Referrals vs. Leads:
There are two types of inquiries generated from Eventective: Referrals and Leads.
Referrals are direct event requests from people interested in your venue.
- You can treat these requests as "hot inquiries."
- Message them from your Eventective Inbox as soon as possible. If you don't hear back right away, we recommend following up 2-3 more times.
- To set up text notification every time you receive a Referral, log in to your Eventective account, select ‘Settings,’ then click ‘Notifications.’
Leads are people planning events in your area and interested in hearing from venues like yours.
- Since they are likely unfamiliar with your venue, we recommend sending them a personalized note through Eventective. Our message templates make it easy.
- Access Leads in our competitive Lead Market with an Eventective Subscription.
To view your Referrals and Leads in Eventective:
Log in to your Eventective account and select 'Inbox.'
Select any inquiry to pull up more details. You can search your Inbox by event date, name, stage, or email. You can also respond to any inquiry right from your Inbox. Simply compose your reply in the response text box, add any attachments, and select the arrow icon to respond.
It's that easy! Your message will be sent to your prospect and logged in your Inbox. You will receive a notification from Eventective when your prospect responds, and you can view the exchange in your Inbox.
Stages:
Stages help you organize your prospects and track your bookings. They are categorized by the following:
- Prospect: An event inquiry you have reached out to or plan to reach out to.
- Qualified: A prospect you have communicated with and plan to send an agreement (contract or proposal) to.
- Tentative: An agreement has been sent.
- Booked: An agreement has been signed.
- Complete: The event has taken place, and all necessary payments have been received.
- Lost: The event will not take place with your services.
- Deleted: The event will be removed from all other stages and reports.
Interested in learning more? Explore our FAQs:
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