How to use Groups for post-event follow-up

How to use Groups for post-event follow-up

How to use Groups for post-event follow-up

The Groups feature in Cadence allows you to leverage attendee segments for effective post-event communication and engagement. From the Groups Menu › Settings section, you can organize attendees into logical categories that make follow-up activities more targeted and efficient, ensuring your post-event communications reach the right audience with relevant content.

When to use

  • When conducting post-event surveys with specific attendee segments
  • When sharing event recordings with session participants
  • When following up with leads generated during your event
  • When planning future events based on attendee interests

Before you start

You must have System Administrator or Event Manager permissions to manage groups for post-event follow-up. Groups must be created before the event ends to capture the right attendee segments.

How to do it

    Log in to your Cadence Admin account.
    Navigate to your event dashboard.
    Select "Groups" from the left sidebar menu.
    Review existing groups to identify segments for targeted follow-up.
Look for groups based on session attendance, interests expressed, or engagement levels during the event.
    Create additional follow-up groups if needed by clicking the "+" button.
    Name these groups descriptively (e.g., "Post-Event Survey Recipients" or "Product Demo Attendees").
    Add members to follow-up groups based on event participation data.
You can use analytics reports to identify highly engaged attendees for specific follow-up groups.
    Export group member lists by selecting a group and clicking "Export Members."
    Navigate to "Notifications" in the left sidebar menu.
    Create targeted post-event communications for each group.
Schedule follow-up communications within 48 hours of event conclusion for maximum impact.
    Customize message content based on each group's specific event experience.
    Include relevant resources such as session recordings or presentation materials.
    Schedule staggered follow-ups to maintain engagement without overwhelming attendees.
    Track response rates to follow-up communications in the Analytics section.
    Adjust your follow-up strategy based on engagement metrics.

Troubleshooting

If group members aren't receiving follow-up communications:
  • Verify email addresses are correct in attendee profiles
  • Check that notifications are properly scheduled and not in draft status
  • Ensure group membership hasn't changed since communications were configured

Related links

  • How to create a new Group
  • How to use Groups for targeted communications
  • How to export Group data