What is Promote & Pre-plan in WHR?

Promote & Pre-plan in WHR is designed to help companies amplify their participation at events and prepare effectively before they arrive. It’s about making sure the right audience knows where you’ll be, what you’re doing, and how they can engage with you.

Unlike Coordinate (internal workspace) or Outreach (organiser-focused), Promote & Pre-plan is audience-facing. It gives you tools to:

• Create a branded landing page for your event participation

• Share an event calendar widget or white-labeled link

• Send invites and manage RSVPs

• Promote via shareable social banners

• Collect meeting requests from prospects

• Launch side-events linked to the main event

• Track other participants who might be attending

For pre-planning, you can share internally, circulate with prospects to request meetings, embed on your website, and keep all touch-points ready.

Steps

1. Select an event saved in Coordinate or confirmed in Outreach

2. Go to the Promote tab and choose promotion options (calendar link, social banner, landing page, etc.).

3. Share the link with your prospects or publish it on your website/social channels.

4. Track RSVPs and meeting requests in WHR.

5. Update your team on responses for better prep before the event.

Tips

• Use the calendar widget on your company site so visitors always see your upcoming events.

• Share the event banner on LinkedIn and tag speakers/exhibitors to boost visibility.

• Bundle promotion with targeted meeting requests for higher ROI.