Track and Manage Event Registrations using Salesforce
Track and manage event registrations with Salesforce. Create campaigns, track attendees, and customize for comprehensive event management.
Event registrations can be effectively tracked and managed through Salesforce using its various features and functionalities. Here’s how it typically works:
- Campaigns and Campaign Members:
- First, create a Salesforce Campaign to represent your event. This allows you to organize and track all related activities and interactions.
- Use Campaign Members to track event registrations. You can add individuals or contacts as Campaign Members when they register for the event. This association helps in managing their attendance status and engagement.
- Custom Objects or Salesforce Events:
- For more detailed tracking, you can create custom objects specifically designed for event registrations. These can include fields for attendee information, registration status, payment details (if applicable), and any other relevant data.
- Utilize the Salesforce Events feature to manage event details directly within Salesforce. This includes event dates, locations, descriptions, and attendee lists. Registrations can be tracked as attendees are added to the event record.
- Integration with External Systems:
- Integrate Salesforce with external event management platforms like Eventbrite, Cvent, or others. These platforms can handle registrations and synchronize data with Salesforce in real-time or at scheduled intervals.
- Utilize Salesforce’s Web-to-Lead or Web-to-Case functionalities to capture event registrations directly from your website or other online forms. Data is automatically captured and stored as leads or cases in Salesforce.
Orchid Connect is a woman-owned Salesforce implementation firm with 30 years of experience serving associations, non-profits and small/medium businesses. We specialize in strategic and implementation services, go-to-market support, and ongoing support. To learn more, reach us at reachout@orchidconnect.com.
