This video will show you the recommended configuration of the "create record" menus for the hapily event and hapily session objects. A crucial task to get started with event•hapily.
When you are creating hapily event or hapily session objects manually in the HubSpot CRM UI, you want to make sure that you have all the right property input options at your fingertips. This video will walk you through a recommended configuration of the create record menus for these objects. Feel free to take a different approach depending on your unique setup or additional custom properties you might add to the event and session objects.
This set up video shows the objects & properties for event•hapily 2.0 however the same best practices and processes are relevant for event•hapily 1.0 users. Just keep in mind you will see some different default properties.
Video Length ~17min
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