BetaView Marketing Events on contact records (BETA)

Marketing events allow you to collect your customers' online and offline event data, to track, assess, and analyze the effectiveness of your event strategy. On the Marketing Events card, you can now review event registration and attendance details for contacts, directly on their contact record in HubSpot. This allows marketers and salespeople to view past and upcoming events on contact records.

Add the Marketing Events card

Users must have Customize record page layout or Super Admin permissions to customize a record layout.

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Objects > Contacts. 
• To add the Marketing Events card on contact records, click the Record Customization tab. 
• Click the name of the existing view you want to edit or click Create team view to create a new team view (Professional and Enterprise only). 
• In the top right, click Add cards. You can only add the Marketing Events card to the right panel. 
• In the search bar, enter Marketing events and select the checkbox to add the card.

• Click the X to close the panel.
• In the top right, click Save to save your progress at any time, or click Save and exit to save your changes and leave the editor.

View Marketing Events information on contact records

• In your HubSpot account, navigate to CRM > Contacts.
• On the record index page, locate the contact you want to work with and click the name of the contact.
• On the right sidebar of the contact record, view the Marketing Events card. Any contact's registration and attendance information for past and upcoming events will appear in the card.
  • To expand the card, use the doright riright arrow.
  • To collapse the card, click the down down arrow.

• The following information will appear on the Marketing Event card: 
  • Event name: the name of the event the contact registered for or attended. You can click on the name of the event to view more information on the event. 
  • Type: the type of event, such as a webinar or seminar. 
  • Current Status: the current status of the contact in the event, such as Registered, Attended, Canceled, No Show. 
  • Registration Date: the date the contact registered for the event. 
  • Participation Date: the date the contact attended the event. 
  • Cancellation Date: the date the contact canceled their attendance to the event. 
  • Event date: the date of the event. 
    
  • No Show Indicator (if applicable): if the contact registered for an event but did not attend. This is only applicable for events where there's a no show indicator.
• If the contact you're viewing has not yet participated in a marketing event, the card will show Contact didn't participate in any marketing event.