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How to Plan a Virtual Event: Ideas, Tips & Best Practices

How to Plan a Virtual Event Blog - TPMGWith the cancellation of in-person events, we’d be shocked if you haven’t participated in at least one virtual event over the past year. How would you rate online engagement? Has it lived up to your expectations? Did it fall flat? If you’ve been wondering how to make virtual events a successful part of your marketing strategy, we have some tips

The most important thing to do first, and often the most difficult, is changing your mindset. If you are expecting the same outcomes of your in-person exhibitor experience from a virtual conference—it’s time to realign your expectations. If you can do that, and approach virtual events as a new opportunity, you will be ahead of the game. Don’t get caught up thinking that virtual events are a temporary fix; they are not going away.

That said, on to some virtual event ideas, tips, and best practices!

Benefits of Virtual Events

It’s no secret event organizers were caught off guard with the overnight transition to online formats. Early events were haphazardly put together; platform functionality was limited, and nobody knew what to expect. If you participated in one of these, odds are you got frustrated, and the experience might be keeping you from seeing the value of either creating a virtual event for your company, or investing in attending or sponsoring other virtual events.

The most significant benefit of virtual events is a larger, global audience. Travel budgets or location constraints don’t limit attendees. Additional factors include:

  • Attendees may be uncomfortable returning to in-person events for quite sometime
  • International attendees may not be allowed to enter the U.S. or Canada
  • Increased data and metrics to measure attendee interactions and engagement

Planning Your Virtual Event Strategy

You wouldn’t invest in a booth or sponsorship at an in-person event without a clear strategy or goals, and virtual events shouldn’t be different. Start by asking some internal questions:

Do the exhibiting and sponsorship opportunities offered align with your company and marketing goals?
Are the attendees the right audience for your product? Do they fit your target demographic?

If you feel confident this event supports your goals, take time to meet with show management. Many organizers are entering their second, or possibly third, round of online events. They should have solid answers to these questions:

  • What metrics can you provide on past events? For example, registration vs. actual attendance figures.
  • What are you going to do to drive attendees to virtual booths? How heavy was past exhibit traffic?
  • What post-event marketing opportunities are provided? When will those be available?
  • Are platform demos available?

These are just a starting point for questions. You may have questions surrounding virtual event pricing or other specific considerations for your company. Do not be afraid to ask hard questions, and make sure you feel confident with their answers.

Revising your event strategy may seem like a lot. Compare it to what you would have spent buying booth space, purchasing swag, sending staff to the physical event, and entertaining clients. You may find the time and money required for online events is considerably less, enabling you to do more events within your marketing budget.

How to Stand Out at a Virtual Event

The greatest difficulty virtual event exhibitors face is giving their online presence enough character to stand out and engage attendees you typically can’t even see. Consider these options:

  • Make your virtual event branding and “booth” as visually appealing as possible. Use bold colors to draw the eye and put your logo in a prominent spot.
  • Design with virtual in mind. Don’t try and shoehorn in-person messaging into an online booth.
  • Upgrade your booth or sponsorship package if possible. Many organizers offer the option to include videos, weblinks, or collateral uploads for an additional fee.
  • Offer a giveaway! Even if the organizer uses gamification, including your own prize will draw more traffic. Ensure what you’re giving away is exciting and enticing (gift cards, Surface, iPad, etc.) because this is where there is no difference between an in-person event or a virtual event—everyone loves a creative giveaway or freebie!

Marketing a Virtual Event

Another aspect of virtual events that hasn’t changed, whether it’s a trade show or webinar, is the importance of marketing.

Your strategy should include pre-event, during the event, and post-event marketing. Send email campaigns to engage your customers early. Push out social media posts advertising your involvement and highlight your giveaway or any sessions you’re presenting or sponsoring. For larger events, schedule social posts during the event to draw prospects to your booth if applicable. And don’t forget to include any hashtags associated with the event in your social posts.

Focus on Post-Event Communications

You’ve made it through another event. Congratulations! Now you’ve got to keep the momentum going.

Begin by quickly collecting metrics from the show manager. Pour over the data to see how long attendees were in your booth; dwell time is a good indicator of interest and likelihood to purchase.

Create a list of targets you want to keep talking to. Include people on the bubble of your target dwell time and personalize your communications to them. You might think about using the following tactics:

  • Personalize Emails – include personal details from your conversations.
  • Customize Collateral – tweak language if needed so it speaks to their needs and interests based on their interactions.
  • Mail Some Swag – though not always possible while we are all mostly working remotely, small gifts in the mail always make people feel special.

Ask for Help

Virtual events are new to many of our clients in the technology channel. If you need an extra hand and additional expertise to create a successful online, hybrid, or in-person event strategy, contact The Partner Marketing Group team. We can help you develop your event plans, create engaging content and messaging, build out integrated marketing campaigns, design powerful visuals, and so much more.

Curious how other technology marketers adapted from in-person to virtual events? Download our 2021 Technology Marketing Benchmarks & Trends Report for more insight and ideas.

The post How to Plan a Virtual Event: Ideas, Tips & Best Practices appeared first on The Partner Marketing Group.


About the Author

Cheryl Salazar's picture

With 26 years of experience in B2B marketing, including 16 years as a Senior Marketing Manager for Great Plains Software and Microsoft, I've had the pleasure of developing numerous B2B marketing programs for reselling partners and ISVs as well as creating the distinguished Inner Circle recognition program. An accomplished speaker, I work closely with the world’s leading software publishers and hardware manufacturers such as Microsoft, Intacct, Sage, and Intel, as well as a variety of VAR and ISV organizations.

Much of my work with Microsoft was partner-facing so when I left in 2005, it was a natural transition to The Partner Channel to provide strategic marketing consulting. In 2008, it seemed the perfect time to start my own firm, The Partner Marketing Group, where I could build a marketing 'dream team' designed to serve technology companies with the depth of experience and results they deserved.

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