Event Targeting
Generate and warm net-new demand
Sales Stage
Pre-Sales
Difficulty
Intermediate
Impact
Medium
Channels
Overview
Event managers typically receive a list of companies that will be attending an upcoming event. But they might not receive critical information for prospecting, such as attendees' names and contact information. By leveraging ZoomInfo's data, you can search company organization charts and reporting structures to identify contacts that fit the profile of an attendee. Collect the email addresses and phone numbers of potential prospects and invite them to a pre-event meeting, an opening reception, or other tailored events.
Key Features
Data Types
Triggers
- Identify companies and contacts sponsoring, attending or speaking at event or conference
Actions
- Discover a set number of ZoomInfo contacts which meet your contact filters
- Export
- Send records to your business system (CRM, MAT, SEP, CSV)
- Assign to a User
- Then enroll in a Campaign (optional)
Default Natural Language Configuration
Select records in list name then discover up to 20 ZoomInfo contacts which select criteria then export to select system as record type and select campaign and assign to select user
Standard Operating Procedure
1. Prepare for Event
- Obtain list of companies/contacts attending the event
- Define target criteria (e.g., management level, department)
2. Data Enrichment
- Upload attendee list to ZoomInfo
- Discover additional contacts matching criteria
- Enrich data with full contact information
3. Segmentation
- Categorize contacts based on relevance and priority
- Create targeted lists for different outreach strategies
4. CRM Integration
- Export enriched data to CRM system
- Ensure proper tagging and categorization
5. Campaign Setup
- Create event-specific email campaigns
- Develop tailored messaging for pre, during, and post-event
6. Lead Assignment
- Assign leads to appropriate sales team members
- Brief team on event strategy and goals
7. Pre-Event Outreach
- Send personalized invitations to booth or meetings
- Schedule pre-event demos or consultations
8. Event Execution
- Conduct planned meetings and demos
- Collect additional contact information at booth
9. Post-Event Follow-up
- Enroll contacts in post-event nurture campaigns
- Conduct timely follow-ups on leads and opportunities
10. Analysis and Optimization
- Review event performance metrics
- Refine strategy for future events based on insights
Yield Model
Yield in $ Formula
Potential Yield = (VEA * IR * ER * CR / 10^6) * ADSKey Drivers
Driver Definitions
Identification Rate (IR) This measures the success rate in identifying the company or organization associated with an abandoned chat.
Engagement Rate (ER) This reflects the success in engaging the identified company's buying group or relevant contacts.
Conversion Rate (CR) This metric indicates the proportion of leads that convert into customers. A higher conversion rate suggests a more effective engagement and follow-up strategy.
Average Deal Size (ADS) This refers to the average revenue generated from each successful deal. Maximizing the average deal size is essential for increasing overall revenue, especially when the number of conversions is limited.
Volume of Event Attendees (VEA) This metric refers to the total number of attendees at the events you are targeting. It represents the overall pool of potential leads from which prospects can be identified.
AI Agent Prompt Template
I. Prompt Instructions - Overview
This email targets prospects and attendees for an upcoming event or conference. The goal is to engage potential leads, schedule meetings, and maximize the value of event attendance through personalized outreach.
II. Information Included
The email will include personalized information between <context></context> for proper dynamic insertion:
- Event Information: Details about the upcoming event, including date, location, and any specific sessions or highlights.
- Company Information: Insight into the prospect's company, including identified pain points and behavior from engagement history.
- Signals & Behavior: Details on the account's engagement history and recent intent signals.
- Account History: Includes documented CRM account history along with a complete history of conversation data recorded via Chorus Conversational Intelligence.
- Contact Information: A group of five contacts across the buying committee, including the contact's role, persona information, and other details to personalize the email.
- Content Library: Relevant content, such as upcoming webinars, whitepapers, or downloadable content that can be included as part of the follow-up.
- Messaging: A comprehensive messaging library that addresses persona-specific and segment-specific pain points, delivering tailored content that aligns with the account's segment and the contact's role, making the outreach more relevant and impactful.
- Copilot AI Account Summary: A summary that merges ZoomInfo data, customer CRM data, email communications, and call recordings, offering a clear overview of the account's pain points and strategic goals, along with actionable next steps.
III. Email Structure
<email> <subject>{{Personalized Subject Line}}</subject> <body> <p>Hi {{Contact.FirstName}},</p> <p>I hope this email finds you well. I noticed that {{CompanyName}} will be attending {{EventInformation.EventName}} on {{EventInformation.Date}}. As a {{Contact.JobTitle}}, I thought you might be interested in our latest innovations that address {{CompanyInformation.IdentifiedPainPoint}}.</p> <p>Given your recent interest in {{Signals&Behavior.RecentInterest}}, I believe we could offer valuable insights on how to {{ValueProposition}}. Would you be interested in scheduling a brief meeting at the event to discuss how we can help {{CompanyName}} achieve its goals?</p> <p>Additionally, I'd like to invite you to {{ContentLibrary.EventSpecificOffer}}, where we'll be showcasing {{FeatureOrProduct}} that aligns with your current initiatives.</p> <p>Let me know if you'd like to connect at the event or if you have any questions beforehand. I'm looking forward to the possibility of meeting you in person!</p> <p>Best regards,</p> <p>{{Sender.Name}}</p> <p>{{Sender.Title}}, {{Sender.Company}}</p> <p>{{Sender.ContactDetails}}</p> </body> </email>IV. Context
<context> <Event Information> **`{{Event Information}}`** </Event Information> --- <Company Information> **`{{Company Information}}`** </Company Information> --- <Signals & Behavior> **`{{Signals & Behavior}}`** </Signals & Behavior> --- <Account History> **`{{Account History}}`** </Account History> --- <Contact Information> **`{{Contact Information}}`** </Contact Information> --- <Content Library> **`{{Content Library}}`** </Content Library> --- <Messaging> `{{Messaging}}` </Messaging> --- <Copilot AI Account Summary> **`{{Copilot AI Account Summary}}`** </Copilot AI Account Summary> </context>V. Optimizations
- Subject Line Personalization: E.g., "{{Contact.FirstName}}, Let's Connect at {{EventInformation.EventName}}"
- Engaging Opening: Acknowledge the prospect's event attendance and immediately establish relevance.
- Value-Driven Content: Highlight how your solution addresses their specific pain points or aligns with their recent interests.
- Call to Action: Suggest a meeting at the event and provide a clear next step for engagement.
- Polished Close: Express enthusiasm for potential in-person meeting and offer assistance for any pre-event questions.
Merge Tokens Used
{{Personalized.SubjectLine}}{{Contact.FirstName}}{{CompanyName}}{{EventInformation.EventName}}{{EventInformation.Date}}{{Contact.JobTitle}}{{CompanyInformation.PainPoint}}{{SignalsAndBehavior.RecentInterest}}{{ValueProposition}}{{ContentLibrary.EventSpecificOffer}}{{ProductOrFeature}}{{Sender.Name}}{{Sender.Title}}{{Sender.Company}}{{Sender.ContactDetails}}Play Description for LLM
<play> **PLAY NAME** Event Targeting --- **🔁 Triggers** - Identify companies and contacts sponsoring, attending or speaking at event or conference --- **⚡️ Actions** - Discover a set number of ZoomInfo contacts which meet your contact filters - Export - Send records to your business system (CRM, MAT, SEP, CSV) - Assign to a User - Then enroll in a Campaign (optional) --- **✅ Goal / Problem to Solve** ✅ Cold / New Leads --- **➡️ Channels** 📅 Events, ✉️ Email, 📞 Phone, 💬 Text --- **✏️ Summary** Event managers typically receive a list of companies that will be attending an upcoming event. But they might not receive critical information for prospecting, such as attendees' names and contact information. By leveraging ZoomInfo's data, you can search company organization charts and reporting structures to identify contacts that fit the profile of an attendee. Collect the email addresses and phone numbers of potential prospects and invite them to a pre-event meeting, an opening reception, or other tailored events. --- **✏️ Default Natural Language** Select records in **list name** then discover **up to 20** ZoomInfo contacts which **select criteria** then export to **select system** as **record type** and **select campaign** and assign to **select user** --- **Explainer-Video-Script** Are you looking to make the most of your event engagements? Events are a great place to network and get the word out about your business. But often, you’re only given a list of emails before or even after the event. You can make the most of this limited information with the Event Targeting play. Upload the list of emails into a B2B database like ZoomInfo and enrich the data to see complete contact information, company, industry, and more for each attendee. Now you can enroll these contacts in a campaign to reach out with an invite to your pre-event demo, post-event happy hour, or even to just stop by the booth. --- **🏷Features)** ABM Audiences --- **🏷️ZoomInfo Data Types)** Contact Data, Company Data --- **📁 Sales Stage** Pre-Sales --- **🚦 Difficulty** 🟦 - Intermediate --- **🧪Standard Operating Procedure (SOP)** ## 1. Prepare for Event - Obtain list of companies/contacts attending the event - Define target criteria (e.g., management level, department) ## 2. Data Enrichment - Upload attendee list to ZoomInfo - Discover additional contacts matching criteria - Enrich data with full contact information ## 3. Segmentation - Categorize contacts based on relevance and priority - Create targeted lists for different outreach strategies ## 4. CRM Integration - Export enriched data to CRM system - Ensure proper tagging and categorization ## 5. Campaign Setup - Create event-specific email campaigns - Develop tailored messaging for pre, during, and post-event ## 6. Lead Assignment - Assign leads to appropriate sales team members - Brief team on event strategy and goals ## 7. Pre-Event Outreach - Send personalized invitations to booth or meetings - Schedule pre-event demos or consultations ## 8. Event Execution - Conduct planned meetings and demos - Collect additional contact information at booth ## 9. Post-Event Follow-up - Enroll contacts in post-event nurture campaigns - Conduct timely follow-ups on leads and opportunities ## 10. Analysis and Optimization - Review event performance metrics - Refine strategy for future events based on insights --- **🪙 RAG Inputs Used (Broad)** Event Information, Company Information, Signals & Behavior, Account Data, Contact Information, Content Library, Messaging, Copilot AI Account Summary --- **🪙 Email tokens Used** Personalized.SubjectLine, Contact.FirstName, CompanyName, EventInformation.EventName, EventInformation.Date, Contact.JobTitle, CompanyInformation.PainPoint, SignalsAndBehavior.RecentInterest, ValueProposition, ContentLibrary.EventSpecificOffer, ProductOrFeature, Sender.Name, Sender.Title, Sender.Company, Sender.ContactDetails --- **🟨 Yield in $ Formula** Potential Yield = (VEA * IR * ER * CR / 10^6) * ADS --- **🟨 Yield Key Drivers** Identification Rate (IR), Engagement Rate (ER), Conversion Rate (CR), Average Deal Size (ADS), Volume of Event Attendees (VEA) --- **🟨 Yield Driver Definitions** Identification Rate (IR) This measures the success rate in identifying the company or organization associated with an abandoned chat. Engagement Rate (ER) This reflects the success in engaging the identified company's buying group or relevant contacts. Conversion Rate (CR) This metric indicates the proportion of leads that convert into customers. A higher conversion rate suggests a more effective engagement and follow-up strategy. Average Deal Size (ADS) This refers to the average revenue generated from each successful deal. Maximizing the average deal size is essential for increasing overall revenue, especially when the number of conversions is limited. Volume of Event Attendees (VEA) This metric refers to the total number of attendees at the events you are targeting. It represents the overall pool of potential leads from which prospects can be identified. --- </play>