Event marketing platform with brand control features ideal for financial advisory firms. Includes customizable registration, email marketing, check-in capabilities, and data integration with financial services CRM platforms.
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. |
Splash provides tools to create and manage event dates, times, and handle recurring events, as stated in marketing materials and user documentation. | |
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Multi-format Event Support Support for in-person, virtual, and hybrid events. |
Splash supports in-person, virtual, and hybrid events according to product literature. | |
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Agenda/Session Management Build detailed event agendas and manage concurrent sessions or tracks. |
The platform allows detailed agenda/session management and supports concurrent sessions, supported by product FAQ. | |
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Speaker Management Tools specifically for inviting, scheduling, and communicating with speakers. |
Splash offers speaker management including invite workflows and communications, per feature overview. | |
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Event Capacity Maximum number of attendees an event can support within the system. |
No information available | |
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Check-in/Check-out Functionality Attendee registration, on-site check-in, and attendance tracking tools. |
Splash provides check-in and attendance tracking tools, as found on the product website. | |
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Waitlist Management Enables a waitlist when events reach capacity and auto-enroll as spots become available. |
Waitlist management is supported (automatically moves registrants as spots open), per user guide. | |
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Event Duplication/Template Clone or template past events to simplify future planning. |
Events can be duplicated or templated for reuse; a major feature promoted by Splash. | |
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Venue Management Manage venue details, room assignments, and logistics. |
Venue management is available, including logistics and room assignments. | |
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Event Cancellation & Refund Simple tools to cancel events, notify registrants, and process refunds if applicable. |
Tools for event cancellation and refund processing are documented in the support center. |
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Email Campaign Integration Create, schedule, and send custom email invitations and reminders. |
Splash integrates with email campaign tools to send invites and reminders. | |
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Personalized Event Invites Send personalized invitations based on attendee segmentation. |
Platform supports personalized event invitations via segmentation. | |
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Landing Page Builder Customizable event registration or information web pages. |
Offers customizable landing pages for event registration and information. | |
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Branded Materials Support Enable custom branding for invites, sites, and event collateral. |
Branding controls for invitations, websites, and collateral are a marketed differentiator. | |
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Social Media Integration Promote events across social networks and track engagement. |
Social media integrations for promotion and tracking are supported (LinkedIn, Facebook, Twitter). | |
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Referral & Incentive Tracking Measure registrations or leads generated via partner or referral links. |
No information available | |
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A/B Testing Test alternative email content or landing pages to optimize marketing results. |
A/B testing for emails and landing pages appears as an enterprise marketing feature. | |
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Lead Source Attribution Track where leads come from (e.g., social, email, direct). |
Lead source attribution is included in event analytics reporting. | |
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Marketing Automation Integration Integrate with tools like HubSpot, Salesforce, or Marketo for workflows. |
Integrates with platforms like Salesforce and Marketo, supporting workflow automation. | |
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Event Promotion Analytics Analytics on campaign effectiveness and registration conversions. |
Reports registration conversions and other campaign effectiveness metrics. |
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Custom Registration Forms Design bespoke forms for capturing attendee information. |
Enables design of custom registration forms for collecting attendee data. | |
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Group Registration Allow multiple attendees to register in one transaction. |
Group registration supported per feature list and user reviews. | |
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Automated Confirmation Emails Send instant confirmation upon registration. |
Automated confirmation emails sent instantly as described in platform documentation. | |
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Ticket Tiers & Packages Enable various ticket types (VIP, Early Bird, etc). |
Supports multiple ticket types and packages including Early Bird and VIP. | |
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Discount Codes & Promotions Offer promotional codes for specific audiences. |
Discount codes and promotions can be configured and distributed. | |
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Secure Payment Processing PCI-compliant payment gateways for ticket sales. |
Secure online payment processing available; PCI compliance is referenced in documentation. | |
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Invoice Management Send, track, and manage invoices for payments. |
Invoice management provided for event payments when using paid ticketing. | |
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Mobile Ticket Delivery Tickets or QR codes sent via mobile devices. |
Tickets are delivered via mobile including Apple Wallet and QR codes. | |
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Late/On-site Registration Support Register new attendees during the event. |
On-site and late registration workflows are supported. | |
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Registration Capacity Maximum number of registrations system can handle per event. |
No information available |
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CRM Synchronization Automatically sync event data with existing CRM systems. |
CRM synchronization is available for platforms like Salesforce. | |
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Client Segmentation Segment invitees/attendees based on CRM data (AUM, client tier, etc). |
Client segmentation for marketing campaigns is possible with CRM integrations. | |
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Event Attendance to CRM Push attendee engagement and participation data back to CRM records. |
No information available | |
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Custom Field Mapping Map custom data fields between event platform and CRM. |
Supports custom field mapping between Splash and CRM systems, per integration documentation. | |
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Lead Scoring Assign lead scores based on event interactions. |
No information available | |
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Relationship Tracking Monitor how events impact client/prospect status. |
No information available | |
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Wealth Data Enrichment Integrate with data feeds for AUM, net worth, etc. |
No information available | |
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Automated Workflow Triggers Trigger CRM workflows based on event activity. |
No information available | |
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Duplicate Contact Handling Detect and manage duplicate contacts between systems. |
No information available | |
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Contact Volume Supported Maximum number of CRM contacts platform can support. |
No information available |
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FINRA/SEC Compliance Tools Built-in features or integrations to support U.S. financial regulations. |
Splash references compliance support for FINRA/SEC as a key point for financial services in marketing assets. | |
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GDPR/CCPA Compliance Support for European and Californian privacy regulations. |
Splash's documentation notes GDPR/CCPA compliance tools, including consent management. | |
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Data Encryption User data stored and transmitted in encrypted form. |
User data is transmitted/stored encrypted, as per security FAQ. | |
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Custom Consent Collection Capture explicit consent for data use and marketing. |
Explicit consent collection can be enabled on forms. | |
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Role-based Access Controls Restrict data access by user role and event team. |
Role-based access controls for admin and event teams are documented. | |
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Audit Logging Complete logs of system access and data changes. |
No information available | |
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Secure File Sharing Enable sharing of event materials with secure download and expiration. |
Secure file sharing with expiration is referenced as a function for event assets. | |
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Document Retention Policies Manage retention/deletion in accordance with compliance needs. |
No information available | |
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Data Breach Notification Automated tools for breach detection and end-user notification. |
No information available | |
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Two-Factor Authentication Enforce 2FA for user/admin logins. |
Two-factor authentication for user/admin login is available according to security documentation. |
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Attendance Reports View lists and summaries of attendee check-ins and drop-offs. |
Splash offers attendance reports for tracking check-ins and drop-offs. | |
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Engagement Metrics Track session attendance, poll responses, and Q&A participation. |
Engagement metrics, such as poll results and Q&A activity, are included in reporting. | |
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Conversion Tracking Monitor attendees who converted into leads or clients. |
No information available | |
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Custom Report Builder Design and export custom reports from various event data points. |
Splash provides a custom report builder for event data. | |
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Post-event Survey Tools Gather structured attendee feedback post-event. |
Post-event surveys can be created and sent to attendees. | |
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ROI Dashboard Visualize return on investment by event or campaign. |
No information available | |
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Automated Scheduled Reports Send reports at set intervals to stakeholders. |
No information available | |
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Data Exporting Export raw data in various formats (CSV, Excel, PDF). |
Data export in CSV, Excel, etc. is available. | |
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Lead Generation Analytics Report on leads generated per event and conversion funnel. |
Lead generation analytics, including event funnel analysis, are provided. | |
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Reporting API Calls per Minute Rate of supported external reporting API calls. |
No information available |
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Integrated Webinar/Streaming Native video features or integration with top webinar providers. |
Supports integrations for webinars (Zoom, Webex, etc.), or native video. | |
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Breakout Room Support Organize smaller groups for workshops or roundtables. |
No information available | |
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Live Polling Real-time polls during sessions for audience interaction. |
Live polling tools are available for attendee engagement. | |
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Q&A Module Audiences can ask questions during virtual sessions. |
Splash features Q&A modules for virtual and hybrid sessions. | |
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Networking Matchmaking Automated introductions or meeting slots for attendees with shared interests. |
No information available | |
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Chat Functionality Text chat for attendees and organizers. |
Attendee and staff chat functionality is present (Inbox/Messaging tools). | |
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Virtual Booths/Exhibitor Areas Sponsor or exhibitor spaces for demos and resources. |
No information available | |
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On-demand Session Access Replay recorded sessions post-event. |
Recorded session access is supported for attendees, post-event. | |
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Audience Size for Virtual Events Maximum concurrent virtual attendees supported. |
No information available | |
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Translation/Captioning Support Live translation or closed captioning for accessibility. |
No information available |
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Mobile App Support Offer branded or white-label mobile applications. |
Mobile app support is available as a branded/white-label option for enterprise plans. | |
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Mobile Registration Attendees can register via phones or tablets. |
Mobile registration (via app or mobile browser) is supported. | |
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Push Notifications Send alerts, reminders, and updates directly to attendees’ devices. |
Push notifications available via branded mobile app. | |
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In-app Networking Private or group chat, scheduling, and virtual business card exchange. |
In-app networking via chat, contacts, and digital business card tools. | |
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Event Agenda Access View live schedules, session details, and changes via app. |
Attendees can access live schedules and session details through mobile. | |
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Mobile Surveys & Polls Collect immediate feedback through mobile interfaces. |
Feedback, surveys, and polls can be completed in the mobile experience. | |
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QR Code Check-in Scan codes for event entry using mobile devices. |
Attendee QR code check-in via mobile device is a key feature for on-site events. | |
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Session Bookmarking Mark and save sessions of interest for a personalized experience. |
No information available | |
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Mobile Payment Support Mobile-friendly payment and ticketing process. |
Tickets and payments are optimized for mobile usability. | |
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App Download Size The typical size of the mobile app needed for attendee use. |
No information available |
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API Availability Open API for custom integrations with other systems. |
Splash supports an open API for integrations. | |
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Zapier/Workflow Tools Support for low/no-code automation platforms. |
Zapier and workflow automation are available to connect to other tools. | |
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Calendar Integration Sync events with Google, Outlook, or Apple calendars. |
Calendar integrations are supported with Google and Outlook. | |
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Marketing Platform Integrations Prebuilt connectors for marketing suites (Mailchimp, Salesforce, Marketo). |
Splash provides integrations for Mailchimp, Salesforce, Marketo, etc. | |
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Single Sign-On (SSO) Integrate with SAML, OAuth or enterprise SSO solutions. |
Single sign-on integration is available via SAML/OAuth per technical documentation. | |
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Custom Webhooks Enable real-time notifications to external systems upon set triggers. |
Splash supports outgoing webhooks for real-time event/data notifications. | |
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Attendee Data API Requests per Hour Volume of external API calls permitted for attendee data. |
No information available | |
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Custom Branding/White Labeling API APIs available to automate or extend branding controls. |
Brand/white-labeling via API is supported for enterprise/partner clients. | |
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Export/Import Data Pipeline Facilitate importing or exporting bulk data to other platforms. |
No information available | |
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Integration Maintenance Frequency Describes how often integrations are updated for security/compatibility. |
No information available |
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24/7 Technical Support Round-the-clock customer and technical support. |
Splash offers 24/7 enterprise support as part of premium plans. | |
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Dedicated Account Manager Assigned person for onboarding and account issues. |
Dedicated account management included for enterprise contracts. | |
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Online Knowledge Base Comprehensive library of documentation, guides, and FAQs. |
There is an online knowledge base with guides and FAQs. | |
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Onboarding Webinars Live or recorded product walk-throughs for new users. |
Onboarding webinars and recorded walk-throughs are featured for new users. | |
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In-product Guided Tutorials Step-by-step onboarding tutorials within the product. |
Guided in-product tutorials are available to onboard admins and users. | |
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Multi-language Support Support staff and materials available in multiple languages. |
No information available | |
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Average Support Response Time Typical wait time for first response from support. |
No information available | |
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Issue Resolution SLA Service level agreement: guaranteed maximum time to resolve critical issues. |
No information available | |
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User Community Forum Active forums for peer-to-peer support and knowledge sharing. |
No information available | |
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Feedback Mechanism Platform for submitting feature requests or product feedback. |
Feedback/feature request submission is supported, per community and support portal. |
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Transparent Pricing Clear, upfront information on feature-based or usage-based pricing. |
Pricing is transparently published on the vendor website. | |
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Free Trial Availability Option to test the product before committing. |
Free trials are available for evaluation, per sign-up process. | |
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Volume-based Discounts Pricing discounts available for large organizations or event volumes. |
Volume-based discounts are advertised for large organizations. | |
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Multi-user Licensing Ability to assign multiple roles/seats per account. |
Multi-user/seat licensing and role assignment support are documented. | |
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Concurrent Event Capacity Total number of events that can be simultaneously managed. |
No information available | |
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System Uptime Guarantee SLA guarantee of minimum system reliability and uptime. |
No information available | |
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Accessibility Compliance Adherence to accessibility standards (e.g., WCAG, ADA). |
Splash aligns with ADA and WCAG compliance per legal page. | |
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Data Center Locations Geographies where user data is stored (can impact privacy compliance). |
No information available | |
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Cross-device Support Native support for desktops, tablets, and smartphones. |
The product is accessible across desktop, tablet, and mobile platforms. | |
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No Vendor Lock-in Easy export of all client/event data for migration. |
Customers may export all event and client data to prevent vendor lock-in. |
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