How can I track ROI from trade shows or exhibitions using HubSpot?

Step 1: Pre-event setup

• Access your HubSpot dashboard.
• Create a new 'Campaign' specifically for the trade show or exhibition. This will allow you to associate all relevant activities and track them under one umbrella.

Step 2: Configure your tracking tools

• Under the 'Marketing' tab, go to 'Tracking Code'.
• Set up a unique tracking URL for your event-specific landing page or registration form. This will allow you to monitor the number of attendees that engage with you online as a direct result of the trade show.

Step 3: Create an event-specific form

• Create a new form in HubSpot that is specific to the trade show or exhibition.
• Add fields that capture essential data, including how attendees heard about your booth, their interest level, and any immediate inquiries.

Step 4: Sync your CRM

• Ensure that your CRM is integrated with HubSpot.
• Set up a system to input business cards or contacts gathered during the event into your CRM, then tag or associate them with the trade show campaign in HubSpot.

Step 5: Implement HubSpot on mobile

• Install the HubSpot mobile app.
• Utilize the app during the trade show to input new leads, set reminders for follow-ups, and note key details about each interaction.

Step 6: Engage with leads post-event

• After the event, launch email sequences to attendees using HubSpot's Email Marketing tool. Personalize these sequences based on the lead's interest or interactions at the event.
• Associate these emails with your trade show campaign to ensure the results are tracked appropriately.

Step 7: Monitor website activity

• Use HubSpot's website analytics tools to monitor post-event traffic.
• Track how many event attendees visited your site, downloaded content, or engaged with other offers.

Step 8: Evaluate sales data

• In the weeks or months following the event, monitor any sales made to leads generated at the trade show.
• Use HubSpot's Deals tool to track sales progress and associate any closed deals with the trade show campaign.

Step 9: Calculate ROI

• Access the trade show 'Campaign' within HubSpot.
• Combine the total costs of attending the trade show (booth cost, travel, promotional materials, etc.) with the revenue generated from event leads.
• Subtract the total costs from the total revenue to determine your net profit. Then divide the net profit by the total costs to calculate the ROI.

Step 10: Optimize for future events

• Analyze which activities yielded the most ROI (e.g., email sequences, live demos, networking).
• Use HubSpot's analytics tools to refine your strategies and approaches for future trade shows based on the data.

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