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Customer experience | Sales, Customer Insights,...
Answered

Create a contact from a event registraion

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Posted on by 29
Dear community,
I'm struggling with a simple scenario. For an online event registration, I'd like to create / update a contact (matching based on the mail Address). No Leads as we are not working with Leads.

Can you help me finding the right clicks to configure this scenario.

Thanks a lot!
  • RudyZhang Profile Picture
    RudyZhang Microsoft Employee on at
    Create a contact from a event registraion
    Hi,
     
    May I ask if your problem has been resolved?
     
    Do you still need us to follow up on this issue, please contact me if you have any questions about the solution I proposed.
     
    Best Regards,
    Rudy Zhang
     
  • Suggested answer
    RudyZhang Profile Picture
    RudyZhang Microsoft Employee on at
    Create a contact from a event registraion
    Hi,
     
    Our team has analyzed your needs and here is the solution our team has given.
    Step1, create an "Event".

    Step2, click on the "Website and form" tab where you can configure the event registration.

    Change the "Use marketing form for registration" option and you can decide whether to use a customized MKT form for registration or not.

    Change the "Create leads for event registrations" option so that you can decide whether to create "Leads" during registration or not.

    For other tab configurations you can refer to the official Microsoft documentation at the link below.
    https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/set-up-event?tabs=outbound
     
     
    I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.
     
    Best Regards,
    Rudy Zhang

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