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

Can I add company name field in the event registration page? (Portal hosting)

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Posted on by 30

I know that I can create custom fields and add them in my form, but I was wondering how could I use existing account fields in my event registration form.

More particularly, I'd like to be able to use the company name field.

Thanks,

Nikolas

I have the same question (0)
  • Verified answer
    Nya Profile Picture
    29,060 on at

    Hi Nikolas,

    Please create a Form Field mapped to the Company Name field.

    1. For the field is a Lookup field, it’s necessary to switch the Relevance search option to enabled. It can be set in Advanced Settings > Settings > Administration > System Settings.

     pastedimage1616736469405v1.png

    1. Create the form field with the same settings as which is in the following image.

     pastedimage1616736487023v2.png

    1. There is a default form field mapped to the Company Name in Lead entity. It’s the “single Line of Text” type. Make sure you don't confuse them, or change the one of their names to distinguish between them.

     

    1. After creating the form field, it allows to use the field in a Marketing form.

     pastedimage1616736498946v3.png

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

  • Nikolas P. Profile Picture
    30 on at

    Hi Nya,

    thank you for the very, very details answer. Before trying, would you happen to know if I can use the default form field for Company name as well? or I need always to create a new one?

    Thank you for your prompt help.

    Nikolas

    P.S. I am planning to mark the answer as Verified, as I do believe that the power of the community is to give back at least the minimun of confirming an answer, if not giving the answer yourself. Is the least I could do for valuing your time

  • Verified answer
    Nya Profile Picture
    29,060 on at

    Hi Nikolas,

    The default one is mapped to the field “Company Name” in Lead entity, whose data type is “Single Line of Text”.

    If you’d like to use the form to register an event, it will create or update your contacts. So it is necessary to map the form field to the field of Contact entity, whose data type is Lookup.

    Of course, if you just want to use the form field in a Marketing Form to update your leads only, the default one is enough for you.

     pastedimage1616981289362v1.png

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

  • Nikolas P. Profile Picture
    30 on at

    Brilliant!

    Nya, thank you very much for clarifying things for me and for the very detailed answers!

    Best,

    Nikolas

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