Tactical tips to help you run impactful and successful user conferences, no matter the format.
Here are the top 10 vendors to consider when planning your annual user conference. Also, find expert tips to identify cost-saving opportunities and negotiate favorable terms with vendors.
When it comes to event planning and marketing, you're only as good as your team—and vendors are an extension of that team.
In addition to lightening your workload, identifying and working with the right vendors creates a smoother, more manageable experience for your events team.
In this blog post, we list the 10 most essential vendors to consider when planning your annual user conference. We also share some expert tips so you can identify cost-saving opportunities and negotiate favorable terms with vendors.
Read on.
While you may be able to assign a few tasks to your internal team members, here's how outsourcing to the right vendors can give your conference the edge it needs.
If you hire full-time staff for every specialized task—salaries, benefits, and training costs will drain your budget faster than you think. By outsourcing, you can tap into expert services without long-term financial commitments.
[.testimonial-ebook-purple][.ebook-testimonial-text][.h5-ebook-24px-p-600]When it comes to event expertise, you really don’t know what you don’t know.[.h5-ebook-24px-p-600][.ebook-testimonial-text][.ebook-testimonial-profile][.ebook-testimonial-profile-steph][.ebook-testimonial-profile-steph][.ebook-testimonial-profile-text][.b1-ebook-600-cb-500]Stephanie Christensen[.b1-ebook-600-cb-500][.b3-400-cb-300]Events and Marketing Leader[.b3-400-cb-300][.ebook-testimonial-profile-text][.ebook-testimonial-profile][.testimonial-ebook-purple]
Vendors bring specialized skills to the table that can elevate your event in ways you might not achieve on your own.
Think: Cutting-edge event technology or exceptional catering services. By leveraging their expertise, you offer your attendees a level of innovation and professionalism that might be challenging to achieve internally—all while saving time, resources, and money.
Wherever budget allows, bring in vendors who can significantly lighten the load on your team, allowing them to focus on what they do best.
For instance, your marketing team focuses on promoting the event while a trusted vendor handles the logistics. It's a win-win that leads to smoother operations and happier employees.
Events are dynamic, and your requirements can change rapidly. Vendors offer the flexibility to scale services up or down based on your requirements. Whether you're increasing attendee numbers or requesting last-minute changes, having vendors who can adapt quickly is invaluable.
A well-thought-out strategy is your roadmap to choosing vendors who will be not just service providers but partners in your conference’s success.
First, figure out what you need. Review your internal team's strengths and identify key gaps.
[.blog-widget-orng][.blog-widget-orng-inner][.blog-widget-icon-wrapper][.blog-icon-lightbulb][.blog-icon-lightbulb][.blog-widget-icon-wrapper][.blog-widget-text]Think: Do you need creative minds for event production? Do you lack logistical, F&B, or staging expertise? [.blog-widget-text][.blog-widget-orng-inner][.blog-widget-orng]
Set a realistic budget for each vendor category and prioritize spending based on what's most critical to your conference's success.
Referrals from your trusted sources can be all you need.
Tap into your professional network for trusted vendor recommendations and to determine which vendors to avoid. Your colleagues and industry contacts can provide valuable insights based on their experiences.
Involve your legal and procurement teams from the beginning to assist with detailed RFPs and negotiations. They can help you navigate contracts and ensure you get fair terms, maintain vendor relationships, and save money and time.Also, don't hesitate to ask prospective vendors for case studies or customer testimonials.
When reviewing proposals, consider not just your core requirements but also the vendor's culture fit, bandwidth, creativity, and flexibility.
[.blog-widget-orng][.blog-widget-orng-inner][.blog-widget-icon-wrapper][.blog-icon-lightbulb][.blog-icon-lightbulb][.blog-widget-icon-wrapper][.blog-widget-text]Think: Do they understand your vision? Are they excited about becoming an extension of your team? Can they meet in person and join your recurring check-ins? Can they conduct site visits? What other projects are they managing that may affect their bandwidth and focus on your event?[.blog-widget-text][.blog-widget-orng-inner][.blog-widget-orng]
Event production and management vendors turn your vision into reality. They can coordinate logistics, manage timelines, and handle on-site operations. A great production company doesn't just execute your vision—they elevate it.
We advise looking for teams (i.e., vendors) that are resourceful and resilient, receptive to feedback, and willing to iterate and innovate alongside you.
AV specialists can make or break your presentations, live streams, and recordings—essentially the core of your conference.
Trust is paramount here. Vet your AV vendors thoroughly—ask for referrals, check their experience, request testimonials, and understand their contingency plans.
[.ebook-purple-list][.ebook-q-card-heading][.h5-ebook-24px-p-600]Consider specific questions such as:[.h5-ebook-24px-p-600][.ebook-q-card-heading][.ebook-notepad-list][.ebook-list-text]• What measures do they have in place to ensure seamless execution on the day of the event?[.ebook-list-text][.ebook-list-text]• How do they handle last-minute changes or overruns?[.ebook-list-text][.ebook-list-text]• What is their strategy for dry runs on the main stage that may run late into the evening?[.ebook-list-text][.ebook-list-text]• How flexible are they if speaker dry-runs go overtime or change? How do they charge in such scenarios? [.ebook-list-text][.ebook-list-text]• How flexible are they if speaker dry-runs go overtime or change? How do they charge in such scenarios? [.ebook-list-text][.ebook-list-text]• Can they change scripts and music on the fly?[.ebook-list-text][.ebook-list-text]• How capable is their mainstage team? Confirm if they manage down-stage monitors, scripts, etc. [.ebook-list-text][.ebook-list-text]• Can they provide specific examples of when they solved the problems mentioned above?[.ebook-list-text][.ebook-notepad-list][.ebook-purple-list]
Moreover, emerging trends and technologies such as holographic displays, VR experiences, headphones for open-air breakout rooms, and interactive activations can set your event apart.
Ensure your AV partner offers state-of-the-art tech and is capable of integrating these elements (according to your preferences, of course).
[.blog-widget-orng][.blog-widget-orng-inner][.blog-widget-icon-wrapper][.blog-icon-lightbulb][.blog-icon-lightbulb][.blog-widget-icon-wrapper][.blog-widget-text]Try to determine if they fit well with your executives’ vision and team’s culture.[.blog-widget-text][.blog-widget-orng-inner][.blog-widget-orng]
[.blog-widget-orng][.blog-widget-orng-inner][.blog-widget-icon-wrapper][.blog-icon-lightbulb][.blog-icon-lightbulb][.blog-widget-icon-wrapper][.blog-widget-text]Nearly 80% of planners have used more event technology since COVID-19 to deliver enhanced attendee experiences. Source[.blog-widget-text][.blog-widget-orng-inner][.blog-widget-orng]
Event tech vendors usually offer fragmented services such as registration and ticketing, virtual event software, marketing and analytics, speaker and exhibitor management, lead capture and attendee apps, on-site services, and more.
Our advice is to look for vendors that consolidate everything in one place (such as Zuddl) so you don't have to juggle tools or spend more time and money on multiple platforms. This also frees up your time to focus on what really matters: creating an unforgettable experience for your attendees.
[.ebook-purple-list][.ebook-q-card-heading][.h5-ebook-24px-p-600]Things to keep in mind when selecting an all-in-one event tech platform:[.h5-ebook-24px-p-600][.ebook-q-card-heading][.ebook-notepad-list][.ebook-list-text]• Customizable and brandable: Look for platforms that let you match your event’s branding with your company’s branding through customizable landing pages, registration workflows, attendee portals, and more.[.ebook-list-text][.ebook-list-text]• Analytics and reporting: The ability to track event-level engagement data and demonstrate how events directly influence your pipeline through revenue dashboards.[.ebook-list-text][.ebook-list-text]• Scalability: The platform should be able to scale as your event programs scale—from webinars to large-scale user conferences.[.ebook-list-text][.ebook-list-text]• Integrations: Easy-to-implement integrations with sales, marketing automation, and CRM tools.[.ebook-list-text][.ebook-list-text]• Lead capture: Lead capture and retrieval capabilities for owned and third-party events. [.ebook-list-text][.ebook-notepad-list][.ebook-purple-list]
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First impressions matter. Friendly and efficient registration staff can set a positive tone for the rest of the conference.
Work with well-trained temporary staff who can guide attendees, answer questions, and manage crowds. Make sure they understand and represent your company culture well. They should be flexible and prepared to take on ad-hoc responsibilities or job shifts on the fly.
[.ebook-purple-list][.ebook-q-card-heading][.h5-ebook-24px-p-600]Pro tips[.h5-ebook-24px-p-600][.ebook-q-card-heading][.ebook-notepad-list][.ebook-list-text]• Provide comprehensive training sessions before the event.[.ebook-list-text][.ebook-list-text]• Create a FAQ sheet or cards to help staff handle common inquiries.[.ebook-list-text][.ebook-list-text]• Be mindful of the legalities surrounding temporary staff, including hiring practices and setting clear expectations.[.ebook-list-text][.ebook-list-text]• Ensure all temp staff is aware of where information desks are located for questions they are unable to answer.[.ebook-list-text][.ebook-list-text]• Fully communicate expectations regarding the dress code, arrival times, and customer experience—what kind of professionalism is needed when interacting with attendees.[.ebook-list-text][.ebook-notepad-list][.ebook-purple-list]
Gone are the days of generic swag and merchandise. Aim to leave a lasting impression through thoughtful gifts that could include services and donations on behalf of your attendees.
Explore vendors specializing in creative, sustainable options that can resonate well with your audience. Whether it's a personalized gift or a tech gadget, the key is to choose items that your attendees will genuinely find valuable.
[.ebook-purple-list][.ebook-q-card-heading][.h5-ebook-24px-p-600]Here are some innovative ideas to get you started:[.h5-ebook-24px-p-600][.ebook-q-card-heading][.ebook-notepad-list][.ebook-list-text]• Send postcards back home—on your attendees’ behalf.[.ebook-list-text][.ebook-list-text]• Gift reusable water bottles.[.ebook-list-text][.ebook-list-text]• Offer services such as car detailing or meal prep.[.ebook-list-text][.ebook-list-text]• Donate to charities or non-profits instead of handing out swag items.[.ebook-list-text][.ebook-notepad-list][.ebook-purple-list]
When picking a vendor, you might want to consider:
The right type of entertainment can significantly enhance your conference’s atmosphere and keep your attendees entertained.
Look for talent buyers who can act as intermediaries, securing entertainment acts like DJs, musicians, or interactive performers within your budget. They should be able to effectively handle negotiations, availability, and contracts—saving you time and money.
[.ebook-purple-list][.ebook-q-card-heading][.h5-ebook-24px-p-600]Our advice:[.h5-ebook-24px-p-600][.ebook-q-card-heading][.ebook-notepad-list][.ebook-list-text]• Be sure to take all entertainment expenses into account (not just the event fee, but rider requirements, staff, flights and accommodations, etc.).[.ebook-list-text][.ebook-list-text]• Ask for recommendations based on previous successful events.[.ebook-list-text][.ebook-notepad-list][.ebook-purple-list]
Great food is often a highlight for attendees. Choose caterers who offer more than just menus——they should be your partners in delivering a memorable dining experience.
[.ebook-purple-list][.ebook-q-card-heading][.h5-ebook-24px-p-600]Questions to ask:[.h5-ebook-24px-p-600][.ebook-q-card-heading][.ebook-notepad-list][.ebook-list-text]• Can they accommodate dietary restrictions and preferences?[.ebook-list-text][.ebook-list-text]• Do they have ideas for interactive food stations?[.ebook-list-text][.ebook-list-text]• Are they flexible with custom menus?[.ebook-list-text][.ebook-list-text]• Do they include locally sourced items on their menus?[.ebook-list-text][.ebook-list-text]Can they offer food-tasting sessions before the event?[.ebook-list-text][.ebook-notepad-list][.ebook-purple-list]
The vendor should offer insights into what dishes stay fresh the longest, are in season, and can be served efficiently to large crowds.
When everything runs like clockwork—transportation (especially for your VIPs), registration, schedules, and logistics—you and your guests can immerse themselves in the best event experience instead of the hassles. Pick vendors who can help you achieve this.
[.ebook-purple-list][.ebook-q-card-heading][.h5-ebook-24px-p-600]Bonus tips:[.h5-ebook-24px-p-600][.ebook-q-card-heading][.ebook-notepad-list][.ebook-list-text]• Partner with (or simply give a heads-up to) ride-sharing services like Uber or Lyft. Inform them about your event to ensure sufficient drivers are available around the venue, reducing wait times for your attendees.[.ebook-list-text][.ebook-list-text]• Consider all aspects—from parking management and shuttle services to clear signage and accessibility.[.ebook-list-text][.ebook-list-text]• Build backup plans if transportation fails at any point or is late.[.ebook-list-text][.ebook-notepad-list][.ebook-purple-list]
Look for venue coordinators who can help you easily navigate the layout design, ensure compliance with local regulations, and provide essential on-site services such as Wi-Fi and equipment.
For instance, a helpful venue coordinator might suggest the best room setup for workshops or point out areas with the best acoustics for speeches.
[.ebook-purple-list][.ebook-q-card-heading][.h5-ebook-24px-p-600]Consider specific questions such as:[.h5-ebook-24px-p-600][.ebook-q-card-heading][.ebook-notepad-list][.ebook-list-text]• Have a dedicated point of contact (POC) at the venue to assist with layouts and ensure the flow of your event makes sense.[.ebook-list-text][.ebook-list-text]• Negotiate for better rates or added perks, such as complimentary Wi-Fi and breakfast for guests, free parking, or extended access hours.[.ebook-list-text][.ebook-list-text]• Ensure accommodations are nearby or easily accessible to reduce attendee fatigue.[.ebook-list-text][.ebook-notepad-list][.ebook-purple-list]
Safety is non-negotiable, especially for large-scale events or when high-profile guests are involved. Here are some key points to consider when vetting a solid security partner:
[.ebook-purple-list][.ebook-q-card-heading][.ebook-q-card-heading][.ebook-notepad-list][.ebook-list-text]• Thoroughly understand their communication and crisis management plans.[.ebook-list-text][.ebook-list-text]• Review their staffing strategies and how they coordinate with public safety personnel (police officers, EMTs, fire marshals, etc.).[.ebook-list-text][.ebook-list-text]• Discuss how last-minute security incidents will be handled discreetly and efficiently on-site.[.ebook-list-text][.ebook-notepad-list][.ebook-purple-list]
Remember, each vendor category plays a pivotal role in crafting an event that's not just successful but memorable — both for you and your attendees. The best way to ensure such an event is to identify, recruit, and work with the right vendors.
Once you finalize the vendors, make sure to treat them as an extension of your in-house team. When they are valued and treated as true partners, better results and ownership will follow. Ask for their advice, involve them in decision-making, and include them in team-bonding and morale-boosting activities.
In the following pieces under the Vendor Selection and Management section, we will cover how to build effective RFPs and how to onboard and work with vendors.
Until then, happy planning, and here's to the success of your user conference!
Find the top 8 budget elements you must prioritize for your annual user conference and 7 ways to help you generate revenue streams.
Let’s be honest: Budgeting for an event can quickly become a mess if not done right. With countless considerations—venue fees, speaker costs, event tech and marketing expenses, etc.—it’s easy to lose sight of your financial goals and end up overspending.
[.blog-widget-orng][.blog-widget-orng-inner][.blog-widget-icon-wrapper][.blog-icon-lightbulb][.blog-icon-lightbulb][.blog-widget-icon-wrapper][.blog-widget-text]According to our internal survey, nearly 80% of respondents reported their event budgets have risen in 2024 (vs. 2023). [.blog-widget-text][.blog-widget-orng-inner][.blog-widget-orng]
To fuel the fire, proving the return on investment (ROI) for every dollar spent can be extremely challenging.
This blog post focuses on the key budget elements you must prioritize for your annual user conference. We will also cover ways to help you identify and generate revenue streams to offset costs.
Successful event budgeting isn't just about allocating funds—it's about ensuring every piece of the puzzle fits seamlessly to support your event's goals.
Here are the 8 essential expenses you need to consider when planning your annual user conference:
Understand pricing models: Venues may charge by the day or hour or offer specific package deals. Some may also provide special rates for multi-day events.
[.blog-widget-orng][.blog-widget-orng-inner][.blog-widget-icon-wrapper][.blog-icon-lightbulb][.blog-icon-lightbulb][.blog-widget-icon-wrapper][.blog-widget-text]Negotiate room block guarantees for reduced rental fees. Committing to a certain number of hotel rooms can lead to cost savings for event spaces like conference rooms, ballrooms, or meeting areas you might need.[.blog-widget-text][.blog-widget-orng-inner][.blog-widget-orng]
Inclusive vs. exclusive: Determine what's included in the rental fee. Does it cover essentials like tables, chairs, and basic AV equipment?
Setup and teardown costs: Some venues charge extra for setting up the space and cleaning up afterward. Make sure to factor this in.
Security deposits: Be prepared for refundable deposits required by the venue to cover potential damages.
[.blog-widget-orng][.blog-widget-orng-inner][.blog-widget-icon-wrapper][.blog-icon-lightbulb][.blog-icon-lightbulb][.blog-widget-icon-wrapper][.blog-widget-text]Negotiate concessions—free parking, amenities, and other complimentary services can be negotiated right from the beginning.[.blog-widget-text][.blog-widget-orng-inner][.blog-widget-orng]
Meal types: Consider your estimated attendee count before deciding whether you want full meals, buffets, or light refreshments. Understand the venue's F&B minimums and restrictions on outside catering.
[.blog-widget-orng][.blog-widget-orng-inner][.blog-widget-icon-wrapper][.blog-icon-lightbulb][.blog-icon-lightbulb][.blog-widget-icon-wrapper][.blog-widget-text]Another way to offset rental fees for event spaces is by negotiating a higher food and beverage (F&B) minimum.[.blog-widget-text][.blog-widget-orng-inner][.blog-widget-orng]
Frequency: Determine how many meals or breaks will be catered and across how many days. Will you offer breakfast, lunch, dinner, and coffee breaks?
Special diets: Account for vegetarian, vegan, gluten-free, kosher, allergy, or other special dietary needs. Offering diverse food options can enhance attendee satisfaction.
[.blog-widget-orng][.blog-widget-orng-inner][.blog-widget-icon-wrapper][.blog-icon-lightbulb][.blog-icon-lightbulb][.blog-widget-icon-wrapper][.blog-widget-text]If you have special meal requests, make them as early as possible since complex meals and Kosher usually need plenty of notice.[.blog-widget-text][.blog-widget-orng-inner][.blog-widget-orng]
Hidden fees: Catering quotes may not include service charges or taxes, which can be up to 25% at some venues. Clarify these costs upfront to avoid budget overruns.
Digital marketing: Budget for paid social ads, email campaigns, and influencer marketing.
Discounted passes: You should consider the costs of offering free or discounted passes to attract certain special attendees.
Agency fees: If you need to hire a PR firm, include retainer or project-based costs in your budget.
[.blog-widget-orng][.blog-widget-orng-inner][.blog-widget-icon-wrapper][.blog-icon-lightbulb][.blog-icon-lightbulb][.blog-widget-icon-wrapper][.blog-widget-text]If your organization prioritizes press coverage, be sure to account for video, sound, and on-site press rooms.[.blog-widget-text][.blog-widget-orng-inner][.blog-widget-orng]
Company swag: Factor in costs for custom swag (such as t-shirts, mugs, notebooks, or tech accessories) or service gifting that you will use to promote your brand and enhance the attendee experience.
[.blog-widget-orng][.blog-widget-orng-inner][.blog-widget-icon-wrapper][.blog-icon-lightbulb][.blog-icon-lightbulb][.blog-widget-icon-wrapper][.blog-widget-text]Dreamforce by Salesforce invests heavily in promotions and marketing, creating a festival-like atmosphere that attracts thousands of attendees. Their substantial marketing budget is a key driver of their annual event's success.[.blog-widget-text][.blog-widget-orng-inner][.blog-widget-orng]
Ticketing and registration: Include subscription fees for event registration and ticketing platforms.
Attendee app and onsite services: Development or licensing costs for custom event apps and check-in/badge printing services.
Virtual and hybrid platforms: If you’re hosting a hybrid event, factor in costs for platforms enabling virtual environments at your conference.
Analytics and reporting: Expenses for analytics software to report on revenue influenced, registration numbers, session analytics, etc.
Universal lead capture: Budget for third-party lead capture tools.
[.blog-widget-orng][.blog-widget-orng-inner][.blog-widget-icon-wrapper][.blog-icon-lightbulb][.blog-icon-lightbulb][.blog-widget-icon-wrapper][.blog-widget-text]Pro tip: We recommend opting for event solutions, such as Zuddl, that consolidate everything—registration and ticketing, mobile attendee app, virtual and hybrid platforms, onsite solutions, speaker and exhibitor management, analytics and reporting, and integrations—in one place. This allows you to stop juggling multiple event tools and focus on creating memorable experiences that drive your business forward.[.blog-widget-text][.blog-widget-orng-inner][.blog-widget-orng]
[.blog-widget-orng][.blog-widget-orng-inner][.blog-widget-icon-wrapper][.blog-icon-lightbulb][.blog-icon-lightbulb][.blog-widget-icon-wrapper][.blog-widget-text]We recommend opting for event tech solutions such as Zuddl that consolidate everything—registration and ticketing, mobile attendee app, virtual and hybrid platforms, onsite solutions, speaker and exhibitor management, analytics and reporting, and integrations—in one place. This allows you to stop juggling multiple event tools and focus on creating memorable experiences that drive your business forward.[.blog-widget-text][.blog-widget-orng-inner][.blog-widget-orng]
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Equipment rental: Costs for staging, backstage areas, green rooms, microphones, projectors/screens, lighting, and sound systems can add up quickly.
Technical support: Budget for on-site technicians to manage AV needs during the event.
[.blog-widget-orng][.blog-widget-orng-inner][.blog-widget-icon-wrapper][.blog-icon-lightbulb][.blog-icon-lightbulb][.blog-widget-icon-wrapper][.blog-widget-text]Be sure to account for on-site dry runs and late-night main-stage rehearsal tech support.[.blog-widget-text][.blog-widget-orng-inner][.blog-widget-orng]
High-speed internet: This is essential, especially if your audience is tech-savvy and/or the sessions require streaming for your virtual audience.
[.blog-widget-orng][.blog-widget-orng-inner][.blog-widget-icon-wrapper][.blog-icon-lightbulb][.blog-icon-lightbulb][.blog-widget-icon-wrapper][.blog-widget-text]Some venues might include this in your rental or F&B minimum, but many might not. Make sure to fully understand the Wi-Fi packages before signing the contract.[.blog-widget-text][.blog-widget-orng-inner][.blog-widget-orng]
Engagement tools: Consider expenses for audience response systems, AR/VR experiences, or live polling software to boost engagement levels.
Internal team: Salaries or stipends for your event planning team, including overtime if necessary.
On-site staff: Budget for registration desk personnel, ushers, coordinators, and security staff.
Training and management: While volunteers may not require pay, you'll need to cover training costs and provide meals and/or uniforms.
Consultants: Fees for event consultants or specialists, such as security experts or accessibility coordinators.
Honorarium: Payments to keynote speakers or industry experts can vary widely.
Travel and accommodation: Cover expenses for speakers from out of town—including flights, hotels, and meals.
[.blog-widget-orng][.blog-widget-orng-inner][.blog-widget-icon-wrapper][.blog-icon-lightbulb][.blog-icon-lightbulb][.blog-widget-icon-wrapper][.blog-widget-text]If possible, be flexible with your event dates so you can approach destinations during their shoulder season when leisure travelers aren’t driving up hotel rates and venues have more availability.[.blog-widget-text][.blog-widget-orng-inner][.blog-widget-orng]
[.blog-widget-orng][.blog-widget-orng-inner][.blog-widget-icon-wrapper][.blog-icon-lightbulb][.blog-icon-lightbulb][.blog-widget-icon-wrapper][.blog-widget-text]Many companies often cover travel and accommodation for speakers instead of paying speaking fees. This model works well for events with strong brand appeal and speakers who value the exposure.[.blog-widget-text][.blog-widget-orng-inner][.blog-widget-orng]
Performers: Costs for bands, DJs, or other entertainment acts to enhance the attendee experience.
Music licensing fees: If you're playing copyrighted music, you may need to pay for performance rights through organizations like ASCAP or BMI.
Event insurance: Coverage for liability, cancellation, or property damage is essential for risk management.
Legal requirements: Fees for necessary permits to host events in certain locations, especially for large gatherings.
Transaction fees: Costs associated with payment processing for ticket sales, such as credit card fees.
[.blog-widget-orng][.blog-widget-orng-inner][.blog-widget-icon-wrapper][.blog-icon-lightbulb][.blog-icon-lightbulb][.blog-widget-icon-wrapper][.blog-widget-text]Sales taxes are not the same in every destination. Taking a closer look might help you drive major savings. For example, Portland has no sales tax, which can result in huge savings that might not be readily visible in your early planning stages.[.blog-widget-text][.blog-widget-orng-inner][.blog-widget-orng]
Percentage allocation: Set aside at least 15% of your total budget for unexpected expenses. This safety net can save you from financial stress down the line.
Risk management: Helps cover last-minute changes, emergency services, or unforeseen price increases.
Offsetting your expenses with revenue streams is critical to a financially successful event. Here are some avenues to explore:
Tiered pricing: Set early bird, standard, and last-minute ticket pricing to incentivize time-based registrations.
Group discounts: Encourage organizations to send multiple attendees by offering reduced rates for groups.
VIP packages: Include premium seating, exclusive sessions, or swag bags to justify higher prices.
Workshops and add-ons: Offer specialized sessions or certifications at an additional cost.
Tiered levels: Create and offer multi-level sponsorship packages (for example: Bronze, Silver, Gold, and Platinum) with escalating benefits.
Customized opportunities: Offer unique branding opportunities like sponsored Wi-Fi, charging stations, or branded lounges.
Audience access: Highlight attendee demographics and engagement opportunities that can appeal to your sponsors.
Brand exposure: Emphasize the marketing reach through event promotion, social media, and press coverage.
Booth pricing: Charge for exhibition booths based on size and prime locations.
Additional services: You can offer furniture, electricity, internet services, etc., at extra costs.
Lead generation: Emphasize opportunities for exhibitors to generate valuable leads through attendee interactions.
Networking events: Include access to VIP events or receptions to sweeten the deal.
Printed materials: Sell ad space in event programs, brochures, or maps.
Digital platforms: Offer banner ads on the event app or website.
Local partnerships: Allow local restaurants, bars, and stores to advertise to your audience at your venue, on your app, or in digital programs.
Emails and newsletters: Include sponsor messages in email communications.
Social media shoutouts: Provide promotional posts for sponsors on your social channels.
Premium sessions: Host specialized workshops or training sessions at the event with separate fees.
Professional development: Offer paid certifications that attendees can earn during the event, adding value to their experience.
Apply for grants: Some organizations fund events that benefit the industry or support educational initiatives.
Government support: Local governments may provide funding or incentives to attract events that boost the local economy.
Conference fees: As an organizer, you can charge your attendees a conference fee as a part of the hotel room fees and taxes to generate more revenue for your event.
Budgeting may not be the most glamorous part of your user conference planning, but it's undeniably one of the most important. A well-thought-out budget sets the foundation for every aspect of your event, from securing a fantastic venue to providing unforgettable experiences for your attendees—all while demonstrating a solid ROI.
So roll up your sleeves, dig into the numbers, and develop a budget to bring your event's vision to life.
Happy planning, and here's to the success of your user conference!
The most innovative and valuable conferences amplify new voices from across fields that your attendees might not expect. Inviting and featuring speakers from outside of your usual target sector welcomes a diversity of perspectives, giving your attendees a more well-rounded and unique experience. Cross-sector partnerships also help your conference gain widespread recognition, encouraging sign-ups and strengthening your brand identity.
In this guide, we’ll explore how to create a successful conference experience powered by participants from across for-profit and nonprofit sectors in multiple phases. As we explore these ideas, consider the assets your conferences already have and how you can leverage them to build cross-sector partnerships.
Bringing organizations together for your conference is most effective when they already align on values, interests, industry, or offerings. You can identify and engage potential partners by following these easy steps:
Keep in mind that using a standard scoring system can provide a good foundation for your partnership strategy, but you might need to collect more information before making a firm decision. You can thoroughly match partners by conducting interviews, allowing them to expand upon their survey results, or discuss topics that weren’t covered in the survey.
Once you’ve forged logical partnerships, it’s time to start planning your cross-sector events. It’s important to make the planning process as easy and engaging as possible for partners — otherwise, you run the risk of mismanaged events or losing your conference contributors before the big day.
These tactics can help you shape the planning process with cross-sector partners in mind:
As you help partners shape their contributions to your conference, remember to highlight the cross-sector dynamic. After all, it’s a marketable element of your event that can help you draw more attendees for their unique perspectives.
Let’s put all of this information together to create a hypothetical cross-sector partnership so you can see these tactics in action. For example, let’s say you’re hosting a conference about making corporations more environmentally sustainable.
A natural way to facilitate a cross-sector partnership for this event’s focus is by creating discourse about corporate social responsibility (CSR). Sustainability efforts are a popular and important CSR focus, making it a great potential topic for your events.
After you’ve scored and matched participants from across sectors, you might ask corporate leaders who are committed to reducing their companies’ carbon footprints to speak on a panel with environmental nonprofits. This event provides a unique blend of perspectives from environmental experts and those who want to improve their sustainability efforts, drawing a diverse audience.
Even after your event is finished, your work isn’t over! Reach back out to the participating organizations and businesses and ask them what they thought of the entire experience, from filling out the matching survey to planning the event to executing it on the big day.
Ask questions gauging how well your organization supported both parties and request advice on how to improve going forward. Also, inquire about how accurate and effective your matching criteria were so you can add, keep, or remove items for future use. These insights can help you continually level up your conferences and provide truly memorable and meaningful experiences for your attendees and cross-sector partners.
Your conference is only as good as your team. Use these super-reliable tips to assemble your Avengers and ensure a stellar in-person conference experience.
The day of your user conference has finally arrived. Months of meticulous planning, strategy meetings, and preparation are about to be put to the test. The venue is set, the technology is up and running, and there’s a palpable buzz in the air. As attendees start arriving, it’s time to see your well-laid plans spring into action. This is your moment to shine, and the success of the event hinges on the performance of your behind-the-scenes heroes—your event team.
Just like the Avengers assemble to save the day, your event team comes together to create an unforgettable experience for every attendee.
For starters, of course, there's nothing that works better than a laid-out plan.
Here's a sample of how you could assign roles for the big day:
Your internal team will play various roles during the event, including staffing the registration table, guiding attendees through the venue, managing sponsor areas, and providing on-the-fly design support.
Depending on your needs, you can quickly take a call on shifts and other intricacies. It's also essential to keep roles flexible and agile to situations such as:
There may be instances where people show up without prior registration. While it may not be a major issue, it's important to address it promptly. Take them aside, guide them through the registration process using iPads or other devices, and have a conversation about the registration fee if necessary.
In cases where the attendee is completely unknown or unrelated to your sales force or target audience, it may be appropriate to require payment for entry. However, if the individual is a recognized customer or partner, it's advisable to handle the situation differently.
When it comes to badge printing and preparation, thorough testing is crucial to avoid any last-minute surprises. For worst-case scenarios where your printer fails you, have a backup plan like stick-on name badges.
The badge is the first tangible part of the event experience for your attendees. So the best way to prevent this glitch is to opt for reliable, high-speed printing solutions and have backups ready just in case. This attention to detail shows your commitment to a professional, friction-free experience.
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Invest in a conference platform that enhances your team’s capabilities and enriches the attendee experience. Features to look for include:
The success of your event heavily relies on a well-prepared, agile team—your very own Avengers. By equipping them with the right technology, a clear understanding of their roles, and the autonomy to handle challenges as they arise, you set the stage for an exceptional event.
Pro tip: Use this checklist to streamline and track your event execution.
Learn how to create a detailed event brief that aligns your team and sets the foundation for a successful user conference.
The event brief is your roadmap, guiding every aspect of your user conference from inception to execution. Here's how to construct an event brief that ensures all teams are aligned and moving towards the same goals. (and yes, we promise to keep it 'brief'!)
Start with defining what you want to achieve. Whether it’s increasing product adoption, strengthening customer relationships, or launching a new product, your objectives will dictate the format and content of your conference.
Gather input from across your organization to ensure the event supports broader business goals. This includes discussions with leadership, sales, marketing, and customer success teams to align on the expected outcomes of the event.
Include key details such as potential dates, location ideas, audience segments, and estimated budget. This section should evolve as more decisions are finalized, serving as a living document that updates throughout the planning process.
Outline how updates and changes to the brief will be communicated to the involved parties. This ensures everyone stays on the same page and can adapt to changes efficiently.
Plan for feedback from previous events to refine the brief. Continuous improvement will help in fine-tuning both the planning process and the event itself over time.
Here's a free event brief template you can follow
Pro tip: As time progresses, you can keep updating this sacred document with more details about the event and share it with the greater internal team. Closer to the event, when you’re fielding dozens of daily questions from various teams, this can double as a FAQ master doc too!
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Explore actionable strategies to enhance your event's impact, from crafting engaging experiences to effective follow-up
Whether you're organizing a corporate conference, a trade show, or an intimate seminar, the success of your event hinges on your ability to engage, connect, and leave a memorable impression. Last week, we spoke to some rockstars in the events industry to gather practical strategies that can transform your events from ordinary to extraordinary.
Here are 5 super-cool takeaways from them:
Nailing your event content at the pre-production stage is key to event success and outcomes. Here’s what industry expert, Morgan J Ingram, Founder & CEO, AMP, breaks this down into 3 important steps:
This three-pronged approach ensures a focused and impactful presence at any event, blending content creation with targeted networking.
Now, when it comes to designing your booth or event space, consider it a storytelling platform. How can it uniquely convey your brand's message? Interactive displays, immersive experiences, or live demonstrations can transform your space into a dynamic environment that not only tells your story but also actively involves your audience in it.
“Personalization is integral to the event itself; when you register, we ask what you're interested in, and who you want to talk to.” says Sanjib Kalita, Head of Industry, Fintech Meetup
For VIPs or key accounts, create experiences that go beyond the standard. Tailor these moments to their specific interests. This could mean setting up exclusive meetings with your top executives, offering private tours of your product demos, or even organizing special events within the event. The goal is to make these individuals feel exceptionally valued and provide them with a unique experience that they associate directly with your brand.
Transform your event follow-ups into memorable interactions. Instead of generic emails, personalize your messages with specific references to conversations had or experiences shared at the event. If you took a photo with an attendee, include it in your follow-up. This personal touch not only enhances recall but also strengthens the connection made during the event.
Of course, you can turn keynote speeches into blog posts, panel discussions into podcast episodes, or Q&A sessions into social media content. Morgan deep-dives into this and offers a compelling three-step framework that can revolutionize how we approach events.
Each event is a goldmine of insights. Pay close attention to feedback, both direct and indirect. Monitor social media mentions and attendee reviews to gauge the event's reception. Use these insights to refine your approach for future events. Remember, the most impactful lessons often come from unexpected sources or minor details that highlight areas for improvement or innovation.
"You've got to find places where they don't know you're listening so you can get the true feedback." says Jason Widup, Founder, Peak B2B Marketing.
By incorporating these strategies, you can significantly enhance the impact and success of your events.
Learn key strategies for extending the life of your conference, converting attendee data into business opportunities, and using feedback for future success.
The curtains have closed on your latest conference, but hold off on that celebratory drink just yet!
The post-conference phase is as critical as the event itself. It's time to roll up your sleeves and dive into the crucial steps that will amplify the impact of your event.
Let’s explore how you can turn your recent user conference into a springboard for future success.
Your event's extended life: First up, collaborate with your content and design teams to make recorded sessions available online. This is not just about providing value to attendees who want to revisit sessions or catch up on missed ones; it's about extending your event's reach. By making this content easily accessible and shareable, you turn your conference into a content flywheel, reaching even those who couldn't attend.
Next, it's time for some data magic. Reconcile attendee data, session information, and reports. Share these insights with your sponsors and use them for targeted follow-ups. Remember, the data you've gathered is gold – use it wisely to nurture leads and provide your sales team with actionable insights. The goal here is to convert interest into concrete business opportunities.
You can use this checklist to track your after-event activities
Now, let's talk feedback. It's not just about collecting opinions; it's about creating a feedback loop that aligns with your event's objectives. Use the insights to understand how well you met your goals and where to improve. Remember, feedback is not just a formality – it's a tool for transformation. Involve your attendees in the process; you'll get more honest, actionable insights.
Here's a framework you can follow:
When it comes to collecting feedback from attendees, involving them in building their experience can significantly impact the quality and honesty of the feedback received. By giving them a sense of ownership in the process, attendees are more likely to provide thoughtful and insightful feedback that can help improve the overall event experience.
As your user conference grows, it's not just about having a bigger audience; it's also about maintaining the same quality of event experience as you scale. Here are 4 hacks to do just that.
Scaling your in-person user conference from a modest gathering to a large-scale event is a remarkable feat, when done right. One of the most critical aspects of this transformation is maintaining the quality of both content and speakers.
Luckily for all of us, Lauren Olerich, Sr. Director of Events at Gainsight, has shared some super-important insights on how she’s been consistently delivering quality content at Gainsight’s user conferences right from the time they had about 300 attendees to their now massive 20,000+ attendee base.
As your user conference expands, the task of curating high-quality content and securing exceptional speakers becomes increasingly challenging. Lauren acknowledges that there are no easy hacks for this process. Instead, it requires a significant investment of time and careful planning.
Here are 4 hacks that are essential to getting this right.
To maintain the quality of your user conference, start with a solid track plan. Select new tracks that focus on forward-thinking topics, avoiding repetition from previous years. This approach ensures that the sessions align with the conference's goals and provide fresh insights.
The way you carry out your speaker outreach matters a lot. While you can always conduct a call for speakers, don't hesitate to sometimes deviate from the submissions,
Consider the diverse audience personas attending your conference, from executives to individual contributors and different professions. Ensure that your agenda caters to their interests, offering options in multiple tracks and sessions. Nobody wants to leave your event feeling like you just scratched the surface on a certain topic of keen interest.
One striking insight that Lauren shared was around how Gainsight follows is a thorough session review process. They review every single session multiple times, even involving their CEO in the process. This commitment to detail demonstrates their dedication to delivering top-notch content.
Whether it's an internal subject matter expert or a leader who can provide valuable insights, having someone review and provide feedback on each session ensures the highest quality content. It'll require extra coordination and a few back-and-forth moments, yes, but is it worth it? Totally!
Maintaining the quality of content and speakers as your in-person user conference grows is no walk in the park, but the payoff is unmatchable!
With diverse tracks, effective speaker outreach, and meticulous session reviews, you'll be able to ensure that your conference continues to provide valuable experiences to attendees, regardless of its size!
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4 tips to design conference badges that take the 'work' out of networking.
While the average person might see a conference badge as just a name tag, to a conference organizer, it's an unsung hero, a networking cornerstone, a conversation catalyst, and an important factor in building a great event. Its importance in the conference world is second only to the Wi-Fi password.
In other words, a lot is riding on this unassuming piece of rectangle.
But there’s more than meets the eye to getting it right. It’s not just about slapping a name on a piece of plastic – conference badge design is a delicate balance of art and functionality.
In this piece, we’ll delve into how to design a conference badge that helps make the attendee experience a great one.
First, let’s get the basics out of the way. Follow the following best-practices to create a fun and functional conference badge.
If you use the commandments mentioned above, you should be able to create a great-looking badge.
But there’s still more you can do to elevate your conference badge. Read on.
Just follow these tips:
Let attendees add a little personality to their badges by including a couple of topics of interest or areas of expertise where they're open to collaboration. This lets other attendees get a glimpse into their passions and these serve as potential conversation starters.
The questions can be professional and/or fun, such as ‘My hidden talent is…’, ‘The emoji that best describes me is…’ or ‘My go-to karaoke song is…’ making it easier for attendees to ask a follow-up question or respond in kind.
But if you don’t have enough space on your badge or need to prioritize other information, you can simply make other smaller badges with this prompt that attendees can wear alongside your official badge.
Let attendees add items or objects to badges that employ visual cues, with color coding being especially effective. This approach allows attendees to be swiftly sorted into interest groups, making it easy for them to spot and connect with like-minded individuals.
For instance, badge ribbons can be used to highlight the individual’s role at the conference - as an attendee, guest speaker, sponsor or organizer. These can help attendees quickly identify and connect with the people they’re looking for.
Different ribbon colors can also be used to show how many years an attendee has been to the conference, providing an easy segue into discussing their conference history and experiences. If you're new to the conference and spot a fellow newbie's ribbon, it's a natural conversation starter, making introductions less daunting. On the flip side, if you notice a seasoned attendee's ribbon, it's an opportunity to delve into their wealth of past experiences and get valuable insights into the event.
Stackable stickers are another great option to add to badges too.
A QR code badge simplifies the check-in process (it took only 90 Mins for all of the 672 attendees at Catalyst by Partnership Leaderships to check-in + get their badges) and it can be programmed to include quite a lot of extra attendee information. Details such as social media handles or a link to a company website can be easily exchanged via the QR code, boosting networking opportunities and engagement at the event.
Not to mention, using a QR code allows you to provide more information without taking up space on the design of your badge.
All too often, badges flip around when you're walking around the venue, which can lead to missed opportunities for connections and conversations. To maximize engagement, consider printing relevant information on the backside of the badge, ensuring that details remain visible from any angle.
Or at the least, use it to share the conference agenda or the layout of the venue.
Don't underestimate the power of a well-designed badge. It's the small touch that can lead to big connections and make your event truly memorable.
An exploration into how in-person events have evolved in recent years, and the technological gaps that restrict event marketers.
We’ve all seen how in-person conferences have returned to the forefront (and thank god for that!)
But is it that same-old in-person experience we knew a few years ago?
Not really.
Analyzing the changes in the in-person experience is sort of like watching an old friend return with a new vibe; they look the same, more or less, but something about them has changed for good!
After being shelved during the infamous locked-down years in the recent past, in-person events have re-entered the scene with a fresh, new sheen.
But what stirred this change, and where does today’s tech that promises to support these events stumble a bit?
Let’s find out.
Remember the ease of walking into events, all ready to networking vibes on? Now, it’s all about QR check-ins, ensuring a smooth, touch-free entry while keeping the safety gears in check. Health and engagement now go hand in hand, ensuring everyone can mingle without any worry in their heads.
From QR codes ensuring safe entry to attendee apps that enable you to easily manage schedules, technology has stepped into the spotlight, playing a pivotal role in shaping the in-person event narrative and personalizing attendee experiences.
In a world where reaching a wider audience has become paramount, integrating virtual elements into in-person events is no longer optional. You need a virtual streaming component at events to ensure no audience is missed and maximize reach and engagement.
Strategic audience targeting has taken a front seat, The focus moving from being solely on seeking new logos, to strategically bringing in existing customers. It’s a strategic play to get them to learn from one another, thereby subtly influencing deals and experiences.
Moreover, existing customers are now viewed as extensions of your sales team.This has become a standard approach in modern event planning.
The era of virtual events handed us the golden ticket of data - insights into attendee behavior, engagement metrics, and lead generation info that marketers now expect from in-person events too.
In essence, in-person conferences have evolved from just crafting memorable moments to strategically beneficial experiences. It’s not just about hosting a stellar event but ensuring it delivers tangible, measurable results.
In-person conferences, now a key player in B2B marketing strategies, aim to bring valuable experiences to attendees and sponsors. However, event marketers find themselves in a bit of a pickle due to the predominantly ‘virtual-first’ solutions in the event tech landscape.
Most event platforms, which gained traction in recent years, were crafted with a clear mission - deliver a top-notch virtual experience. Adapting to in-person needs isn’t just about tacking on features; it’s about embracing the core essence of the format, which isn’t a mere flick of a switch but a transformation.
Hybrid events might be the talk of the town, but let’s break it down. Events usually lean towards one format, with the other playing a supporting role.
While platforms might claim to cater to both formats, their primary focus often peeks through their features and dashboards. Event marketers need tools that understand the intricacies of their primary event format and align with their strategic goals.
Modern marketers deserve an event platform inherently designed to deliver an in-person experience attuned to the evolved expectations of attendees.
As in-person experiences transition from being tactical events to strategic marketing endeavors, event marketers should leverage technology that propels them towards success and enables them to extract maximum value from their in-person events.
In wrapping up, the event landscape has evolved significantly over the past few years, and so the technology supporting it must also evolve, ensuring it is not merely a reactive solution but a proactive tool that understands and enhances the modern in-person event experience.
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Here’s how Zylo drove 46% growth in new pipeline from SaaSMe 2023
Every year, Zylo, the leader in SaaS management hosts SaaSMe, a multi-day conference dedicated to assisting IT and business leaders drive responsible growth through smarter SaaS management.
Day 1 of the conference is open to all who want to learn more about optimizing their SaaS portfolio, while Day 2 is dedicated to helping current customers dive deeper into deriving even more value from Zylo. Here's how Zylo delivered value to SaaSMe 2023 attendees and built relationships that turned into 46% growth in pipeline within just 2 months after the conference.
Here are 3 things that Zylo did which led to incredible growth in pipeline:
Despite having over 1000 registrations at SaaSMe, Zylo effectively understood the pain points and goals of each attendee by employing event engagement scoring.
They achieved this by first intelligently aligning session scoring with Zylo's value pillars.
Then Zylo analyzed each prospect’s attendance at sessions and engagement activity within each session.
This made it simple to see which were the prospect’s primary interests or concerns in SaaS management - for instance security, or licensing.
By leveraging Zuddl’s Salesforce integration, Zylo’s Sales team had easy access to information on the sessions that prospects and customers were most interested in at SaaSMe 2023 and questions or concerns on their mind. This insight, combined with existing account data, enabled them to reach out with personalized messages and content aligned with a prospect's interests—such as security for those engaged in SaaS security sessions.
Furthermore, Zylo also ensured that the right seller connected with the right prospect. For instance, because Day 2 of SaaSMe was customer-centric, only customer success executives were assigned follow-up with customers. Here too, because of the Salesforce integration, CS executives had more insight into a customer’s goals and challenges and could recommend additional Zylo service offerings.
Team Zylo, using Zuddl's built-in video production tool - Studio, were able to create SaaSMe 2023 branded video highlights within days after the conference. This meant that their Sales team could use the videos in their outreach to prospects and customers - a simple but impactful way to continue the momentum of the conference forward, cement Zylo as a partner invested in optimizing your SaaS management, and move the needle a little further towards conversion.
When the name of the game is building authentic connections and tailored solutions, Zylo's success stands as a testament to the power of meaningful engagement. Through their effective use of Zuddl’s platform features and integrations, Zylo turned their industry conference into an impressive pipeline engine for the company.
Read more about Zylo’s success here.
Virtual user conferences come with their own challenges, but with the right technology, event marketers can not only overcome them but also put up a truly masterful virtual experience. Here’s how.
Crafting a virtual user conference is more than just organizing an event; it's about creating a memorable digital journey for every attendee.
And as an event marketer, you know all too well that putting together an impactful virtual user conference comes with its own challenges.
The good news is that these challenges can be overcome when you have the right conference technology partner on your side.
So let’s break down the top challenges and see how the right event tech can help you obliterate them!
Every participant at your user conference, be it a customer, partner, or prospect, has unique expectations from your event. But without a tailored registration processes, event communications and experiences, it becomes impossible for you to engage with them in a meaningful way.
Your brand has its own identity and voice, and your design team is probably fantastic! But even they can be stifled by limited platforms can sometimes dilute that uniqueness, making your event feel less authentic and potentially alienating your audience.
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Data drives successful events. However, limited or clunky integration can disrupt the flow, leading to manual workflows, potential errors, and missed opportunities - aka a ‘pull-your-hair-out and scream’ situation for any marketer.
The absence of a robust, integrated studio in your conference platform can be a total dampener on your user conference, rendering your sessions low-impact and your session management glitchy, with a lot of room for panic for you as well as your speakers.
Of course, we can go on and on, but we highly recommend you watch this on-demand product tour to see how your next virtual conference can be your most epic one yet!
How much scope is there for automation in B2B conferences? Is there event tech that can simplify event planning and execution for event marketers? Read this article to know more.
We're hearing it more and more: "do more with less."
With B2B marketers tasked with maintaining smaller budgets whilst maximizing ROI, especially over the past few years, everyone is feeling the pressure to prune wherever possible. But instead of taking a hatchet to your resources, marketers and event organizers would be well advised to lean hard into more sustainable (and affordable) solutions wherever possible.
By which we mean: automation.
Automation is of course not a new phenomenon. People have been crying themselves hoarse about robots taking over our jobs for a decade
But most companies have quickly stopped crying once they realize how automation can unlock value and efficiencies across business processes. Recent research from Accenture underscores how investment in intelligent automation has helped companies grow their businesses five times faster.
So when it comes to B2B conferences (regardless of the format), it’s not really a question of whether to use automation or not, but instead a question of where it can provide the most value.
Event marketers need to ask themselves several questions.
To help out, we’re specifying the different ways you should be leveraging automation - if you’re not already that is:
The pre-event stage is crucial in setting the tone for the conference and generating excitement among potential attendees. Automation can help event planners manage several key tasks during this stage, including:
And automate WhatsApp messaging as well Sending updates to registrants’ WhatsApp accounts is an especially efficient way to reach them where they are.
When attendees are actively engaged with the conference content, automation can help event planners manage several tasks during this stage. Here’s how:
It’s a misconception to think that once the event is over, your work is too. Post-event is an extremely important phase in the event lifecycle as it’s when marketers can gather valuable feedback from attendees and share conference content. Automation can make this easier by helping event planners manage several key tasks during this stage, including:
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It’s not difficult to see the various ways in which automation can make life easier and better for marketers and event planners. By streamlining workflows, reducing human error, and providing attendees with a more personalized and efficient experience, it can make all the difference when it comes to moving the needle at your next conference. But the key is to always infuse automation with the right dose of human touch - to quote Maya Angelou ,“People will forget what you said. People will forget what you did. But people will never forget how you made them feel.”
Work smarter, not harder. Use these 6 hacks (+ ready-to-use email templates)to send the registration and attendance numbers for your user conference through the roof.
We’re not quite sure who came up with the phrase "If you build it, they will come”, but clearly it was not a B2B marketer in the 21st century.
In this era, markets are already saturated, competition is fierce, and people are extremely picky with where they choose to spend their attention and money. There is just no scenario today in which you can organize a user conference, and simply expect people to flock to your proverbial doors.
So, as with all things B2B, you’re going to need a well-thought-out plan, consistent monitoring, quite a lot of co-ordination, and a couple of excel sheets to get the results you want for your user conference, but it’ll be well the effort (just ask anyone who’s won Product Of The Day on Product Hunt #IYKYK). To this end - and to provide you with even bigger results - use the following 6 proven promotional hacks to maximize your event registration and attendance results.
Let’s get started.
Ideally, you need to start about 8 weeks before the date of your event - yes, we know, it’s tempting to think that that’s too early to start talking about the conference, but trust us, the earlier the better. Just ask Haptik!
By choosing your event promotion timeline carefully, you can maximize awareness, and increase attendance at your user conference. Break down action items into monthly, and weekly tasks - this will make it easier to execute, monitor, and optimize. Here’s a sample timeline to follow:
To make sure you’re staying on schedule, create a tracker - we've made a handy one for you here including ready-to-go email templates for all your blasts and follow-ups, thank us later).
Keep an eye on your metrics to see which activities are performing the best so you can double-down on them, and which ones are lagging behind, so you can pay a little more attention to those.
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Don’t be complacent. It’s tempting to just use the company logo and colors for your event branding, but getting your design team to come up with a unique, event-only brand that stands out is well worth the effort. Keep in mind that your target audience is already attending a couple of events every month - and probably a few every week! Great event branding helps to distinguish yours from all the others out there, and makes the experience cohesive and memorable.
Here are examples of great event branding for user conferences:
The conference brings together IBMers and experts from different fields for a variety of workshops, experiences, networking, talks, and education. The event branding for the conference aims to align with different business units and narratives, but expresses the journey from individual components to large-scale solutions and insightful discoveries.
One of the largest global conferences held, Dreamforce connects their community for three days of learning and sharing knowledge, networking, and getting inspired to ‘blaze their own trail’ - attendees are playfully known as "Trailblazers".
The event branding follows this thread, featuring national park-themed decor and design - tree canopies for a 100ft. forest installation for instance, or staff members dressed up as Park Rangers - that is high-tech, creative, unique, and definitely so distinct that it leaves its competitors in the dust.
The moral of these examples is to go big on your event branding. Sure, it’s more work, but will help you deliver your message more effectively and emotively, and drive the attention and footfall you need.
B2B marketers who use videos in their campaigns see a 34% higher conversion rate, so it’s a no-brainer to incorporate them into your promotional activities. And here are even more compelling reasons to use video in your event marketing:
Now that the case for use is quite clear, let’s narrow down the different types of videos you can create to drive interest and engagement:
MozCon’s video recap is another fantastic example, especially since it features testimonials by previous attendees. Watch it here.
The key is to use a variety of video content to attract the attention of your target audience, and then use it to connect with emotion and empathy with prospective attendees.
With basics in place such as using an event hashtag in your social media posts, you’ll be able to catapult visibility and awareness of your user conference. But to boost efficacy, use a social wall.
A social wall is a feed of aggregated user-generated content in real-time, pulled from across a variety of social media platforms. Adding it to your conference can pay off seriously down the road.
This is one of the easiest tools at your disposal to help you draw more attention, so make sure that your event platform partner has the capability to showcase user-generated content from the event on social media.
We mentioned this earlier in Hack #1 but it bears repeating: your speakers are one of the best event influencers you have at your disposal. Thanks to their credibility and reach, they can be the catalyst that makes your conference the ‘must attend’ event of the quarter. But for this to work, you need to make it as easy as possible for them to promote the conference. Here are a couple of things you can do to that end:
Create a leaderboard to incentivize sales and customer success to increase the number of registrations for the event.
By adding competition and recognition as additional motivation for sales and customer success colleagues, you can ensure that you’re getting more of the right people to your user conference. And with attribution in place, you can also track which AE was responsible for driving the most attendee registration.
This cross-functional collaboration will help keep the entire company’s eyes on opportunities to rope in more attendees. Alignment across teams is challenging, but one of the most effective ways to improve promotion results.
Protip: Don’t just rely on your CS and Sales team to drive registrations. Get everyone in the company involved! But make it easy on everyone by making a little kit/drive where everyone has easy access - include essentials like creatives they can post, a hashtag they can use.
A clearly defined promotional plan that thoughtfully utilizes your resources is really the key to getting all the right people to your user conference. You may have to tweak your strategy as you go along, but as long as you have a schedule that covers your bases and the backing of different teams in the company, you’ll be able to generate the results you want.
Zuddl is a unified platform for events and webinars that helps event marketers plan and execute events that drive growth. The platform has clients across the globe, such as the United Nations, Kellogg’s, Microsoft, HSBC, VMware, Google, StackCommerce and Cipla amongst others. In January 2022, Zuddl announced that it closed $13.35 mn in Series A funding.
A user conference agenda needs to be a careful balance of activities that deliver value for customers and the company. These 8 tips will tell you how to get it exactly right.
Have you been in a situation where you had a killer idea for a user conference, and you were sure the agenda would drive registrations in the thousands (ok hundreds! We’re no SaaStr!)? But the audience response was a lukewarm ‘meh!’?
Nothing crushes the spirit of an event marketer like poor registration (and poor turnout!), and event folks are pretty darn tough!
Most of the times when we look at building an agenda for an event, we are put in topics and themes, and panel discussion ideas that we think are of interest to the audience. But it’s more nuanced than that. A user conference agenda needs to be a careful balance of activities that deliver value for customers and the company, for instance track learning as well as product updates, roundtable discussions as well as talks by customers.
Let us look at some tricks to building an agenda that will guarantee a fantastic user conference.
Not just competition, look at how other companies are building agendas. Afterall, inspiration can strike from anywhere. And wasn’t it Picasso who said “good artists borrow, great artists steal.”? No, we are not advocating you lift an entire agenda off someone’s event, but it is certainly a good place to start looking for ideas.
Taking a look at how other B2B companies have curated their agendas allows you to discover speakers, session topics and trends that you should be familiar with but have slipped your radar, as well as to see how they’re organizing the conference days.
Take for example SaaStr 2022’s agenda. (SaaStr Annual is one of the largest B2B conferences in the world, every year bringing together 10K+ founders and entrepreneurs to learn what’s new, what’s changed, and what’s a secret in the space.)
The conference usually has something for everyone - a startup owner seeking advice on how to scale their business, a company looking for a niche B2B software solution, or your everyday B2B marketer wanting to refine their ABM strategy. The 2022 event agenda reflects this, with tracks dedicated to Growth, Scaling, Customer Success, and Team Management.
You’ll notice that each track offers a blend of
So, for instance, a Revenue Leader at Saastr 2022 could attend plenty of tactical sessions from world-known founders, and Q&A rounds.
The agenda is organized so well that each day drives new learning, new connections and immeasurable value for different persona types - as should yours.
But keep this caveat in mind: Because a competitor did it, and it was well received does not mean that a similar agenda would work for our audience as well. Your audience is yours for a reason - you offer them something no one else does - your viewpoint.
Getting your attendees to weigh in on what kind of content they want to consume, and what they’re expecting to take away from your event is exactly the direction you need to build an interesting and valuable event agenda. To this end, you can conduct a simple poll on LinkedIn or check in with your Sales and Customer Success colleagues about what customers are asking about, or even post in relevant Slack communities.
You can also gauge interest by customizing your registration form, as illustrated here:
Protip: An alternative to the text box shown in the example above is to let attendees pick the session topics they are most interested in, using a multiple-choice format. You can then use this insight to plan additional panels or discussion rooms in the agenda, and create more targeted marketing materials to hand out during the event.
PS. Involving attendees from the get-go displays thoughtfulness and commitment from the organizer’s side, and can translate to a higher level of engagement.
Your attendees are going to lose focus and energy if your webinars and event sessions last longer than a typical Netflix show episode, so it's best practice to keep them between 30 or 45-60 minutes long.
Within each webinar or event session, set aside time for an introduction, then at least 25-30 minutes for the main speech/presentation, followed by time for Q&A. Here’s an example of a structure to follow:
Schedule regular breaks in between sessions, ideally 5-10 minutes long.
This enables attendees to:
Protip: Arrange wellness or fun activities such as yoga or meditation or even a game like a scavenger hunt during some breaks as “palate cleansers" to make your event more memorable and fun.
Here’s an example of session durations at SaaStock. As you can see, they can be as short as 20 minutes.
As seen with Saastr, sometimes there are hundreds of sessions at a conference. Using tracks lets you group them under different umbrella topics - and importantly, make them visible on the agenda. This makes it easier for attendees to navigate the agenda.
As an example, here’s how Kaltura used tracks at their Virtually Live! event.
Event sessions are grouped under larger topics such as branding, ROI, and data. Attendees can jump from one track to another, but grouping them as such makes it easier to understand the agenda, and make a choice on what sessions to attend.
This might seem like a low-priority tip compared to some of the other points in this article, but you may be surprised to find out that it's actually one of the most effective.
If you talk to your email marketing colleague or the copywriter in the team, they’ll no doubt tell you the difference a well crafted subject line or phrase can have in driving people to take an action. The same principle applies here.
Taking a little bit of extra effort to make your session titles more catchy and creative can make your event agenda that bit more memorable and entice more attendees to attend them. Rocketlane's Propel 22 conference for customer onboarding and implementation professionals is a stellar example, with session topics so catchy that they immediately grip your attention, yet provide enough context to make you want to attend.
Protip: A simple way to approach session titles is to make it as specific as possible about a problem, a challenge, or a goal.
To start strong, schedule your most important speakers at the beginning of the day. They’ll be able to energize your audience and set the tone for the rest of the day, leaving them excited and interested for what is to come.
Similarly, by scheduling a high-profile speaker for the last session of the day, you can leave attendees uplifted and inspired to return for more the next day.
Aside from breaks between sessions, it’s important to give attendees the opportunity to meet one another, chat, mingle and make a new friend, business connection, or even a new investor - you just never know where a conversation will take you. To this end, it’s a must for you to organize breakout and/or networking sessions during the event schedule.
Here’s an example of how Private Equity International built in some networking time during their CFOs & COOs Forum New York 2022.
Breakout rooms: Virtual rooms in which attendees can gather can be used as spaces for socialization - for instance, you can name Rooms after topics related to the event theme, that are sure to bring together ‘birds of a feather’ groups.
Networking sessions: Use AI-powered matchmaking to connect with attendees with like-minded or complimentary goals and interests eg. investors, and startup owners.
Protip: Energy levels can flag in the middle of the day, after lunch, and in the middle of the evening. Scheduling breakout and networking sessions around these times can help to get attendees energized and ready to go again.
A well-crafted user conference agenda can go a long way to driving up attendance and participation rates. Put a little bit more effort and time when building your own (with the tips from this article), and you’re sure to see it pay off.
Zuddl is a unified platform for events and webinars that helps event marketers plan and execute events that drive growth. The platform has clients across the globe, such as the United Nations, Kellogg’s, Microsoft, HSBC, VMware, Google, StackCommerce and Cipla amongst others. In January 2022, Zuddl announced that it closed $13.35 mn in Series A funding.
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