Promote targeted events

Event planning is a detailed business.

The bigger the event the higher the stakes and the more likely numerous staff are to be invested in the planning. It cannot be stressed enough that planning is the key to success regardless of the size, scope and budget of the event. A kids face painting day at the local hardware store will have just a much of a negative impact on customer loyalty if the face painter is double booked and doesn’t show as a celebrity no show at a prestige car launch.

Each event is different and requires different levels of planning but the importance of attention to detail remains the same.

To illustrate the potential elements involved consider the example below of a flagship technology store opening in an urban shopping mall.


  • Event theme and objectives
  • Individual roles and responsibilities
  • Equipment, VM props and merchandise
  • Site access prior to opening
  • Catering
  • Preliminary guest list
  • Invitations
  • RSVP recording
  • Entertainment
  • Speeches
  • Celebrities and brand executives – flights, accommodation and schedule Media
  • Support staff and their attire

Event itself

  • Final rsvp’d guest list
  • Event running sheet including timing
  • Staff roles and responsibilities
  • Transportation of equipment, VM props and merchandise
  • Access to store for event set up
  • Staff dinner


The list is not exhaustive but it illustrates the extent of planning required and the potential need for support if store staff are delegated a large proportion of the planning and organising.

Scheduling planning meetings at appropriate intervals prior to the event can help with keeping momentum and morale high.

It also allows for time to pivot to a differing approach if needs be i.e. it could be flagged that the event date chosen falls on a public holiday long weekend with a large majority of the intended audience likely to be away for the weekend. Frequent planning meetings would allow this to be acted upon in enough time to minimise the fallout.

Manage event promotion

Event promotion is a very important piece of the planning picture.

The level and scope of promotion is dictated by the kind of event, offer or program and the intended audience.

Promotion may be as simple as a tweet to followers or the sending of email invitations to customers on the CRM database or can be as complex as a month long print and television advertising campaign to a national audience.

The most important consideration is that the customer initiative is promoted to the target audience in such a way that they will be enticed to attend.

Review event outcomes

The final element of event planning for customer relationship building occurs post implementation.

Conducting a comprehensive review of customer responses to events can provide valuable insight into individual customer preferences and inform future decisions around customer relationship building initiatives.

Customer feedback can be requested in several ways:

  • Post event survey – phone, online, post
  • Personal follow up call
  • Conversation next store visit

The method will vary according to the business, the kind of event, number of attendees and relative importance of it as a client development tool. Some retailers will choose to take a very personalised approach and avoid any form of survey instead encouraging the customer’s preferred sales associate to casually raise the event in conversation on their next visit. Others will send an email survey the following day.

The type of information of highest value is that related to the customer’s personal impressions of the event as they relate to their future loyalty to the business.

Once feedback is acquired and compiled it should be made available to relevant staff in a format most appropriate to their needs. Detailed CRM reporting should be shared only with key staff due to the need for confidentiality and used to inform future event planning.



SMEs can save money while getting greener

This week marked the beginning of the 28th Annual Climate Change Conference of the Parties – COP28 in Dubai. As the global community continues to face an increase in natural

Brisbane Christmas Trading Hours

With Christmas just around the corner, spare time seems to be in very short supply. To accommodate this seasonal flurry, Brisbane’s major shopping centres have extended their opening hours, giving

Sydney Christmas Trading Hours

As we rapidly approach the festive season, with Christmas merely days away, the urgency to finalise our holiday shopping intensifies. Recognising this seasonal hustle, numerous prominent shopping centres in Sydney

Perth Christmas Trading Hours

With Christmas swiftly approaching, Perth’s bustling shopping scene is ready to accommodate your festive shopping needs. In a boost for holiday shoppers, Perth’s major shopping centers are extending their hours,

Melbourne Christmas Trading Hours

As both a retailer, and a consumer, we understand how stressful the lead up to Christmas can be. Scrambling to finalise gifts for your loved ones while social commitments are

Adelaide Christmas Trading Hours

With Christmas just around the corner, we understand how vital it is for you to complete your festive shopping smoothly. To aid in this endeavour, Adelaide’s prominent shopping centres have