Webinar forms with multiple contacts

[TomFeary70]

Hi. We have a webinar where we want registrants to be able to add team members. Specifically, a business owner who signs up for the webinar can add/invite staff. 

I created the initial registration form, and after conversion we send the user to a thank you page. The user is given the option to add/invite team members on a second form there. 

1) We want the team members to be new/updated contact records.

2) We want to associate those team members with the contact who added/invited them to the webinar. 

Does anyone have tips on how best to achieve this? Thanks!

I searched the community and can't find this use case. Anyone 

[Dortega57 · Accepted solution]

Hey @TomFeary70  ! 

Here is an approach that might help.

You would need a couple of steps to work this out

1. Create 4 custom properties, something along the lines of…
a) "Referred email" for the new contact invited.
b) “Referral contact email” Which will be used to identify the contact that invited the next contacts

c) “Referred First Name”

d) “Referred Last Name”

2. Add that "Referred email", "Referred First Name" and "Referred Last Name" to the 2nd form so that the contact can add their friend's emails and other data

3. Create a workflow that enrolls contacts when the form is filled out, then use the "create record" action to create a new contact using the "Referred email" custom property as the email address, use "Referred First Name" and "Referred Last Name" for First and Last name on the new contact

4. In the workflow you can associate the new contact created in the workflow with the old one (You can create a new association label for this purpose)
5. Set the property “Referral contact email” to copy the original contact’s email. (That would be a second and optional way to kind of associate the two contacts).

6. Add contact to the webinar through the workflow.
Most webinar companies have a step available to enroll contacts on webinars “Add contact to Zoom webinar”, “Add contact to webinar (GoToWebinar)” etc.

Some clarifications.

1. The workflow needs to have re-enrollment enabled so that if the contact fills it out multiple times, each time it will be enrolled, and a new contact with the new “Referee email” will be created.
2. If there is already a contact with that email address, the “Create record” action will fail. (I don't have a suggestion in this case).

[kennedyp]

Hi @TomFeary70! Welcome to the Community-- happy to have you here 😊

I understand you have contacts submitting a form, then on a following page, they submit the form on behalf of other contacts, right? 

Typically the form submissions would create new contacts based off of the email inputted, so as long as the form setting Automatically create new contacts from unknown email addresses is turned ON, it should work. The only tricky part would be the association aspect. I want to invite some subject matter experts to see if they have any suggestions.

Hey @aviafriat26, @matthew-aire do you have any thoughts on how we might achieve this?