Event Tracking

To keep track of events -- Black Friday, event pages, FB events, text blasts, etc.

Black Friday- Client Name - Event Page- DATE (CSM to fill out)

Notes

Date(s) of event:

Is this an online sale? If so, please include shopping link:

What are the dates of this promotion?

Notes regarding method of RSVP:

Design notes:

Template preferred- please drop URL (optional):

Please list promos below:

Do they want a pop-up or just a contact form?

Any content requests from client?

______________________________
For GHL team:
Who is creating the event workflow text template?
Has Isaac been tasked to link forms to leadsheet (RSVP tab) and event form/RSVP workflow?
Who is testing the forms and/or pop-ups?
Preferred to link event pages to a text blast account so we can send event reminders. If client does not have a text blast acct then have the RSVPs funnel into a new pipeline "RSVP-EVENT PAGE"
Send video showing how to switch pipelines in "Opportunities" to client"

Comments & Events

Ivonne Ackerman, Medstar
Ivonne Ackerman completed this to-do.