Marketing Event Management System

The Marketing Event Management System is a comprehensive, no-code solution built on SharePoint and powered by Infowise Ultimate Forms, designed to simplify the full event lifecycle — from campaign planning and budgeting to attendee tracking and post-event feedback collection. This template helps marketing teams plan and execute successful events with structured workflows, real-time data, and smart automation.

Key Features Include:​

• Centralized Event Management: Manage all events in one place, with key details like dates, type, campaign, manager, and budget accessible at a glance.
• Attendee Tracking via Associated Items: Register and manage attendees directly within the event form using Ultimate Forms: Associated Items, with automatic email confirmations and attendance updates.
• Budget & Expense Tracking: Record planned and actual costs inline with totals automatically calculated.
• Feedback Collection through Rating Scale: Gather participant satisfaction data with a built-in feedback form and rating scale for multiple evaluation criteria.
• Automated Workflows: Use Ultimate Forms: Actions to auto-update event status.
• Visual Dashboards with Tabs: Organize information by tabs—Overview, Attendees, Budget & Expenses, Feedback —for a clear and user-friendly interface.
• Role-Based Permissions: Secure sensitive data such as budget and feedback by restricting access based on user roles via Ultimate Forms: Permissions.

How It Works:​

1. Create a New Event: A marketing manager adds a new event with key details such as campaign, type, budget, and dates.
2. Add Attendees and Expenses Inline: Team members register attendees and record expenses directly from the same event form.
3. Automated Updates: Associated items summary automatically calculate attendance numbers, total expenses, and budget variance.
4. Collect Feedback Post-Event: Participants receive automatic thank-you and feedback request emails with a built-in rating form.

Why Choose This Template?

The Marketing Event Management System replaces scattered spreadsheets and manual coordination with a centralized, automated, and fully trackable solution. It empowers marketing teams to focus on event quality and audience engagement while the system handles data entry, calculations, and notifications.

With Infowise Ultimate Forms, every part of the workflow—from budgeting to attendee management—is visual, automated, and fully customizable to your organization’s marketing processes.