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Event Marketing Plan: A Step-by-Step Guide for Event Success

Olujinmi Oluwatoni
Written by Olujinmi Oluwatoni
Published at Aug 16, 2025
Edited by: Unenabasi Ekeruke
Reviewed by: Victoria Taylor
Event Marketing Plan: A Step-by-Step Guide for Event Success

There’s nothing quite like the rush of locking in the date for your big event.

You’ve secured the venue, booked inspiring speakers, and your vision is finally coming to life.

Such a huge milestone feels amazing. But you need an event marketing plan to turn that momentum into meaningful results.

That means creating a clear roadmap for how you’ll promote your event and get the right people in the room—whether it’s attendees, sponsors, partners, or the press.

This guide walks you through building a comprehensive event marketing plan that will make your event a huge success. We’ll also share real-life examples and give you customizable templates to help you jumpstart your event marketing plan.

 

Table of Contents

Quick Read

  • An event marketing plan is a comprehensive roadmap for promoting an event, attracting the right audience and maximizing the event’s ROI.
  • A solid event marketing plan ensures your event reaches the right audience, delivers a consistent message and stays on budget. It also gives your team a clear framework to collaborate, track progress and evaluate success so that you can improve with every event.
  • To create an effective event marketing plan, start by defining your goals, audience and value proposition, then map out your budget, timeline and promotional channels.
  • Assign clear roles, choose the right tools and use data to track what’s working so you can adjust and improve along the way.
  • To promote your event, use multiple channels like email, social media, content and partnerships to reach more people and stay top of mind. Start early, stay consistent and double down on what works.
  • To run a successful event, use tools that simplify every stage, like CRMs for tracking leads, schedulers for promotion and analytics for performance.
  • With Visme's event planning templates and tools, you can design assets, manage workflows, schedule posts and create forms, so you spend less time switching tools and more time executing your plan.

 

Why Every Event Needs a Solid Marketing Plan

Every event, no matter the size, needs a solid marketing plan to attract the right people, build excitement and deliver results.

In his book, Event Marketing: How to Successfully Promote Events, Festivals, Conventions, and Expositions, C.A. Preston advises:

“Integrate marketing right from the start of your planning process so that every goal, objective, and strategy is shaped and strengthened with marketing in mind.”

Here are a few more reasons to have a strong marketing plan for your event:

1. Aligns the Event With the Right Audience

The 2025 State of Events Report reveals that 78% of organizers consider in-person events to be their organization’s most effective marketing channel.

An event marketing plan forces you to define your ideal attendees’ pain points, motivations and preferred channels. With that clarity, you can tailor your promotional efforts to people who’ll value it and with your events.

2. Prevents Budget Waste

Event budgets are projected to grow by 53% in 2025. However, inflation is expected to offset much of that growth with costs per attendee expected to go up by 4.3%. This makes careful event marketing planning more crucial than ever.

A marketing plan helps you choose the best ways to reach your audience, so you can spend your budget on what works instead of wasting it across every platform.

3. Provides a Framework for Evaluating Success

Without clear goals and tracking in place, it’s hard to know what’s working and what needs improvement. An event marketing plan helps you define success upfront with specific, measurable objectives like “500 registrations in 6 weeks” or “30% of attendees from community partners.”

It also lays out the right metrics to track for each channel. And after the event, this data gives you insight into what to repeat, what to tweak and how to plan even better next time.

4. Makes Collaboration Seamless Across Teams

Marketing a brand event often involves multiple players: product, sales, design, PR, maybe even customer support. A clear plan acts as a single source of truth. It outlines timelines, roles, channels and goals, so everyone knows what’s happening and when, without constant back-and-forth.

5. Guide’s Sponsors Decision Making

Sponsors don’t decide to support your event in a vacuum; they need context to see its value. A solid marketing plan gives them that context by clearly showing your event’s audience, reach and impact.

This helps potential sponsors understand exactly what they’re investing in, compare it to other opportunities and see why your event is worth their budget.

 

How to Create an Effective Event Marketing Plan

Now that you know why a marketing plan matters, here's how to build one that drives results.

 

Define Your Unique Value Proposition

Your value proposition is the core reason someone should say yes to your event. But you can't craft an effective one without first understanding who you're talking to and what they need.

So, start by defining your target attendees. These could be customers, warm prospects or industry professionals. Then, create a simple persona that captures:

  • Who they are (job title, industry, role)
  • Where they typically hear about events like yours
  • What challenges or goals drive their decisions

Next, figure out why your event should matter to them. That is, what specific problem will it solve or opportunity will it create for them? What would motivate them to spend time and money to attend?

To get these insights, talk to:

  • Internal teams need to understand the motivation behind your event theme
  • Past attendees about their experience
  • People who skipped similar events to understand what they're looking for

Ask questions like:

  • "What do you wish was done differently at events like this?"
  • "What's a moment from an event you still remember?"
  • "Why didn't you attend [similar event] this year?"

Based on these conversations, identify what gap your event fills that others don't. This becomes the foundation of your unique positioning.

Now you can create a value proposition that connects your event's unique benefits to your audience's specific needs.

The book Driven: How Human Nature Shapes Our Choices, identifies four core drivers behind human decisions:

  1. The drive to acquire (status, value, advantage)
  2. The drive to bond (connect, belong, be seen)
  3. The drive to learn (understand, grow, level up)
  4. The drive to defend (protect what matters, avoid loss)

Structure your value proposition to tap into one of these drivers using strong action verbs: Connect with, Learn from, Discover how to, Protect your.

This becomes your anchor for all campaign materials: visuals, landing page copy and messaging strategy.

HubSpot's Inbound conference demonstrates this approach perfectly, using multiple drivers in their landing page value proposition:

Source: HubSpot

2. Use a Memory Mapping Exercise

Picture your ideal attendee three months after your event. They're at dinner with friends and someone asks about the best professional event they attended this year.

  • What event will they mention?
  • What moment will they emphasize?
  • More importantly, what emotion is in their voice when they share it?

That's what the memory-mapping exercise helps you design. Those unforgettable moments that stick long after the event ends.

It stands on the premise that people can forget what they hear after an event but they'll hardly forget an event that makes them feel something. Hence, you need to design an experience that people still talk about months later.

To design a memory map, you need to consider three things:

  • Audience: Who's telling the story
  • Emotion: What you want them to feel
  • Storyline: What you want them to tell others; the specific moments they'll remember and repeat

Now, walk backward from the memory map to create the experience. Use it to design specific moments throughout your event.

For example, let's say you're designing an event for independent creators, your memory map will go like this:

  • Audience: Freelancers and independent creators
  • Emotion: Valued and appreciated both for their craft and who they are
  • Storyline: "There was this surprise session where everyone got a personalized portfolio review from an industry expert, plus a handwritten note about what made their work unique. It wasn't flashy, but I felt genuinely seen."

To create this experience, you'd build in: expert reviewers, time for one-on-one feedback and personalized touches that recognize individual work.

Real-life example

Chima Mmeje, senior content marketing manager at Moz, used this approach for her MozCon activation event. She wanted the attendees to feel good and happy, so she provided authentic and varied Ghanaian food. In her words:

"The guests might not remember much a few months after the event, but they'll remember how good food made them feel."

Validate Your Memory Map

After your event, check whether your mapping worked. Encourage people to share their experience online and observe how they tell their story. You can also ask directly through direct interviews with some attendees. But don't just ask generic questions like, "Did you enjoy it?" Instead, ask:

  • "What story did you tell when you got home?"
  • "Who did you tell it to?"
  • "Can you re-tell it to me?"

Observe the details they recall (such as the person they met, a piece of swag they kept, an unexpected moment), the adjectives they use and the emotion in their voice. These are your proof points.

3. Create a Realistic Budget Breakdown

According to a Knowland survey, 46.3% of event professionals say rising or hidden costs are their biggest challenge.

You can sidestep this by clearly defining what’s financially realistic before your event kicks off. And that means setting a clear, realistic marketing budget that aligns with the kind of experience you're promising.

So, begin by identifying the source of your marketing budget. This could be:

  • Organizational budget: Allocated from annual company funds
  • Ticket sales: Depends on projected ticket sales revenue
  • Sponsorships and partnerships: Revenue from booth sales, ad placements and other paid promotional opportunities at your event.

Your marketing spend should align with your revenue goals or funding limits. A good rule of thumb is to allocate 8–15% of your projected revenue or total event budget toward marketing.

Example:

300 seats × $20 average ticket = $6,000 gross revenue
8–15% of $6,000 = $480–$900 marketing budget

Keep your baseline flexible:

  • Increase your budget if: You're launching a new event, have no existing audience, face strong competition or charge premium prices (needs more convincing)
  • Decrease your budget if: You have an established brand, loyal attendees from previous events or a concept that naturally generates buzz.

Next, list all planned marketing activities and estimate their costs to ensure they fit within your limits.

Combat this by prioritizing your top three non-negotiable activities; the ones that are most likely to drive results.

These might include:

  • Paid ads to boost visibility
  • Email campaigns to nurture leads
  • Influencer partnerships to drive early buzz

No matter what happens, these are the efforts you’ll protect in your budget. Everything else can be adjusted or cut if necessary.

If this isn’t your first event, review past performance. What led to registrations? What burned money without results? Use that data to identify your non-negotiables. If you're planning for the first time, talk to other organizers or vendors to understand what typically works.

Budgets often collapse because of vague estimates and scope creep. One way to protect yours is by asking vendors (influencers, graphic designers, ad specialists)  for clear, upfront pricing and to flag any potential add-ons early. It’s also smart to build in a 10–15% buffer for unplanned costs.

 

4. Creating a Practical Marketing Timeline

Event marketing isn't a sprint, it's a carefully planned campaign that builds momentum over time.

Without a strategic timeline, you might launch all your marketing efforts at once (creating a brief spike then silence) or worse, start promoting too late when your audience has already committed to competing events.

A well-planned marketing timeline sequences your promotional activities for maximum impact, with each phase building on the last.

Here's how to break it down into phases:

Phase 1: Foundation (3–6 months out)

This is your strategy and setup phase. Define your value proposition, confirm your date, speaker and venue and create your marketing content: brand visuals, partner assets and email sequences.

Also, secure partnerships, sponsors and promotional allies during this phase. You need their commitment and promotional schedules locked in before you launch publicly.

Phase 2: Launch (2–3 months out)

Now you go public. Launch your website or landing page, open registration and roll out your initial wave of content. If you're offering early-bird pricing or exclusive bonuses, activate them now. Start your paid ads and email marketing campaigns.

Here are some key activities you can include here:

  • Weekly email campaigns with clear calls-to-action
  • Consistent social media content tied to a content calendar
  • Speaker and partner promotional content goes live
  • Retargeting campaigns based on initial website traffic

Phase 3: Momentum Building (4–6 weeks out)

By now, awareness exists but you need to convert interest into registrations. Ramp up social proof through testimonials, speaker spotlights and behind-the-scenes. Create urgency with countdown timers and limited seating reminders.

This is also when early-bird pricing typically ends and regular pricing begins.

Focus on:

  • Final optimization of paid advertising campaigns
  • User-generated content campaigns if your event has visual appeal
  • Re-engagement emails for people who showed interest but haven't registered
  • "Bring a friend" promotions or group discounts

Phase 4: Final Push (1–2 weeks out)

At this stage, shift from acquisition to retention. Stop heavy promotion to new audiences and focus on your registered attendees. Send reminders, directions, venue information and agenda details. Build excitement for what they'll experience.

Confirm final details with speakers and partners. Start “days to event” social media countdown.

Phase 5: Post-Event Follow-up (1–2 weeks after)

Your marketing timeline doesn't end when the lights go down. Quick post-event content, such as recap videos, key quotes, attendee testimonials and photos, maintains momentum and provides assets for future events.

Execute your follow-up plan:

  • Thank-you emails to attendees and partners
  • Feedback surveys while the experience is fresh

Tips for when you have shorter timeline, say three months or just six weeks:

  • Shorten or skip the early-bird pricing window (ensure your price is affordable to remove friction).
  • Simplify creative assets, prioritize speed over perfection.
  • Lean heavily on existing networks and partnerships to quickly expand your reach.
  • Run promotional tactics simultaneously rather than sequentially
  • Possibly, prepare your event content before setting the date. This prevents last-minute delays or postponements due to incomplete prep.

The shorter your timeline, the more you need to frontload your budget and compress multiple tactics into the same period, accepting that you'll have less time to optimize based on early results.

You can share your timeline with your partner or stakeholders as a standalone document or add it to your full event marketing plan.

Here’s a template you can customize if you’re sharing it as a standalone document:

Event marketing timeline whiteboard
Create your Marketing Event Timeline with this easy-to-edit template!Edit and Download

 

 

5. Assign Responsibilities and Identify Required Tools

Even with a strong strategy, things fall apart when no one knows who's doing what. The result will be missed deadlines and sloppy execution.

Every task, campaign and channel needs a single owner, not a team. This way, you can hold someone accountable, even if others help execute.

Start by listing the key areas that need consistent action in your event marketing:

  • Email marketing
  • Social media content and scheduling
  • Paid ads management
  • Landing page creation
  • Speaker coordination
  • Partner/sponsor communication
  • Content design and approvals

Then assign each area to a specific person with clear expectations on timelines, deliverables and handoffs. If you're working with contractors, agencies or sponsors, clarify what they're responsible for and what you're not providing.

Once you know who's doing what, figure out what tools they need to succeed. Identifying these early prevents budget surprises and ensures everyone can do their assigned work.

When selecting tools, consider your budget, team size, existing tech stack and learning curve. Look for platforms that integrate well together to avoid switching between multiple systems constantly.

Consider tools for:

  • Content creation: Design software, video editing, writing tools
  • Project management: Task tracking, deadline management, team communication
  • Marketing execution: Email platforms, social media schedulers, ad management tools
  • Collaboration: File sharing, real-time editing, feedback collection
  • Analytics: Registration tracking, campaign performance, ROI measurement

For specific tool recommendations across various categories, see the “Best Event Marketing Tools” section below.

Side Note: Have one person (ideally the project lead or marketer) act as the traffic controller. They don't do everything, but they track everything like following up on tasks, chasing approvals and making sure nothing gets stuck. If you're managing a small team, this person might also manage your budget.

6. Create a Comprehensive Event Marketing Plan

By now, you’ve defined your value proposition, outlined your budget, set your timeline and assigned roles. The next step is to bring everything together in a single, clear plan. This ensures your entire team stays aligned, without missing anything.

You don’t have to build it from scratch. Visme offers ready-made event marketing templates that help you visualize the entire planning process. I’ve shared a few options in the next section. Pick the one that fits your needs and swap in your content.

If you’re short on time, you can use Visme’s AI Document Generator to create a custom plan.

Describe your event and the AI will generate a structured draft that you can refine. You can easily visualize key details with charts, icons, calendars or interactive elements.

Visme’s collaboration tool also makes it very easy to work with your team members. You can invite them to review, leave comments or edit sections directly. You can also assign specific parts of the document to different contributors using our workflow tools.

Once your plan is ready, you can share it in multiple formats depending on who needs access:

  • PDF for stakeholder presentations and offline reference
  • Cloud-based link for real-time collaboration with your team
  • Secure HTML view for mobile or desktop access
  • Printed version for on-site teams or backup documentation

The traffic manager should also be responsible for revising and updating the plan as things evolve, so that the entire team always has access to the most current version.

Bonus

Evaluation and Improvement After the Event

Your event marketing plan shouldn’t end once the event is over. The most valuable insights come after the dust settles, when you have real data, actual feedback and lived experience to work with.

Start with internal feedback. Ask your team:

  • What worked well?
  • What slowed things down?
  • What tools were most useful?
  • Which channels delivered results and which ones drained the budget?

Then move to your attendee insights. Our feedback form builder makes it easy to create branded surveys. Use it to learn:

  • Why they choose to attend
  • What moments stood out
  • If their expectations were met

These responses will give you insight into how well your memory mapping worked. For deeper feedback, you need to run a few interviews with select attendees.

Next, bring all feedback into one place. An easy way is to use Visme’s data visualization tool to create a dashboard to analyze your performance. You can connect real-time data from tools like Google Sheets and Google Analytics to track key metrics without manual updates.

If this was your first event, don’t be discouraged if the results don’t match expectations. Know that: the best event marketing plans aren’t perfect from day one. They’re shaped by experience and refined over time.

 

5 Event Plan Templates to Make Your Own

We've curated top Visme templates for a variety of event marketing needs, including checklists, timelines and project management workflows. Use these resources to seamlessly plan and execute your marketing with ease.

Product Launch Event Marketing Plan Template

Product Launch Event Marketing Plan Template
Create your Event Marketing Plan with this easy-to-edit template!Edit and Download

You're excited about your new product launch. But you also need a solid plan to get your attendees and sponsors pumped up. Use this comprehensive event planning template to organize everything you need to turn your enthusiasm into actual attendance.

The template covers marketing strategy, event logistics, design and vendor coordination all in one place. Instead of juggling scattered documents, you can see your entire plan and add slides for specific marketing channels.

You can also embed product visuals and videos directly into the plan to keep your team focused on what they're promoting and why people should attend.

 

Trade Show Event Marketing Plan Template

Trade Show Event Marketing Plan Template
Create your Event Marketing Plan with this easy-to-edit template!Edit and Download

Trade shows give you a chance to showcase your offering and connect with your ideal customers. This visual event marketing plan template helps you coordinate each part of your marketing strategy so you can stay on track.

The template includes detailed sections such as marketing objectives, timeline, promotional channels plus a budget table that breaks down costs at a glance.

You can easily customize to match your branding using Visme's Brand Kit feature. Enter your URL and the tool will instantly pull in your fonts, colors and logo.

 

Seminar Event Marketing Plan Template

Seminar Event Marketing Plan Template
Create your Event Marketing Plan with this easy-to-edit template!Edit and Download

Planning a seminar or workshop means juggling lots of moving pieces. This plan helps you keep things organized and ensure that nothing slips through the cracks. It covers everything from defining your target audience to mapping out marketing phases and timelines.

There’s a flowchart timeline that shows each task by date. You can see the big picture while staying on top of daily details.

Visme offers a variety of flowchart styles and templates. You can choose any one and fit in more details like task owners, deadlines and dependencies. That way, everyone knows exactly what they're responsible for and when it's due.

To share your plan with your team, simply export it as a PDF, PPTX, or LMS file or send them a shareable link.

 

Event Marketing Strategy Template

Event Marketing Strategy Template
Create your Event Marketing Plan with this easy-to-edit template!Edit and Download

Promoting your event across multiple channels can get overwhelming fast. This template helps you map all your marketing activity in a simple, calendar-style layout so nothing important gets missed.

Use it to document and assign weekly tasks by promotion type, with checkmarks showing how many days each effort should run.

From email campaigns and video promos to social content and partnership pushes, you’ll get a clear view of what’s happening and when.

Want to add more details while keeping it neat? Use interactive hotspots to embed text, videos or images and make the plan interactive.

 

Event Marketing Project Management Plan

Event Marketing Project Management Plan
Create your Event Marketing Plan with this easy-to-edit template!Edit and Download

Keeping track of deadlines across different marketing channels is tough. This timeline template puts everything in one place, from pre-event buzz to post-event follow-up.

You get a clean, week-by-week view so you can see how your marketing efforts work together and build momentum. Color-coded sections make it easy to separate organic content, paid campaigns and partner activities.

Need to make changes? You can shift dates and add new tactics without messing up the flow. Plus, with Visme’s built-in analytics, you can track your document’s performance and see who has viewed it.

 

How to Promote Your Event Across Omni-Channels

An omni-channel promotion strategy helps you meet your audience where they already are and everywhere they plan to be.

By showing up consistently across multiple touchpoints, you expand your reach, reinforce your message, and create more opportunities for engagement.

In short, the more places your audience finds your message, the more likely they are to register, attend and spread the word.

Here are some omnichannel strategies to promote your event:

Paid Ads

If your organic reach is limited, paid ads are great for getting eyeballs on your offering fast. They are especially effective when you need to fill seats quickly  because you get to target people with higher intent and better conversion potential

Use ads to:

  • Retarget people who visited your site but didn’t register
  • Promote urgency (deadlines, limited seating)
  • Reach new but relevant audiences based on interest or intent
  • Drive traffic to high-converting landing pages

Always test different creatives and audience segments early; don’t leave optimization to the final week.

Real-life example: Ignition Community Conference (ICC)

Estimated time/resources: Approx. 15%

Best for: Pre-event

The Ignition Conference, which brings together professionals from the automation industry, used LinkedIn and Meta ads for their 2025 promotion.

They ran multiple creatives with video, tested different headlines and CTAs and launched their campaign as early as July—a full two months before the September event. This early start allows for testing and optimization over time, rather than scrambling for results in the final weeks.

 

Influencer Partnership

People sometimes attend events because someone they trust is going. Influencers wield that kind of pull. When your target audience sees their favorite industry voice promoting or attending your event, it builds instant credibility and sparks FOMO.

Partnering with the right influencers can help you:

  • Announce your event to a wider, engaged audience
  • Share personalized referral codes or links
  • Capture and post behind-the-scenes content
  • Livestream key moments or share a post-event vlog

Real-life example: Semrush Sponsored Sophia Miller

Time/Resources: Approx. 15%

Best For: Pre-event, during event and post-event

For its first-ever “Spotlight” conference, Semrush collaborated with several marketing influencers to drive awareness. One of them was Sophia Miller, a B2B creator and speaker, who was sponsored to attend and vlog her experience. Her vlog-style content gave followers a personal look into the event and her interactions.

That connection paid off. One of Sophie’s followers even asked when her next event would be so they could attend too. That’s the kind of influence a well-aligned partnership can deliver.

 

Content Marketing

Instead of pushing obvious promotions all the time, take an organic approach by leading with valuable content that addresses your audience’s real questions or concerns. Create blog posts, videos or social media content around the challenges that might stop your target attendees from buying tickets or fully understanding the event’s value.

If your content answers evergreen questions, optimize it for search engines to keep driving organic traffic long after publishing.

Beyond blog posts, consider behind-the-scenes videos or FAQ sessions to build interest and trust.

Good content also arms your affiliates and partners with ready-to-use materials to share on their platforms.

Not sure what content to create? Start by polling your audience to uncover what’s holding them back from attending or what details they need to feel confident about joining your event. With these insights, you can create content that directly addresses their concerns and moves them closer to saying yes.

Real-life example: MozCon

Time/Resource Allocation: approx. 20%

Best For: Pre-event

MozCon Event

Moz tackled common objections and challenges with posts like “Convince Your Boss to Send You to MozCon 2025” and “21 Experts Share How to Network at an SEO Event.” These helped potential attendees justify the investment and prepare for a positive conference experience.

 

Email Marketing

According to Litmus, 35% of surveyed marketers say they earn $36 for every $1 spent on email. That’s why Carolyn Beaudoin, Head of Creative Strategy at Boxcar Agency, calls it a missed opportunity when it’s left out:

“If email marketing isn't in your pre-event AND post-event marketing plan. And you're relying on your sales team's manual work to turn those new leads into customers. You're likely leaving money on the table. (Yup, even if your sales team is stellar)”

If you already have an engaged list, use it. These are people who already trust your brand and are more likely to register. Set up sequences that either directly promote the event or weave details into your regular newsletter.

No list? Sponsor a newsletter from a partner, creator or publication that already reaches your target audience.

Use email to:

  • Announce your event and open registration
  • Share speaker updates and reminders
  • Follow up post-event with replays, thank-yous and surveys

Entrepreneur's Level Up Conference

Time/Resources: Approx. 30%

Best For: Pre-event and post-event

Entrepreneur shared an email that listed out why the event is worth attending. They also offered a 20% flash sale discount.

This exclusive offer would make their audience feel valued while nudging hesitant readers to register before the deadline.

 

Community Partnership

Partnering with local organizations, clubs, associations or interest-based communities can extend your reach far beyond your existing audience. These groups often already have trust and influence with the exact kind of people you want to attract.

Use community partnerships to:

  • Promote your event through community newsletters, WhatsApp groups or Facebook Groups
  • Co-host a webinar, IG Live or behind-the-scenes Q&A in the lead-up to your event
  • Offer discounted or group tickets exclusive to their members
  • Encourage community leads to be brand ambassadors, with unique referral links or affiliate codes

Real-life Example: Women in TechSEO community and Brighton SEO conference

Time/Resources: Approx. 20%

Best For: Pre-event

BrightonSEO is a virtual marketing summit that attracts SEOs, content marketers and digital professionals. To promote one of their events, they partnered with Women in Tech SEO, a community that supports women in the SEO industry.

It was a smart move because the community directly aligned with their target audience. BrightonSEO gave away free tickets and an exclusive 10% discount for community members. This incentivizes them to register and spread the word within their circles.

 

Best Practices For Before, During and After Event Planning

Here are some tips to help you tighten loose ends across all phases of your event, so nothing slips through the cracks and your chances of success stay high.

Before the Event

  • Test all registration and payment flows at least one week before launch to catch broken links, form errors or payment processing issues that could cost you registrations.
  • Set up analytics early so you can measure which marketing channels drive the most registrations and optimize spend in real-time.
  • Prepare your team with role-specific checklists so everyone knows exactly what to do on event day, from social media posting schedules to attendee check-in procedures.
  • Spend early and monitor instead of being stringent with budgets, only to spend wildly in desperation towards the end when sales haven't met targets. It's much easier to gather data and make early sales than to convince people to attend in the final weeks.

During the Event

  • Capture content in real-time with designated photographers, quote collectors and social media managers to maximize post-event marketing assets.
  • Engage virtual and remote audiences through live social media updates, stories and real-time polls so non-attendees feel connected to the experience.
  • Monitor social mentions and hashtags to respond quickly to questions, share attendee posts and address any issues before they escalate.

After the Event

  • Send thank-you communications within 24-48 hours while the experience is fresh, including personalized messages to speakers, sponsors and key attendees.
  • Repurpose event content quickly by turning recorded sessions into blog posts, social media clips and email content to extend your marketing reach.
  • Survey attendees within one week to capture honest feedback and testimonials while emotions and memories are still strong.
  • Nurture new leads immediately with targeted follow-up sequences based on their interests and engagement level during the event.
  • Document lessons learned for your marketing team, including what channels performed best, which content resonated most and what you'd change for next time.

 

Best Event Marketing Tools to Know

To run a successful event, you need the right tools at every stage from registration and promotion to design, management and evaluation.

Here’s a curated list of the best event marketing tools across key categories to help you streamline your workflow and boost results.

Best Event Registration & Ticketing Platforms

  • Eventbrite: Most user-friendly for public-facing events, with built-in promotion tools.
  • Visme’s Registration Forms Builder: For creating branded and interactive forms within Visme.
  • Bizzabo: Best for mid to large events needing attendee tracking and engagement tools.
  • Whova: Great for hybrid or in-person events with mobile-first experiences.

Best Email Marketing Tools

  • Mailchimp: Most accessible for small teams with pre-built event templates and automation.
  • Klaviyo: Best for eCommerce and product launches with events tied to customer data.
  • ConvertKit: Ideal for creators hosting workshops or webinars.
  • Visme AI Newsletter Generator: Quickly turn prompts into branded, designed newsletters ready for distribution.

Best CRM Tools for Event Marketing

  • Zoho CRM: Ideal for budget-conscious teams looking for customizable workflows.
  • Salesforce: Great for enterprise-level events needing deep integration and advanced analytics.
  • HubSpot: Best for planners hosting large-scale events that require complex segmentation, automation and follow-ups

Best Social Media & Promotion Tools

  • Buffer: Great for scheduling across platforms with analytics built in.
  • AI Resize Tool: Adapt your creatives across multiple channels without redesigning.
  • Hootsuite: Enterprise-level scheduling and social listening in one dashboard.
  • AI LinkedIn Post Generator: Quickly create professional, visually engaging LinkedIn posts within Visme.
  • Social Media Scheduler: Design and schedule directly within Visme without switching tools.

Best Event Design & Content Creation Tools

  • Visme: All-in-one platform for event visuals, documents, social media graphics and landing pages.
  • Canva: Easy-to-use tool for quick drag-and-drop content creation.
  • Adobe Express: Great for teams already in the Adobe ecosystem, needing fast edits.
  • Desygner: Affordable alternative with mobile editing options.

Best Project & Task Management Tools

  • ClickUp: Great for complex, multi-phase event workflows with visual boards.
  • Trello: Best for smaller teams or one-off events with simple checklists.
  • Asana: Ideal for marketing teams who want templates and automation.
  • Visme Workflows: Visualize and manage tasks, owners and timelines within your content creation platform.

Best Virtual / Hybrid Event Platforms

  • Hopin: Best for hosting large-scale virtual summits or expos.
  • Zoom Events: Familiar interface with added tools for event monetization and networking.
  • Airmeet: Strong community and engagement tools for virtual networking.
  • HeySummit: Perfect for multi-day, multi-speaker summits with built-in promotion features.

Best Feedback & Survey Tools

  • Typeform: Beautiful, conversational surveys for pre- and post-event feedback.
  • SurveyMonkey: Robust analytics and logic branching for detailed insights.
  • Slido: Interactive polls and Q&As during live events.
  • Visme Feedback Forms: Add branded, visual forms directly to landing pages and post-event content.

Best Analytics & Conversion Tracking Tools

  • Google Analytics: Track user behavior on your landing pages and registration sites.
  • Meta Pixel: Retarget attendees or drop-offs through Facebook/Instagram ads.
  • Hotjar: See how attendees interact with your event pages through heatmaps.
  • Bitly: Track clicks and engagement on your campaign links across channels.

Best Financial & Budgeting Tools

  • Budgeto: Best for early-stage budget planning and projections.
  • Expensify: Simple expense tracking and reporting for small to mid-sized teams.
  • Google Sheets + Templates: Customizable and collaborative budget tracking option if you’re on a budget.

 

Event Planning FAQs

An event marketing plan is a strategy that outlines how you’ll promote your event before, during and after it happens. It includes your goals, audience, channels, timeline and metrics to attract attendees and deliver a strong brand experience.

An event marketing plan template is a ready-made framework that helps you plan your event promotion efficiently. It typically includes sections for your audience, key messages, promotion channels, timeline and budget.

The 4 Ps of event marketing are:

  • Product: the event experience you’re offering
  • Price: the cost for attendees or sponsors
  • Place: the venue or platform where the event takes place
  • Promotion: the tactics used to raise awareness and drive attendance

To measure the success of your event marketing plan, track metrics like registration numbers, attendance rates, engagement and ROI. You can also use feedback surveys and campaign analytics to identify what worked well and what to improve.

 

Craft an Event Marketing Plan That Delivers Results with Visme

Great event ideas and speaker lineups are important, but they’re not enough to make your event a success. You need a clear, actionable marketing plan to drive actual results.

From defining your value proposition to assigning responsibilities, choosing the right tools and tracking real results, a solid marketing plan helps you create a memorable experience that lasts beyond the event.

Visme makes it easier to build that plan without starting from scratch. You can get started with pre-built templates to save time, then plug into Visme’s suite of tools to run your workflows.

Access a wide range of tools for visual creation, project management, registration form, feedback forms, dashboards and more, all in one place.

Ready to promote your event like a pro? Sign up for Visme to design event marketing materials that attract the right audience.

 

Olujinmi Oluwatoni
Written by Olujinmi Oluwatoni

Olujinmi is passionate about helping B2B and SaaS brands with great products tell their stories. She creates data-driven content that’s helpful, inspires brand trust and drives engagement. When she’s not writing, she enjoys composing songs or trying out new recipes. Connect with her on LinkedIn.

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