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Customer experience | Sales, Customer Insights,...
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Including list of session registrations in email in RTM

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Posted on by 41
Dear Dynamics lovers :-) I’ve been trying to create an email that is sent each time a contact registers for an event (by submitting a form linked to an event in RTM). The event has multiple sessions, and contacts can select one or more sessions. Despite all the information available in forums and blogs (here, here and here), I can’t get it to work.
I should mention that contacts sometimes change their mind and register a second time with a different selection of sessions. I want the email to only include the sessions selected during the most recent registration, excluding any sessions selected previously. The list of sessions should contain the session name and the start date and time.
Can anyone please point me in the right direction or share the code to use? I’m pretty sure I should start with “Marketing event registration created,” but I get lost after that. I’m surprised this isn’t better explained anywhere, as it seems like a common need.
 
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  • Vahid Ghafarpour Profile Picture
    12,278 on at
  • Suggested answer
    Megan V. Walker Profile Picture
    1,856 Most Valuable Professional on at
    This one will likely help even more than the one shared by VaHiX. This shows how to send information about sessions when someone checks in, but you could easily apply the same principles as when someone registers:
  • Verified answer
    JoVa Profile Picture
    41 on at
    Thank you, VaHiX and Megan, for the provided links. I managed to make it work eventually starting from Megan's article. I was confused initially because the code in my email was exactly the same as the code in Megan's example, and I couldn't understand why it didn't work on my end. What I learned is that different List configurations can result in the same generated code. So just copying the code from somewhere else doesn't necessarily give you the same result. You need to create your own List.
    I tried several List configurations until I found the one that worked (Marketing Event Registration created > Marketing Event Registration Reference > Session Registrations). To define the content to display, I selected columns from the related Session record, and sorted by Version Number ascending (another great tip from Megan, because that was an important requirement).
    Thanks for the help!

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