The Eventective Inbox is a powerful tool for building your business. We put together the following tips and tricks to help make pursuing new clients easier and more efficient.


Create Templates

Respond quickly and consistently with custom templates including any pre-determined details you choose.  Create and edit templates by navigating to Settings > Response Templates. Select a template to edit or create a new template here. You can also toggle to Auto Response to edit your ‘Not Available’ response template.

Edit your message and attach pertinent information like your rate sheet or sample menus and you are prepared to connect with clients fast. Remember to use Template Variables (merge fields) to personalize your message even more!

When used with the Availability Calendar, you can enable automatic response templates for dates marked as Not Available on your Eventective calendar.

You can also add up to five attachments to your Templates. Include rate sheets, contract terms, sample menus, or any file that will help close the deal – add multiple attachments at once to any message or template.


Search Your Inbox

The Inbox and Lead Market feature a powerful Search Tool to find leads in any folder. Search by Name, Email, Event Date or Lead ID. You can also use Filters to focus on Referrals, Leads, Stages, Event Types, Unread Messages Only, or Flagged Messages Only.

For example, if you are interested in filling a specific date, use the search box to find events planned on that day. Enter the date in almost any format, select the search button and you will see all the events in your area planned for that date, even ones you may have already archived.


Organize Your Inbox

Clean up your Inbox to stay on top of your event communications. Here are a few key ways:

  • Sort by Referrals or Leads: Filter by Referrals to prioritize your direct event requests and show Leads to respond to potential event business opportunities.    
  • Filter by event type: Want to focus on weddings, or maybe just corporate events? Use filters to sort by your preferred event type.   
  • Organize by stage: View event requests you want to prioritize, including those that are unread, open, or booked.  

You can also flag important requests, or move requests to Lost or Deleted.


Add a Referral

Use the Add a Referral link from the menu to track business from other sources within Eventective by navigating to your Inbox and selecting the plus + icon. Fill in the necessary details and click Save. Many of our users find the Inbox to be so helpful that they import business leads from external sources.


Sales Process Tool

The Inbox has the potential to be a comprehensive business tracking tool.  By using the features of the Inbox to record your sales activities, you create an auditable history of your sales process.

The following interactions are recorded in the Inbox:

  • Lead purchases
  • Messages and attachments sent to clients
  • Client activities and message responses
  • External communications like phone calls and emails
  • Tasks associated with the event
  • Free-form Notes

Savvy event professionals use the Inbox and Templates to improve their sales process. By logging your closed business as Booked and missed opportunities as Lost, you can use the Inbox to determine which sales techniques are most effective for you. Over time, you may be able to identify patterns in the wins and take lessons from the losses that can drive future success.

Eventective wishes you success in earning new business. If you have any feedback regarding these tools, or any part of our website, please contact us.

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