Event Planning Free Template

#Marketing #automation #process management

This free Event Planning template will help you plan, organize, and manage any type of event in a hassle-free and error-proof way. From a conference to a gala dinner, centralize all your event information in one tool for optimal performance.

Streamline your event planning process

With Pipefy’s Event Planning template, you can plan everything and track the entire process. From supplier research to sending invitations, track people in charge of each phase of the process, deadlines, quotations and logistics.

Customize everything from the moment a new event is submitted to your team’s execution, and the big day itself. Set mandatory information and important actions, such as attachments and approval flows, and automate your communication with suppliers and your own team without technical knowledge or IT’s help.

When it’s time to analyze the progress of your process, use the pre-set dashboard where you can track metrics like the number of event plannings in progress, last events submitted, and the number of events per phase.

Build a stronger operation

Have full visibility

Control team member responsibilities and statuses while keeping an eye on suppliers, so the entire planning goes smoothly.

Improve communication

Never miss key information again. The communication will start to flow among team members, managers and service providers.

Standardize your process

Make sure every step of your event planning is set the right way and never worry about misunderstandings and lost information again.

Submit your new events through an internal form

Use the template’s ready-to-use internal form, so you can submit new events any time with the right information.

By default, it already asks for simple information, such as the event’s name, number of guests and category of event, but if you want to add different fields, you can do it easily. Use the form to already ask for dates, venues and even the event’s briefing. All of that with no coding necessary.

Standardize your event planning from beginning to end

Apply your own rules to this Event Planning template to ensure no steps are missed. Edit phases and add your business practices, so you can shape the process and standardize the way you plan every event.

Use the template to keep an eye on the event staff and booked services, attach contracts and the guest list, and add special instructions for each unique event.

Automate and define the information and set of actions required in each phase. From asking suppliers for new quotations to asking for budget approval, use the template to build a customized and standardized Event Planning process for your business.

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Track your results with data visualization

When it’s time to track and share results, use the pre-built dashboard that comes with the template to build custom graphs and charts.

Follow metrics like the number of event plannings in progress, last events submitted, and the number of events per phase, with graphs and charts that will help you see results and spot opportunities to improve your process.

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.

No/low-code

Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Marketing teams love Pipefy

When I first got into marketing I had a hard time managing all my regular tasks and campaigns. Directions would get lost or over complicated when I passed my work over to design or front. I kept trying different products like Evernote and Trello to keep track of all the things on my plate but after a few weeks they would always fall short of what I needed. With Pipefy, I can keep the whole team on the same page, and retire my messy to-do lists and ugly Trello board.

Arianna Ramos Inbound / Content Marketing Analyst at EBANX

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