For the complete documentation index, see llms.txt. This page is also available as Markdown.

How to add an event

* This article is only relevant to Mobly Admins (with access to the Hub) *

Steps

  1. On the Events tab in the Hub, click New Event → choose New Event from the dropdown.

  2. Add your Event Name.

  3. Add the Location. A specific address (conference center, hotel, venue), or just the city — Mobly accepts either.

  4. Add the Dates. Click once to set the start date, then click again to set the end date.

    Heads up on timezones: Event dates render in each event's own timezone — not the timezone of the person viewing them. If your team is distributed across time zones, the dates you see in the Hub are always the local-to-event dates. Useful to know when someone says "the event starts at 9 AM" — that's 9 AM at the event location.

  5. Add any Campaigns that should be associated with this event. Campaigns route captured leads through specific flows in your CRM — see How to use Mobly campaigns.

  6. Add event-specific qualifiers if you want extra qualifiers available only at this event (e.g., a session-specific one). Org-wide qualifiers apply automatically — only add per-event ones here if you need them. See Configuring qualifiers in Lead Settings.

  7. Add Users to the event. The users you select see the event in the mobile app and can capture leads into it. You can add more later from the event detail page.

Why dates matter

Beyond display, the start and end dates also drive:

  • Mobile app event selection — the app surfaces the event to assigned reps during its date window

  • Reporting — event ROI, capture rates, and timeline reports use these dates as their boundaries

  • Activations — sub-events inside the event default to the parent event's dates if you don't override them

If you're not sure of the exact dates yet, set your best guess — you can edit them anytime from the event detail page.

Last updated

Was this helpful?