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hapily

hapily helps power your entire event strategy to capture real engagement and turn every interaction into pipeline, revenue, and growth — all connected to HubSpot.

Getting Started

An Introduction To hapily Objects
Event Builder Overview
Event Setup Process Overview

hapily Admin Panel

How to | Add Users to hapily Admin
How to | Customize Brand Settings
How to | Customize the Event Builder

HubSpot Record & Modules

Event Details App Card in HubSpot
hapily CMS Theme + Modules Overview

Lead Capture

Lead Capture Overview
Lead Capture Settings Overview
How to | Create an Event for Lead Capture

Attribution

Attribution Settings Overview
How To | Build Sourced & Influenced Event Attribution

Registration Flows

Registration Flows Overview
Registration Types Explained
Advanced Registration Modules

Communications

Invite Manager Overview
Email Automation Manager Overview
Registrant-Based Emails

Event Meetings

Event Meetings Overview

Check-In and Attendance

Check-in Overview
How To | Configure Registrant Check-In Details
Register Walk-Up Overview

Reporting

How to | Build Registrant Based Reports
How to | Build Lead Capture Reports
Recommended Calculated Properties to build for event•hapily.