Welcome to Conference Hero: Start Here

Conference Hero is a conference marketing platform for B2B revenue teams. It covers the full life of an event: planning the work, capturing leads at the booth, following up while they still remember you, and proving what the conference was worth. This article gives you the map. The rest of the help center covers each area in depth.

The loop: plan, capture, follow up, prove

Every conference runs through the same four phases, and Conference Hero has a home for each one.

Plan

Create a conference with the setup wizard, then build your prep list. You can start from a task template, add tasks by hand, or upload your exhibitor manual and let the AI Task Planner extract deadlines, order forms, and logistics into a reviewed task plan. The Booth Planner handles shifts and session schedules, and budget planning tracks spend against plan.

Capture

At the event, your team captures leads however the moment allows: quick entry, badge scan, business card photo, or a spoken voice note that becomes a structured lead. If the venue wifi dies, captures queue on the device and sync when you reconnect. See capture methods. You can also publish a branded event landing page so prospects submit their own details via QR code.

Follow up

Every captured lead gets a score and a temperature. After a booth day, generate AI follow-up drafts for every lead at once. Each draft goes to the lead's owner for review and sends from that person's own connected Gmail or Outlook mailbox, so replies come back to a real inbox. Book meetings with personal booking links and watch responses in the reply inbox.

Prove

The reports dashboard shows capture and campaign performance across events. When the conference ends, the Post-Event ROI report pulls leads, meetings, pipeline, and budget into one executive summary you can share as a live link or PDF.

Where things live

• Conferences - one record per event, with tabs for tasks, booth planner, budget, and the event landing page.
• Leads - every captured contact, with scoring, a review queue, and a detail drawer for notes, activity, meetings, and outreach.
• Campaigns - follow-up sequences, templates, and the AI bulk draft generator.
• Meetings - scheduled and logged meetings with leads, plus your booking link.
• Reports - charts, exports, benchmarking, and the ROI report.
• Integrations - HubSpot, Slack, and calendars, plus your personal email connection.

First steps checklist

1. Set up your workspace and invite your team with the right roles.
2. Create your first conference with dates, goals, and attendees.
3. Upload your exhibitor manual to the AI Task Planner and review the generated plan.
4. Connect your email so follow-ups send from your own mailbox.
5. Connect HubSpot if you use it, so leads sync as they are captured.
6. Publish an event landing page and print the QR code for your booth.

Getting help

Search this help center from any page. If you cannot find an answer, contact us or open a support request from the dashboard. For plans and pricing, see plans, billing, and settings or the pricing page.