Zephyr Events
Case studies

Real builds for real events.

A cross-section of recent work for event organizers, associations and agencies: integrations, complete event sites, registration tools, event apps, payments and data migrations. Much of what we build runs under our clients' own brands, so most of them are described here rather than named.

At registrationRegistrantenters their emailZephyrreal-time lookupSalesforcemember contactMember price set, details pre-filledAfter the event closesAttendeesconfirmed and attendedZephyrmatch or create contactSalesforceattendance record eachMembership status is only ever read from Salesforce, never changed.
How registration and Salesforce work together, before and after the event.
01Salesforce integration

Member pricing and attendance records, straight from Salesforce

Fundraising Institute Australia (FIA)

The brief

FIA keeps its membership in Salesforce. Registration needed to recognize members as they signed up, charge them the right rate, and send every attendee's participation back to Salesforce once an event closed.

What we built

  • A real-time member lookup: registrants enter their email, we find them in Salesforce, apply member or non-member pricing and pre-fill their details.
  • Details held in Salesforce can be locked on the form, so corrections happen at the source and the database stays clean.
  • After each event closes, confirmed attendees are matched to their Salesforce contact, or added as new ones, with an attendance record for each person.
  • A dashboard for FIA's team with sync status, field mappings and a log of every record.

The result

Live on FIA's event registrations since June 2026, running on FIA's own Salesforce and Swoogo accounts.

  • Swoogo
  • Salesforce
  • Zephyr Dashboard
In their words

Our Salesforce environment has extensive customisation and complex custom fields, which the Zephyr team handled with ease. They worked carefully with our existing setup, delivering a smooth and seamless integration without disrupting or impacting any other Salesforce processes. The integration has helped streamline our event registration processes, reduce manual data entry and keep information aligned across both platforms.

The team has been incredibly understanding, flexible and responsive throughout the project. They took the time to understand our requirements and were always willing to accommodate changes, work through challenges and support us with testing. Their technical expertise and collaborative approach made the entire experience a very positive one.

Thank you to the Zephyr team for your outstanding support and dedication. It has been a pleasure working with you, and I would highly recommend your team.

Suvarna Anupam, Salesforce Administrator, FIA

The Swoogo - Salesforce integration created by Zephyr Events has changed the way we are able to see data within our CRM. The team made themselves available to talk through resolutions and could apply real time solutions and test environments for us to see the changes as they were made. The Zephyr Events team were responsive and supportive with a number of changes required after deployment creating a very stable connection with data flowing exactly as we need.

Lindsay Wallace, Director Conference and Events, FIA
Delegate listSearch delegatesAMAlex MorganNorthbridge PartnersChief People OfficerinRPRiya PatelHalden GroupHR DirectorSCSam ChenEastmere CapitalHead of TalentinJAJordan AveryLumen HealthPeople PartnerinTBTaylor BrooksCorvo SystemsVP, PeopleMLMorgan LeeArden FoodsChief HR Officerin
Delegate cards: name, company and title, with LinkedIn shown only where it exists.
02Agenda and networking tools

Delegate cards and a bespoke agenda, reused across a whole event program

A private equity firm's events team

The brief

The firm wanted its event pages to look and work like its own: a delegate directory built for networking rather than booking meetings, and an agenda it could restyle itself for each event.

What we built

  • Delegate cards with each person's name, company and job title, and a LinkedIn link only where a profile exists, that keep their layout through a search.
  • A bespoke agenda with one row per time slot, full-width breaks and parallel sessions grouped together, with every color editable by the firm's own team.
  • Session cards with the description, the location and a link to each speaker.
  • Earlier work for the same team: a restyled speaker gallery and, for one summit, a tool that let attendees send each other an introduction by email.

The result

A repeat client since April 2024, with six projects completed. The delegate cards now run on at least nine of the firm's event pages, and the agenda has been in use since August 2024.

  • Swoogo
  • Custom templates
Exhibitor registrationChoose your booth101102103104105106107108109110111112113114115116117118119120201202203204205206207208209210211212213214215216217218219220AisleEntranceSFSample Freight Co.Booth 106Booth: 214AvailableUnavailableSelected
Exhibitors choose a free booth on the plan as part of registering.
03Exhibitor registration

Exhibitors pick their booth on the floor plan as they register

A logistics trade association's annual conference and exhibition

The brief

Exhibitors were choosing booths from a static image of the floor plan and a list of numbers, which needed staff to watch for clashes. The association wanted a map inside the registration form, ready for the day registration opened.

What we built

  • An interactive floor plan inside the registration form: exhibitors click a free booth to select it, and booths already taken can't be picked.
  • Hovering over a booked booth shows the exhibitor's company and logo, so everyone can see who they'll be next to.
  • A mapping tool for the association's team: upload the plan, drag each booth into place, preview and save, with no code.
  • A read-only version of the map embedded on the conference website.

The result

Live two days before registration opened in September 2025, reused for the next edition with 89 booths, and renewed.

  • Swoogo
  • Zephyr Dashboard
BeginDetailsSchedulePayConfirmedYour scheduleFri 2:45 PMLeading a teamScheduling 101FullBudget basicsClashNo workshopOpening luncheonI plan to attendBring one guestReview and payMember$150.00Leadership course$100.00Luncheon guest$25.00Total$275.00Discount codeI accept the policiesContinue to paymentYou are registeredJordan AveryMember . $275.00EVT27-7KQ2MCManage this registrationCalendarHotelTravelProgram
Choosing workshops without clashes, reviewing and paying, then the confirmation.
04Event site and registration

A complete event site and registration, built and hosted for a partner

A US professional association's annual conference, delivered for an event-services partner

The brief

The organizer needed a full event site with registration, card payments and an admin console for its team, live as soon as possible.

What we built

  • A public site with the schedule, venue and travel, sponsorship and contact pages.
  • Five-step registration with member checks, paid courses and workshops that track seats and prevent clashes, event RSVPs with guests, and a separate exhibitor route.
  • Card payments on the organizer's own Stripe account, confirmation emails, a reminder for unfinished registrations, and self-service changes by emailed code.
  • An admin console for the organizer's team: registrations with change history, comps, refunds, imports, reports and settings.

The result

Site live since September 2026 and registration with card payments since October, hosted and supported by us through the conference.

  • Custom build
  • Stripe
  • Hosted by Zephyr
AttendeesName or tableNameTableAvery, Jordan3Brooks, Taylor5Chen, Sam7Lee, Morgan9Patel, Riya12HomeAttendeeAgendaMapAgendaHi Alex,Day 1: Open seatingDay 2: Table 72:15 PMWelcome and openingMain ballroomT. Brooks, M. LeeVenue map+HomeAttendeeAgendaMapVenue mapBallroomRegistration+-HomeAttendeeAgendaMap
Inside the app: the attendee list, a personal agenda and seating page, and the venue map.
05Event apps

Three event apps in one year, personal to every attendee

A US bank's corporate events team

The brief

For its leadership meetings, the bank wanted one app with everything: the agenda, the venue map and each executive's seating, with table assignments no longer sorted by hand at the last minute.

What we built

  • The event app configured and branded for each meeting, with custom pages built for mobile.
  • A personal page that greets each attendee by name and shows where they're seated, next to the agenda and a zoomable venue map.
  • Attendee lists searchable by name and table, with an opt-out so anyone who asks can be left off.
  • Seating that updates in the app as soon as the events team changes it and, for the third meeting, a way for attendees to message each other.

The result

Three apps for three events in 2025. At the spring meeting the app was the only place attendees found their agenda and seating, and a second team at the bank followed for its own conference.

  • Swoogo
  • Mobile event app
  • Custom pages
Stage AStage BStage CStage DCommunityFiltersLabel tagsPolicyFinanceTechnologyDatesDay 1Day 2Tuesday 2 MarchMain trackJDChaired by:10:15ATPH11:30GWWednesday 3 MarchMain trackJDChaired by:09:30NCLM11:00RB
Stage buttons, filters and two day columns, with a chair and speakers for each session.
06Agenda design

A conference agenda, redesigned for four editions running

A UK B2B media and events company's flagship annual conference

The brief

Each year the conference needed its program to read clearly across several stages and two days, with speakers lined up properly, a chair shown for each track, and a layout the team could keep filling in themselves.

What we built

  • Stage buttons in the conference's own colors and icons, with filters by topic tag and by day.
  • Two day columns with track headings, a 'Chaired by' block, and speakers shown with photo, name, job title and company.
  • A session pop-up with the full details, and stage descriptions the team writes themselves.
  • A refresh for each edition as the format changed, from seven streams to eight stages to four.

The result

Four consecutive editions for a client who has come back every year since January 2024. The current agenda has been live since September 2026.

  • Swoogo
  • Custom templates
EKWelcome backDashboardSavedMy agendaSettingsTopicSpeakerSort byApplyReset selectionRecommended sessionsWebinar12 Nov, 15:00 - 16:00Learn moreWatch nowWebinar12 Nov, 15:00 - 16:00Learn moreWatch nowWebinar12 Nov, 15:00 - 16:00Learn moreWatch nowSaved for later
The personal dashboard: recommended sessions and sessions saved for later.
07Theme and personal dashboard

A webinar channel redesigned, with a dashboard for every viewer

A global life-science company's always-on webinar channel

The brief

The company wanted its webinar channel rebuilt to its own Figma designs without losing the thousands of people already registered, plus a personal dashboard that brought each viewer the sessions matching their interests.

What we built

  • A new theme from the client's Figma: branded hero and navigation, session cards by category, a library filtered by topic and tag, and mobile layouts throughout.
  • A personal dashboard with each viewer's agenda, recommended sessions matched to their interests, and sessions saved for later.
  • Filters by topic and speaker, and a star to save any session.
  • A reusable template with a step-by-step guide, so the team runs new versions themselves.

The result

Delivered in two phases between November 2025 and April 2026, and live on the channel's home page.

  • Swoogo
  • Figma
  • Custom templates
Your registration is confirmedApple WalletGoogle WalletSAlex MorganSpring Gala 2027Start05/14/2027 7:00 PMTable12SEvents TeamSpring Gala 2027May 14, 2027 | 7:00 PMTable 12per reg typeScanat the door
From the registration email to the phone wallet, then scanned at the door.
08Wallet passes

Apple and Google Wallet passes in place of printed badges

A global events agency

The brief

Running a series of events for one client with on-site scanning, the agency wanted attendees to add their ticket to Apple or Google Wallet straight from the registration email, with each pass styled to its registration type.

What we built

  • 'Add to Apple Wallet' and 'Add to Google Wallet' links in the registration emails, each creating that attendee's pass on the spot.
  • An entry code on every pass for check-in staff to scan at the door, so nothing needs printing.
  • A manager where the agency's team sets colors, logos, images, dates and up to four custom fields, such as a table, for each registration type, and tests a pass before it goes out.
  • Passes issued under the agency's own Apple and Google accounts.

The result

In use since September 2024 across at least ten of the agency's events, renewed for 2026, and extended this year with custom fields and new design options.

  • Swoogo
  • Apple Wallet
  • Google Wallet
  • Zephyr Dashboard
New notificationTitleRoom changeMessageHands-on Class at 10:30 AM isnow in Room 104.Send toEveryoneSession: Hands-onWhenSend nowScheduleSend9:41Event appnowRoom changeHands-on Class is now in Room 104.Annual Trade ShowAgendaFull AgendaMy Schedule9:00 AMOpening General SessionMain Hall10:30 AMHands-on ClassRoom 10412:00 PMExhibit Hall OpenShow Floor6:30 PMWelcome ReceptionBallroomHomeFloor planExhibitorsAgendaMore
The agenda inside the installed app, with a room-change alert arriving.
09Event app

A trade show app on the event's own website, with alerts by session

A US industry association's annual trade show

The brief

The association wanted a mobile app for its show without building native apps: one place to update when speakers and rooms changed at the last minute, a personal schedule for every attendee, and a way to send alerts to the right people.

What we built

  • The event's own website made installable on any phone, with a bottom bar for the agenda, floor plan, exhibitors and more, showing only the pages that work well on mobile.
  • A full agenda and a 'My Schedule' tab filled from each attendee's registration.
  • Push notifications the team writes and then sends now or schedules, aimed at everyone or at chosen registration types and sessions, with a log of every send.
  • An activity wall where attendees post photos and comments, with moderation tools for the team.

The result

Installed and in attendees' hands before the show opened in May 2026, with every request on record handled before the doors opened.

  • Swoogo
  • Progressive web app
  • Zephyr Dashboard
Member portalYour eventsSynced from HubSpotEventPasscodeRSVP statusDateLocationSpring Members' MixerMIXER26RespondedApr 16New YorkLeadership Breakfast-PendingMay 7ChicagoSummer NetworkingSUMMER26WaitlistJun 12Los AngelesAutumn Members' DinnerDINNER26AttendedOct 1San FranciscoHubSpot CRMevery few hours, or on demand
The members' events list, kept current by a scheduled sync from HubSpot.
10HubSpot integration and member portal

A members' portal that keeps itself up to date

A non-profit membership organization

The brief

Members needed one place to see every event open to them, without signing in again for each one, and their profiles had to stay in step with the organization's HubSpot CRM.

What we built

  • A scheduled sync from HubSpot that keeps member profiles and registrations current, every few hours or on demand.
  • A field-mapping screen, so the team chooses which HubSpot fields feed which registration fields.
  • A members' events list with a signed-in link to each event, its passcode, the member's RSVP status, the date and the location.

The result

Rolled out to 350 members in September 2025, extended three times since, and renewed for a second year.

  • Swoogo
  • HubSpot
  • Zephyr Dashboard
RegistrationConfirmed registrationUnfinished registrationApplication declinedApplication pendingGala table bookedheldZephyr syncevery 1 to 12 hours, or nowField mappingPass rulesSync logHubSpotDealpass, value, stage, ownerLeadrouted to the sales teamContact and companymatched or createdBuyer deal + seat dealsone per seat, linkedOne way: nothing is written back to registration.
How registrations become HubSpot deals and leads, on a schedule each event sets.
11HubSpot integration

Registrations that arrive in HubSpot as deals and leads

An international B2B conference organizer with a multi-event portfolio

The brief

Their sales and reporting run on HubSpot. They wanted every registration across their events to arrive there as a deal with the right value and owner, unfinished and declined registrations to reach sales as leads, and a way for their own team to manage the settings for each event.

What we built

  • A deal for every confirmed registration, with the pass, add-ons, value, currency, payment stage and sales owner, kept up to date as passes change, payments land or people cancel.
  • Unfinished registrations and declined applications sent to the right sales team as leads, with pending applications held back until they're decided.
  • Gala dinner table bookings arriving as one buyer deal with a linked deal for each seat.
  • Contacts and companies matched or created, and a dashboard where the team maps fields, sets each event's sync schedule and reads the logs.

The result

Live since March 2026 and now running across six of their events, with the team setting up next year's flagship event on it themselves.

  • Swoogo
  • HubSpot
  • Zephyr Dashboard
9:41Thursday, April 16SummitKeynote starts in 15 minMain Hall, Level 2SMS conversationsSearchAlex MorganPriya ShahSam LeeJordan DiazTaylor KimJordan DiazHi Jordan, your VIP loungepass is at the front desk.Sent 9:02 AMThanks! Running 10 minuteslate, is that OK?No problem, we will hold it.Sent 9:06 AMMessage...Send
A push from the installed app, and the team's two-way text inbox.
12Event app and messaging

An installable event app, plus two-way texts for VIP guests

A US health and wellness conference

The brief

They wanted an app that did everything the event site did, above all session registration, schedules and the map, and a way to reach VIP guests by text, since many of them preferred texts to downloading anything.

What we built

  • The event site turned into an installable app with a step-by-step install guide, so every update made to the site showed up in the app straight away.
  • Push notifications for signed-in attendees, scheduled ahead from a staff dashboard.
  • Group texts to attendees by registration type or session, scheduled ahead and sent from the organizer's own number.
  • A two-way inbox where staff read and answered replies, one conversation per attendee.

The result

Built in four weeks and in attendees' hands from April through the 2025 conference, with pushes and texts scheduled ahead for event week.

  • Swoogo
  • Progressive web app
  • Twilio
  • Zephyr Dashboard
SMS Bulk MessagingOnly confirmed or attended registrants with a mobile number are included.EventSample ConferenceSessionOpening plenaryRegistrant typeDelegateRegistration fieldContact preferenceValueSMSApply filterTotal registrants240Without a mobile number12Confirmed or attended, with mobile214View registrantsMessage (112 characters)Reminder: the registration desk opens at 08:00tomorrow in the main foyer. Please bring yourconfirmation email.SendA. SampleSuccessfulLogged 09:01J. ExampleSuccessfulLogged 09:01R. TestFailedLogged 09:01
Choose the event and the audience, check the count, write the text and send.
13Event texting

Targeted event texts, sent by the agency's own team from its own number

A UK event agency, on a corporate client's conference

The brief

Ahead of a client's conference, the agency needed to text registrants filtered by registration type and contact preference, from its own number, through a dashboard its registration team could run themselves.

What we built

  • A texting screen in the agency's own dashboard that reads registrants live from the event and filters them by session, registrant type or any registration answer, such as a preference for texts.
  • A count before every send of who will get the message and who has no mobile number, with only confirmed and attended registrants included.
  • Texts sent from the agency's own UK mobile number on its own account, so the number and the message records stayed with the agency.
  • A log of every message per recipient, plus a written guide, a recorded walkthrough and training for the team.

The result

Working within a week of kick-off, and handed over with training two days before the agency's go-live.

  • Swoogo
  • Twilio
  • Zephyr Dashboard
CheckoutOrder summaryConference registration$695.00Workshop add-on$150.00Card processing fee (2.5%)$21.13Total$866.13Pay withCredit cardAnother methodThe fee clears if the registrant switches away from card.
The card fee appears as its own line, just above the total.
14Payments

A card fee that only applies when it should

A US trade association

The brief

They wanted registrants paying by card to cover the processing cost, shown as its own line on the invoice. It had to be working the day registration opened.

What we built

  • A card-only fee, calculated at checkout from the whole registration, group bookings included.
  • Removed automatically if the registrant switched to another payment method, and recalculated rather than added twice if they came back to the page.
  • A dashboard where the team set the rate for each event, switched the fee on or off, and saw a log of every fee applied or removed.

The result

It went live seven days after sign-off, on the day registration opened, and the team went on to set it up for further events themselves.

  • Swoogo
  • Zephyr Dashboard
Previous platformEventsRegistrantsSessions and speakersPaymentsInvitation listsMigrationExport, one year at a timeAgreed field mappingOriginal IDs keptRebuilt with emails offCounts checked by yearSwoogo20212022202320242025Every migrated record keeps its original ID, so it can be traced back.
Five years of events moved across, one year at a time.
15Data migration

Five years of event history, brought across intact

An international B2B events organizer

The brief

Moving to a new registration platform, they wanted their past events to come with them: five years of history, with every attendee, and nothing sent to anyone along the way.

What we built

  • An export of every event from 2021 to 2025, one year at a time, with registrants and, where they existed, sessions, speakers, payments and invitation lists.
  • A field mapping agreed with the client, with each record's original ID and dates kept so it can be traced back.
  • Each past event rebuilt from a template with every email and reminder switched off, filed in a folder for its year and closed.
  • Check reports and a year-by-year count comparison against the previous platform.

The result

Hundreds of past events from five years now sit alongside the live ones, filed by year.

  • Swoogo
  • Custom migration tooling

Planning something like this?

Tell us about your event and what it needs to do. We'll show you how we'd build it.

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