Learn what each event·hapily object does within your HubSpot account!
Our event·hapily app will work wonders for event management in your HubSpot CRM. One of the ways it accomplishes this is by adding a handful of custom object records to your account:
- hapily events
- hapily sessions
- hapily registrants
- hapily speakers
- hapily sponsors
Whether you’re thinking of installing the app or have already committed, you’ve come to the right place! I’ll give you the rundown of what each of these objects are for.
hapily events
Think of a hapily event as the overarching record for all information regarding your Event (i.e. A webinar). It includes information like Start and End dates and will be associated to any hapily session, registrant, speaker, or sponsor records created for it. If you need to find info about your Event, this is the place to start!
hapily sessions
Your hapily sessions are the individual activities that take place over the course of an Event.
Let’s say you’re hosting a webinar in five parts over the course of five days. The webinar as a whole would be the hapily event object while each day could be added to that Event as hapily sessions (i.e. Day 1, Day, 2, etc).
hapily sessions are similar to hapily events in that they hold information such as start and end times via their properties! But remember: These properties are unique to each Session.
You can create as many Sessions for a given Event as you need! Just keep in mind, each Session will have only one associated hapily event.
hapily registrants
A hapily registrant is an instance where one of your HubSpot Contacts becomes registered for a hapily event. Each Contact will have an individual Registrant record for each Event he or she is registered to.
A Registrant record will associate to its Contact. This process is how event·hapily registers Contacts for each Event! It will also associate to the appropriate hapily sessions within the Event.
NOTE: The First Name, Last Name, and Email properties are required on the Contact record for a hapily registrant record to be created!
hapily speakers
A hapily speaker is an instance where one of your HubSpot Contacts becomes a speaker for a hapily event. Each Contact will have an individual Speaker record for each Event he or she is speaking for (Same as a Registrant record).
Each Speaker will associate to its respective Contact, Event, and Session(s).
hapily sponsors
hapily sponsors can be super helpful in getting an event up and running! That’s why you’ll want to keep track of who is sponsoring what. A hapily sponsor is an instance where one of your HubSpot Companies becomes a sponsor for a Session.
Each Company will have an individual Sponsor record for each Session it’s sponsoring (Is there an echo in here?). Every Sponsor record will associate to its respective Company, Event, and Session(s).
Still have questions? Email us at care@hapily.com!