Event RecapIQ Release Notes

See What’s New with Event RecapIQ

From Beta to Tomorrow. Below, see where we’ve been, where we are, and what we have planned for the future.

We have a lot planned for the rest of 2024. Watch this space!

2024 Development Roadmap

  • 2Q24 – Finish UI enhancements and implement back-end adjustments to improve system responsiveness and speed.
  • 3Q24 – Complete and launch PortMA Academy v2.0. Launch several internal data processing tools to streamline the database updating process. Move resource library spreadsheet items to web-based interactive tools for improved responsiveness and ease of use.
  • 4Q24 – Implement the RecapIQ Support Center with full documentation of all system processes and analysis properties. Add “hover over” help documentation to existing dashboards. Add the option to filter event participant age by generation.

Future Development Plans (To Be Scheduled)

  • User initiates data uploads for automatic analysis and comparison to industry benchmarks.
  • Custom dashboard layouts based on user-specific preferences
  • Download your data to Excel or in

This feature-centric update added some enhanced security measures and improved a graphic display issue experienced by some users.

  • Security features were added to the filter displays to improve the user experience.
  • We addressed a navigation graphic overlay issue in which one part of the display would not render correctly under certain filtering options.

This update addressed a map display issue resulting in an incompatibility between our system and a Microsoft update and improved the ROI modeling options for those working with the Bottled
Wine industry data directly.

  • Addressed a display issue on the Reach Efficiency dashboard, which resulted in a PowerBI update that prevented the Regional Map from displaying.
  • Increased the functionality of the custom Return-on-Investment inputs to allow for a wider variety of manual inputs, resulting in accurate results.
  • Improved the versatility of the Bottle Wine industry data to allow for a greater variety of Reach Efficiency filtering and more accurate derived return-on-investment modeling under user-generated scenarios.

This update focused on improving the overall display and user experience when customizing the Return-on-Invetment dashboard for their campaign.

  • Addressed a display issue with the Reach Quality dashboard that was causing the top-line metrics to overlap with other display elements when the Age filter was used.
  • Improved the responsiveness of the user experience when customizing the variables for individual campaigns in the Return-on-Investment dashboard.

In this update, we addressed some bugs related to how meta metrics are being displayed and improved the accuracy of Total Event Day counts under different filter options.

  • Improved the display of meta metrics on the Reach Quality dashboard among a more comprehensive array of filtering options.
  • Adjusted top-line metric displays under different regional selections.
  • Addressed bugs related to the Total Event Day metrics and how commas are received in the user-specified filters on the Return-on-Investment dashboard.

In this update, we made several adjustments to the filtering options for the benchmarking database and addressed a bug.

  • Updated the filter options on the Return-on-Investment Dashboard to more accurately reflect the current selection and display the full range of “Direct ROI Benchmarks” at the bottom of the dashboard.
  • Adjusted the filter input for the Return-on-Investmnet Dashboard to permit a comma in the “Median Cost per Event Day” custom user input.
  • Adjusted filter display to remove “N/A” and more accurately display the hierarchy of filters applied.
  • Improved the functionality of the “Clear” button in the filter.
  • Adjusted the versatility of the filtering when using regional selections.
  • Removed question marks from the filtering menu.
  • Adjusted how campaign data interacts with survey data when multiple industry levels are present.
  • Fixed bug causing Respondent Counts and Event Day counts to be out of alignment under some filtering scenarios.

It was a busy time; we’re looking for our notes on all that was going on when we did our first update. We’ll update this space as soon as we get those notes organized.

You have no idea how excited we were. This was seven years in the making (no exaggeration). When we can organize it, we’d like to list the changes we made during our Beta testing.

Shout out to all the Agency partners and Brand Managers who provided feedback.

There were a ton of changes made during the pandemic. While the Events Industry was at a standstill, we were putting all of our energy into building the largest and most robust benchmarking database available. We did it and started to share it with others outside of PortMA in mid-February 2022.

This was our first in-house Alpha trial. The idea was to move the tools we had used for years to a user-friendly, secure online platform so our long-term clients could access the same industry benchmarks we used daily.


Get Your Team Up to Speed Quickly on the Industry’s

ROI Measurement Best Practices

Schedule a Call to Get Started or Learn More

How to measure ROI?

Marketing through TV and radio? – you’ve got measurement leaders Nielsen & Comscore.

Using social media or in-store? – your solutions will be found with Google Analytics, Catalina, and RetailLink.

Experiential campaigns? – your ROI measurements will come from deploying The PortMA Method through Event RecapIQ.


Now we bring this to your in-house team: PortMA’s Event RecapIQ is your team’s go-to solution for measuring and benchmarking Experiential Marketing ROI.

Global and national brands rely on The PortMA Method to allocate $millions of marketing budget. Now you can use the same method whatever your campaign budget. With Event RecapIQ, you and your team have the tools, data, training, and consulting needed to collect and report on ROI consistently across campaigns. The PortMA data dashboards help you show proof of performance, even if you don’t have your own data.

Everything You Need

Benchmark Dashboards

Industry Benchmarks. Our benchmarks are segmented by multiple industry classifications to ensure you have insights specific to your individual campaign.

Venue Benchmarks. From retail sampling to office parks, festivals to street intercepts, PortMA’s benchmarks are categorized by venue to show you who you can expect to intercept and how they’ll respond.

Training videos and Workshops

Your internal insights team (e.g., Strategist, Account Manager(s), etc.) will be invited to take part in a comprehensive training.

The team will be taught how to design a winning strategy, collect and validate the right data, and analyze that data for insights and clear ROI recap reporting.

Industry Reporting

You’ll view and download PortMA’s Experiential Measurement data sheets to support your internal and external sales efforts.

In addition, your account provides you full access to all current and future reports pushed in our Report Library.

Current areas of focus include In-Store Retail; Food Sampling; Cookies, Snacks, and Candies; Personal Care Products; Non-Alcoholic Beverages; Rum; Wine; Vodka; Liqueur; Bourbon and Whiskey; Intercept Venue Activations; and Destination Venues.

Templates and Tools

These downloadable resources are developed by PortMA and posted for your internal team to drive consistency, easy data handling, and streamline reporting.

The existing library is updated continuously to include Standardized Consumer and Field Staff Surveys, Field Staff Data Collection Training Guides, Lifetime Customer Value Calculators, Interactive Benchmarking Dashboards, Impressions Dollar Value Calculators, Calculators to Adjust for Overstating Purchase Intent, Custom ROI Models, Status Report Templates, and Recap Report Templates

On-call, Dedicated, or Embedded Support

Your subscriptions come with a pre-defined set of hours to be used by you or any team member for fully customized ad-hoc support. Contact your Account Manager at any time to arrange personalized, custom assistance in any of the following areas:

  • Training: One-on-one or Small Group Telephone Training Calls
  • Sales: Sales Support/ RFP Response Coordination and Predictive ROI Modeling
  • Audit: Review Existing Data and Reports to Make Recommendations

(Extended and Extended Plus Only)

  • Surveys: Survey/ Data Collection Architecture and Design
  • Dashboards: Data Dashboard Consulting/ Wireframe Development
  • Analysis: Data Analysis Assistance or Completion
  • Reporting: Report Development Assistance or Completion
  • Briefings: Client Briefing, Presentation Support, Attendance, or Meeting Leadership

What Other Experiential Industry Professionals Say…

Why did you say The Experiential ROI Dashboard was the strongest of the five dashboards?

“It’s always the first question clients ask and sometimes the hardest to answer. This section gives an easy way to calculate, explains the numbers/calculation process, and provides helpful benchmarking (because that’s the second question clients ask).”

Who would find this Experiential ROI Measurement Toolkit the most useful in their day-to-day job?

“Account managers and business development (the people on the front lines of client questions and reporting)”

Anne Morgan
Chief Operating Officer
ITK Collective

Why did you say The Experiential ROI Dashboard was the strongest of the five dashboards?

“This has been the most significant pain point for us in figuring out how to project and measure ROI for our experiential events. Having this section built out with steps on what to measure is helpful and something you can adapt for different situations. We are trying to figure out how to measure and track against our existing work so having a streamlined and consistent way to do it with benchmarks for similar projects is beyond valuable.”

Who would find this Experiential ROI Measurement Toolkit the most useful in their day-to-day job?

“Those involved in the planning and development process of experiential events as well as those who make the decisions about elements and report on success.”

Anonymous
Account Manager
Agency – Sports & Entertainment


Frequently Asked Questions

How was this Experiential Marketing data collected?

All data in PortMA’s dashboard and reports were collected on-site by event staff via intercept interview or post-event through an email invitation to an online survey. Consumers were always interviewed only after their full engagement experience with the brand, so the data reflect the impact of that experience.

In addition, activation metadata (e.g., engagement counts, samples delivered, etc.) was collected by on-site staff after each day of activation.

Will I be able to measure the Experiential Marketing Return-on-Investment for my programs?

Absolutely. We’ve developed an 8-step learning path where a short video anchors a set of tutorials walking you through how to engage the ROI dashboards and build your in-house data collection, analysis, and reporting solution.

And when you need us, a seasoned Event Analyst is on call to assist with whatever questions you have. And when you need someone to jump on the team and get the job done, your dedicated Account Manager is on retainer to get it done for you.

Does my Agency have permission to use these methods with our Clients?

Yes. When you subscribe to the Experiential Marketing ROI Measurement Toolkit, you are also given a license to PortMA’s IP (Intellectual Property) to use for your commercial purposes for the length of your subscription. We only ask that you maintain the phrase “Powered by PortMA” in small font at the bottom of any resulting documents or publications.

Can you provide a demonstration of the tool before we decide to sign-up?

It would be our pleasure. Use the button below to find a convenient time for you and we can walk you through the platform and answer any questions you might have.

Schedule a Call to Get Started or Learn More

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