Marketing Events - automatic list creation

AKhakimova — Fri, 10 Jan 2025 12:40:36 GMT

Hi!

How do I set up automatic list creation based on my Marketing Events "registrations/cancellations/attendees" contacts?

Contact-based Workflows do not seem to have an option of a marketing event activity trigger.

We have a Cvent integration with marketing events if matters.

Thank you in advance!

Re: Marketing Events - automatic list creation

Josh — Fri, 10 Jan 2025 14:07:21 GMT

Hi @AKhakimova,

I don't believe that the system will automatically create the marketing events list for you, but using the list tool you can create active lists from marketing event data.

Using the Lists tool, create a contact-based list. You can then start adding your filters. On the right you will see an option for Marketing Events.

Your filters will be specific to the Marketing Events you want to track. For example, you can say Attended Marketing Event and then add an additional filter to choose events that are in the system. You can filter these events similarly to other data in the system.

Hope this helps!

topic Re: Marketing Events - automatic list creation in Tips, Tricks & Best Practices

Marketing Events - automatic list creation

Re: Marketing Events - automatic list creation