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"Post Configuration" for marketing module entities.

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Posted on by 20

Is there any specific way to Configure "Posts" for marketing module entities (Event, Event Registration, Sessions etc).

  • AimanZakir Profile Picture
    AimanZakir 20 on at
    RE: "Post Configuration" for marketing module entities.

    Yes

    Thanks Clofly

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: "Post Configuration" for marketing module entities.

    Hi Aiman,

    Could the method meet your requirement?

    Regards,

    Clofly

  • Suggested answer
    ShravanSuri Profile Picture
    ShravanSuri 1,255 on at
    RE: "Post Configuration" for marketing module entities.

    Hey Aiman, Clofly's answer here should unblock you. If you have further questions, please reach out to us here. Happy to help!

    Thanks,

    Shravan

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: "Post Configuration" for marketing module entities.

    Hi Aiman,

    Does configuring "Posts" mean that add an event as activity record to contact's timeline?

    pastedimage1583228314328v1.png

    If so, default OOB entities such as Event, Event Registration, Sessions couldn't be set to Activity type entity.

    However, you could create a custom entity e.g: "Event Activity", add an Event entity lookup field for custom entity,

    then set this entity to activity entity as alternative.

    1. Define the new custom entity as activity entity and enable it for mobile.

    pastedimage1583228565006v2.png

    pastedimage1583228616820v3.png

    2. Create a lookup field for associated Event

    pastedimage1583228698311v4.png

    3. Then custom entity will be available in Contact's timeline.

    pastedimage1583230682327v1.png

    4. Select associated event record(You can add javascript or business rule on form to auto populate)

    pastedimage1583230701009v2.png

    5. Alternative event activity record display on contact's timeline.

    pastedimage1583228858278v7.png

    Regards,

    Clofly

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