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Dynamics Marketing Event - How to collect additional event registration responses post signup to an event

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Posted on by 135

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 !

  • Suggested answer
    Diana Roy Profile Picture
    Diana Roy on at
    RE: Dynamics Marketing Event - How to collect additional event registration responses post signup to an event

    Hello Thomas, i know i am replying a bit late so it might not be actual anymore, however in case it is (or someone else reads in similar situation) - i would suggest to create separated marketing form (not event form anymore) to have the questions filled post registration

    docs.microsoft.com/.../marketing-forms

    thank you, Diana

  • TGT Profile Picture
    TGT 135 on at
    RE: Dynamics Marketing Event - How to collect additional event registration responses post signup to an event

    Oh boy! After weeks of discussion, google and talking to MS Support Specialist team solving Out of the box issues, no one can provide a valid solution on how to achieve this.

    I am really sad and somewhat annoyed that the "everything is possible" constantly hit me in the face time and time over and is proven not to be right.

    My wish going forward is that someone out there sees this thread and magically have a solution on how to solve this. I know it is far fetched, but right now its all we got.

    Fingers crossed X

  • TGT Profile Picture
    TGT 135 on at
    RE: Dynamics Marketing Event - How to collect additional event registration responses post signup to an event

    Thank you for suggestions, but my question is related to gathering additional data post-registering to the event.

    we are fully aware of how to use custom registration fields for the 1st registration to the event. My question is how we can gather additional data post registration.

    I really hope i'm clear on what the issue is because all i get is documentation and suggestions on the 1st registration to the event rather than tips/help on how to gather extra information in custom registration fields to participants that have already registered to the event. My original post describes the process i'm looking for.

    So far my toughts is:

    1. Create the 1st event registration form with custom registration fields as usual (either use default or marketing form, does not matter)

    2. Create the 2nd event registration form in Marketing with another different set of custom registration fields, publish as javascript to webpage (beacuse event registrations forms cannot be linked to events that already have use default event registration forms)

    The reason we need to make 2 event registration forms is that to my knowledge we only get access to custom registration fields on the Event Registration type form in Marketing. If we could get them on a normal form i think everything would be fine, but there are no out of the box solutions for this as far as i know.

    We need to think beyond Microsoft documentation to solve this - so if there are anyone with experience out there, please comment - thank you!

  • sbtron Profile Picture
    sbtron on at
    RE: Dynamics Marketing Event - How to collect additional event registration responses post signup to an event

    If you were still looking for this hoping this documentation helps-

    docs.microsoft.com/.../custom-registration-fields

    Feel free to reply back if you have more questions.

  • TGT Profile Picture
    TGT 135 on at
    RE: Dynamics Marketing Event - How to collect additional event registration responses post signup to an event

    Anyone has experience in this or have a guide on how to this:

    "Additional event-specific data needed (custom registration fields) can be created and related with the event and reflected in the Registration Reponses after registration."

    I know it is possible, and i would like some help HOW to do this, not just another comment on whats possible

  • TGT Profile Picture
    TGT 135 on at
    RE: Dynamics Marketing Event - How to collect additional event registration responses post signup to an event

    Thank you, we are getting foreward but still unsure how to create and relate additional data. I get that it is possible but i'm still not sure HOW to do it. Remeber in volume, so ideally default Dynamics as far as possible.

    Anyone done this before please post how to achieve this :)

  • Nya Profile Picture
    Nya 29,058 on at
    RE: Dynamics Marketing Event - How to collect additional event registration responses post signup to an event

    Hi,

    As your case is complex but the issues are general, I'm not quite sure what particulars are blocking it, I can only give some advice on what I think needs attention.

     

    Case:

    The first two can be easily implemented using the default Portal registration or Event registration form.

    Additional event-specific data needed (custom registration fields) can be created and related with the event and reflected in the Registration Reponses after registration.

     

    The timeliness of these custom registration fields can be controlled through Customer Journey with the “Wait for” or “Wait until” tile.

     pastedimage1618470254460v2.pngpastedimage1618470245985v1.png

    By default, Event identifies if a contact is the same by first name, last name and email. Even if an event is re-registered after a period of time, there will be no duplication of contacts as long as this information is consistent.

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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