How to Plan an Event with Nimble

How to Plan an Event with Nimble

For anybody who has planned a large event, such as a party, fundraiser, or conference, the task can be truly daunting. There are so many moving parts to the process that it can be hard to keep track of everything that needs to be done. Why not let your CRM help you out? In addition to managing your contacts and engaging in sales and marketing, many of Nimble’s features can be used as assistance in planning any event!

Contacts Tab

Who would you like to invite to your event? If these people are not already in your Nimble contacts, create (or make sure that you’ve updated) a CSV file with the contacts’ names and information. Then, use our CSV Import Wizard to import them to Nimble! Always be sure to add a tag when importing contacts to Nimble, so you can find them easily later.

From the Contacts tab, you can use our Smart Segmentation feature to create a targeted list of only the contacts you wish to attend your event. For example, if you want to invite contacts that you have reached out to in the last 6 months who have an email address, you could build your segment like so:

Screen Shot 2017-04-04 at 12.39.10 PM

Simply save the segment to Nimble, and you’ll have easy access to those contacts when it comes time to invite them to your event!

Group Messaging

Nimble’s Group Messaging and other email features can help you to create a template for your invitation that will look personalized to each recipient, and enable you to track who has opened and clicked in your message, when, and how many times! I recommend including a link to an e-invitation, through a service such as Eventbrite (their services are free if you do not charge for your “tickets”).

When you are ready to send out your invitations, select all contacts in the segment and click “Send Group Message” towards the top of the list. Select the invitation template you created, and click “Send to List”.

Screen Shot 2017-04-04 at 12.40.59 PM

After your group message has been sent, you will be able to watch the tracking results come in, and follow up with your interested contacts based on who has opened and clicked in your message. You can even use Group Messaging to send a thank-you note after the event has finished!

Screen Shot 2017-04-04 at 12.41.58 PM

Activities Tab

Throughout the planning process for your event, utilize Nimble’s Tasks feature to remind yourself of next steps! You can even apply a tags to your tasks, to keep them separate from your other daily to-do’s.

Screen Shot 2017-04-04 at 12.42.50 PM

Meet with a vendor or otherwise complete a step away from your computer? The Nimble mobile app (available for Android and iPhone) enables you to check off those tasks on the go!

Screen Shot 2017-04-04 at 12.43.41 PM

Deals Tab

The Deals pipeline can provide a visual guide to where you are in your event plans! Simply click “Customize Stages” towards the top left section of the page to add new stages to your pipeline reflecting each step you will need to take. Then, you can create a “Deal” for the event and drag-and-drop it through each stage until you reach the finish line.

Screen Shot 2017-04-04 at 12.44.47 PM

Signals Tab

Don’t forget to engage in social listening amidst your planning for the big day! Twitter can be an excellent platform for this, and Nimble’s Signals tab enables you to do this without leaving your CRM.

Create a hashtag for your event, and start tweeting to gather interest! Within Nimble, you can click “Status Update” from the Signals tab to either post a tweet immediately, or schedule it for later. You might also include the hashtag in your invitation, so your guests can tweet about it as well. To track who is talking about your event, search for the hashtag (and any other related keywords) in Nimble’s Signal’s tab, and then click “save search” so you can access it any time.

Here’s an example from the recent SXSW Conference:

Screen Shot 2017-04-04 at 2.28.05 PM

Nimble is a highly flexible CRM system that can help you manage any workflow, and utilizing any or all of the features above will enable you to easily and successfully own an event from start to finish!

If you have any questions about how Nimble can be used in your daily workflow, please feel free to reach out to our Care Team at care@nimble.com!

10 Comments

  1. Nimbe is really a highly flexible CRM system which can help us to manage our workflow. and its great that through nimble we can plan an event. When I plan an event so the most difficult and annoying work is to invite guests one by one. But through nimble we can just invite all the friends very easily so its also a positive point. Now whenever I’m going to plan an even I would prefer to invite my Coursework help members, colleagues, friends etc through nimble.

  2. Hi Coursework Help Team, thanks so much for sharing your feedback! We’re glad to hear that this blog post opened up another workflow that your team can make use of within Nimble. :)

    If you have any questions, please feel free to reach out to us at care@nimble.com!

  3. Our writers are proficient to provide assignment to the needy students at discounted price and also help in submitting assignment before deadline. Achieve higher grades in college with the assignment help of our excellent writers in limited time.

  4. Hurry up! IrelandAssignmentHelp.com is offering 20% discount on assignment help. Save your money with our best writers and get discounted assignment help at anytime with higher grades.

  5. Nimbe is truly an exceedingly adaptable CRM framework which can help us to deal with our work process. what’s more, its extraordinary that through agile we can design an occasion. When I design an occasion so the most troublesome and irritating work is to welcome visitors one by one. Be that as it may, through deft we can simply welcome every one of the companions effectively so its additionally a positive point.

  6. That’s absolutely correct because sometimes arranging an event is not that easy as it seems, so I would prefer to leave this to event organizers who professional in this. Buy Online Essay

  7. Hi Coursework Help Team, thanks so much for sharing your feedback! We’re glad to hear that this blog post opened up another workflow that your team can make use of within Nimble. five nights at freddy’s

  8. Thank You So Much For providing the important information. i am roose aana, SEO Expert in complete my assignment services. there all of your information is very useful to me or biggners. i am providing Online Assignment Help Services in Australia, Singapore .

  9. hermilie johnson says:

    Nice post

  10. Hey, Dear Nice Post, I am very happy to read your article. Nice Information and useful to me, thank you very much. Now I am also reading an interesting topic Mercury retrograde 2017. if you want to read about the planets positions, please read mpanchang.com

Leave a Reply

Your email address will not be published. Required fields are marked *