Use Case

Event management

Learn how to create, market and track seamless event experiences.
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Ontraport’s customers see these results
200+
hours of manual work saved each week
15x
member growth since running events with Ontraport
64%
showup rate for online summits, far exceeding industry standards
Use case

Event management

Learn how to create, market and track seamless event experiences.
settings
Ontraport’s customers see these results
200+
hours of manual work saved each week
15x
member growth since running events with Ontraport
64%
showup rate for online summits, far exceeding industry standards

Why host events as part of your business strategy?

Whether live or virtual, one-on-one or at scale, events are one of the most effective ways to connect with your audience. They create opportunities to build trust, demonstrate expertise, generate leads and strengthen customer relationships in a way that’s hard to replicate.
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From community-building meetups to virtual webinars or multi-day conferences, events help you engage more deeply with the people who matter to your company.

Why are more teams moving toward all-in-one event management platforms?

Planning the event itself is just one piece of the puzzle. Managing registrations, taking payments, sending reminders, tracking attendance, and collecting feedback afterward all require coordination — and if your tools aren’t connected, things fall through the cracks.

That’s why more teams are turning to all-in-one platforms. When your event workflows are built into your broader marketing and CRM system, you can:
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  • Ensure each registrant receives the correct communication and experience, even with inevitable changes such as cancelations or adjusting their ticket level
  • Automate confirmation emails, reminders and follow-ups
  • Offer a consistent event experience across locations or instances
  • Eliminate manual data entry and provide your team with easy event dashboards
  • Organize and manage speakers, sponsors and vendors 
  • Manage payments for events, including various ticket levels or discounts
  • Market your events with dynamic web pages that are easy to create and update
  • Manage in-person and online logistics without jumping between platforms
  • Customize your event workflows and experience from start to finish
  • Track attendance rates and engagement in real time
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It’s a smarter, more scalable way to run events that drive results — not just RSVPs.

How does a connected platform improve the attendee experience?

Attendees expect a smooth, personalized experience, from the moment they register to the follow-up that comes after the event ends.

With an all-in-one platform, you can customize confirmation pages, send targeted pre-event content, deliver timely reminders based on timezone or role, and follow up with personalized offers or surveys. You can even tailor the experience based on who’s attending — whether they’re a speaker, sponsor, VIP or first-time guest.

And because every action is tied to your CRM, you’ll gain insights that help you improve future events and deepen relationships with your audience over time.
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Why use Ontraport?

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Building and running your event management system with other platforms
You’ll need to:
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Integrate an event database software, registration platform, payment processor, email marketing tool and more to run the full scope of your events
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Struggle to follow up with event registrants at the right times, leading to lower attendance rates
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Face challenges coordinating registrants, speakers and vendors, with no unified system to manage communications and logistics across all parties involved in your event
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Deal with limited customization options that make it hard to tailor events to your your brand and attendee needs
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Manually piece together your branding across the different tools used in your event journey
Building and running your event management system with Ontraport
You’ll have:
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An all-in-one event platform that handles everything — no integrations needed
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Automated follow-ups that ensure every registrant receives timely reminders to boost attendance
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Easily manage all event participants — from registrants and speakers to vendors — in one system, keeping communications and logistics seamlessly coordinated across the board
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Unlimited customization options so you can tailor every event to your unique needs
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Consistent branding throughout the event journey, with everything connected in one platform

Promoting and running your events

What it really takes to launch — with and without Ontraport
Without Ontraport’s all-in-one platform
Platforms like GoTo Webinar, WebinarJam, Demio and Eventbrite
  1. Set up your event in the platform

  2. Customize the registration page and email messages

  3. Connect your platform to a CRM to capture registrant data

  4. Move attendee and no-show data into your CRM after the event

  5. Manually segment attendees and no-shows for post-event messaging

  6. Send targeted follow-ups using a separate email platform

  7. Create and send a survey using another tool

  8. Publish
With Ontraport’s all-in-one platform
Using the prebuilt Virtual events app
  1. Toggle on the Virtual Events app in Ontraport

  2. Use the setup wizard to customize your registration, reminders and follow-ups

  3. Publish
Manage your events the smarter way
Manage, promote and track your events — without juggling multiple tools. It’s all possible with Ontraport.
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Try for free

6 ways to personalize your virtual events with Ontraport

With Ontraport, your events live inside the same platform as your CRM — so every invite, reminder, and follow-up can be tailored to each contact’s behavior, history and preferences.
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Send event invites based on contact data

Promote the right events to the right people by segmenting your list by interest, location, lifecycle stage, or any custom field in your CRM.
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Pre-fill registration forms with contact info

Make it easy for invitees to sign up by auto-filling forms with their existing details — no extra typing or duplicate records.
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Send different reminders based on contact details

Use automation to deliver the right messages to VIPs, speakers or guests — all based on tags or custom fields in your CRM.
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Trigger automation based on attendance

Automatically follow up with attendees, re-engage no-shows, or assign tasks to your team — all based on real-time event participation data.
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Show personalized follow-up pages and content

Use dynamic pages and email links to share tailored recaps, thank-you messages, or next steps based on the event each contact attended.
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Track engagement across every event

See which contacts registered, attended, or skipped — and view their full history right inside their CRM record for smarter follow-up.
“Proud of what I've been able to accomplish with this system in Ontraport — featuring beautiful multimedia storytelling, full event admin management, registration, communication, etc… Huge thanks to everyone at Ontraport that makes building meaningful systems possible.”
Adam Schneider

Manage every aspect of your events with one platform

Centralized data for all your events

With other tools, your event data is often scattered across disconnected systems. Ontraport brings everything together in one centralized CRM — from attendee, speaker, and vendor details to registration status and marketing performance. That means you can manage, track, and optimize every piece of your event in real time, without manual workloads and errors.
A screenshot of a contact record in the Ontraport app A screenshot of a contact record in the Ontraport app

Data-driven automation at every stage

Most platforms can't automate advanced communications because they don’t have access to your full contact and event data. Ontraport removes that barrier. You can automate perfectly timed reminders, offer messages, and personalized post-event follow-ups via email and SMS — all based on who registered, who showed up, and what they did next. Even no-shows can get a “We missed you” message, keeping them engaged for future events.
A screenshot of a contact record in the Ontraport app A screenshot of a contact record in the Ontraport app

Custom workflows for even the most complex events

Off-the-shelf event tools can’t always support your unique event needs — especially if you offer discount vouchers, run events across different territories, or manage multiple ticket tiers and partner teams. With Ontraport, you can build out fully customized workflows using features like custom objects, dynamic content, and advanced automation. Whether you're managing one event or an entire series across teams and time zones, you’ll have a system that keeps everything organized and running smoothly — all in one place.
A screenshot of a contact record in the Ontraport app A screenshot of a contact record in the Ontraport app

Manage every aspect of your events with one platform

Centralized data for all your events

With other tools, your event data is often scattered across disconnected systems. Ontraport brings everything together in one centralized CRM — from attendee, speaker, and vendor details to registration status and marketing performance. That means you can manage, track, and optimize every piece of your event in real time, without manual workloads and errors.
A screenshot of a contact record in the Ontraport app A screenshot of a contact record in the Ontraport app

Data-driven automation at every stage

Most platforms can't automate advanced communications because they don’t have access to your full contact and event data. Ontraport removes that barrier. You can automate perfectly timed reminders, offer messages, and personalized post-event follow-ups via email and SMS — all based on who registered, who showed up, and what they did next. Even no-shows can get a “We missed you” message, keeping them engaged for future events.
A screenshot of a contact record in the Ontraport app A screenshot of a contact record in the Ontraport app

Custom workflows for even the most complex events

Off-the-shelf event tools can’t always support your unique event needs — especially if you offer discount vouchers, run events across different territories, or manage multiple ticket tiers and partner teams. With Ontraport, you can build out fully customized workflows using features like custom objects, dynamic content, and advanced automation. Whether you're managing one event or an entire series across teams and time zones, you’ll have a system that keeps everything organized and running smoothly — all in one place.
A screenshot of a contact record in the Ontraport app A screenshot of a contact record in the Ontraport app

See Ontraport-built event management systems in action

Case study: Property Development Network
See how this events-based networking organization has streamlined event operations with Ontraport.
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Read more
Ontraport-built event system
See how Unity Minneapolis built a system that allows visitors to browse and register for upcoming events.
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Read more
Event registration platform built in Ontraport
Check out this custom events and registration management system built by an Ontraport user to get inspired.
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Read more

See Ontraport-built event management systems in action

Case study: Property Development Network
See how this events-based networking organization has streamlined event operations with Ontraport.
arrow_forward
Read more
Ontraport-built event system
See how Unity Minneapolis built a system that allows visitors to browse and register for upcoming events.
arrow_forward
Read more
Event registration platform built in Ontraport
Check out this custom events and registration management system built by an Ontraport user to get inspired.
arrow_forward
Read more
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Manage your events the smarter way

With Ontraport, event management is ✅ faster, ✅ easier and ✅ fully customizable. Ready to get started?
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Try for free

Want to make leveling up your event management even easier?

We’ve put together apps that make getting started a breeze. Just start your trial, toggle on the apps you want in the App Marketplace, customize and launch.

Get started for free

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