Provides tools for email marketing, social media posting, event tracking, and CRM integration, facilitating targeted campaigns and customer engagement.
More about SharpSpring (Constant Contact)
Tools for planning, promoting, and managing client seminars, educational workshops, and other events with registration management and follow-up automation.
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Event Scheduling Ability to create, edit, and manage event dates, times, and recurring events. |
No information available | |
Multi-format Event Support Support for in-person, virtual, and hybrid events. |
No information available | |
Agenda/Session Management Build detailed event agendas and manage concurrent sessions or tracks. |
No information available | |
Speaker Management Tools specifically for inviting, scheduling, and communicating with speakers. |
No information available | |
Event Capacity Maximum number of attendees an event can support within the system. |
No information available | |
Check-in/Check-out Functionality Attendee registration, on-site check-in, and attendance tracking tools. |
No information available | |
Waitlist Management Enables a waitlist when events reach capacity and auto-enroll as spots become available. |
No information available | |
Event Duplication/Template Clone or template past events to simplify future planning. |
No information available | |
Venue Management Manage venue details, room assignments, and logistics. |
No information available | |
Event Cancellation & Refund Simple tools to cancel events, notify registrants, and process refunds if applicable. |
No information available |
Email Campaign Integration Create, schedule, and send custom email invitations and reminders. |
SharpSpring supports creation, scheduling, and sending of email campaigns for events and marketing. | |
Personalized Event Invites Send personalized invitations based on attendee segmentation. |
Platform allows segmentation and sending of personalized marketing emails and invitations. | |
Landing Page Builder Customizable event registration or information web pages. |
SharpSpring offers customizable landing page creation for event registration and information. | |
Branded Materials Support Enable custom branding for invites, sites, and event collateral. |
Supports custom branding for landing pages, emails, and collateral. | |
Social Media Integration Promote events across social networks and track engagement. |
SharpSpring supports social media marketing including posting and engagement tracking. | |
Referral & Incentive Tracking Measure registrations or leads generated via partner or referral links. |
Referral and lead tracking available through unique link attribution features. | |
A/B Testing Test alternative email content or landing pages to optimize marketing results. |
SharpSpring natively supports A/B testing for emails and landing pages. | |
Lead Source Attribution Track where leads come from (e.g., social, email, direct). |
Lead source tracking is a native CRM/automation feature. | |
Marketing Automation Integration Integrate with tools like HubSpot, Salesforce, or Marketo for workflows. |
Integrates with HubSpot, Salesforce, and other marketing automation tools. | |
Event Promotion Analytics Analytics on campaign effectiveness and registration conversions. |
Provides campaign analytics including registration conversions and email engagement. |
Custom Registration Forms Design bespoke forms for capturing attendee information. |
Users can build custom registration and lead capture forms. | |
Group Registration Allow multiple attendees to register in one transaction. |
No information available | |
Automated Confirmation Emails Send instant confirmation upon registration. |
SharpSpring automates confirmation email sending upon form submission, commonly used in event and campaign registration. | |
Ticket Tiers & Packages Enable various ticket types (VIP, Early Bird, etc). |
No information available | |
Discount Codes & Promotions Offer promotional codes for specific audiences. |
Promotion codes and discounts can be managed in email campaigns/offers. | |
Secure Payment Processing PCI-compliant payment gateways for ticket sales. |
No information available | |
Invoice Management Send, track, and manage invoices for payments. |
No information available | |
Mobile Ticket Delivery Tickets or QR codes sent via mobile devices. |
No information available | |
Late/On-site Registration Support Register new attendees during the event. |
No information available | |
Registration Capacity Maximum number of registrations system can handle per event. |
No information available |
CRM Synchronization Automatically sync event data with existing CRM systems. |
CRM data can be synchronized between SharpSpring and other systems via integrations. | |
Client Segmentation Segment invitees/attendees based on CRM data (AUM, client tier, etc). |
Supports segmentation based on CRM or marketing list attributes. | |
Event Attendance to CRM Push attendee engagement and participation data back to CRM records. |
Event and engagement metrics can be pushed to CRM records. | |
Custom Field Mapping Map custom data fields between event platform and CRM. |
Custom field mapping between CRM and SharpSpring available. | |
Lead Scoring Assign lead scores based on event interactions. |
Lead scoring based on event and marketing interactions is a core feature. | |
Relationship Tracking Monitor how events impact client/prospect status. |
Interaction history tracked for relationship management within the CRM. | |
Wealth Data Enrichment Integrate with data feeds for AUM, net worth, etc. |
Integrates with external data feeds for enrichment (such as Deal integrations/API connections). | |
Automated Workflow Triggers Trigger CRM workflows based on event activity. |
Automated workflow triggers based on lead or event activity are supported. | |
Duplicate Contact Handling Detect and manage duplicate contacts between systems. |
No information available | |
Contact Volume Supported Maximum number of CRM contacts platform can support. |
No information available |
FINRA/SEC Compliance Tools Built-in features or integrations to support U.S. financial regulations. |
No information available | |
GDPR/CCPA Compliance Support for European and Californian privacy regulations. |
SharpSpring's privacy policy highlights GDPR/CCPA compliance. | |
Data Encryption User data stored and transmitted in encrypted form. |
All data is encrypted in transit and at rest as stated in their documentation. | |
Custom Consent Collection Capture explicit consent for data use and marketing. |
Custom consent collection forms and processes are available in SharpSpring forms/automation. | |
Role-based Access Controls Restrict data access by user role and event team. |
Role-based access for users is supported natively. | |
Audit Logging Complete logs of system access and data changes. |
Audit logs available for major system actions and user changes. | |
Secure File Sharing Enable sharing of event materials with secure download and expiration. |
No information available | |
Document Retention Policies Manage retention/deletion in accordance with compliance needs. |
Supports configurable data retention and deletion policies. | |
Data Breach Notification Automated tools for breach detection and end-user notification. |
Platform offers breach notification workflow in data privacy settings. | |
Two-Factor Authentication Enforce 2FA for user/admin logins. |
No information available |
Attendance Reports View lists and summaries of attendee check-ins and drop-offs. |
No information available | |
Engagement Metrics Track session attendance, poll responses, and Q&A participation. |
Engagement tracking (opens, clicks, form fills, page visits) is a foundational reporting feature. | |
Conversion Tracking Monitor attendees who converted into leads or clients. |
Conversion events can be tracked by pipeline or campaign. | |
Custom Report Builder Design and export custom reports from various event data points. |
Custom and exportable reporting is available with multiple data pivot points. | |
Post-event Survey Tools Gather structured attendee feedback post-event. |
No information available | |
ROI Dashboard Visualize return on investment by event or campaign. |
No information available | |
Automated Scheduled Reports Send reports at set intervals to stakeholders. |
No information available | |
Data Exporting Export raw data in various formats (CSV, Excel, PDF). |
Data and reports can be exported in CSV and Excel formats. | |
Lead Generation Analytics Report on leads generated per event and conversion funnel. |
Lead generation and funnel reporting is a core analytics module. | |
Reporting API Calls per Minute Rate of supported external reporting API calls. |
No information available |
Integrated Webinar/Streaming Native video features or integration with top webinar providers. |
No information available | |
Breakout Room Support Organize smaller groups for workshops or roundtables. |
No information available | |
Live Polling Real-time polls during sessions for audience interaction. |
No information available | |
Q&A Module Audiences can ask questions during virtual sessions. |
No information available | |
Networking Matchmaking Automated introductions or meeting slots for attendees with shared interests. |
No information available | |
Chat Functionality Text chat for attendees and organizers. |
No information available | |
Virtual Booths/Exhibitor Areas Sponsor or exhibitor spaces for demos and resources. |
No information available | |
On-demand Session Access Replay recorded sessions post-event. |
No information available | |
Audience Size for Virtual Events Maximum concurrent virtual attendees supported. |
No information available | |
Translation/Captioning Support Live translation or closed captioning for accessibility. |
. | No information available |
Mobile App Support Offer branded or white-label mobile applications. |
SharpSpring offers a branded mobile app for sales/CRM. | |
Mobile Registration Attendees can register via phones or tablets. |
Registration forms and processes are optimized for mobile devices. | |
Push Notifications Send alerts, reminders, and updates directly to attendees’ devices. |
Allows sending push notifications to contacts via mobile CRM app. | |
In-app Networking Private or group chat, scheduling, and virtual business card exchange. |
No information available | |
Event Agenda Access View live schedules, session details, and changes via app. |
Event and agenda information can be surfaced and updated in app. | |
Mobile Surveys & Polls Collect immediate feedback through mobile interfaces. |
Feedback and survey collection is supported via mobile-optimized forms. | |
QR Code Check-in Scan codes for event entry using mobile devices. |
No information available | |
Session Bookmarking Mark and save sessions of interest for a personalized experience. |
No information available | |
Mobile Payment Support Mobile-friendly payment and ticketing process. |
Mobile payment support offered through landing page integrations with payment providers. | |
App Download Size The typical size of the mobile app needed for attendee use. |
No information available |
API Availability Open API for custom integrations with other systems. |
Open API and developer documentation available for custom integrations. | |
Zapier/Workflow Tools Support for low/no-code automation platforms. |
Integrates with Zapier and other automation platforms. | |
Calendar Integration Sync events with Google, Outlook, or Apple calendars. |
Calendar integration (Google, Outlook) is a supported feature. | |
Marketing Platform Integrations Prebuilt connectors for marketing suites (Mailchimp, Salesforce, Marketo). |
Includes prebuilt integrations for Salesforce, Mailchimp, and more. | |
Single Sign-On (SSO) Integrate with SAML, OAuth or enterprise SSO solutions. |
Supports SSO with SAML and OAuth providers. | |
Custom Webhooks Enable real-time notifications to external systems upon set triggers. |
Webhooks provided for real-time notifications to external systems. | |
Attendee Data API Requests per Hour Volume of external API calls permitted for attendee data. |
No information available | |
Custom Branding/White Labeling API APIs available to automate or extend branding controls. |
No information available | |
Export/Import Data Pipeline Facilitate importing or exporting bulk data to other platforms. |
Offers bulk import and export for contact and campaign data. | |
Integration Maintenance Frequency Describes how often integrations are updated for security/compatibility. |
No information available |
24/7 Technical Support Round-the-clock customer and technical support. |
Provides 24/7 technical support, per sales/support documentation. | |
Dedicated Account Manager Assigned person for onboarding and account issues. |
Account management is a standard for business tier customers. | |
Online Knowledge Base Comprehensive library of documentation, guides, and FAQs. |
Online knowledge base is maintained with documentation and FAQs. | |
Onboarding Webinars Live or recorded product walk-throughs for new users. |
Onboarding webinars and resources are available for new users. | |
In-product Guided Tutorials Step-by-step onboarding tutorials within the product. |
In-product tutorials provided as part of customer onboarding. | |
Multi-language Support Support staff and materials available in multiple languages. |
Multi-language support for platform and customer support. | |
Average Support Response Time Typical wait time for first response from support. |
No information available | |
Issue Resolution SLA Service level agreement: guaranteed maximum time to resolve critical issues. |
No information available | |
User Community Forum Active forums for peer-to-peer support and knowledge sharing. |
Active user community forum with peer-to-peer support. | |
Feedback Mechanism Platform for submitting feature requests or product feedback. |
Users can submit product feedback and feature requests. |
Transparent Pricing Clear, upfront information on feature-based or usage-based pricing. |
Lists clear pricing information and feature plans on website. | |
Free Trial Availability Option to test the product before committing. |
Offers a free trial as part of onboarding. | |
Volume-based Discounts Pricing discounts available for large organizations or event volumes. |
Discounts available for high volume and agency users. | |
Multi-user Licensing Ability to assign multiple roles/seats per account. |
Supports multiple users and seat allocation per account. | |
Concurrent Event Capacity Total number of events that can be simultaneously managed. |
No information available | |
System Uptime Guarantee SLA guarantee of minimum system reliability and uptime. |
No information available | |
Accessibility Compliance Adherence to accessibility standards (e.g., WCAG, ADA). |
States compliance with WCAG/ADA web accessibility standards. | |
Data Center Locations Geographies where user data is stored (can impact privacy compliance). |
No information available | |
Cross-device Support Native support for desktops, tablets, and smartphones. |
Full cross-device support across mobile, tablet, and desktop apps. | |
No Vendor Lock-in Easy export of all client/event data for migration. |
Easy data export for client and event data facilitates migration out of the platform. |
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