Collabs

A collab is the workspace for a single event. When you import events from your event platform, each event becomes a collab automatically. That is the preferred route, because attendee data flows in with it. Tabs across the top: Overview, ABM, your connected CRM (for example HubSpot), My Partners, and Attribution. Run AI agent sits in the top right of every tab.

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Creating a Collab

Click the + next to Collabs in the left sidebar. The dialog offers two routes. Import from Luma URL. Paste an event URL and heyBTW pulls the details. See Event Platforms for how guest data follows. Create manually. Fill in:

• Name - The collaboration name.
• Location - Optional, for example San Francisco, CA.
• Collaboration Type - In-Person Event, Webinar, or Content Collaboration.
• Dates & Times - Set the start, then pick a duration: 1h, 2h, 3h, 4h, All day, or Custom. The end time updates as you choose, shown as “Ends +3h.”
• Timezone - All times display in this timezone.

Manual collabs do not auto-import attendees. Upload by CSV or connect an event platform later.

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Finding a collab

The Collabs list in the sidebar has its own sort and filter controls, which matter once you are past a dozen events. Sort by Recent, Event date, A to Z, Status, or Location. Filter by Status (Live, Upcoming, Past), Region, and Rep. The … menu on any collab offers Pin, Edit details, Archive, and Delete. Pin the two or three you are actively running. Archived collabs move under View archived and stay searchable.

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Overview Tab

The Overview has two collapsible sections at the top, plus the attendee table below.

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Event Overview

Shows your event details and progress:

• Event Name - Editable.
• Cost (USD) - Enter your event cost. This feeds into attribution ROI calculations.
• RSVP Target - Set a target (e.g., 50 RSVPs). Used for progress tracking.
• RSVP Progress - Shows current RSVPs against your target with a progress bar (e.g., “15/50 RSVPs, 30%, Getting Started!”).
• Timeline Progress - Days remaining until the event date.

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AI Event Attendee Insights

Ask heyBTW AI questions about your attendees for this specific event. The AI has context on your attendee data, enrichment, RSVPs, event information, and registration question answers. Example prompts:

• “What are the main roles of our attendees?”
• “Which attendees are the best prospects?”
• “Provide a breakdown of attendee answers to registration questions, segmented by the question.”
• “Who are the decision makers in our audience?”

Type your own question in the input field or click a suggested prompt. Both the Event Overview and AI Insights sections can be collapsed to give you more space for the attendee table.

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Latest Attendees Table

The main data view. Each row is an attendee with columns for:

• Full Name
• Email
• Status - Dropdown with options: Approved, Declined, Waitlist, Checked In, Invited, Pending, Pending Vote, Session.
• Company
• Title
• LinkedIn
• CRM Status - Net New, Open Opportunity, or Customer.
• Event History - How many of your prior events this person attended, or First time.
• Partner Source - Which partner sourced this attendee. Set automatically via UTM tracking (if Sponsor Mode defines a UTM per partner) or manually by selecting which partner invited them. Host and co-host staff are marked EXCLUDED so your own team never counts as sourced attendance.
• MQL - Checkbox. When checked, syncs the Lead Status (hs_lead_status) to HubSpot.
• Meeting Booked - Checkbox. Track whether a meeting was booked with this attendee.
• Opportunity - Checkbox. Track whether an opportunity was created.

Summary pills. Above the table, heyBTW breaks the room down before you touch a filter, with a plain-language line beneath, for example “32 attendees. 14 already in your CRM, 10 with open opportunities. 18 net new prospects. 9 sourced by your partners.” Filtering: Status, Check-In, Partner Source, Contact Type, Target Acct, CRM Status, Event History, and Engagement. Event History is the underrated one. It separates first-timers from people on their third event, which is usually a better signal than anything else on the row. Enrich: Click the Enrich button to run lead enrichment on attendees. Uses credits. See Lead Enrichment. Manage Columns: Click the column icon to show or hide columns. Export: Download the attendee data.

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ABM Tab

Account-Based Marketing for this specific event. A shared account mapping dashboard visible to all partners in the collab.

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How It Works

Each partner uploads their target account list (CSV). heyBTW maps overlap across all partners so everyone can see where to focus. The left sidebar shows:

• Relationship Status filter (All Companies).
• Partner View filter (All Partners).
• Partner Uploads - Each partner’s upload status (Completed or Upload Needed). Click CSV to upload your list.

The main table shows Account Mapping with columns for:

• Company - Account name.
• Vertical - Industry (Fintech, Gaming, Unknown, etc.).
• One column per partner - Shows each partner’s relationship with that account.
• Priority - How important this account is for the event.

Use this to coordinate who invites who. If both you and your partner have a relationship with an account, decide which side sends the invite. If only one partner knows the account, that partner takes the lead.

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ABM vs. Partner Ecosystem Dashboard

The ABM tab is scoped to one event. It answers: “For this specific event, which accounts should we prioritize and which partner should invite them?” The Partner Ecosystem Dashboard is workspace-wide. It answers: “Across all events and partnerships, how do our accounts overlap?”

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Inviting Partners

Click + Partner in the top right of any collab to open the Invite Partners modal. Enter partner domains (e.g., meta.com, appsflyer.com, braze.com). Users with email addresses from those domains will be automatically joined to this event. You can add multiple domains and remove them with the Delete button. This is domain-based access. No email invitation is sent. Partners see the collab when they log into their own heyBTW workspace.

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Collab Tabs Reference