Why your events should not sit outside your CRM

Events are often treated as a separate activity from the rest of an organisation.

A course is created in one system, promoted somewhere else, registrations are taken through another platform, reminders are sent manually and attendance is recorded separately.

Each part may work perfectly well on its own.

The problem is that the organisation loses sight of the person moving through them.

That was the issue we found at The Haven Club, a membership organisation running professional training courses for both members and non-members.

The club already used Drupal and CiviCRM for its main website and membership operation, but its training courses had moved onto a separate platform.

At first sight, this looked like a website problem.

It wasn't. It was a relationship-management problem.

An event is more than a booking

Think about someone registering for a training course for the first time.

They may discover the course, register, pay, attend and complete it. From an event system's point of view, the job is done.

But from the organisation's point of view, something much more interesting has happened.

That person has shown an interest in a subject, trusted the organisation enough to make a purchase, visited its premises, met its people and potentially become interested in further training or membership.

That is not simply a transaction.

It is part of a relationship.

And that relationship belongs in the CRM.

What gets lost when events are separate

The weakness of a disconnected event system is not usually that bookings stop working.

It is everything around them.

A member attends a course, but the registration is not part of their existing record. A non-member attends several courses, but nobody can easily identify them as a highly engaged prospect. An administrator wants to tell previous attendees about an advanced course, but has to build the list manually.

Marketing may generate registrations, but it can be difficult to connect those registrations back to the campaign that produced them.

After the course, potentially valuable information about that participant simply stops being useful.

Start with the journey

So our starting question for The Haven Club was not:

How do we move the courses back into CiviCRM?

It was:

What should happen from the moment the club decides to run a course until the participant reaches their next useful stage?

For the participant, that might be:

Discover → register → prepare → attend → complete → continue

For the organisation:

Plan → publish → promote → register → communicate → deliver → follow up → evaluate

A good system should support both journeys.

It should also mean creating the course properly once, then allowing the website, registration process, reminders, attendance records, follow-up and reporting to work from the same underlying information.

The important bit happens afterwards

For a membership organisation, the value of an event does not necessarily end when the attendee walks out of the door.

A member might be ready for the next level of training.

A non-member may now have spent a day at the club, met members and experienced what the organisation offers. They are very different from somebody who has merely joined a mailing list.

Good CRM does not mean sending more marketing.

It means knowing enough about someone to communicate appropriately.

That is why, for The Haven Club, putting events back alongside membership and contact data is not simply a technical tidy-up.

It is the foundation for designing the whole training journey properly.

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