The platform facilitates event registration, attendee networking, scheduling, and engagement through interactive features. It also offers analytics to measure event success.
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. |
Whova supports creation and management of event agendas, including scheduling and recurring sessions, per product site. | |
Multi-format Event Support Support for in-person, virtual, and hybrid events. |
Whova supports virtual, in-person, and hybrid event formats per documentation and marketing materials. | |
Agenda/Session Management Build detailed event agendas and manage concurrent sessions or tracks. |
Agenda/session management is a core Whova feature, including concurrent sessions. | |
Speaker Management Tools specifically for inviting, scheduling, and communicating with speakers. |
Whova provides speaker management tools to invite, schedule, and communicate with speakers. | |
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. |
Check-in/out via app and badge QR scan supported, as per feature list. | |
Waitlist Management Enables a waitlist when events reach capacity and auto-enroll as spots become available. |
Waitlist functionality for full sessions and events is available according to product FAQ. | |
Event Duplication/Template Clone or template past events to simplify future planning. |
Whova enables event templates and duplication to simplify future planning. | |
Venue Management Manage venue details, room assignments, and logistics. |
Venue and room management tools are listed as part of Whova's in-person event support. | |
Event Cancellation & Refund Simple tools to cancel events, notify registrants, and process refunds if applicable. |
Event cancellation workflows including refunds are described in knowledge base. |
Email Campaign Integration Create, schedule, and send custom email invitations and reminders. |
Custom email invitations and reminders are a core feature. | |
Personalized Event Invites Send personalized invitations based on attendee segmentation. |
Personalized invitations and attendee segmentation are supported (lead segmentation and targeting in emails). | |
Landing Page Builder Customizable event registration or information web pages. |
Customizable landing (registration) pages available per website and demos. | |
Branded Materials Support Enable custom branding for invites, sites, and event collateral. |
Branding for event materials is supported in platform. | |
Social Media Integration Promote events across social networks and track engagement. |
Social media integration is available for promoting events and driving registration. | |
Referral & Incentive Tracking Measure registrations or leads generated via partner or referral links. |
No information available | |
A/B Testing Test alternative email content or landing pages to optimize marketing results. |
No information available | |
Lead Source Attribution Track where leads come from (e.g., social, email, direct). |
Lead attribution (source tracking) through registration forms and UTM templates is supported. | |
Marketing Automation Integration Integrate with tools like HubSpot, Salesforce, or Marketo for workflows. |
Integration with HubSpot, Salesforce and other marketing automation tools available (per integrations page). | |
Event Promotion Analytics Analytics on campaign effectiveness and registration conversions. |
Detailed analytics and dashboard for event promotion campaigns are a described Whova feature. |
Custom Registration Forms Design bespoke forms for capturing attendee information. |
Custom registration forms and various ticket workflows are part of the offering. | |
Group Registration Allow multiple attendees to register in one transaction. |
Group registration supported for teams and companies (multiple guests in one order). | |
Automated Confirmation Emails Send instant confirmation upon registration. |
Automated confirmation emails available on registration workflows. | |
Ticket Tiers & Packages Enable various ticket types (VIP, Early Bird, etc). |
Ticket tiers (VIP, Early Bird, etc) are configurable features. | |
Discount Codes & Promotions Offer promotional codes for specific audiences. |
Discount/promo codes available as part of registration features. | |
Secure Payment Processing PCI-compliant payment gateways for ticket sales. |
PCI-compliant payments and gateways detailed on payment workflow documentation. | |
Invoice Management Send, track, and manage invoices for payments. |
Invoicing functions, including automated invoice generation, are advertised. | |
Mobile Ticket Delivery Tickets or QR codes sent via mobile devices. |
Mobile ticket/QR code delivery included in app features. | |
Late/On-site Registration Support Register new attendees during the event. |
On-site and late registration are possible through mobile/tablet at venue per product information. | |
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 integrations (Salesforce, HubSpot, others) listed on integration page. | |
Client Segmentation Segment invitees/attendees based on CRM data (AUM, client tier, etc). |
Attendee/client segmentation based on CRM or registration data is supported for invites and analytics. | |
Event Attendance to CRM Push attendee engagement and participation data back to CRM records. |
Engagement and attendance data can be synced back to CRMs. | |
Custom Field Mapping Map custom data fields between event platform and CRM. |
Custom field mapping between Whova and CRM connectors is listed as a supported feature. | |
Lead Scoring Assign lead scores based on event interactions. |
No information available | |
Relationship Tracking Monitor how events impact client/prospect status. |
No information available | |
Wealth Data Enrichment Integrate with data feeds for AUM, net worth, etc. |
No information available | |
Automated Workflow Triggers Trigger CRM workflows based on event activity. |
No information available | |
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. |
Website and DPA/ToS reference GDPR and CCPA tools and compliance. | |
Data Encryption User data stored and transmitted in encrypted form. |
Data encryption in transit and at rest is described in security documentation. | |
Custom Consent Collection Capture explicit consent for data use and marketing. |
Consent management modules for privacy and communication in registration workflow. | |
Role-based Access Controls Restrict data access by user role and event team. |
Role-based permissions for organizers, volunteers, exhibitors are configurable. | |
Audit Logging Complete logs of system access and data changes. |
Audit logs mentioned in help articles for admin access and activity tracking. | |
Secure File Sharing Enable sharing of event materials with secure download and expiration. |
Materials and document sharing with restricted access and expiry is available. | |
Document Retention Policies Manage retention/deletion in accordance with compliance needs. |
No information available | |
Data Breach Notification Automated tools for breach detection and end-user notification. |
No information available | |
Two-Factor Authentication Enforce 2FA for user/admin logins. |
2FA supported for organizer/admin account logins. |
Attendance Reports View lists and summaries of attendee check-ins and drop-offs. |
Attendance reports (check-ins/drop-offs) in analytics dashboard. | |
Engagement Metrics Track session attendance, poll responses, and Q&A participation. |
Engagement metrics: session attendance, polls, and Q&A participation tracked/reported. | |
Conversion Tracking Monitor attendees who converted into leads or clients. |
Conversion (lead-to-client/customer) tracking supported via integrations/reports. | |
Custom Report Builder Design and export custom reports from various event data points. |
Custom reporting tools for creating and exporting bespoke analytics. | |
Post-event Survey Tools Gather structured attendee feedback post-event. |
Survey tools for post-event gathering of feedback included. | |
ROI Dashboard Visualize return on investment by event or campaign. |
ROI dashboards/analytics are core features and shown in product screenshots. | |
Automated Scheduled Reports Send reports at set intervals to stakeholders. |
Scheduled/automated report delivery to stakeholders described in product documentation. | |
Data Exporting Export raw data in various formats (CSV, Excel, PDF). |
Data export in CSV, Excel, PDF available in reporting module. | |
Lead Generation Analytics Report on leads generated per event and conversion funnel. |
Lead generation and funnel analytics available in reporting suite. | |
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. |
Whova provides native webinar/streaming and major provider integrations. | |
Breakout Room Support Organize smaller groups for workshops or roundtables. |
Breakout room and roundtable session support available for virtual events. | |
Live Polling Real-time polls during sessions for audience interaction. |
Live polling is a key audience engagement feature. | |
Q&A Module Audiences can ask questions during virtual sessions. |
Q&A module for virtual events cited prominently. | |
Networking Matchmaking Automated introductions or meeting slots for attendees with shared interests. |
Networking matchmaking via smart recommendations and meeting slots. | |
Chat Functionality Text chat for attendees and organizers. |
Text chat between attendees/organizers and in sessions is provided. | |
Virtual Booths/Exhibitor Areas Sponsor or exhibitor spaces for demos and resources. |
Virtual exhibitor spaces available, including document/resource sharing booths. | |
On-demand Session Access Replay recorded sessions post-event. |
On-demand session access for post-event viewing offered. | |
Audience Size for Virtual Events Maximum concurrent virtual attendees supported. |
No information available | |
Translation/Captioning Support Live translation or closed captioning for accessibility. |
Live translation/captions for virtual events are supported according to feature matrix. |
Mobile App Support Offer branded or white-label mobile applications. |
Whova offers a branded mobile app as the default attendee experience. | |
Mobile Registration Attendees can register via phones or tablets. |
Mobile registration via app and mobile-optimized site is supported. | |
Push Notifications Send alerts, reminders, and updates directly to attendees’ devices. |
Push notifications built into event app for attendee updates and reminders. | |
In-app Networking Private or group chat, scheduling, and virtual business card exchange. |
Networking (chat, schedule, business card exchange) supported in mobile app. | |
Event Agenda Access View live schedules, session details, and changes via app. |
Attendees can view and bookmark sessions in app and receive schedule changes. | |
Mobile Surveys & Polls Collect immediate feedback through mobile interfaces. |
Mobile surveys and in-app polls actively promoted for engagement. | |
QR Code Check-in Scan codes for event entry using mobile devices. |
QR code check-in for event entry using the mobile app is highlighted in materials. | |
Session Bookmarking Mark and save sessions of interest for a personalized experience. |
Session bookmarking and personalized agenda functionality provided. | |
Mobile Payment Support Mobile-friendly payment and ticketing process. |
Mobile payment and ticket processing are supported for attendee convenience. | |
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. |
Whova API available for integrations (see developer/integration documentation). | |
Zapier/Workflow Tools Support for low/no-code automation platforms. |
No information available | |
Calendar Integration Sync events with Google, Outlook, or Apple calendars. |
Sync with Google, Outlook, and Apple calendars is supported. | |
Marketing Platform Integrations Prebuilt connectors for marketing suites (Mailchimp, Salesforce, Marketo). |
Mailchimp, Salesforce, and Marketo integrations are available out of the box. | |
Single Sign-On (SSO) Integrate with SAML, OAuth or enterprise SSO solutions. |
Supports SAML and OAuth SSO integrations for enterprise clients. | |
Custom Webhooks Enable real-time notifications to external systems upon set triggers. |
No information available | |
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. |
Enables import/export of attendee registration, contact, and engagement 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. |
24/7 technical and email/chat support advertised in support documentation. | |
Dedicated Account Manager Assigned person for onboarding and account issues. |
Dedicated account manager available for enterprise and premium customers. | |
Online Knowledge Base Comprehensive library of documentation, guides, and FAQs. |
Extensive online knowledge base and help center provided. | |
Onboarding Webinars Live or recorded product walk-throughs for new users. |
Live onboarding webinars and tutorials included for new users. | |
In-product Guided Tutorials Step-by-step onboarding tutorials within the product. |
Product has step-by-step guided tours and tutorials on platform onboarding. | |
Multi-language Support Support staff and materials available in multiple languages. |
Multi-language support for both documentation and attendee experience. | |
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 for support and networking cited on website. | |
Feedback Mechanism Platform for submitting feature requests or product feedback. |
Feedback and suggestions portal available to users. |
Transparent Pricing Clear, upfront information on feature-based or usage-based pricing. |
Transparent, public-facing tiered pricing listed on website. | |
Free Trial Availability Option to test the product before committing. |
Free trial is available, as indicated on the main Whova product page. | |
Volume-based Discounts Pricing discounts available for large organizations or event volumes. |
Volume and enterprise discounts available upon contact, listed in pricing FAQ. | |
Multi-user Licensing Ability to assign multiple roles/seats per account. |
Multi-user/role access per account is supported in event and team management features. | |
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). |
Whova claims WCAG accessibility compliance for attendee and organizer platforms. | |
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. |
Product is natively accessible on desktops, tablets, and smartphones. | |
No Vendor Lock-in Easy export of all client/event data for migration. |
Attendee and event data export is possible for migration, cited in data management documentation. |
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