The Marketing and Automations Platform for Events Teams
Presenting
Julie Chen
Magic / Loyalist
Head of Growth
Marisa Colangelo
Daniel Boulud’s Dinex Group Corporate Director of Sales
What’s your biggest event pet peeve or faux pas?
Loyalist CRM
Loyalist aggregates event + dining + hotel + ecommerce data into a central CRM
Guestbook Studio
Personalization Engine
VIP
Reporting
Events
Clienteling
Shopify
Guest Relations
AI Agents
Marketing
LOYALIST CRM OVERVIEW
Drive More Leads
Send targeted email blasts
DRIVE MORE LEADS
Subject: A Personal Introduction — Café Boulud at Maison BARNES
To: Closed or lost events in Q3 2025�From: Olivia OBoude@danielboulud.com
Hello {{ first_name }},
I want to take a moment to introduce myself as the new Senior Events Manager for Café Boulud at Maison BARNES. It’s a pleasure to connect with you, and I look forward to the opportunity to assist with any gatherings you may be considering in the year ahead.
Café Boulud at Maison BARNES offers such a distinctive and elegant setting for celebrations, and I’m pleased to share our most up-to-date Events Deck for your reference. Whether you’re in the early stages of planning or simply exploring ideas, I would be delighted to be a resource.
I’m always happy to connect at your convenience.
Warmly,
Olivia
Closed or lost guests identified by Loyalist
Send targeted email blasts
DRIVE MORE LEADS
Utilizing reservation and past event data for automated outreach
Birthday Events
CRM ACTIVITY
Birthday in , spend
TRIGGER
Invite to book birthday event
ACTION
Completed large party reservation
Completed reservation
TRIGGER
> 8 guests
I saw you booked a large reservation! Did you know we do events?
ACTION
60 days
Targeted Outbound
CRM ACTIVITY
Prospect Identified
→
DRIVE MORE LEADS
> $150 PP
Targeted Outbound
Prospect Identified
→
6 months later re-engagement
Event was
TRIGGER
Book again? Come in for drinks on me!
ACTION
RESERVATION VISIT TAG
Event engagement
→
Welcome drink on arrival
6 months ago
Personalize Guest Experience
Reward your top hosts
PERSONALIZE GUEST EXPERIENCE
Get immediate feedback from your hosts
Post-event Thank You
Day after a completed event
TRIGGER
Personalized email from Event Team thanking them and asking for feedback
ACTION
→
PERSONALIZE GUEST EXPERIENCE
AUTOMATED ROUTING
5 star reviews
→
Boosts to Google to help SEO
1-3 star reviews
→
Live alert
Track feedback and ratings
PERSONALIZE GUEST EXPERIENCE
~20% Response Rate
Save Time
Block off events in reservation systems
SAVE TIME
Timeline
1
Table
2
Table
3
Table
4
Table
5
Table
6
Table
7
Table
8
Table
Joanne Chen
5
5
EVENT HOLD - Maggie Tang
5
via Tripleseat
Ethan Hughes
5
EVENT HOLD - Abby Bonat
5
via Tripleseat
Joanne Chen
5
EVENT HOLD - Olivia Boude
5
via Tripleseat
Maya Patel
5
Marcus Bennett
5
via Tripleseat
17:32 PM
18:00 PM
18:30 PM
Increase Booking Conversion
Build your own intake flows for events
INCREASE CONVERSION
Build custom intake flows for events
INCREASE CONVERSION
7 days after incomplete inquiry
Inquiry was last edited ago
TRIGGER
7 days
ACTION
Bump incomplete inquiries
INCREASE CONVERSION
Personalized email inviting the host to complete booking
Subject: Still thinking about hosting at Café Boulud at Maison BARNES?�From: Olivia OBoude@danielboulud.com
Hey {{first_name}},
I noticed you started filling out an inquiry for Café Boulud at Maison BARNES and wanted to reach out in case you had any questions or just needed a nudge to finish!
We'd love to host your event. I'm happy to walk you through availability, pricing, or anything else that might help you decide. You can also take a look at our Events Deck.
Feel free to reply to this email or book a quick call if it's easier.
Warmly,
Olivia
Automate SMS after a guest submits an inquiry
INCREASE CONVERSION
Breakout Groups!
Q&A
Join us at Tripleseat Ignite!�August 25th-26th�Encore Boston Harbor
Hosted by Tripleseat, the leader in event management software, Tripleseat Ignite (formerly known as EventCamp) is the ultimate conference for hospitality sales and event managers. It’s not just another industry event—it’s where the best in the business gather to share secrets, forge powerful connections, and explore the tools that are revolutionizing event management.
You’ll leave with game-changing insights from hospitality leaders, a network of meaningful connections, and breakthrough content designed to fuel real results. Tripleseat Ignite is your launchpad for better business, more successful events, and explosive hospitality growth.
24
Featuring Keynote Speaker, Danny Meyer!
Use promo code Ignite450 for a special offer!
Thank You
julie@loyalist.com
marisa@danielboulud.com
Link to slides and Julie’s calendar
Appendix
Loyalist x Dinex: Turning our CRM into a thoughtful & strategic sales advantage
Key Loyalist Use Cases for Dinex
Drive More Leads
Target high-value private dining and event prospects with personalized outreach at scale
Save Time
Automate tedious confirmation, request for photos, and blocking off reservation systems
Personalize Guest Experience
Capture post-event feedback, track analytics, and reward top event hosts
Increase Booking Conversions
Custom dynamic intake forms to increase awareness and conversions
Marisa Colangelo
Daniel Boulud’s Dinex Group – Corporate Director of Sales
Key Topics for Today
1
Loyalist CRM Platform
2
Drive More Leads
3
Save Time
4
Personalize Guest Experience
5
Increase Booking Conversion
6
Q&A
Questions from the room!
How to pull specific lists via email domains. Example - if we have a lot of Goldman Sachs emails, possible to group all of those under "potential business clients."
How are you setting and defending F&B minimums across seasons without constantly bending to negotiated rates?
What's genuinely working for you to turn one-time bookers into repeat clients?
4
3
2
1
What's your favorite way to make a host feel special or taken care of?
5
What are some memorable experiences you curated for private events based on CRM data?
6
What are your tips for doing outbound? How are you currently running your outbound campaigns?
Streamline communications with a central text line
PERSONALIZE GUEST EXPERIENCE
2 weeks later request for photos
Event was ago
TRIGGER
14 days
Personalized request for photos form Event Manager
ACTION
Request event photos
PERSONALIZE GUEST EXPERIENCE
Subject: Café Boulud at Maison BARNES Event Photography Request�From: Olivia OBoude@danielboulud.com
Hello {{ first_name }},
We hope you’ve been doing well since your event.
As we continue introducing Café Boulud at Maison BARNES to a wider audience, we’re gathering photos that reflect the atmosphere and experiences our guests enjoy. If you have any photos from your event that you would be open to sharing, we would be most appreciative of the opportunity to feature them. Of course, we completely understand if there are any preferences, approvals, or limitations, and we’re happy to follow any guidelines you may have.
Thank you again for your support of Café Boulud at Maison BARNES. We hope to stay in touch and look forward to crossing paths again.
Warmly,
Olivia
Companies CRM
LOYALIST CRM OVERVIEW
Key Benefits
Group Events by Companies
Roll up every reservation, event, and dollar spent under corporate accounts driving them
Merge Duplicate Companies
Merge duplicate companies by similar names
Automatically Add People to Companies
Automatically includes guests from reservations and marketing data