Samaaro + Your CRM: Zero Integration Fee for Annual Sign-Ups Until 30 June, 2025
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Overview
IPV, an influential player in the investment and startup ecosystem, successfully hosted the Wealth Wise Investor Summit 2025 in New Delhi. The summit was designed for aspiring investors to network with startup founders, changemakers, and fellow investors. Highlights included exclusive sessions on startup investing and a guest appearance by Aman Gupta, boAt Lifestyle. Given the high demand for tickets and the need for a streamlined registration process, IPV required a robust solution to manage registrations, approvals, and on-site check-ins efficiently while ensuring a seamless experience for attendees.
Industry
Venture Capital, Investment, Events
Solutions Used
Approval-Based Registrations, Check-In System (QR code-based)
The 80/20 rule for events: Did you know that events with streamlined registration processes report a 20% increase in attendee satisfaction, and can reduce organizer workload by up to 80%?
As investor summits like IPV’s Wealth Wise Investor Summit grow in popularity, the challenge of managing registrations, particularly when offering both paid and complimentary passes, becomes critical. IPV needed a solution that could handle a high volume of applications, streamline the approval process for complimentary passes, and ensure a seamless check-in experience on the day of the event.
The Challenge: Managing High-Volume Registrations with a Dual-Pass System
IPV faced several key challenges in organizing the Wealth Wise Investor Summit:
- Dual-Pass System Complexity: The event offered both paid passes (requiring immediate confirmation) and complimentary pass requests (subject to profile review). This created a complex registration workflow.
- High Volume of Applications: With over 2,000 registrations expected, manual processing of applications was not feasible. IPV needed a system to efficiently manage this high volume.
- Efficient Complimentary Pass Management: The IPV team needed a streamlined way to review complimentary pass requests, approve or reject applicants, and communicate the status of their application.
Seamless Check-in: On the day of the event, IPV needed a quick and efficient way to check in attendees, minimizing wait times and creating a positive first impression.
The Solution: Fast-Track Approval, Smart Segmentation & Real-Time Guest Management
To help the IPV team manage over 2,000 registrations while maintaining exclusivity and a high-touch experience, Samaaro delivered a set of powerful, approval-first tools purpose-built for investor-focused events.
What stood out in the solution?
- Approval-Based Registration Workflow
Attendees could apply for either a Paid or Complimentary pass. Complimentary requests were routed for manual review by the IPV team, who could approve or reject them via the dashboard. Rejected applicants received a call with an option to convert their application into a paid pass, no re-registration needed.
- Bulk CSV Upload + Auto-Segmentation
To handle volume efficiently, IPV’s team used a custom CSV upload to import registrants in bulk. The platform automatically sorted each record into:
▸ Registration Pending
▸ Accepted
▸ Rejected
- Centralized Guest Dashboard
A live dashboard gave the IPV team a consolidated view of all applicants across categories, along with contact details for timely outreach and conversion tracking.
- Automated Communication
Once approved, guests automatically received a confirmation email containing event details and a personalized QR code for on-site check-in, eliminating manual follow-ups.
- On-Site Check-ins & Spot Registrations
At the venue, attendees simply scanned their QR codes to check in within seconds. Walk-ins were also accommodated through on-the-spot registrations, either via instant payments or by issuing complimentary passes based on profile review.
This workflow gave IPV complete control over the attendee list while ensuring that every guest, confirmed or walk-in, had a smooth experience from registration to check-in.
Results & measurable impact
2,000+ registrations processed in under 60 minutes
Average check-in time under 3 seconds per guest.
75% reduction in administrative hours spent on approvals and outreach.
Real Impact in Action
The Samaaro system allowed the IPV team to manage the large number of registrations without needing additional staff. On the day of the event, the QR code check-in system worked flawlessly, with attendees moving through the registration process quickly and smoothly. One attendee noted, “The check-in was incredibly fast and efficient. I was inside the venue within minutes, which allowed me more time to network.” This positive experience set the tone for a successful summit.
The Bigger Picture
This case highlights a key shift in event strategy, the rise of approval-based, curated experiences. By inviting only pre-approved guests, brands like IPV can ensure the right mix of attendees, strengthen positioning, and drive higher-quality interactions. It’s not just about exclusivity, it’s about aligning the room with business goals, whether that’s nurturing investor interest or advancing the sales pipeline. At the same time, tech-enabled automation, from application workflows to QR-based check-ins, has become essential for managing scale without sacrificing attendee experience. As events grow more complex, these systems let organizers focus on content and connections, while keeping operations smooth and data centralized.
👉 Planning a curated event that demands precision and scale? Let’s talk.
