See marketing events that a contact has registered for
SOLVE
Hey there,
I'm curious to know if there's a way to view the marketing events a contact has registered for directly from the contact view, without needing to navigate to each event or generate a separate report.
We can achieve this by creating a custom property and a workflow. Create a contact property called "Event (name) Registered" and then create a workflow, that everytime a contact register for the event, use "Set Property Value" action to update the property "Event (name) Registered" as Registered and then add this property as column on your contact dashboard.
Hope this helps! Thanks
If this solution helped you out, kindly mark this as a solution to help the community!
See marketing events that a contact has registered for
SOLVE
Hello, You can try to install this plugin : https://hubspot.onextdigital.com/ we have build it but need some org to install before move to marketplace, Please try to use and give us feedback
We can achieve this by creating a custom property and a workflow. Create a contact property called "Event (name) Registered" and then create a workflow, that everytime a contact register for the event, use "Set Property Value" action to update the property "Event (name) Registered" as Registered and then add this property as column on your contact dashboard.
Hope this helps! Thanks
If this solution helped you out, kindly mark this as a solution to help the community!
See marketing events that a contact has registered for
SOLVE
I Can't seem to find Marketing Events in the triggers for "when an event occurs" in the workflow builder. Can you direct me to how I can build a workflow based on a contact attending an event?
