Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Add lead/contact to Sub. list after signing up for Event session

(0) ShareShare
ReportReport
Posted on by 15

Hi all, 

I managed to set up an event with multiple sessions to attend. However I want to make sure the attendees generate leads for the specific sessions they will attend. 

Can I ensure that someone who has signed up for a session is automatically added to the subscription list associated with the session?

Grtz. Roderick 

  • Suggested answer
    Yuri ji Profile Picture
    Yuri ji on at
    RE: Add lead/contact to Sub. list after signing up for Event session

    Hi,

    After testing, Users who have registered sessions can be automatically added to the Marketing list.

    You can follow the steps below to test:

    1. Create a Marketing List, Set the type to “Dynamic”.

    pastedimage1660806651687v1.png

    2. Select "Manage Members" at the top and filter data based on the field "Originating event".

    pastedimage1660806665959v2.png

    3. Go to Event Portal and registered.

    pastedimage1660806677854v3.png

    pastedimage1660806684131v4.png

    4. Check if the contact is automatically added to the Marketing List.

    pastedimage1660806700711v5.png

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,407 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans