Post-event follow-up that gives each audience what it wanted, after the room empties

Dispatch packages what each audience should get next: a sales kit for the account owner, a renewal note for membership, a recap for everyone who attended. Approve once; it goes out through email, Slack and your CRM.

SESSIONPACKAGEAPPROVESENDMEASUREEMAIL · SLACK · CRM

QUICK ANSWER

What is post-event follow-up software?

Post-event follow-up software turns what an event produced into the messages each audience gets afterwards: the recap for attendees, the recording for people who missed it, and the posts, quote cards and clips the sales, membership and marketing teams carry on. Sessionboard's Dispatch builds those kits from the event's own transcripts and media, sends them by Slack and email, and tracks who shared and what it drove.

Audience kitsSales handoffMembership follow-upEmail & SMSSlack & CRM
6
goals, from registrations to pipeline
7
asset types in a kit
T-21 · 14 · 7 · 1
posting schedule
0
accounts your recipients need

THE KIT

One kit per audience, built from content the event already produced

What goes in a kit comes from the rest of the Marketing group: Quotes is the library of quote cards pulled from sessions and recordings, Clips the short video cuts, Posts the drafted social copy and Plan the content plan that lays them out over time. A dispatch picks from these, so the more you have sourced and produced, the richer the kit. Choose a goal, Drive registrations, Boost attendance, Grow reach & authority, Maximize on-demand, Drive pipeline or Custom, then the audience, Sales, Membership, Marketing or Custom, and the asset types to include.

  • LinkedIn post
  • Quote card
  • Clip
  • Audiogram
  • Carousel
  • Blog snippet
  • Talking points
POSTSQUOTE CARDSCLIPSTALKING POINTSSOURCE: THIS EVENT · A RECORDING · A PLAN

HOW IT REACHES THEM

Slack and email, tracked or not, on a schedule

Deliver to share is tracked: each teammate gets a personal link that resolves to your destination page, and clicks, shares and conversions come back by person. Deliver to use is untracked, a simpler kit with no metrics, and can be switched to tracked later. Add Slack channels, Slack people and email addresses, turn on a posting schedule at 21, 14, 7 and 1 days out, edit the copy and asset on each post, and Send test so the kit lands in your inbox before anyone else's.

  • Deliver to share (tracked)
  • Deliver to use (untracked)
  • Posting schedule
  • Send test first
  • Nudge who has not shared
DISPATCHSLACK CHANNELSSLACK PEOPLEEMAIL

THE RECEIPTS

A leaderboard instead of a guess about who posted

Tracked dispatches show clicks, shares and conversions, with your goal's metric highlighted and a to-go count until you hit the target. Top performers ranks your team by shares. Each scheduled row shows who has shared, lets you nudge the rest, mark an item sent or edit its copy, and Send now delivers the next pending item. The account owner who sent the sales kit, the membership manager who sent the renewal note: you can see it.

  • Clicks, shares, conversions
  • Goal progress
  • Top performers
  • Schedule timeline
SHARESgoal metricCLICKSCONVERSIONSto go: 9TOP PERFORMERsalesTRACKED MODE

THE FOLLOW-UP ITSELF

What each audience gets after the event

Dispatch decides who carries the content; the content comes from what the event captured.

Everyone who attended

A recap drafted from the real transcript: executive summary, key takeaways, topics, exported as a PDF, carousel or share card, or published on the attendee view.

People who missed it

The replay with synced captions and the transcript on the session's page, or in a gated Content Gallery that captures the lead.

The account owner

A sales kit with the quote card, the clip and the talking points from the session their account attended.

Membership

A renewal note built from what each member attended, with the session and speaker on it.

Marketing

Posts laid out over the following weeks from the content plan, in the brand kit.

Sponsors

Their results report and the recording tagged to their company in the portal.

ON THE RECORD

Follow-up that writes back

Every send, share and click lands on the record, so follow-up is measured the same way as the event.

Into your CRM

Engagement and sessions attended go to HubSpot, Salesforce and your AMS as properties, timeline events and lists.

Pathways

Signals from the follow-up, a recap opened, a replay watched, feed the next step per person.

Automations

Automated emails and SMS from the platform for the follow-ups that do not need a kit.

Next year's kit

Last event's quotes, clips and posts are still in the library when the next call opens.

Sessionboard has been one of our most successful investments this year, making our team more efficient and allowing us to focus on the most critical components of our events.
Richelle Westhafer · Senior Director, Global Experiences

Post-event follow-up, answered

What should a post-event follow-up email contain?

The thing each audience wanted from the event: a recap with the key takeaways for everyone who attended, the session recording and its transcript for the people who missed it, and a kit of posts, quote cards and clips for the people who will carry it further. Dispatch packages that per audience from content the event already produced, so the follow-up is specific rather than a generic thank-you.

What is Dispatch?

Dispatch is for your own team. You package event content into a kit, posts, quote cards, clips, audiograms, carousels, blog snippets and talking points, pick a goal, and send it to sales, membership or marketing through Slack and email. In tracked mode each teammate gets a personal link, so you get a leaderboard instead of a guess about who actually posted.

How is Dispatch different from Advocacy?

They point in opposite directions. Advocacy activates people outside your organization, speakers, sponsors, exhibitors and attendees. Dispatch equips the people inside it.

Which goals can a dispatch have?

Drive registrations, Boost attendance, Grow reach & authority, Maximize on-demand, Drive pipeline, or Custom. The goal sets the default call to action and which metric is treated as primary.

Can the follow-up be scheduled?

Yes. A posting schedule lays out posts at 21, 14, 7 and 1 days out, each with its own copy and asset. Send now delivers the next pending item, each scheduled row lets you nudge the people who have not shared, and Send test delivers to you first.

Where do the recaps come from?

From the real transcripts. Live Transcribe drafts one event report and a recap per captured session, with an executive summary, key takeaways, topics and a LinkedIn caption, each an editable card. You approve, then Publish puts it on the attendee view; exports give you a PDF, a LinkedIn carousel or a share card.

Do recipients need a Sessionboard account?

No. They get the kit in Slack or email and share from there. A public link reports in aggregate only.

YOUR NEXT CALL FOR PAPERS IS THE PLACE TO START

Make this year's program the reason next year's is bigger.