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Setting Up an Event

Setting up the event before it opens is the most important thing you do in BoothRev. The ICP, scorecard, and SLA you configure here shape how every lead is qualified and how quickly it needs to be followed up.

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Creating a new event

  1. Go to Events in the left sidebar.
  2. Click + New Event.
  3. Enter the event name, venue, start date, and end date.
  4. Click Create.
You can edit all of these later. Start date and end date also control the event’s status: upcoming, active, or completed.

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Event settings

Once the event is created, work through the settings tabs.

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Basics

  • Event name — This appears in the mobile app and in reports.
  • Dates — Set these so the event status updates automatically for your reps.
  • UTM campaign tag — Add this if you’re tracking event attribution in your marketing platform. It’s included as a column in every CRM export.
  • Event language — The language Rev writes its analysis and follow-up drafts in for this event, and reads business card scans in. Defaults to English; 20 languages are supported. It doesn’t restrict what language reps can speak in voice notes — those are transcribed in whatever language was actually spoken.

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Ideal Customer Profile (ICP)

This tells BoothRev and Rev what a good lead looks like for this event. Fill in:
  • Target industries
  • Company size ranges
  • Target titles or seniority levels
  • Geographies (if relevant)
Rev uses this to score ICP fit for every lead. Event owners and managers use it to filter the inbox.

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Goals

Set realistic targets for this event:
  • Meeting goal — How many meetings agreed do you expect?
  • SQL goal — How many sales-qualified leads?
  • Pipeline goal — What pipeline value are you targeting?
  • Expected deal size — Used to project pipeline value from qualified and priority-weighted leads.
  • Expected win rate — Used for weighted pipeline projection.
These numbers appear in your event dashboard and reporting.

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SLA

The follow-up SLA is how many hours your team has to follow up after capturing a lead. The default is 24 hours. SLA compliance is tracked in the event dashboard. It measures how many leads received a follow-up within the window you set.

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Scorecard

If your Field Marketing Manager has created scorecard templates, select one here. The scorecard defines the qualification attributes Rev judges for every lead in this event — reps never fill it in themselves. Applying a template snapshots its attributes onto the event, so later changes to the source template won’t affect an event that’s already using it.

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Re-matching target accounts

If your Field Marketing Manager updates the target account list after this event already has leads, use Re-match target accounts in the Event Success tab (next to Re-score ICP for all leads) to re-run matching against every non-archived lead. See Target accounts.

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Reps

Add the reps who will be working this event. Only assigned reps see this event in their mobile app.

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Confirmation email

This is an optional automatic email sent to a prospect the moment a rep confirms their email address. Toggle it on and configure:
  • From name — The display name prospects see in their inbox
  • Subject — Keep it specific to the event or conversation
  • Body — Can use placeholders like {{first_name}}, {{rep_name}}, and {{event_name}}
By default, this email is sent immediately on confirmation, before Rev even drafts the follow-up. If you’d rather time it relative to the event ending — for example, sending it the next day instead of mid-conversation — set a delay in hours. With a delay set, the email is queued and sent automatically once that many hours have passed.

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Before the event opens

Run through this checklist:
  • Event dates are correct
  • ICP is filled in
  • Goals are set
  • SLA is configured
  • Scorecard is selected (if applicable)
  • All reps are assigned
  • Reps have signed in and can see the event in their mobile app