Event Management
15 articles
Managing Multiple Events Simultaneously
Use Cotonity's multi-event dashboard, tags, portfolios, bulk operations, and team permission controls to run large event programs without losing oversight.
Automating Post-Event Follow-Up
Build automated follow-up sequences that send separate emails to attendees and no-shows, trigger HubSpot workflows, and convert event engagement into pipeline activity.
Syncing Event Data to Your CRM
Configure what Cotonity syncs to HubSpot automatically, set up custom property mappings, sync events as HubSpot custom objects, and troubleshoot sync errors.
Tracking Event Analytics and Attendance
Monitor registrations, attendance rates, email engagement, and source attribution from Cotonity's real-time analytics dashboard, with CSV and API export options.
Creating Online vs. In-Person Event Types
Configure in-person, virtual, or hybrid events in Cotonity, with automatic Zoom meeting creation, Google Maps embeds, and per-format capacity and confirmation emails.
Setting Up Recurring Events
Create events that repeat on a schedule — weekly, monthly, or custom — with each occurrence having its own attendee list while sharing a common series template.
Integrating Events with HubSpot Contacts
Connect Cotonity events to HubSpot so every registration creates or updates a contact record, writes timeline activities, and powers downstream workflows.
Handling Event Cancellations and Refunds
Configure cancellation policies, enable self-cancellation for attendees, automate tiered refunds via Stripe, and bulk-cancel events when plans change.
Collecting Post-Event Feedback Automatically
Automate post-event surveys that go out minutes after your event ends, capture structured ratings and open-text responses, and sync scores back to HubSpot.
Managing Attendee Check-In
Use Cotonity's mobile check-in app and QR code scanning to manage event arrivals efficiently, with real-time attendance tracking and walk-in registration.
Sending Pre-Event Reminder Sequences
Design multi-touch reminder email sequences that automatically reduce no-show rates for any event, with personalized content for each send timing.
Automating Confirmation Emails
Set up and customize the confirmation email every registrant receives instantly, including calendar invite attachments and virtual event access details.
Customizing Registration Form Fields
Add, reorder, and configure custom fields on your event registration form, including conditional logic and CRM property mapping.
Setting Up Event Capacity and Waitlists
Configure attendee limits for your events and enable automatic waitlist management so Cotonity handles overflow registrations without manual intervention.
Creating an Event Registration Page
Learn how to build a professional event registration page in Cotonity in minutes, from the setup wizard to publishing and sharing your unique URL.