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5 Event Marketing Best Practices To Implement For Your Next Campaign

Event marketers face unique challenges. They need to create memorable, unique, and meaningful experiences that align with their brand and connect with their audience all the while staying within budget, building relationships, and generating leads. It is not an easy task. At Dreamforce 2023, The Home for Marketers hosted a panel of marketing leaders to share their recommended event marketing best practices to ensure success!

Dreamforce 2023 Event Marketers Panel – Out of The Home for Marketers Vault

On this panel was Belinda Joseph, Head of Events & Community at Goldcast, Porter Sproul, Campaign Strategist at PFL, and Sarah Kloth, VP of Marketing at Sercante.

Here are the event marketing best practices they shared.

Best Practice #1 – Align Your Event to The Appropriate Stages of the Funnel

When you create an event, Belinda Joseph advised to think about where your event best aligns with the funnel. If you are creating an event that reaches prospects and customers at different stages of their journey, then think through what you will do at your event to meet them where they’re at and make the experience relevant to them. 

For example, an executive dinner could be considered to align with a late stage in the funnel after prospects already know who you are and the solutions you provide. They may have already spoken to someone from sales and the event could be a way to engage prospects at accounts that are in early opportunity stages.

Best Practice #2 – Define What Success Looks Like Across Departments

As you create your next event campaign don’t just think of the goals that the marketing team is working to accomplish, shared Porter Sproul, but consider how you can align with sales, service, and leadership. How can your event serve their business goals? What does each department need for your event campaign to be considered as a win for the business as a whole?

Best Practice #3 – Think About How Your Brand Will Be Represented At Your Event

Sarah Kloth emphasized that your brand is one of the most important focuses of event marketing. “Know who are you, what you do, and the environment that you create.” People will attend your event and will walk away with a certain feeling. That feeling will either bring them closer to your brand or repulse them. How do you want your brand to be remembered? 

“Reputation is everything.” added Porter Sproul. You need to have your event and the environment you create align with your brand, but you also need to be different. The panel shared that nowadays people are more selective with how they are spending their time and they will most likely always engage in what’s most convenient. How will you create an experience that will want to make your audience go out of their way to attend?

Creating an Executive Experience

Porter shared how he once experienced that creating an event that was very exclusive gained great traction. His team was planning an executive dinner adjacent to a conference that was going on, but they wanted to be different. Several other companies attending the conference were also hosting executive dinners. How could they create an experience that would make their audience want to choose theirs over the others?

They elected to do an evening dinner cruise on a boat that would only fit a small number of people. His team targeted their top prospects and soon after promotion started, all the spots for the dinner were filled. After the event, they received feedback from other prospects that missed it saying how the event sounded amazing and how they would love to be a part of it next year. Many times people want what they can’t have. The more you make an experience feel special, one-of-kind, and exclusive, the more people will be curious about it and want to seek it out.

Remembering your Personas

When planning your event and how it aligns to your brand, remember to take into account your personas. Belinda Joseph describes that for every event that Goldcast puts on, she and her team map out, “what do we want each persona to think, feel, and do from this event?” How can your event evoke action and progress your audience further down the funnel?

Best Practice #4 – Tap Into The Network Around You For Promotion

It takes a village to promote an event. Your company and your marketing team will be doing their own promotional plan, but when you have the speaker of the event, your customers, or your followers also promoting the event then you will expand your reach and the invitation will hold more weight.

Which is why our fourth event marketing best practice revolves around tapping into the network around you for promotion.

People are more likely to make a purchase when it was recommended to them by a friend. How much more likely do you think they’ll want to attend your event if your audience sees a peer of theirs sharing about it? 

Getting Help from the Community

To help build awareness about The Home for Marketers, we put together a video series interviewing different Marketing Champions and asking them to share about their previous Dreamforce experiences, including how they would describe The Home for Marketers and advice for first-time Dreamforce attendees.

The Road to the Home for Marketers series not only highlighted different champions in the space that give so much to the community, but it also provided valuable and helpful content for marketers that would be going to the conference for the first-time. In turn, they also got to hear about the Home for Marketers and listen to a peer of theirs describe it to them and hear about their positive experience there.

If you are putting on an event that happens every year, consider how you can highlight people that attended in previous years and have them share their positive experience with your intended audience. 

Ask Speakers to Promote

If your event includes a speaking session, collaborate with your speakers on promotion. Belinda Joseph shared how her team will provide a promotional kit to their speakers, making it easy to post about the event on social media and get the word out about the campaign to their networks. What can you do to help make it as seamless as possible for your speakers to promote the event?

  • Is it pre-written social posts that they can copy and paste?
  • Is there imagery that you can provide to enhance their posts?
  • Is it a video that you record with them?
  • Is it examples of previous promotions that other speakers have done in the past?

Remember, your speakers and even your sponsors for your event all want to drive registration and attendance, so for this campaign, you are all on the same team. How can you enable your team to promote this event successfully?

Best Practice #5 – Create an event that is special, creative, and gives!

This may seem challenging for brands that are in a more serious industry, but as Sarah Kloth reminded us on the panel, “We all want to be taken seriously in business, but at the end of the day we all go home and watch the same shows.” Meaning that your business executives are still people too just like you. How can you tap into the more personal side of your brand to build connections with your audience that are special?

Using Tangible Marketing

During Dreamforce Porter Sproul and the rest of the PFL team had a pink mailbox with a light-up sign that said “Send a Smile.” They had postcards and stamps that event attendees could use to send to their friends and family from the conference. Event attendees filled out the postcard and then placed them in the pink mailbox for the PFL team to send out.

One, when was the last time you sent a note with a pen and paper to someone and snail mailed it to them that was not a wedding invitation? Two, when was the last time you received a hand-written note in your mailbox that was sent “just because”?


PFL created an experience that EVERYONE could relate to. They prompted attendees to think of their loved ones and connect with them in a less common form of communication that is tangible and memorable. 

Building Meaningful Experiences

As another example, Belinda Joseph shared about an internal event that the Goldcast team put on. It was their Sales Kick-off and it was during the time when team members were still isolated because of COVID. Prior to the event, they reached out to employees and asked them to record a video of themselves answering a few questions about what challenges they had been dealing with this past year and what they are thinking about and looking forward to in the year to come.

Their team took these responses and produced it into a 10-minute video that the team all watched together during their sales kick-off. “It was emotional.” Belinda recalled.

“We realized we were not alone in the struggles we were facing because our team members were facing similar challenges.” It created empathy among the team as they all got to hear where each person was coming from, strengthening their culture and bringing them closer together as a team just as they were about to kick-off their new fiscal year. Talk about a memorable experience that evoked an action.

When creating an event, consider how you can build a meaningful experience that will connect with your audience on a deeper level. 

Event Marketing Best Practices to Remember

Think about where your event aligns to your funnel, is it an early-, mid-, or late-stage engagement? If you will have multiple stages represented how will you interact with attendees meeting your brand for the first time versus people who have already engaged several times with you?

Align your event goals to what the other departments will consider a win. Sarah Kloth often challenges the Sercante marketing team to “define what success looks like first.”

Last, but certainly not least, remember that how your brand is represented and the feeling and environment you create for your attendees is everything. Brainstorm with your team about how you can create an experience that is special, giving, and unique.

For more event marketing best practices, connect with Belinda, Porter, and Sarah on LinkedIn!

Original article: 5 Event Marketing Best Practices To Implement For Your Next Campaign

©2023 The Spot. All Rights Reserved.

The post 5 Event Marketing Best Practices To Implement For Your Next Campaign appeared first on The Spot.

By |2023-09-20T20:26:25+00:00September 20th, 2023|Categories: Events, Pro Tips, revive, Strategy|

Find Sercante at These Dreamforce ‘23 Sessions and Events

We are less than a month away from the tech conference unlike any other where trailblazers will “experience the magic of AI + Data + CRM!” There will be 1500+ sessions to choose from for Dreamforce 2023 and 75+ AI thought leaders jam packed into 3 days. 

Whether you are attending virtually or in person, it can be overwhelming to sort through all the options as you make your schedule. To help make it a little easier, we have highlighted a few sessions and events where you can find Sercante at Dreamforce to build the ultimate Dreamforce 2023 agenda!

Join us in person at any of the events listed in this blog post. Or sign up here for any of the Sercante-hosted Dreamforce events listed in this post. Also, keep watching this space when we announce details for our virtual Dreamforce networking party, which we’re hosting along with community friends during Dreamforce (Sept. 12-14).

Dreamforce ‘23 Sessions Featuring Sercante Experts

As you create your agenda this year, Salesforce MVP, Marketing Champion, and Golden Hoodie recipient, Ben LaMothe, encourages marketers to consider sessions that are outside of their typical concentration. 

An example of that this year is all of the AI and Data Cloud sessions there will be. With all the features coming out, marketers should continue to explore new ways they can leverage them for their daily operations to make processes more efficient, solve challenges, and reach new heights.

With this in mind, here are the sessions to have on your radar to find Sercante at Dreamforce ‘23.

Leverage AI Across the Salesforce Platform

Tuesday, Sep 12 l 12:30 – 12:50 PM PDT

This session is relevant for all trailblazers across all levels and product focus. From core to marketing, the experts are going to share how AI can help make all users more impactful in their day-to-day roles.

Role: All trailblazers
Industry: All
Product: All
Session Type: Campfire
Room Location Details: Einstein Community Campfire


Marcos Duran
Marketing Operations Manager, Sercante

Marketing Cloud Release Highlights

Tuesday, Sep 12 l 1:00 pm PDT
Thursday, Sep 14 l 9:00 am PDT

Salesforce announced Marketing GPT earlier this year at Connections. Now, you can attend this session to understand how the latest features can help you and your team save time with AI, understand your data, and leverage it in your customer journeys.

Role: Marketing, Sales
Product: Marketing Cloud
Session Type: Theater
Session Level: Intermediate
Room Location Details: Moscone West, Level 2


Heather Rinke
Salesforce Product Director, Sercante

Whitni Freeman
Lead Solution Engineer, Salesforce

Ruth Bolster
Product Marketing Manager, Salesforce

How Marketers Can Create Their Own Tribe at Dreamforce (And Beyond!)

Tuesday, Sep 12 l 4:30 – 5:00 pm PDT

Role: Marketing
Room Location Details: Community Networking Area

This is a session for ALL marketers! Attendees will get to share insights with their fellow marketing trailblazers, exchange war stories, and build deeper connections within the community that will lead to success.


Marcos Duran, Marketing Operations Manager, Sercante

5 Tips for Getting Started with Data Cloud


Wednesday, Sep 13 l 12:30 – 12:50 pm PDT
Thursday, Sep 14 l 12:00 – 12:20 pm PDT

Role: Marketing, Sales
Product: Marketing Cloud
Session Type: Theater
Session Level: Intermediate
Room Location Details: Data Cloud Theater (Moscone West, Level 2)

Are you wondering if Data Cloud is right for you or has your team discussed implementing Data Cloud and you are searching for the best path forward? Then this session is perfect for you. Experts will discuss five realistic tips and takeaways that you and your team can use for implementing Data Cloud successfully. Covering the use cases, data ingestion, modeling, harmonization, and more, this session will help you kickstart your Data Cloud journey and advance with some best practices.


Adam Erstelle 
VP of Technology, Sercante

Joyce Avila
Program Lead, Data Cloud, Sercante

Arvind Raman
Director, Partner Delivery Success (Data Cloud)

Dreamforce Agenda Building – Words of Wisdom from Marketing Champions 

As you are building the ultimate Dreamforce 2023 agenda, a piece of advice to keep in mind as you plan your schedule is to not overload yourself. Marketing Champions on the Road to the Home for Marketers series shared:

“Don’t overdo your schedule. Give yourself time in between sessions to absorb all the information.” – Shonica Mitchell, Global Marketing Automation & Community Manager at BrightDrop

“Don’t pack your schedule with 30 things. Pick your top sessions and leave room for the magic to happen.” – Jaime López

“Plan for the transition time in between sessions. It could take you almost 20 minutes to get from one session to the next. Also plan backups just in case.” – Pato Sapir

Therefore, make sure you have your goals set, so you know what you want to accomplish at Dreamforce this year and then prioritize the sessions you want to attend based on your goals, but still leave room for transition periods and spontaneous connections.

Sercante Dreamforce ‘23 Events (Just outside of the conference)

On Ben LaMothe’s Road to the Home for Marketers Interview he shared that he wished he would have attended more off-site events at a previous Dreamforce conference. He exclaimed, “There is so much going on outside of Dreamforce proper.” 

While the unforgettable tech conference is THE MAIN focus, the streets surrounding the Moscone Center will be filled with events, meetups, panels, roundtables, and festivities where trailblazers can enjoy more intimate spaces to network, form deeper connections, refuel, recharge, and advance their skills.

Here are just a few of the many events happening where you can find Sercante at Dreamforce ‘23:

Sercante Presents: The Home for Marketers

Where: Pink Elephant Alibi l 142 Minna Street, San Francisco, CA 94105
When: Sep 12 – 14
Register Here

In collaboration with Stensul, Print For Less, Gridmate, Appinium, Goldcast, and The Spot, Sercante hosts The Home for Marketers, where marketers meet at Dreamforce. Located just around the corner from the Moscone Center, it’s the spot to create deeper connections away from the crowd, network and meet someone new or see a familiar face and reunite with friends. The team is hosting electric events and meetups all week designed specifically for marketers and all trailblazers alike!

As Kelli Meador, Senior Manager Marketing Operations at Grammarly said in her Road to the Home for Marketers interview, “It was the in-person connections with the other marketers that really made it be The Home for Marketers. All marketers are welcome.”

The Home for Marketers also has you covered with learning opportunities and solutioning sessions. You can sign up for a time slot at the Genius Bar and receive recommendations and best practices from Sercante experts. Located in the Learning Lodge, attendees can also discover the latest in marketing technology solutions to advance their operations and achieve their goals.

In addition to the invaluable connections and great learning opportunities, the Home for Marketers will also have complimentary food and beverages to keep you fueled and a lounge where you can recharge and either rest or have some fun!

Marketer’s Welcome Bash

Where: Pink Elephant Alibi l 142 Minna Street, San Francisco, CA 94105
When: Monday Sep 11 | 6:00 – 9:00 pm PDT
Register Here

This is THE EVENT for marketers to kick off their Dreamforce experience. The ultimate Welcome Bash blowout, attendees will get to meet and be reunited with Salesforce MVPs, Marketing Champions, User Group Leaders, and hundreds of marketing trailblazers from around the world! Accompanied with your favorite beverages and delectable food stations, be sure to sign up and add this one to your calendar!

An Intergalactic Night

Where: 715 Harrison (formerly City Nights) 715 Harrison St, San Francisco, CA 94107
When: Tuesday Sep 12 | 7:00 pm – 12:00 am PDT
Register Here

The celestial soriée like no other, this cosmic celebration will take trailblazers on an exciting journey through the galaxy with stellar beats from a live band and spectacular DJ. Attendees will be dazzled by jaw dropping entertainment and sparkling decor as they indulge in out-of-this-world specialty cocktails and mouth-watering hors d’oeuvres. 

Dreamfest Pump Up Party

Where: Pink Elephant Alibi l 142 Minna Street, San Francisco, CA 94105
When: Wednesday, Sep 13 l 4:30 – 6:30 pm PDT
Register Here

There is only one concert that will have trailblazers talking for decades… it’s Dreamfest! Join the ultimate pregame event and get hyped for all the excitement. Enjoy upbeat tunes from the DJ, make a toast with your favorite beverage, and fuel up with delicious snacks. Make one more cheers and meet up with your fellow marketing trailblazers before everyone heads in to experience the tech conference entertainment of the season!

Marketer’s Afterglow Party

Where: Pink Elephant Alibi l 142 Minna Street, San Francisco, CA 94105
When: Thursday, Sep 14 l 4:00 – 6:00 pm PDT
Register Here

It’s the Dreamforce wrap up networking event designed exclusively for marketers. Get to see your fellow marketing trailblazers one last time as we prepare to say farewell to all the meaningful connections that we made. Enjoy complimentary food and drinks and raise a glass to an incredible conference and the trailblazer community until we all gather again next year.

See You At Dreamforce ‘23

The Sercante team is counting the days until Dreamforce! We cannot wait to connect with our fellow trailblazers and this amazing marketing community. 

We’ll have several members from our team there in person including Andrea Tarrell, Erin Duncan, Marcos Duran, Adam Erstelle, Joyce Avila, Adam Berry, Heather Rinke, and Jordyn Jaffer just to name a few. 
You now know our sessions, about the Home for Marketers, and where we’ll be. Come find Sercante at Dreamforce ‘23!

Original article: Find Sercante at These Dreamforce ‘23 Sessions and Events

©2023 The Spot. All Rights Reserved.

The post Find Sercante at These Dreamforce ‘23 Sessions and Events appeared first on The Spot.

By |2023-08-17T13:51:58+00:00August 17th, 2023|Categories: Career Development, Community, Events|