Help Center

KatchT HQ is a marketing operations platform built for event and field marketing teams. It gives you a shared workspace to plan campaigns and trade shows, track deliverables, capture leads, and measure cost per lead — all in one place without spreadsheet chaos.

Click the + icon in the left sidebar. Choose "Blank board" to start empty, or pick the Tradeshow or Marketing Campaign template — these pre-build your category sections and tasks dated around your event or launch date.

System templates (Tradeshow, Marketing Campaign) are built-in board structures that scaffold your campaigns and events automatically. They're free on every plan. On Pro and Business you can also save any of your own boards as a custom template for future use.

Campaigns are marketing pushes — email series, ad campaigns, product launches. Events are physical or virtual gatherings — trade shows, webinars, field events. Both carry their own budget, sponsorship cost, and lead count fields. The calendar color-codes them differently: campaign bars are filled, event bars are outlined.

Right-click any campaign or event row and choose "Add deliverable" — or use the + Add row button at the bottom of the board. Deliverables sit one level below a campaign or event and carry their own owner, status, and due date.

Click the Owner cell on any row and type a name. HQ stores it as a free-text field — no account required for the person being assigned.

Drag the board in the left sidebar and drop it onto a folder. To move it back to "Unfiled," drag it above all folders.

Pro and Business users can save any board as a reusable template. On the New Board modal, click "Save current board as template" — it snapshots all rows and dates relative to your chosen show or launch date. Select it when creating any future board.

Yes — press Ctrl+Z (or Cmd+Z on Mac) immediately after deleting a row or rows. The undo stack is per-session; closing the tab clears it.

Open the Leads section from the left nav. Click "Add lead," choose which event or campaign to attach it to, and fill in the contact details. You can also bulk-import from a CSV.

First name, last name, title, company, email, lead source, and a free-text note. The source field feeds the per-event source breakdown chart in Reports — use it to track where each lead came from (badge scan, demo, referral, booth visit, etc.).

In the Leads section, click "Import CSV." Map your spreadsheet columns to HQ's fields, then assign all rows to an event or campaign. Leads are linked to that item and counted toward its cost-per-lead calculation automatically.

When someone clicks a trackable link you built in the KatchT Links extension, that click is logged in HQ's Links Inbox. You match those clicks to a board and they appear in your analytics. Find your connection token in Settings → KatchT Links.

No. HQ is a capture and ops tool, not a CRM or email platform. It stores lead records so your team can see them, measure CPL, and hand them off to your outreach tool of choice.

CPL = (Budget + Sponsorship Cost) ÷ Leads Captured. Both money fields live on the campaign/event row — click the panel icon on any campaign or event row to open the detail panel and set them. Leads are counted from records in the Leads module.

On the Reports page, click "Print recap" (Pro and above). A KatchT-branded summary opens in a new tab — use your browser's Print → Save as PDF to export. It includes the KPI summary strip and a full board-by-board breakdown.

On the Calendar page, click the .ics button (Pro and above) to download a calendar file containing all your campaign and event date ranges plus deliverable due dates.

• Outlook: File → Open & Export → Import/Export → Import iCalendar (.ics)
• Google Calendar: Other calendars → Import
• Apple Calendar: File → Import

Available on Business. It's a single table in Reports that ranks every campaign and event across all your boards — total spend, leads captured, and cost per lead — so you can compare which events performed and which need a rethink.

CPL requires both a spend amount (budget or sponsorship cost) and at least one captured lead. If either is zero, HQ shows — rather than divide by zero. Open the detail panel on the event row to set a budget.

KatchT Links is a free Chrome extension that builds trackable event links and generates QR codes for booth signage, print materials, and digital assets. Every link is tagged with event, campaign, source, and medium — so you know exactly where each click or scan originated.

Yes on both counts. QR codes are generated on your device, encoded with the full URL, and never expire. There's no hosted QR service, no subscription, and no domain to keep alive. The link inside the QR is yours.

Search "KatchT Links" in the Chrome Web Store, or find the install link on our Products page.

In KatchT HQ, go to Settings → KatchT Links and copy your connection token. In the extension, open Settings and paste the token. Once connected, every link you save in the extension is forwarded to your HQ Links Inbox.

Yes — the extension is fully functional standalone. You can build links, generate QR codes, and save them locally without a KatchT HQ account. The HQ connection is optional and unlocks the shared inbox and board-matching features.

In Settings → Team, invite teammates by email. Your plan determines the seat limit: 1 seat on Free, 3 on Pro, 10 on Business. Seats are per-organization, not per-board — any seat can access all boards.

Yes. Annual billing saves you two months compared to monthly. You can switch in Settings → Billing at any time — the change takes effect at your next renewal.

Yes. Cancel any time from Settings → Billing. Your plan stays active until the end of the current billing period. We don't offer prorated refunds for partial months, but you'll never be charged after canceling.

Email hello@katcht.com. Response times: Free (help center self-service), Pro (2 business days), Business (next business day + onboarding call included).