Hello, my name is Chris. In this article, you'll learn how to create event reminders that are sent by text and email in LeadCenter.
These reminders help ensure attendees receive timely notifications before your event begins.

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Accessing Event Reminder Settings

When you open the Events Page, the Events List will display all events previously added to LeadCenter.

To set up reminders:

• Click the three dots next to the event.
• Select Edit.
• On the left side of the Edit Page, click Reminders to open the Reminder Settings section.

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Reminder Intervals

In LeadCenter, you can send event reminders at four different intervals:

• Three days before the event
• One day before the event
• Two hours before the event
• Fifteen minutes before the event

You can send reminders via email, text message (SMS), or both.

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Using or Creating Reminder Templates

You can choose from:

• One of LeadCenter’s built-in email or text templates
• Or create a custom template by clicking the link provided

For example:

• Send a reminder 24 hours before the event using a default email or text message template.

When creating a custom reminder, you can use shortcodes to automatically insert:

• Contact name
• Email
• Phone number
• Event details

This personalizes each reminder without manual editing.

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Email Reminder Settings

By default, reminder emails are sent from noreply@leadcenter.ai.

If you prefer to send from your own address:

• Connect a Shared Email Account under Settings.

This allows reminders to be sent from your business email for a more branded and personal experience.

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Text Reminder Settings

To send text reminders, you’ll need an active text messaging plan on your account.

If you don’t yet have one:

• Click your name in the upper right corner.
• Go to Subscription.
• Add Text Marketing to your plan.

Once enabled, you’ll be able to send automated event reminders via text to all registered attendees.

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Wrapping Up

That’s how to create event reminders by email and text in LeadCenter.
You can use built-in templates or customize your own for a more personalized experience.

Be sure to check out the tutorial on creating Email and SMS Templates for events to learn more about designing professional reminder messages.

Thank you!

Hello! In this guide, we’ll cover how to manage events and seminars using LeadCenter.
LeadCenter offers a powerful event and seminar module that goes far beyond simple record keeping — it fully automates event creation, registration, communication, and reporting.

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Overview of the Event and Seminar Module

Unlike most CRMs, where event management is limited to basic data entry, LeadCenter enables you to:

• Create and manage events directly within the platform.
• Automatically generate event landing pages and registration forms.
• Embed event listings on your website using an iFrame.
• Automate emails, reminders, and follow-ups for attendees.
• Track spending and performance metrics through event reports.

This automation eliminates manual work and ensures consistent attendee communication before, during, and after every event.

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Accessing the Events Page

To access your events:

1. Open the Events module from the LeadCenter menu.
2. This opens the Events and Seminars page, which lists all your scheduled and past events.
3. From here, click the Actions menu in the upper-right corner.
4. Select Event Public Link to view the public events page.

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Embedding the Public Events Link on Your Website

Each account includes a public events link that can be embedded on your website.

• Click Event Public Link to open it.
• Copy the provided iFrame code and paste it into your website.

This automatically displays all your upcoming seminars and allows visitors to register directly through your site.

Visitors can:

• Filter events by category or location.
• Click on each event to view its details, agenda, and description.

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Event Registration Form

Each event in LeadCenter includes a dedicated registration form that captures:

• First name
• Last name
• Email
• Phone number

Attendees can also:

• Add up to three guests,
• Specify their relationship, and
• Provide each guest’s contact details.

You can further customize registration forms by adding your own custom questions — covered in a separate tutorial.

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Automated Event Workflows

One of LeadCenter’s greatest strengths is its built-in event automation.

Each event includes a registration workflow that automatically manages communications with attendees.

When you open an event and navigate to the Email Confirmation page, you’ll see the default workflow, which includes:

• Confirmation emails when someone registers.
• Waitlist emails if the event reaches full capacity.
• Confirmation follow-ups when attendance is approved.

Each step in the workflow can trigger a specific email template, which you can select or customize from the Email Template Builder.

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Automated Reminders

LeadCenter allows you to schedule event reminders automatically via email or SMS.

Reminders can be sent:

• 3 days before the event,
• 24 hours before,
• 2 hours before, or
• 15 minutes before.

You can use built-in templates or create custom text and email templates for each reminder interval.

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Tracking Event Spending and ROI

LeadCenter also lets you track event-related expenses, which automatically feed into your event ROI reports.

You’ll be able to:

• View how much was spent per event,
• Measure conversion rates, and
• Analyze overall return on investment directly in the Events Reports section.

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Post-Event Automation and Follow-Ups

After an event ends, you can configure automated follow-up emails.

For example:

• Send a thank-you email one day after the event.
• Trigger different follow-ups based on attendee status (attended, canceled, or no-show).
• Automatically send appointment reminders if an attendee requested a meeting during registration.

If an attendee is already in your sales pipeline, LeadCenter can trigger stage-specific follow-up messages — for example, sending a discovery call reminder to leads at that stage.

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Tracking Speakers and Performance

You can also assign speakers to events.
Speaker data is tracked in reports, allowing you to compare conversion performance by speaker, helping identify which presenters are driving the most engagement and client conversions.

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Summary

LeadCenter’s event and seminar module provides a comprehensive, automated system for managing every stage of your events — from registration to ROI analysis.

You can:

• Create events and registration forms automatically.
• Embed event listings on your website.
• Send automated confirmations, reminders, and follow-ups.
• Track costs, attendance, and conversions effortlessly.

This module streamlines your seminar management and maximizes the effectiveness of every client-facing event.

Thank you!

Hello! In this guide, you’ll learn how to create and manage events or seminars in LeadCenter.ai. The Events & Seminars module allows you to organize live or virtual events, manage registrations, automate reminders, and track conversions — all within one platform.

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1. Accessing the Events Page

To begin:

1. From the left menu, click Events.
2. Select Events List.

This opens the Events and Seminars page, where you can view all existing events.

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2. Adding a New Event

To create a new event:

1. Click the Actions menu in the upper-right corner.
2. Select Add Event.

This opens the Event Creation page, where you’ll configure all event details.

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3. Setting Up Basic Event Details

Internal Name

• Assign a clear internal name for internal tracking.
• It’s best practice to include the year, month, and day for clarity.
  • Example: 2025-01-20 Retirement Seminar

Office Location

• Optional but useful for firms with multiple offices.
• Helps in reporting and filtering event performance by location.

Subject and Public Name

• Subject: Used for internal event performance reporting.
• Public Name: Displayed publicly on your website’s event list and event page.
  • Example: Retirement Seminar

Event Type

• Determines how events are tracked and analyzed in reports.
• Choose an existing type (e.g., Retirement Workshop).
• You can also create a new event type by clicking the “+” or “Create New” link.

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4. Event Status and Visibility

Event status controls where and how your event appears:

• Draft: Internal only, not publicly listed.
• Scheduled: Public and published on your website.
• Completed: For past events.
• Cancelled: For canceled sessions.

To display your event publicly, the status must be set to “Scheduled.”

Private Event Option

• Toggle Private Event to keep the event hidden from the public list.
• The event will still have a public registration page, accessible via direct link only.

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5. Adding Images and Campaign Tracking

Event Image

• Upload an image to be used as both the thumbnail and main image on the event’s public page.

Source / Campaign

• Select a marketing source or campaign (e.g., Seminars and Events).
• This is important for tracking marketing expenses and ROI in event reports.

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6. Date, Time, and Location

1. Choose the Time Zone.
2. Set the Start Date and End Date (for example, January 23, 2025, from 6:00 PM to 7:30 PM).
3. Add the Venue Name, e.g., Ruth’s Steakhouse.
4. Optionally, include the Venue Address.
5. Enter the Capacity (e.g., 50 seats).

If registrations reach the capacity limit:

• The system automatically sends a waitlist email to additional registrants.

Virtual Event Option

If your event is online:

• Toggle Virtual Event and enter the event link (e.g., Zoom, Teams, or Webinar link).

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7. Mailhouse and Invitations

If you’re using a mailhouse to send physical invitations:

• Enter the Mailhouse Name and the Number of Invitations Sent.
• This data helps calculate registration conversion rates.

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8. Event Description, Agenda, and Communications

Description & Agenda

• Use the text boxes to outline event details and the schedule.
• This information appears on your public event page.

Emails & Notifications

You can trigger automatic emails for different event milestones:

• Registration Confirmation
• Waitlist Notification
• Attendance Confirmation
• Follow-Up Emails

Internal notes can also be added for team reference.

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9. Using Event Templates for Faster Setup

Creating an event from scratch can take time — so you can duplicate an existing one:

1. From the Events and Seminars page, click the three dots (⋯) next to a past event.
2. Select Duplicate.
3. Confirm by clicking Yes, Copy.

This automatically copies all event settings, including:

• Name and description
• Agenda
• Email confirmations
• Reminders
• Attendee questions

Just update the Internal Name, Date, and Time, and your new event will be ready to go!

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Summary

Step	Action	Description
1	Access Events Page	Go to Events → Events List.
2	Add Event	Use the Actions menu → Add Event.
3	Set Details	Add internal name, public name, and subject.
4	Configure Status	Choose between Draft, Scheduled, Completed, or Cancelled.
5	Add Campaign	Assign source/campaign for tracking ROI.
6	Set Date & Venue	Add time, location, and capacity.
7	Virtual or Physical	Toggle virtual and add the event link if online.
8	Add Description & Emails	Configure public details and notifications.
9	Use Templates	Duplicate existing events for faster setup.

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Tip

Use event templates for recurring workshops or seminars — it saves setup time and ensures consistent branding, reminders, and email workflows across all events.

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By following these steps, you can easily create, manage, and publish events and seminars in LeadCenter.ai, complete with automated confirmations, reminders, and performance tracking.

Thank you!

This guide explains how to automatically send confirmation, cancellation, waitlist, and appointment request emails to event attendees based on their registration status in LeadCenter.ai.

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1. Accessing Event Email Confirmation Settings

To begin setting up automated event emails:

1. Go to the Events page in LeadCenter.
2. Locate the event you want to configure.
3. Click on the event link to open its Edit page.
4. From the left-side or top menu, select Email Confirmations.

This section allows you to set up automated emails for each registration status.

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2. Supported Attendee Registration Workflows

LeadCenter automatically tracks attendees and can trigger different emails depending on how they were added to the event.
Attendees can be registered through:

• API integrations (e.g., LeadJig, LeadingResponse, Financial Seminar Services)
• Manual additions via the Contact Actions menu in LeadCenter
• Website event registration forms (public-facing registration pages)

Regardless of how the attendee was added, LeadCenter manages the workflow and sends the appropriate automated email.

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3. Configurable Email Types

You can configure distinct emails for each attendee registration status:

Registration Status	Automated Email Type	Description
Confirmed	Confirmation Email	Sent automatically when an attendee’s registration is confirmed.
Cancelled	Cancellation Email	Sent when an attendee’s registration is cancelled.
Attended	Attended Email	Can be used to thank attendees or provide post-event follow-ups.
Appointment Requested	Appointment Request Email	Sent when an attendee requests a follow-up appointment.
Waitlisted	Waitlist Email	Sent automatically if the registration exceeds the event capacity.

You can enable only the options relevant to your process—there’s no requirement to configure every type.

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4. Automating Event Email Delivery

When attendees register, LeadCenter automatically manages their communication based on the event’s capacity and status rules:

• If an attendee is confirmed, they immediately receive the configured confirmation email.
• If they are cancelled, the cancellation email is sent automatically.
• When they are marked as attended, a thank-you or follow-up message can be triggered.
• If they request an appointment, a dedicated email template can be sent confirming their request.

You can customize each email template to match your brand and tone.

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5. Managing Event Capacity and Waitlists

LeadCenter supports automatic capacity tracking:

• Suppose the event capacity is set to 100 attendees.
• The first 100 confirmed attendees will automatically receive the confirmation email.
• The 101st registrant (and beyond) will instead receive a waitlist email, informing them the event is full.

This feature ensures smooth, hands-free event management without manual monitoring.

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6. Automatic Lead Creation

When attendees register, LeadCenter automatically checks if each attendee already exists in your contact list:

• If the attendee does not exist, a new lead is automatically created in your Sales Pipeline, associated with the event as the source.
• If the attendee adds a guest not in your contact list, a new contact is also created for that guest and linked to the same event.

This ensures your CRM remains up to date with minimal effort.

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7. Viewing and Managing Event Registrants

To review registered attendees:

• From the Events list, click the number of registrants displayed on the right side of the event row.
• This opens a detailed attendee list showing each registrant’s status, contact information, and associated guests.
• Registrants also appear in your Sales Dashboard, linked to their event record for easy tracking.

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8. Summary

Task	Location	Description
Access Email Settings	Events → Edit Event → Email Confirmations	Configure automated emails for attendees
Add Attendees	API, Manual, or Web Form	Automatically tracked and synced
Configure Emails	Confirmation, Cancellation, Attended, Appointment Request, Waitlist	Automate communication
Track Capacity	Event Settings	Automatically triggers waitlist messages when full
Create Leads	Automatic	New leads created for attendees and guests
View Attendees	Events → Registrant Count	Displays all attendees and their statuses

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By setting up automated confirmation emails for events in LeadCenter.ai, you can streamline communication, eliminate manual follow-ups, and ensure every registrant receives timely updates that match their registration status.

Thank you for watching.

This guide explains how to create, edit, and manage seminar and event types in LeadCenter.ai to improve tracking, reporting, and ROI measurement.

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1. What Are Event Types?

Each event in LeadCenter has an associated Event Type, such as:

• Retirement Workshop
• Webinar
• Live Stream
• Lunch and Learn
• Custom Event Types you create

Event types are an essential organizational and analytical feature. They allow you to:

• Filter events by type in reports.
• Measure performance and ROI for specific event categories.
• Compare outcomes — for example, production generated from retirement workshops versus webinars.

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2. Accessing the Event Types List

To manage event types:

1. Click on your name in the upper-right corner of the screen.
2. Select Settings from the dropdown menu.
3. On the Settings page, navigate to Database List.
4. Scroll down to the Other List section.
5. Click on Event Types.

This opens the Event Types Management Page, where you can view all existing event types used in your account.

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3. Adding a New Event Type

To create a new event type:

1. On the Event Types page, click Add New Event Type (or equivalent button).
2. Enter a name for your new event type.
   • Example: Educational Webinar or Client Appreciation Dinner.
3. Click Save to apply your changes.

Your new event type will now appear in the event creation menu and will be available for selection when scheduling new seminars or events.

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4. Editing an Existing Event Type

To modify an event type:

1. Locate the event type in the list.
2. Click Edit next to its name.
3. Update the name or any other relevant details.
4. Click Save.

All changes take effect immediately and apply to any future events assigned to that event type.

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5. Deleting an Event Type

If an event type is no longer relevant:

1. Locate it in the Event Types list.
2. Click Delete or the trash icon.
3. Confirm the deletion.

Note: Deleting an event type will not remove past events but will make the type unavailable for new events.

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6. Using Event Types in Reports

Event types play a key role in event performance tracking:

• When generating Event Performance Reports or Production Reports, use the Event Type filter to narrow results.
• You can measure metrics such as:
  • Attendance by event type
  • Conversions or appointments booked per event type
  • ROI comparison between different event types

For example:

To analyze production results between Retirement Workshops and Webinars, open the Event Reports module and filter by each type to compare outcomes.

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7. Summary

Action	Path	Description
View Event Types	Settings → Database List → Other List → Event Types	Displays all event types in your system
Add Event Type	Event Types → Add New	Create a new custom type
Edit Event Type	Event Types → Edit	Update existing event types
Delete Event Type	Event Types → Delete	Remove unused types
Use in Reports	Reports → Event Reports	Filter and compare events by type for ROI insights

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By setting up clear and consistent seminar and event types, you enhance your ability to analyze performance, streamline reporting, and gain deeper insight into the effectiveness of your event marketing efforts in LeadCenter.ai.

Thank you for watching.

This guide explains how to automatically publish your LeadCenter.ai events and seminars on your website using the built-in event listing and registration features.

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1. Overview

LeadCenter.ai allows you to seamlessly integrate your event listings into your website. Once configured, every time you create and publish a new event in LeadCenter, it automatically appears on your website—no manual page creation required.

Each event includes:

• A dedicated event page
• A registration form for attendees
• A public listing page displaying all upcoming events

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2. Accessing Event Publishing Options

To set up automatic event publishing:

1. Go to the Events and Seminars page in LeadCenter.
2. Locate the Actions menu (typically in the upper right corner or next to each event).
3. Click on Event Public Link.

This opens the Publish Events on Your Website pop-up window.

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3. Copying the Embed Code (iFrame)

In the pop-up window, you’ll see an iFrame code snippet displayed in the center.
This iFrame is the code you’ll insert into your website to display events dynamically.

Example (for illustration):

<iframe src="https://yourcompany.leadcenter.ai/events" width="100%" height="800px"></iframe>

Steps:

1. Click Copy to copy the iFrame code.
2. Paste this code into the HTML of the desired page on your website—typically a page like /events or /seminars.
3. Save and publish your website page.

Once embedded, the event list will automatically update whenever new events are added or existing ones are edited in LeadCenter.

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4. Previewing Events Before Publishing

You can preview your event list before adding it to your website:

1. In the same pop-up window, you’ll see a direct link to the event list.
2. Copy and paste this link into your browser.
3. The page will display your upcoming events as they will appear on your website.

You can toggle between two display styles:

• Table View – Lists events in a structured table format.
• Grid View – Displays events as visual cards for a more modern, graphical presentation.

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5. What Happens After Publishing

Once embedded, your event listings will automatically:

• Display all upcoming published events (future-dated).
• Include each event’s title, date, time, location, and description.
• Provide a Register Now button that links to the event’s dedicated registration page.
• Update automatically—no need to re-embed or republish the iFrame when adding new events.

Each event also has its own:

• Dedicated public page, with full event details
• Registration form, where attendees can sign up directly

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6. Benefits of Using Automatic Publishing

• No manual work – Add events once in LeadCenter, and they publish automatically.
• Always up to date – The event listing refreshes automatically as events are added, modified, or removed.
• Consistent design – Events match your website’s look through the embedded iFrame.
• Integrated registration – Leads and attendees are automatically captured in your CRM with no additional setup.

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7. Summary

Task	Action	Result
Access Event Link	Events & Seminars → Actions → Event Public Link	Opens event publishing options
Copy iFrame	Click “Copy”	Copies the embed code
Add to Website	Paste iFrame into your website page	Displays dynamic event list
Preview Events	Use the direct public link	Shows upcoming events in table or grid view
Automatic Updates	Edit or add events in LeadCenter	Changes instantly appear on your site

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By using LeadCenter.ai’s event publishing automation, you can maintain a live, branded event listing on your website that automatically syncs with your CRM—saving time and ensuring consistency across all client-facing touchpoints.

Thank you for watching.