mapped column with the number of errors. Click [x] errors to learn how you can resolve the errors.
• Click Next.
• Enter your import details:
  • Enter an Import name .
  • To automatically create a list of the imported contacts, select the Create a list of contacts from this import checkbox.
  • If you've turned on data privacy settings in your account, click the Set the legal basis for processing a contact's data dropdown menu and select a legal basis of processing.
  • Select the Marketing contacts checkbox to set these contacts as marketing contacts.
• Click Finish import. 

Once the import is complete, you can view the number of participants who registered for, cancelled, and attended the marketing event on the marketing event's page. Click each number to view the specific contacts.