Lawmatics has all the tools you need to manage your major events such as webinars, luncheons, networking events, etc. Our event management feature differs from appointments in that an appointment is booked with just one matter or contact, whereas an event can have anywhere from one to thousands of registrants.
Set up custom event types in Settings (webinars, luncheons, parties, etc.), then easily create an event and start promoting it and collecting registrants. We’ve added a setting for built-in confirmation and reminder emails, but you’ll also find a new entry condition in Automations to trigger a custom workflow when someone registers for your event.
**Note: The event management feature is available for our Pro Tier users and above**
To begin using Lawmatics for event management, begin by going to your settings page, and then select Appointments/Events from the left sidebar. Your first step is to set up your event types. Create an event type for each various kind of event your firm may host. You can always add more or edit these as needed.
You will then scroll down on the page to set up an event confirmation email and/or text message for your event types. Note that you have the opportunity to create a unique confirmation template for each event type, or create a template to be applied to multiple different event types.
Note that you can select event fields to build into your email template, such as the event description, start time, and address.
Similarly, you will also set up custom event reminders here on this settings page. Just like with your confirmations, you can create unique reminders for different event types, or use the same reminders for multiple typesl
Creating a New Event
Now that you have your settings squared away, it's time to create a new event. Hover your mouse on the CRM tab in the top left, and then select Event Management from the drop down menu. Here you can easily view all events that have already been created, along with their registrants. Click the Add Event button to get started, you will then see the options as shown below.
Fill in all of the event information accordingly, including your event link and/or the physical address.
Here on the Event Management page you can also make edits to existing events, as well as view and manually add registrants. Next we'll look at other ways to register contacts for your events.
Most commonly, you will be promoting your events and collecting registrant with a Custom Form. Create a custom form and include any fields that you want to collect from your registrants. Then click on the Advanced section on the left sidebar, and drag over the Event Registration field.
To make further selections, click on the event registration field that you have added onto your form, and you will then see the menu on the right side of your screen as shown below.
Create a label for the registration field, and then select which event(s) you would like to offer registration for. Note that if you select multiple events for your form then people will be able to register for both/all events right from that single form.
In addition to using a form to collect registrants for an event, you can also manually add registrants by going to the event management page, and then click on the event.
You've already seen how to create your event confirmations and reminders in settings, but for any other actions you wish to automate you can use our "Registered for Event" automation trigger. Simply create the automation, select this trigger, and then select which event type should trigger this automation.
Notice that in the example above I have opted to "Select All Events" for this particular event type. This means that when someone registers for any event within that Type, this automation will trigger.
Alternatively, you can turn off the Select All Events option and instead choose a particular event (or events).
Once you have selected the entry conditions accordingly, you can then add any other automation action items such as emails, tasks, etc.
You're all set to start using Event Management in Lawmatics!