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Quick Start Guide

Get up and running with Event Karma in 10 minutes. This guide walks you through creating your first event, connecting Salesforce, and using check-in.

Step 1: Create Your Account​

  1. Go to app.eventkarma.ai
  2. Click Sign Up
  3. Enter your email and create a password
  4. Verify your email address

Step 2: Connect Salesforce​

Event Karma syncs with your Salesforce Campaigns for seamless event tracking.

  1. Go to Settings → Integrations
  2. Click Connect Salesforce
  3. Log in to your Salesforce org
  4. Authorize Event Karma
  5. You'll be redirected back - connection confirmed!

→ Full Salesforce Setup Guide

Step 3: Import Events from Salesforce​

Once connected, import your Salesforce Campaigns as events:

  1. Go to Settings → Integrations → Salesforce
  2. Click Import Campaigns
  3. Select the campaigns you want to track
  4. Click Import Selected

Events are now synced with your Salesforce Campaigns!

Step 4: Set Up Check-In for an Event​

For each event, you can enable QR code check-in:

  1. Go to Events → Select your event
  2. Click the Check-in tab
  3. Click Setup Campaign (creates "Checked-In" status in Salesforce)
  4. Copy the UPL Template for your marketing platform (Marketo, HubSpot, etc.)
  5. Add the pass link to your event confirmation emails

→ Full Check-in Setup Guide

Step 5: Configure Staff Devices​

On event day, set up devices for your check-in staff:

  1. Open pass.eventkarma.ai on staff phones/tablets
  2. Select your event from the list
  3. Choose mode:
    • Scanner - Staff scans attendee QR codes
    • Kiosk - Self-service check-in station
    • Lookup - Manual name/email search
  4. Tap Add to Home Screen for app-like experience

→ Full Staff Training Guide

Step 6: Run Your Event​

During the event:

  1. Staff Scanner: Point camera at attendee QR codes
  2. Success feedback: Green screen + beep = checked in
  3. Add Notes: Tap "Add Note" to capture conversation highlights for SDRs

Step 7: Publish Attendance​

After the event, review and publish attendance to Salesforce:

  1. Go to the Publish page in the PWA
  2. Review checked-in attendees
  3. Apply guardrails (optional) - business email filter, etc.
  4. Click Publish to update Salesforce Campaign Member statuses

→ Full Publish Guide

Step 8: Review Success Score​

Once your event data is in, view your Success Score:

  1. Go to Events → Select your event
  2. View the Success Score tab
  3. See your composite score (0-100) and grade
  4. Review component breakdown:
    • Sales Score (40%)
    • Marketing Score (40%)
    • Attendee Score (20%)

What's Next?​

Understand Success Score​

Learn how the 40/40/20 formula works. → How Success Score Works

Decision Playbooks​

Turn scores into action plans. → Decision Playbooks

Advanced Salesforce Reporting​

Build dashboards in Salesforce. → Salesforce Reporting Guide

Support​

Need help?