*** NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING ***
The Event Registration records are an important part of the overall Event record. We’ve looked at how to create your marketing form, marketing emails and Customer Journey to manage your entire online webinar process, but in this post, we will dig into the Event Registrations to review who registers and then attends the webinar.
The registration and attendance tab holds all of the event registrations. Each time someone fills out your Event registration form, their email address will be used to see if they already exist in D365 as a Contact. If not, a new Contact record will be created for them, and an Event Registration created and linked to that new Contact. If you have indicated you wish to create a new Lead for each submission, that will be created too. The Event registration record has a registration ID generated which is unique for each registrant. If you asked any custom questions using the custom registration fields, the responses to those will also be displayed.
Each event registration record also has a unique QR code generated. While this is not really relevant for a webinar, this could prove useful for any in-person events that might occur in the future.
We can also see the responses given to any of the custom questions for this registration too.
Each time a Contact joins the event using the link on the meeting invite (which is unique to them) we can see a check-in record is created, showing when they joined the event.
On a Contact record, we can click on the Events attended tab and see any events registered for, and then anywhere they ultimately checked in (attended). If an Event registration record is deleted, it actually shows that the Contact cancelled their registration. At the moment there is no way for a Contact to cancel their own registration.
Finally, you will end up with a list of Leads with the Topic being the name of the Webinar they registered for. This will only occur if you have indicated you want to create a new Lead on the Event Website and form tab.
If you did want to use the QR Code, you can add it to a Marketing Form and use the QR Code Element.
You can then drag it over to wherever you wish to have it on the email.
Then edit the element and add the Event that you wish to link to. You could use this in an autoresponder email that gets sent once someone has registered. Again, really useful if you want someone to check in to an event in person.
- Part One – Creating Your Registration Form
- Part Two – Adding Team Members & Speakers
- Part Three – Adding Your Webinar Event
- Part Four – Creating Your Marketing Emails
- Part Five – Building Your Webinar Customer Journey
- Part Six – Understanding Event Registrations
- Part Seven – Reviewing Insights Post Webinar
Check out the latest post:
Contact Timeline Adjustments Including D365 Marketing Interactions
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