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Creating Events and Tracking Leads per Event

Create an event, and every lead your team scans there is tagged automatically. See contacts collected and pipeline generated per event on the events dashboard.

Written by George El-Hage

Events let you organize the leads you capture by the trade show or conference where you met them, so you can see exactly what each event produced.

Create an event

  1. In the Wave Connect app, go to Contacts and open Events.

  2. Create a new event: give it the event's name and any tags you want to apply.

  3. Assign the event to a single user, a team, or your whole organization.

How attribution works

Every lead captured by the assigned user, team, or organization during the event is automatically tagged with the event name. Nobody has to remember to tag anything at the booth: scan badges and business cards as usual with the AI Badge Scanner, and the leads land in your contacts already attributed to the event.

The events dashboard

The events dashboard shows performance per event across the board: the contacts collected at each event and the pipeline generated from them. That makes it easy to compare shows side by side and prove which events are worth exhibiting at.

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