Plan and manage events and webinars
Event planning
Event management centres on the event record: title, dates, format (in-person, webinar, hybrid), capacity, waitlist behaviour, registration form, event website, team members, sessions, session tracks, and speakers. Registration creates an event registration record linked to the contact, and that record is what journeys and analytics read.
Webinars need a provider configured in event settings (for example Teams or Zoom). The session holds the meeting link and attendees are matched by email address. If the provider integration is missing, registration still works but join links and attendance data do not.
Lifecycle: publish the event and its website → open registration → send confirmations and reminders (usually through event-related journeys) → check in at the session → follow up differently with attendees and no-shows → review analytics.
Traps:
- Registering does not imply consent; the registration form must collect it or follow-up email is blocked.
- Capacity applies at both event and session level; a waitlist only promotes people when a cancellation occurs and waitlisting is enabled.
- Check-in status, not registration, is the basis for attendance analytics.
- Deleting a session breaks registration-to-session links; edit instead of deleting.
Rule of thumb: for any event question, identify which record the metric attaches to - registration (interest), check-in (attendance), or session attendance (engagement) - and configure the form and journey around that record.