505
Hi all,
I'm unable to find an existing post related to this.
Assuming I (as marketing manager) have 3 custom registration fields to capture preferences of event attendees. And I also want to capture guest attendees names and their preferences.
Question is how do I allow user to capture guest attendees (names and preferences not just count) in every event registration.
Example of guest attendees is family members of the client who has registered for the event.
Regards
Yogesh
Hi,
In this scenario, you can create a "guest of" relationship between event registrations, thus allowing you to connect an event registration with others who are guests of this registration. This will help you keep a check on the number of people attending the event, capture any information (by adding your required fields on the event registration entity).
Hope this helps,
Thanks,
Shravan
Hi Shravan,
For the moment, we are not making use of portals or anything for contacts to register themselves. The marketing team will feed in the registrations in the applications after speaking to contacts over phone etc.
In that case how do we facilitate the requirement?
Hey,
From what I am guessing, you don't want the guest attendees to actually register as registrants for the event? Is there a limit on how many guests an event registrant can register (max 2 guests per person, for example).
In events, on the Event registration record - there's a field "registered by" - it should be available in the latest update but it's not visible on the event form.
Essentially, if your registrants are signing in while doing the registrations, the field will capture the person who is signed in, and every one who gets registered will have a relationship (registered by) to the signed in contact.
You can use this if you allow everyone registering (including guests) to have their own registrations. This way, you can capture their interests cleanly.
Hope this helps, please reply here for more questions,
Shravan
PM, D365 Marketing
#1
André Arnaud de Cal...
291,703
Super User 2024 Season 2
#2
Martin Dráb
230,433
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (
