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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to best track trad...
Customer experience | Sales, Customer Insights,...
Suggested Answer

How to best track trade shows/conferences that we're attending, but not running?

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Posted on by Community Member

Hi,

What's the best way to track events (ie. trade show) that we are attending but not running. Specifically:

  1. Meetings or appointments scheduled by Sales ahead of events;
  2. Engagement (open, click etc) with promotional campaign "We'll be at XYZ Trade Show";
  3. Leads captured at event (ie. on the booth);

I wonder whether the Event Management feature is not the right place for this as it seems that it's more suited to organising owned-events.

Thanks,

Nils

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  • Community Member Profile Picture
    Community Member on at

    Any clues?

  • Suggested answer
    KTitus92 Profile Picture
    KTitus92 55 on at

    Hi Nils,

    One way we have worked around D365 Marketing for events related to tradeshows is to create a "Lead Source" in D365 Sales and apply that to all related records. We upload the appointments, meetings, and leads captured at the event as "Leads" in D365 Sales.

    This leads to heavier lifting with dashboards, reports, and compiling results.

    We are also testing out Marketing Events to see how they can be used for 3rd party events right now. I'll share what we learn.

  • Suggested answer
    CU08080559-2 Profile Picture
    CU08080559-2 2 on at
    Well, at Foster Display Group, I usually treat the shows we attend like small campaigns. I track any meetings in our CRM under the event name, keep an eye on email responses, and make sure any leads we get at the booth are tagged to that event. Tools for managing events are better when you're hosting, so this way just keeps things easy and organized for us. So, if you want you can check out what we do at buildwithfoster.com — might give you some ideas!
    Banner - Buildwit...

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