Using Attend to log notes is beneficially to both sales and marketing teams, here we'll show you how to build a report to display all of the notes that were logged so you can easily digest them.
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All notes are logged with the task type you selected at the Attend Account level with the subject line "Notes: [Attend Event Name]" (ex: "Notes: Attend Eventhacker Tour Boston")
We recommend that your Attend Event Name and your Salesforce Campaign Name are identical. That way you can use your Campaign name and create an auto-generated report that can live on the campaign, we'll walk you through how to set that up here.
You can build a one-off report but we recommend making a Custom Campaign Link so you don't need to make a new report for every event and the notes are accessible to the entire team easily.
Creating your report
- Create a “Tasks & Events” report
- Show all Completed Tasks for the Current Fiscal Year (CFY) so that the report won't take so long to run
- Filters to save the report one-off
- "Subject" equals "Notes: [YOUR ATTEND EVENT NAME]"
- "Activity type" equals whatever you have selected on an event level.
- Filters to save the report as a template for a custom campaign link:
- “Subject ‘contains’” and leave the field blank.
- "Subject" starts with "Notes:"
- "Activity type" equals whatever you have selected on an event level.
- Carry over whatever fields make sense for you so you can see the information you care about. For our reports, we carry over Assigned, Contact, Lead, Title, Company, Full Comments.
- Save your report, ex. “Notes from Event”
To learn how to add this report as a custom campaign link -- go to this article
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