Event Manager Tips & Tricks

Event Manager Tips & Tricks

Posted by phertlein, on 5/4/2015, in category Vendors

Tips & Tricks

The Eventective Event Manager is a powerful tool for building your business.  We have developed the following tips and tricks to help make pursuing new clients easier and more efficient. 

Create Templates

Respond quickly and consistently with custom templates including any pre-determined details you choose.  Create templates for several different common responses.  Attach pertinent information like your rate sheet and you are prepared to connect with clients fast. 

Create Templates


Premium Subscribers can use templates right from the Lead Market.  Make the most of Free leads by responding with a template message in just one click. It’s never been faster to reach out to new prospects.

Premium Template



Responses sent through the Eventective system may include up to five attachments.  Include rate sheets, contract terms, sample menus, or any file that will help close the deal - add multiple attachments at once to any message or template.

Attach Files



The Event Manager and Lead Market feature a powerful Search Tool to find leads in any folder.  Search by Name, Email, Event Date or Lead ID. 

For example, if you are interested in filling a specific date, use the search box to find events planned on that day.  Enter the date in almost any format, select the search button and you will see all the events in your area planned for that date, even ones you may have already archived.

Search Results


Archive Multiple Leads

Clean up your Inbox- clear out leads or messages you no longer want to see using the multi-select archive functionality.  

Archive Leads


Action menuMulti-select works for any option in the Actions menu – from your Inbox: Flag leads, move multiple items to the Booked, Lost or Archived folders, Forward and Print contact details.

Forward Leads

Send an individual lead - with contact details - to your email address, or send multiple leads to your email.  If you like managing your business in your email, this is a handy tool for you.  Individual leads are sent using the ‘Forward this Lead’ link in the Event Header, multiple leads can be forwarded using the Actions menu from your Inbox.

Print Leads

Print out an individual lead, including contact details, or print multiple leads.   Individual leads can be printed with the ‘Print this Lead’ link in the Event Header, multiple leads can be printed using the Actions menu in the Inbox.


Changed your mind about an Archived lead?  Click on the request in the Archive folder and press the Buy button to purchase any archived lead.  Referrals and purchased leads can be moved back to your Inbox by selecting ‘Unarchived’ from the ‘Move to’ menu at the right of the Event Header.


Sales Process Tool

The Event Timeline has the potential to be a comprehensive business tracking tool.  By using the features of the Event Manager to record your sales activities, you create an auditable history of your sales process.

Events recorded in the Timeline:

  • Lead Purchase
  • Messages and attachments sent to clients
  • Client activities and message responses
  • External communications like phone calls and emails
  • Free-form Notes

Savvy businesspeople will see the potential of the Event Manager and use it to improve their sales process.  By logging your closed business as Booked and missed opportunities as Lost, you can use the Event Timeline to determine which sales techniques are most effective for you.    Over time you may be able to identify patterns in the wins and take lessons from the losses that can drive future success.

Eventective wishes you success in earning new business.  If you have any feedback regarding the Event Manager, or any part of our website, please contact us.

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