Upload your prospective invitee list into Salesforce as a campaign or lead view

Use the ExecAtlas Salesforce integration to enrich contacts with verified titles, companies, and executive roles

Tag high-priority contacts with custom fields such as “Event Tier 1” or “Key Executive Target” to segment for personal outreach

Use the ExecAtlas “Connections” tab to surface real-world relationships (e.g. shared boards, past companies)

Auto-tag contacts in Salesforce with a custom field like “Warm Intro Possible = TRUE” based on mapped relationship scores

Assign an internal contact or executive sponsor to each high-value invitee via the “Warm Intro Source” custom field

Create a Salesforce Flow to notify assigned internal contacts (e.g. AE, CSM, CMO) when they’ve been tagged as a warm introducer

Provide templated outreach copy tied to event theme and peer relevance (e.g. “Thought this would be relevant given your shared board work with X”)

Track outreach status via custom fields: “Intro Invite Sent,” “RSVP Confirmed,” “Follow-Up Needed”

Use standard Campaign Member Status to track RSVP response, event attendance, and engagement post-event

Segment reporting by intro type (Peer-Sourced vs Direct Marketing) to analyze lift in RSVP rate

Add dashboards for executive-level invite coverage, warm intro conversion rate, and account influence score

% of C-level targets with a warm intro path

Invite-to-RSVP rate on peer-sourced invites

Executive attendance rate by account tier

Post-event opportunity creation influenced by attendee list