atEvent + HubSpot Integtration Instructions at-event.com

Client Checklist 2 Load to atEvent Central no later than: List of users and passwords List of Events with Dates Topics and subtopics as necessary Follow-Up Actions and Subtopics Dates/Times of when is ideal for training session with staffers Dates/Times for event debrief with atEvent Customer Success Manager or Account Manager 2 weeks before event

HubSpot Integration

What We Do Use HubSpot API user credentials to integrate our platform to HubSpot Automates the lead creation/update process from leads captured through the atEvent app at events. Advanced Integration: atEvent fields map to HubSpot atEvent form fields Provides flexibility to have the HubSpot form fields map to Custom Data Object to store the atEvent field information. Main advantage of feature is the limited number of fields allowed for the Contact Object will not be impacted. Basic Integration: atEvent fields map to HubSpot Contact fields Updates Contact object with demographic data and atEvent data captured through the app Cloud Integration: Available in App Cloud store Enables ability for client to create Campaigns which can trigger activities (examples below): Send sales alerts Add to lists Update attendee information Send emails (collateral, white paper, etc.)

HubSpot Integration: Create API User Let atEvent know once the API User is created Create API User Login to your hubspot live account Click settings from menu on right side of your Company Account Click “Users & Teams” from left Select “Create User” to add users Enter following data Email Address – HubSpot+ComapnyName@at-event.com First Name – atEvent Last Name – User Allow contacts access to view and edit Select Next, Select Send 4 2 5 3 6 1 7

HubSpot Integration: Custom Fields 1 atEvent will alert you to create Custom Fields Create atEvent custom fields Select ‘Contacts’ from top menu of screen Select ‘Contact Settings’ from sub-menu Select ‘Contact Properties’ from left menu 4. Select ‘Create New Property’ option 4 2 3

HubSpot Integration: Custom Fields (Cont.) Create atEvent custom fields Add the following custom fields (Prior to creating fields, please confirm discovery meeting has taken place with atEvent so use cases have been confirmed) atEvent Event Name label: atEvent Event Name Field Type: Single Line Text Use in forms: Yes atEvent Topics Display Name: atEvent Topics atEvent Follow Up label : atEvent Follow Up atEvent Comments label : atEvent Comments Click Save Property 5 6

atEvent Central Integration Setup

HubSpot Integration setup in atEvent Central Login to atEvent Central Click ‘My Account’ Click ‘Configure MA Integration’ Create Connection Profile Select Application Type. Enter: Company Name, User Name, and Password Click ‘Authenticate’ Select Data Push Schedule Map atEvent fields to appropriate field name Click ‘Save’ 1

HubSpot Integration setup in atEvent Central Login to atEvent Central Click ‘My Account’ Click ‘Configure MA Integration’ Create Connection Profile Select Application Type. Enter: Company Name, User Name, and Password Click ‘Authenticate’ Select Data Push Schedule Map atEvent fields to appropriate field name Click ‘Save’ 2

HubSpot Integration setup in atEvent Central Login to atEvent Central Click ‘My Account’ Click ‘MA/CRM Integration’ Create Connection Profile Select Application Type. Enter: Company Name, User Name, and Password Click ‘Authenticate’ Select Data Push Schedule Map atEvent fields to appropriate field name Click ‘Save’ 3

HubSpot Integration setup in atEvent Central Login to atEvent Central Click ‘My Account’ Click ‘MA/CRM Integration’ Create Connection Profile Select Application Type. Enter: Company Name, User Name, and Password Click ‘Authenticate’ Select Data Push Schedule Map atEvent fields to appropriate field name Click ‘Save’ 4

HubSpot Integration setup in atEvent Central Login to atEvent Central Click ‘My Account’ Click ‘MA/CRM Integration’ Create Connection Profile Select Application Type. Enter: Company Name, User Name, and Password Click ‘Authenticate’ Select Data Push Schedule Map atEvent fields to appropriate field name Click ‘Save’ 5

HubSpot Integration setup in atEvent Central Login to atEvent Central Click ‘My Account’ Click ‘MA/CRM Integration’ Create Connection Profile Select Application Type. Enter: Company Name, User Name, and Password Click ‘Authenticate’ Select Data Push Schedule Map atEvent fields to appropriate field name Click ‘Save’ 5a

HubSpot Integration setup in atEvent Central Login to atEvent Central Click ‘My Account’ Click ‘MA/CRM Integration’ Create Connection Profile Select Application Type. Enter: Company Name, User Name, and Password Click ‘Authenticate’ Select Data Push Schedule Map atEvent fields to appropriate field name Click ‘Save’ 5b

HubSpot Integration setup in atEvent Central Login to atEvent Central Click ‘My Account’ Click ‘MA/CRM Integration’ Create Connection Profile Select Application Type. Enter: Company Name, User Name, and Password Click ‘Authenticate’ Select Data Push Schedule Map atEvent fields to appropriate field name Click ‘Save’ 6

HubSpot Integration setup in atEvent Central Login to atEvent Central Click ‘My Account’ Click ‘MA/CRM Integration’ Create Connection Profile Select Application Type. Enter: Company Name, User Name, and Password Click ‘Authenticate’ Select Data Push Schedule Map atEvent fields to appropriate field name Click ‘Save’ 7

Field Configuration

Global Field Configuration Under My Account click on Field Configruation 5 Field Classifications will appear to be configured Contact Information: capture demographic and general information of a lead are grouped in this category Social Information: Fields containing information related to lead's presence on social media Hidden Fields: contains predefined values that can NOT be altered against each lead on mobile side. This data is used only while syncing lead with CRM/MA systems. Topics: contains the list of key topics and their subtopics (if any) to be used in an event Follow-up Actions: contains the list of Follow-up Actions and their sub-actions (if any) to be used in an event 1

Global Field Configuration Under My Account click on Field Configruation 5 Field Classifications will appear to be configured Contact Information: capture demographic and general information of a lead are grouped in this category Social Information: Fields containing information related to lead's presence on social media Hidden Fields: contains predefined values that can NOT be altered against each lead on mobile side. This data is used only while syncing lead with CRM/MA systems. Topics: contains the list of key topics and their subtopics (if any) to be used in an event Follow-up Actions: contains the list of Follow-up Actions and their sub-actions (if any) to be used in an event 2

Global Field Configuration 3 Under My Account click on Field Configruation 5 Field Classifications will appear to be configured Contact Information: capture demographic and general information of a lead are grouped in this category Social Information: Fields containing information related to lead's presence on social media Hidden Fields: contains predefined values that can NOT be altered against each lead on mobile side. This data is used only while syncing lead with CRM/MA systems. Topics: contains the list of key topics and their subtopics (if any) to be used in an event Follow-up Actions: contains the list of Follow-up Actions and their sub-actions (if any) to be used in an event

Global Field Configuration 4 Under My Account click on Field Configruation 5 Field Classifications will appear to be configured Contact Information: capture demographic and general information of a lead are grouped in this category Social Information: Fields containing information related to lead's presence on social media Hidden Fields: contains predefined values that can NOT be altered against each lead on mobile side. This data is used only while syncing lead with CRM/MA systems. Topics: contains the list of key topics and their subtopics (if any) to be used in an event Follow-up Actions: contains the list of Follow-up Actions and their sub-actions (if any) to be used in an event

Global Field Configuration 5 Under My Account click on Field Configruation 5 Field Classifications will appear to be configured Contact Information: capture demographic and general information of a lead are grouped in this category Social Information: Fields containing information related to lead's presence on social media Hidden Fields: contains predefined values that can NOT be altered against each lead on mobile side. This data is used only while syncing lead with CRM/MA systems. Topics: contains the list of key topics and their subtopics (if any) to be used in an event Follow-up Actions: contains the list of Follow-up Actions and their sub-actions (if any) to be used in an event

Global Field Configuration 6 Under My Account click on Field Configruation 5 Field Classifications will appear to be configured Contact Information: capture demographic and general information of a lead are grouped in this category Social Information: Fields containing information related to lead's presence on social media Hidden Fields: contains predefined values that can NOT be altered against each lead on mobile side. This data is used only while syncing lead with CRM/MA systems. Topics: contains the list of key topics and their subtopics (if any) to be used in an event Follow-up Actions: contains the list of Follow-up Actions and their sub-actions (if any) to be used in an event

Global Field Configuration 7 Under My Account click on Field Configruation 5 Field Classifications will appear to be configured Contact Information: capture demographic and general information of a lead are grouped in this category Social Information: Fields containing information related to lead's presence on social media Hidden Fields: contains predefined values that can NOT be altered against each lead on mobile side. This data is used only while syncing lead with CRM/MA systems. Topics: contains the list of key topics and their subtopics (if any) to be used in an event Follow-up Actions: contains the list of Follow-up Actions and their sub-actions (if any) to be used in an event

Setting Up Company Users

New Users: Setting up each user Login to atEvent Central Click ‘My Account’ Click ‘Manage Users’ Select ‘Add User’ Enter First and Last Name Enter Title Select User Access Type* Company Group Admin – access to the app and full access to atEvent Central Company Group Staff – access to the app and view only limited access to atEvent Central Company Group Analyst – access to the app with limited access to atEvent Central but with the ability to download reports Enter Email and Confirm Enter Phone Click ‘Save’ 1

New Users: Setting up each user Login to atEvent Central Click ‘My Account’ Click ‘Manage Users’ Select ‘Add User’ Enter First and Last Name Enter Title Select User Access Type* Company Group Admin – access to the app and full access to atEvent Central Company Group Staff – access to the app and view only limited access to atEvent Central Company Group Analyst – access to the app with limited access to atEvent Central but with the ability to download reports Enter Email and Confirm Enter Phone Click ‘Save’ 2

New Users: Setting up each user Login to atEvent Central Click ‘My Account’ Click ‘Manage Users’ Select ‘Add User’ Enter First and Last Name Enter Title Select User Access Type* Company Group Admin – access to the app and full access to atEvent Central Company Group Staff – access to the app and view only limited access to atEvent Central Company Group Analyst – access to the app with limited access to atEvent Central but with the ability to download reports Enter Email and Confirm Enter Phone Click ‘Save’ 3

New Users: Setting up each user Login to atEvent Central Click ‘My Account’ Click ‘Manage Users’ Select ‘Add User’ Enter First and Last Name Enter Title Select User Access Type* Company Group Admin – access to the app and full access to atEvent Central Company Group Staff – access to the app and view only limited access to atEvent Central Company Group Analyst – access to the app with limited access to atEvent Central but with the ability to download reports Enter Email and Confirm Enter Phone Click ‘Save’ 4

New Users: Setting up each user Login to atEvent Central Click ‘My Account’ Click ‘Manage Users’ Select ‘Add User’ Enter First and Last Name Enter Title Select User Access Type* Company Group Admin – access to the app and full access to atEvent Central Company Group Staff – access to the app and view only limited access to atEvent Central Company Group Analyst – access to the app with limited access to atEvent Central but with the ability to download reports Enter Email and Confirm Enter Phone Click ‘Save’ 5

Setting Up an Event

Event Creation Login to atEvent Central Dashboard Click ‘Create an Event’ Enter details of event *The more information provided, the better event intelligence you will have for similar events. Click on ‘Save & Continue’ 1

Event Creation Login to atEvent Central Dashboard Click ‘Create an Event’ Enter details of event *The more information provided, the better event intelligence you will have for similar events. Click on ‘Save & Continue’ 2

Event Creation Login to atEvent Central Dashboard Click ‘Create an Event’ Enter details of event *The more information provided, the better event intelligence you will have for similar events. Click on ‘Save & Continue’ 3

Event Creation Login to atEvent Central Dashboard Click ‘Create an Event’ Enter details of event *The more information provided, the better event intelligence you will have for similar events. Click on ‘Save & Continue’ 4

Event Creation Add App Content to the Specific Event Add Users to the Event: Note: If you add users to the Company Group you will need to go back into each event and check their name off and resave the event completely. Remember to ‘Save.’ Add Attendees to the Event: Load a CSV file Import Manually Import from MA/CRM Enter/Edit Topics Sub-topics (if applicable) Enter/Edit Follow-up Actions Sub-follow-up Actions (if applicable) Click ‘Save & Complete’ 5

Event Creation Add App Content to the Specific Event 5a Add Users to the Event: Note: If you add users to the Company Group you will need to go back into each event and check their name off and resave the event completely. Remember to ‘Save.’ Add Attendees to the Event: Load a CSV file Import Manually Import from MA/CRM Enter/Edit Topics Sub-topics (if applicable) Enter/Edit Follow-up Actions Sub-follow-up Actions (if applicable) Click ‘Save & Complete’

Event Creation Add App Content to the Specific Event 5b Add Users to the Event: Note: If you add users to the Company Group you will need to go back into each event and check their name off and resave the event completely. Remember to ‘Save.’ Add Attendees to the Event: Load a CSV file Import Manually Import from MA/CRM Enter/Edit Topics Sub-topics (if applicable) Enter/Edit Follow-up Actions Sub-follow-up Actions (if applicable) Click ‘Save & Complete’

Event Creation Add App Content to the Specific Event 5c Add Users to the Event: Note: If you add users to the Company Group you will need to go back into each event and check their name off and resave the event completely. Remember to ‘Save.’ Add Attendees to the Event: Load a CSV file Import Manually Import from MA/CRM Enter/Edit Topics Sub-topics (if applicable) Enter/Edit Follow-up Actions Sub-follow-up Actions (if applicable) Click ‘Save & Complete’

Event Creation Add App Content to the Specific Event 5d Add Users to the Event: Note: If you add users to the Company Group you will need to go back into each event and check their name off and resave the event completely. Remember to ‘Save.’ Add Attendees to the Event: Load a CSV file Import Manually Import from MA/CRM Enter/Edit Topics Sub-topics (if applicable) Enter/Edit Follow-up Actions Sub-follow-up Actions (if applicable) Click ‘Save & Complete’

Event Creation Add App Content to the Specific Event Add Users to the Event: Note: If you add users to the Company Group you will need to go back into each event and check their name off and resave the event completely. Remember to ‘Save.’ Add Attendees to the Event: Load a CSV file Import Manually Import from MA/CRM Enter/Edit Topics Sub-topics (if applicable) Enter/Edit Follow-up Actions Sub-follow-up Actions (if applicable) Click ‘Save & Complete’ 6

Event Intelligence Report & Leads

Event Intelligence Report Login to atEvent Central Dashboard Click ‘Event Intelligence’ Users will be able to view analytics by Person, Month, Day, and App Selected Topics and Follow-Up actions will also be viewable 1

Event Intelligence Report 2 Login to atEvent Central Dashboard Click ‘Event Intelligence’ Users will be able to view analytics by Person, Month, Day, and App Selected Topics and Follow-Up actions will also be viewable

Leads Click on ‘Leads’ Exporting Leads as .csv 4 After clicking on View Leads; type in the desired event name into search bar

Leads Click on ‘Leads’ Exporting Leads as .csv 5 After clicking on Leads; type in the desired event name into search bar 5

FAQs

Frequently Asked Questions Where do I get my login? You will receive an email from the atEvent Administrator once your company admin has set you up as a user. You will need to activate your email by creating a secure password for your login. What if I cannot login? Ensure proper data connection. If unable to login, note which error message you receive and contact support@at-event.com. My internet connection has full bars. Why are my cards still pending*? Full bar strength is not indicative of a strong data connection. Once you have a strong connection the cards will begin to process. *Note that it can take up to an hour for full transcription. Does the phone app work offline? Yes, initial login is required (Data connection required). Once logged, app can function in offline mode. However, users must not log out while in offline mode as captured information will be lost. What if I scan a QR Code/Bar Code using the Business Card Scanner tab? If accidental QR Code/Bar Code is scanned under incorrect tab, information will read as <No Name>. Can one prospect’s record be scanned multiple times? Yes, as long as that prospect’s card is scanned by another staffer. If the same booth attendee’s card is scanned multiple times by the same staffer the more recent scan will override previous scans. What if my camera is blacked out? You will need to go to your Settings and click on the atEvent App and grant access to the app to use the camera. If I am prompted to retake the business card photo, do I have to re-enter the topics and follow-up actions? Yes, the app associates topics and follow-up actions with each attendee. Therefore, if card was previously unreadable, the previously created attendee was not saved and must be re-entered into system. What happens if I scan the business card and the QR Code for the same attendee? This will create two separate entries for the same attendee in the system. For trial purposes, the QR Code and Bar Code functionality have not been set up.

Thank you for your time. Paula Gross, Customer Success paula@at-event.com | 888-ATEVENT at-event.com ©2017 atEvent — CONFIDENTIAL