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Manage the Action List in EventCX
PRESENTERS The Action List is frequently named by EventCX users as one of their favorite features. Used effectively, it becomes the heartbeat of your operation, helping you make sure that every single thing required for a successful event is done on ...
Copy Templates
You can copy Library Templates from one speaker to another as long as your username has SPKR or ADMN privlegies and is attached to those two (or more) speaker accounts. This functions replaces all templates with those of the chosen speaker. Login to ...
Improve Your Look with Copywriting Services
Most of us have heard the phrase “Content is King.” Well, it’s true! Prospective clients often make a decision about you simply by reading your bio and topics. Based on the written word alone, they may make this decision before picking up the phone ...
Pre-Event Questionnaire in the Client Portal
The Client Portal can directly collect from your customer most of the data that matches up with a field in EventCX, including any of your ``custom fields``. But there may be data you'd like to collect that doesn't fit into any of the fields of ...
Working With Lead Events in EventCX
PRESENTERS EventCX automates the process of taking your engagements from hold to sold and beyond. It can also help out with events you're trying to get, which we refer to as lead events. An important note: EventCX is an event manager, not a customer ...