Event capture
Prepare an event and publish its capture form
Configure fields, CRM mapping, capture-team access, and the event link.
Create the event
Open Events and create an event with its name, dates, and relevant details. Configure its capture rules and assign the members who will collect leads.
Review fields and CRM mapping
Use the event editor’s form controls to review sections, field labels, required fields, options, and mapping. Built-in CRM fields have compatible data types; use custom fields for additional questions.
Resolve validation issues
Resolve the form issues shown by Event Studio before publishing. Saving a draft is not the same as publishing the form your capture team will use.
Publish and share the capture link
Publish the event configuration and share its capture link with assigned team members. The link identifies the event but does not bypass workspace membership or assignment checks.
Run a team check before travelling
Ask the team to sign in online, open the correct event, and confirm the form and branding on each device. Agree who will review duplicates and incomplete submissions after the event.
Still need help?
Contact your workspace administrator first for access and event assignment. For a product walkthrough, contact the CamSales team. Do not send passwords or verification codes.