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Prepare for your upcoming event
Prepare for your upcoming event

This best practice guide covers how to prepare for your upcoming events.

Georgie O'Neale avatar
Written by Georgie O'Neale
Updated over a week ago

The lead up to events can be stressful. Use this guide to prepare for any upcoming lead-generating events at your school.

One month (or more) before your event

Take some time to set the target audience and numbers for this event before opening for registration. This will help your filtering and target communication in the lead up to the event.

You can also set up some reports in advance to keep an eye on your progress towards reaching these goals. The below steps and articles will help you make a start on the event preparation process.

One week before your event

Use this time to check your tools and facilities are ready for the upcoming event. Check your registration numbers to determine if any further invite communication needs to happen and remind those registered of their upcoming event.

  1. Review registration numbers, determine if further invites need to go out

  2. Send event reminder email and invites to register email if required

  3. Check devices and Funnel Check-In app for updates

Day of your event

Today is the day, to ensure it runs as smoothly as possible work through the below steps.

Day after your event

Hopefully, your event was a complete success. There are a few things that should be done as part of the post-event follow up.

  1. Review the attendance of your event directly within the event or by filtering leads

  2. Send follow up communication to those who attended and to those that missed out

Pro tip: If you are running multiple events at the same time and families call to update their registration or move to another event, you can manage this through Rescheduling the registration.

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