Let's assume the following:
- Default marketing and event portal out of box functionality
Case:
1. Event created using default fields for firstname, last name, email etc
2. Contact sign up to event
3. Additional event-specific data needed (custom registration fields). The data was not applicable at signup but needs to be collected on the same event registration at a later point in time, before the event happens.
Practical example:
Customer Side:
1. You sign up to an event scheduled 4 months from now. Only personal info during signup.
2. One month before the event happens, you get an email requesting your flight information, transport and lodging requirements. (most contacts dont book the flight ahead of signup, so this info must be collected post signup)
CRM Management Side:
1. You have a list of event registrations with personal information
2. You create an form/email with custom registration fields linked to the contacts existing event registration for gathering additional data (registration responses) related to their event signup. The fields could be flight number, arrival time, transportation to/from airport, hotel booking, etc etc
3. On the event you have a complete overview over all event registrations with all additional data collected. This makes organizing transportation, lodging etc much easier as you can see/export all attendees that require transportation from airport each day etc.
Questions:
- Is this possible with default Marketing/Event or do we need custom flow/code/tweak of portal code etc ?? How?
- This needs to be replicated in volume. We are talking about 200-300 unique events per year with 20-100 attendees each. Thats a lot of administration and getting all data in one place would really be effective
I'm sure we are not the only case wondering how to do this, so looking for help.
Much appreciated !
