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

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

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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 

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  • Suggested answer
    Yuri ji Profile Picture
    on at

    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

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