Track attendee registrations, gather data and follow-up, and maintain ROI for each event.

Track attendee registration results from each event and follow-up for each attendee.

  • Register attendees by event and gather useful marketing data for each attendee.
  • Track results by attendee for each seminar
  • Track follow-up for each attendee
  • Attendee Mailing and attendance lists
  • Track return on investment for paid advertising related to each Seminar
  • Confirmation email and document templates

Use the Seminar workflow with the CRM workflow to get comprehensive marketing reports and follow-up tracking for all of your Prospects

* When either the DBC CRM or Seminar workflow is purchased, Referral Sources and Marketing Campaigns & Activities workflows are installed and related to your other workflows at no charge. This gives comprehensive reporting on all your marketing.


The system additions, workflows, and/or document templates contained in this add-on are included as examples only, and you are solely responsible for configuring the system to meet your needs and to comply with local regulatory requirements. We update and maintain this add-on as per our third-party liaison recommendations, but cannot guarantee the contents will always remain up-to-date for your region. Actionstep and other providers will not be liable under the law of tort, contract or otherwise for any loss of profits or any indirect or consequential loss or damage, however caused, arising out of, or in connection with, the use of this add-on.

Price: Flat fee install and training plus a license fee of $1 per user per month.Author: DBC PartnersContact UsInstall