1-XYZ Infantry Open House
Tour the armory. Meet the unit.
RSVPFamily-friendlyFreeEnter to Win
Field Dossier
Guard Events
Dossier · Field Use Only
N·NE·E·SE·S
280
Your Field Guide to Navigating
Hosting Guard
Events.
Ditch the spreadsheets, PowerPoint flyers, and building a webpage for every event the Guard is at. Run the lead generation campaign that does it for you. Plus, get a Lead Management System that doesn't suck.
Live Event Page
SCROLL
One Lead Generation CampaignOne Lead Management SystemOne Lead Status PipelineOne Lead Generation CampaignOne Lead Management SystemOne Lead Status PipelineOne Lead Generation CampaignOne Lead Management SystemOne Lead Status PipelineOne Lead Generation CampaignOne Lead Management SystemOne Lead Status Pipeline
Section 02 · The RealityField Log
Hosting a Guard Event shouldn't be spreadsheet management, group emails no one reads, a flyer made from a Word doc, and a weak social media post.
Ditch the broken system and set up the lead generation campaign that does the work for you.
Log · Observed InstancesN = 7
01state-events-tracker.xlsxThe campaign master list. Only one person has the latest version. That person is on leave.Spreadsheet
02FLYER-v7-FINAL-final.docxEvent flyer rebuilt from scratch in Word. Different font every time. Not converting.Flyer
03(no shared Event Campaign Page)No single page to point the public at. Every event lives in a different PDF, DM, or post.Event Campaign Pages
04signup-sheet.pdfA clipboard at the door. The names get typed into a spreadsheet sometime that week. Maybe.RSVP
05recruiter-groupchatMuted by six Recruiters. The actual event brief got buried under a meme and a dog photo.Ops comms
06monthly-CO-brief.pptxAttendance, leads, and follow-up rates copied by hand from three tabs the night before.Reporting
07lead-pipeline-not-foundLeads distributed with no context and no nurture to move a cold lead to a warm lead before the RRNCO makes a phone call.Pipeline
Section 03 · The Fix
One campaign page. Every event.
What your campaign includesDone For You
- 01 · INCLUDED
Dedicated events listing page
Your campaign includes a dedicated events listing page for your Guard-hosted events and presence events. Tell the public where you'll be, capture interest, and keep them engaged.
- 02 · INCLUDED
Guard Info page with Giveaway lead capture
Your campaign also includes a Guard Info page designed to inform and generate leads through Giveaway Entries as lead capture.
- 03 · INCLUDED
Find a Recruiter + event showcase tools
Your campaign lets you list Recruiter contact info through the Find a Recruiter tool, show the public current and past events, showcase photos from events, and generate easy-to-share flyers and social media images for your Guard-hosted events.
- 04 · INCLUDED
Built-in attribution + lifecycle
The campaign does the work for you. When your events capture RSVPs and interest, the lead info registers in the Lead Management System for easy export and distribution. Those leads then receive emails related to the event and Guard info. On the day of hosted events, attendees can check in online, complete the event survey, and upload photos they took. Each RSVP, check-in, and survey touchpoint asks the lead whether a Soldier brought them or a Recruiter did — so the Lead Management System tracks attribution per lead.
- 05 · INCLUDED
The online presence you’ve been wishing for
Stop running disconnected sign-up sheets. Get the campaign that gives you a dedicated site for event listings, lead capture, lead management, and Guard Info.
Section 04 · The SetupDone For You
Your campaign launches itself.
Go live on Day one.
Get the quote, collect your state info and assets, pay the invoice, and complete the onboarding wizard for your campaign to activate. No back and forth emails and no 3 day wait. We make advertising Guard Events frictionless.
01
Magic link in your inbox
No password gauntlet. Click the link in your onboarding email and you're in.
02
Upload your state's look
Drop in your state Guard logo, unit insignias, and adjust your color palette. Or, be bold and leave the pink.
03
Import your Recruiter roster
Upload your NCOIC / Recruiter contact info and ZIP assignments.
04
Custom domain, custom sender
Bring your own state domain for free, or use the Guard Events domain. Want to buy a fresh domain? We've got that covered too.
05
Onboarding made easy
Every client gets a getting-started guide the day the quote packet goes out. Gather your info while the purchase is processing — by the time payment clears, you're already drafting events.
06
Your state. Your events. Your mission.
When you're done, the campaign pages at your state domain are live — events listed, RSVP ready, Recruiters routed. No lead generation campaign delay. No “submit for review.” Just live.
Section 05 · The Publish MomentOne Form · Guard Hosted Events Listed
Fill the form. Hit save. Seven things fire at once.
You or anyone you give access to can create their Guard Hosted Event listing in less than 2 minutes. From there, the lead generation campaign engine takes over and provides all the assets your campaign needs. No designer, no spreadsheet, no “where’s the flyer?”, and no “how do I tell people about the event?”
New Event⏱ 1:23
Title1-XYZ Infantry Open House
DateThu, May 14
Time6:00 PM
LocationBattalion Armory, Springfield
DescriptionTour the armory. Meet the unit.
Unit1-XYZ Infantry Battalion
CategoryUnit Open House
01
Live event page
Public URL. Auto-published. RSVP form ready.
02
Printable PDF flyer
8.5×11, print-ready flyer done for you.
03
Social share card
Social media ready image done for you.
04
Scannable QR code
Points straight at the RSVP form.
05
Share preview
Share the branded event listing, not an ugly URL.
06
RSVP → lead pipeline
Capture every RSVP, Check-In, Event Survey, and Soldier or Recruiter name that connected with your attendees.
07
Event notifications
Anyone that RSVPs receives event notifications and reminders, plus a post-event nurture sequence.
Auto-updated
Edit anything after publish — venue change, time shift — and the event listing updates itself. Regenerate the flyer and skip the “please ignore my previous email.” Events also include an updates feed to keep your audience engaged.
Section 06 · Listing TypesPresence Events Listed
Three flavors. Same mechanics. Different ownership.
Not every event is Guard Hosted. Your Unit at a Community Event? Your Recruiter at a High School Lunch? Your TAG speaking at an association meeting? List ’em through the same campaign as Presence Events.
⚔
Unit Event
1-XXX Infantry Open House
“Tour the armory. Meet the unit.”
Thu, May 14 · 6:00 PM
Battalion Armory · Springfield
Unit Open House
Learn More
01
Ownership
Owned by anyone hosting a Guard event. RSVPs and Check-Ins land in the Lead Management System, tagged by event and ready for distribution or export.
02
RSVP + Check-In
One RSVP form, one Check-In form, and one Survey form. Know every aspect of attendance and credit Soldiers and Recruiters that connected with the attendee.
03
Flyer + share image
Auto-generated the moment the event is saved. Printable flyer, social-sized previews, done for you.
04
Event updates
Post info and content directly in the event listing page and those that RSVP receive notifications directly.
Navigator NoteTwo event categories — Guard Hosted & Guard Attended. Three Presence Event Types — Unit, Recruiter, Organization. The campaign that helps you spread brand awareness and increase lead generation at once.
Section 07 · Every Lead LandsNo Black Holes
A lead types in their ZIP. The right Recruiter owns it the same day.
Lead management and attribution shouldn’t be a guessing game. Leads captured through all entry forms land in the Lead Management System. Sort it, filter it, export it, and set it on auto distribute by ZIP.
N·NE·E
SE·S
Lead enters ZIP
XXXXX
01ZIP match
Lead's ZIP = Recruiter's coverage. Direct hit.
SD
SFC Doe
RSID · ARDD · XXXXX
02Round-robin
Multiple Recruiters cover same ZIP. Campaign rotates fair.
DOE
KIM
RAY
03NCOIC fallback
No ZIP match? Recruiter out of office? Lead routes to the Marketing NCO and NCOIC — never drops.
MH
MSG Hale
NCOIC · RSID ARD
Lead captured in Lead Management System
→
Assigned Recruiter
Inbox email with lead details
→
Marketing NCO
Lead manager dashboard entry
Lead Management System
Filter. Sort. Export. Distribute.
Every captured lead lands in one unified dashboard with filtering by stage, source, ZIP, Recruiter, and event. Bulk actions for reassignment and CAMPO export. Detail drawer for per-lead history. Pipeline funnel visualizes stage progression.
Lead Pipeline Journey
Cold → warm → hot → handoff.
Every lead moves through defined pipeline stages — Captured, Pending NCOIC Pick, Assigned, Appointment, Processing, Enlisted, Disqualified. The funnel view shows conversion at each step so Marketing NCOs know where leads drop off.
Find-a-Recruiter
Public directory.
Public ZIP lookup at your state’s campaign URL. Visitor types ZIP, sees the Recruiter who covers it — name, phone, email, Recruiter-specific contact form.
Enter to Win Form
Optional giveaway form.
Optional giveaway entry form on your campaign pages to use as an additional passive lead generation tool. Set it to use the official Register To Win (RTW) system or generic Personal Presentation Items (PPI) as Prize Bags. Track the lead in the Lead Management System for easy export, or route by ZIP.
Attribution
Who actually connected with the attendee.
Every RSVP, Check-In, and Post-Event Survey asks the attendee who they talked to. Those answers stitch back to the lead record — so Marketing NCOs see not just who filled a form, but which Soldier or Recruiter actually connected with them in person.
Section 08 · The TimelineNotifications & Nurture
From RSVP to “we’ll see you again” — the emails do the work.
RSVP submitters and captured leads receive branded, timed, and conversion-focused emails across the event lifecycle. None of them are your job to write, schedule, or send. That’s the campaign done for you. Need copy updated to match your state’s vibe? No problem. Use the campaign defaults or update them yourself.
SIGN UP00
- On RSVPRSVP confirmationYou're in. We'll see you there.→ Attendee
- On lead captureLead confirmationThanks for the interest — your Recruiter will reach out.→ Lead
- On friend inviteInvite-a-friendAttendees can easily invite friends with a quick share email.→ Invitee
- Pre-eventRSVP reminderYour Guard Event is coming up. Save the date.→ Attendee
- On check-inCheck-in reminderToday's the day — here's your check-in link and event details.→ Attendee
- Post-eventThanks for comingNice meeting you. Complete the event survey and upload some photos you took.→ Attendee
- Find a RecruiterLead notification → RecruiterZIP-matched Recruiter gets the alert.→ Assigned Recruiter
- On event updateAutomated event updateWhen an update is posted to the event updates feed, RSVPers get the message. Scheduled event-lifecycle updates (4 days out, 1 day out, event start, etc.) fire automatically.→ Attendee
- Attendee nurtureGuard InfoWhat does a weekend in the Guard actually look like?→ Lead
- Attendee nurtureEducation BenefitsFree college. Seriously.→ Lead
- Attendee nurtureCareer CompatibilityYour civilian career + Guard service.→ Lead
- Attendee nurtureFinal NudgeReady to learn more? We'll connect you.→ Lead
EMAILEXAMPLES
Section 09 · What Command SeesReports & Tracking
The brief writes itself. You just walk in and present.
Per-event report cards and state-wide rollups. Every RSVP, check-in, survey, photo, and hot lead rolls up into clean dashboards ready to share or drop into a slide deck.
Per-Event Report Card
EVENT REPORT · SAMPLE
1-XXX Infantry Open House
Springfield Armory
127
RSVPs
94
Check-ins
61
Surveys
88
Photos
31
Hot Leads
One card per event with sample counts above. Shareable or exportable for a command brief.
Monthly Recap
IMPACT EXPORT
Monthly Recap · Sample state
EventMonthlyQuarterlyYearly
8
events
842
RSVPs
612
check-ins
187
hot leads
One impact export with Event, Monthly, Quarterly, and Yearly tabs. Pick a period, see the numbers, hand it to your CO.
Quarterly + Annual Rollups
Q1Q2Q3Q4YearFY2026 · TO DATE
◈ ROLLUP OVERVIEW
Every event across the state aggregated into one view. Marketing NCOs see the totals, spot trends, and decide where to invest next.
Total RSVPs
4,891
sample
Total Hot Leads
1,082
sample
Total Public Views
36,420
sample
Avg Event Score
78
sample · / 100
Drops straight into your monthly command brief. No Excel pivot tables.
Section 10 · Who WinsRun a Smart Campaign
Three roles. One source of truth. Each one gets the view they actually need.
Marketing NCOs run it. Units list on it. Recruiters own their own pages within it. Different screens, same source of truth.
STOP RUNNING THE CAMPAIGN FROM A SHARED EXCEL FILE.
Optimized campaign page, event performance reports, monthly impact reports, lead routing, link shares, custom domain — all wired together. One place to run the Guard's event campaign.
◈ View includes
The setup wizard, the event publisher, the state-wide Lead Management System, the monthly impact export, the Recruiter roster editor, and the public state page editor.
BUILD AN EVENT PAGE IN FIVE MINUTES.
Title, date, location, description. That's the form. Flyer, share image, RSVP form, confirmation email, notifications — all handled. Your job is the event. Not the event page.
◈ View includes
The event creation form, a read-only view of their unit's RSVPs and check-ins, post-event survey results for their events only, and their unit's roster of listed events.
OWN THE PAGE YOUR LEADS ACTUALLY FIND.
Your next event, school visit, and more, can have a dedicated campaign page with lead capture form. One page, one form, one Lead Management System. Presence Events are the fix for Recruiters, Units, and Organization Members alike.
◈ View includes
Lead capture notifications, event listing creation form, and easy page management.
Section 11 · Base vs BrandCampaigns built different
Pick what fits. Upgrade when it matters.
Both campaign types get the job done. One just does it better. The Brand Campaign provides deeper customization to meet the needs of your state’s lead generation requirements. With the Brand Package, your campaign is further optimized and data driven.
Every campaign is a 12-month committed purchase. There is no auto-renewal and no mid-term cancellation — when your term ends, you start a new campaign for the next 12 months with a new purchase request.
Base
$0per year
The campaign fundamentals. Event pages, RSVPs, lead capture, flyers, notifications. 12-month committed campaign.
Brand
$0per year
Everything in Base, plus branding, lead routing, Find a Recruiter, reports, and nurture. 12-month committed campaign.
Custom domain add-on
$0per year
If you need a brand-new domain purchased and managed. Bringing your own is free with Brand Package.
Feature Manifest
What's in the campaign
Base
$5,000 / yr
Brand
$9,500 / yr
Campaign Basics
Campaign Page
Event pages + RSVP collection
Automated flyer generation
Confirmation emails
Event reminders (24h)
Attendee nurture emails
Lead Management System
Lead capture + source attribution
RSVP update notifications
Lead Pipeline Journey
Find a Recruiter directory
Branding
Custom brand colors + logo
Bring-your-own custom domain
Custom email sender domain
Link shares + share images
Optimized Campaign Pages
Reporting
Event Report Cards
Event Impact Reports
Event Performance and Lead Conversion Reporting
Automation
Automated event updates
Section 12 · How to BuyTrail Guide
Quote to launch, in four steps. Lead generation campaigns shouldn't take 6 months to approve and set up.
Every purchase packet goes out the same way: quote, Section 889 form, invoice, and the getting-started guide. All upfront. Prep the information you need for your campaign on day one.
01
REQUEST A QUOTE
Fill the form at the bottom of this page. We respond in one business day with the full packet: your quote, the Section 889 form, the invoice, and a getting-started guide so you can start gathering your campaign info while the purchase is processing.
~1 business day02
YOUR STATE PROCESSES THE PURCHASE
Run it through your state like any other purchase request. While you wait, use the getting-started guide to prepare everything you'll need for onboarding.
03
PAY THE INVOICE
Once you're ready, pay the invoice and access your state's campaign dashboard.
04
PLUG IN AND LAUNCH
Onboarding is just plugging in the info from your getting-started guide. Add your team, list your first events, and move on.
Section 13 · QuestionsFAQ
Clear
answers,
briefly.
If the thing you're wondering isn't here, the quote form below has a notes field.
We respond to quote requests in one business day. Once your state approves the purchase and the invoice is paid, your Marketing NCO gets a welcome email with login credentials same-day. The setup wizard can be done in an afternoon. Your first event can be published within the week of onboarding completion.
Every campaign is a 12-month committed purchase. Your term begins once the invoice is paid and onboarding is complete. There is no auto-renewal — when your term ends, your Marketing NCO starts a new purchase request for the next 12 months. About three months before your term ends we will send a reminder with a new purchase packet so your state can run the purchase approval in time to avoid a service gap.
Yes — with Brand Package. Bring your own state domain for free. We set up a custom email sender so confirmations and notifications arrive from your state.
On the Events side — no. Recruiters receive lead notifications by email and use a magic-link flow to update pipeline status. They don't need to learn another app. The Marketing NCO owns the full dashboard and manages the Lead Management System.
Reassign their ZIP coverage in the Recruiter roster editor — one click per ZIP or bulk CSV edit. Historical leads stay attributed to the original Recruiter. New leads for those ZIPs start routing to the replacement. The NCOIC-fallback setting catches anything in limbo.
Your state Marketing NCO owns the console, approves events, manages Recruiter routing, and reviews the monthly impact rollup.
Yes. Full export at any time — CSV — of leads, events, attribution, survey responses, and photos. Your state owns the data; we're the campaign that runs on it.
Yes — those are Guard-hosted events. The unit owns the event; the RSVPs become state leads. At the event, the post-event survey asks "Did you talk to a Soldier or Recruiter today?" and "Who?" so attendees who ended up connecting with a Recruiter get updates the lead's record manually or automatically where possible.
Before you pay, the getting-started guide tells your Marketing NCO exactly what info to gather — state logo, unit insignias, Recruiter roster (CSV from BiZone), custom domain if you're bringing one, brand colors. After the invoice clears, onboarding is plugging that info into the setup wizard. No training call required.
Yes. Upgrade from Base to Brand by requesting a new quote for the Brand Package. Downgrades for campaigns and domains are not available. Custom domain add-on can be added any time (when the campaign is a Brand Package campaign). Upgrades take effect on your next purchase term; they do not prorate against the current term.
Section 14 · Get in TouchStart a Campaign
Start the packet.
Fill out the quote request form to get started. You'll get the full quote packet — quote, Section 889 form, invoice, and a getting-started guide — in one business day. While you wait on the payment process, start gathering organization info you'll need for the onboarding wizard. Please note that only Marketing NCOs should be the account holders and campaign managers. These campaigns are not designed for Recruiters or Units themselves.
- Quote
- Section 889 form
- Invoice
- Getting-started guide
Navigator Note · PaymentInvoice payment method is Government Purchase Card only. Taxes are not applied to government purchases. Credit-card transaction fees are applied and are already included in the quote and invoice amount.