Skip to content

For Education
and Non-Profits

Built for Recruitment, Engagement, and Advancement

Events are how education and nonprofit teams build real relationships with students, alumni, donors, and communities. From campus visits to fundraisers, those moments shape long-term engagement.

hapily keeps every event connected inside your CRM, so each experience builds on the last and directly supports enrollment, stewardship, and mission impact.

Campus tours and admissions info sessions

Alumni events and reunions

Donor galas and fundraisers

Volunteer trainings and orientations

Conferences, symposiums, and multi-session programs

Advisory boards and leadership councils

Community outreach events

Recruitment events and open houses

How hapily supports education and nonprofit teams:

Registration & Audience Segmentation

Control who gets invited and who can register by using CRM data to segment audiences like donors, members, volunteers, students, or community partners. This keeps outreach intentional and ensures the right people are in the room.

Learn More About Registration & Invite Manager

Check-In & Attendance Tracking

Capture who actually attends events with fast, reliable check-in so participation records stay accurate — especially important for certifications, grants, and engagement reporting.

Learn More About QR Code Check-in

Lead Capture & Enrichment

Capture leads at in-person events or virtual sessions and enrich them instantly with contact and company data so sales can act fast.

Learn more about AI-Powered Mobile Lead Capture

Engagement History & Participation Records

Store attendance, roles, and engagement at the event level so teams can see who’s consistently showing up, who’s newly involved, and how participation evolves over time.

 

Surveys & Feedback Collection

Collect feedback immediately after events to understand learning outcomes, community needs, and program effectiveness — without chasing responses weeks later.

 Learn more about Surveys

Fundraising & Impact Reporting

Connect event participation to donations, memberships, or follow-up actions so teams can clearly show how events contribute to fundraising goals and mission impact.


Learn more about Reporting

Follow-Up & Ongoing Engagement

Use attendance and engagement data to tailor follow-up communications, share resources, and invite supporters into future programs that deepen involvement.


Learn more about Follow-up

How Duke Scaled Global Events Without Leaving HubSpot

Duke Corporate Education runs ambitious global programs. But as their scale increased, spreadsheets and manual check-in weren’t cutting it. Here’s how they built a smarter foundation inside HubSpot.

hapily blog

The latest from the hapily team:

Capture Event Conversations Faster with AI Voice Notes and Instant Actions

Capture Event Conversations Faster with AI Voice Notes and Instant Actions

Stop typing notes at events. Capture conversations with AI voice notes, organize next steps instantly, and take action without leaving your...

Capture Event Conversations Faster with AI Voice Notes and Instant Actions
Nikki Zangardi

April 10, 2026

Smarter Error Handling and Admin Control for Lead Capture

Smarter Error Handling and Admin Control for Lead Capture

Not every event lead comes through perfectly (and that's ok!) See how smarter error handling and admin lead management gives you more contr...

Smarter Error Handling and Admin Control for Lead Capture
Nikki Zangardi

April 03, 2026

Better Data In, Better Follow-Up Out: Expanded Coverage & CRM Matching in Mobile Lead Capture

Better Data In, Better Follow-Up Out: Expanded Coverage & CRM Matching in Mobile Lead Capture

What’s new in enrichment, coverage, and CRM matching within Mobile Lead Capture — and how it changes what you walk away with after every ev...

Better Data In, Better Follow-Up Out: Expanded Coverage & CRM Matching in Mobile Lead Capture
Nikki Zangardi

March 30, 2026

 

SCHEDULE A DEMO TODAY!
Ready to
event hapily?

Women On Site with Tablet - Light Background