Open Forum

 Is there a way to connect invitees to their source IDs when they are registered as guests of a primary registrant? Due to the nature of how we determine our invitee lists (from a separate CRM), we import our guest lists into Cvent with every event. We have found that this creates duplicates within our Cvent Contacts and results in guests not having an assigned source ID, which we use for tracking purposes. Really, I'm looking for best practices to ensure all attendees, guests and primary registrants are connected to their source IDs.

#Registration

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Analiesa Smith
Alumni & Parent Relations Program Assistant
Taylor UniversityUnited States
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Hi Analiesa,

When you are importing your file into the invitation list when you select import contacts on the first page it asks if you would like to match via email or Source ID. If you select source ID it will match on that value.

 Is there a way to connect invitees to their source IDs when they are registered as guests of a primary registrant? Due to the nature of how we determine our invitee lists (from a separate CRM), we import our guest lists into Cvent with every event. We have found that this creates duplicates within our Cvent Contacts and results in guests not having an assigned source ID, which we use for tracking purposes. Really, I'm looking for best practices to ensure all attendees, guests and primary registrants are connected to their source IDs.

#Registration

------------------------------
Analiesa Smith
Alumni & Parent Relations Program Assistant
Taylor UniversityUnited States
------------------------------

Hi Analiesa,

When you are importing your file into the invitation list when you select import contacts on the first page it asks if you would like to match via email or Source ID. If you select source ID it will match on that value.

 Is there a way to connect invitees to their source IDs when they are registered as guests of a primary registrant? Due to the nature of how we determine our invitee lists (from a separate CRM), we import our guest lists into Cvent with every event. We have found that this creates duplicates within our Cvent Contacts and results in guests not having an assigned source ID, which we use for tracking purposes. Really, I'm looking for best practices to ensure all attendees, guests and primary registrants are connected to their source IDs.

#Registration

------------------------------
Analiesa Smith
Alumni & Parent Relations Program Assistant
Taylor UniversityUnited States
------------------------------

Hi Analiesa,

I assumed Guest meant registrant as not all Cvent users use the term to refer to the guest widget unfortunately yes, for the guest widget we are not able to connect the guest to an existing contact.

Hi Analiesa,

When you are importing your file into the invitation list when you select import contacts on the first page it asks if you would like to match via email or Source ID. If you select source ID it will match on that value.

 Is there a way to connect invitees to their source IDs when they are registered as guests of a primary registrant? Due to the nature of how we determine our invitee lists (from a separate CRM), we import our guest lists into Cvent with every event. We have found that this creates duplicates within our Cvent Contacts and results in guests not having an assigned source ID, which we use for tracking purposes. Really, I'm looking for best practices to ensure all attendees, guests and primary registrants are connected to their source IDs.

#Registration

------------------------------
Analiesa Smith
Alumni & Parent Relations Program Assistant
Taylor UniversityUnited States
------------------------------

Hi Analiesa,

When you are importing your file into the invitation list when you select import contacts on the first page it asks if you would like to match via email or Source ID. If you select source ID it will match on that value.

 Is there a way to connect invitees to their source IDs when they are registered as guests of a primary registrant? Due to the nature of how we determine our invitee lists (from a separate CRM), we import our guest lists into Cvent with every event. We have found that this creates duplicates within our Cvent Contacts and results in guests not having an assigned source ID, which we use for tracking purposes. Really, I'm looking for best practices to ensure all attendees, guests and primary registrants are connected to their source IDs.

#Registration

------------------------------
Analiesa Smith
Alumni & Parent Relations Program Assistant
Taylor UniversityUnited States
------------------------------

I also have another question on this. If we match someone to the source ID, do they still have to have a unique email address? Some people have duplicate emails in our CRM.

Hi Analiesa,

When you are importing your file into the invitation list when you select import contacts on the first page it asks if you would like to match via email or Source ID. If you select source ID it will match on that value.

 Is there a way to connect invitees to their source IDs when they are registered as guests of a primary registrant? Due to the nature of how we determine our invitee lists (from a separate CRM), we import our guest lists into Cvent with every event. We have found that this creates duplicates within our Cvent Contacts and results in guests not having an assigned source ID, which we use for tracking purposes. Really, I'm looking for best practices to ensure all attendees, guests and primary registrants are connected to their source IDs.

#Registration

------------------------------
Analiesa Smith
Alumni & Parent Relations Program Assistant
Taylor UniversityUnited States
------------------------------

Hi Kelli,

Yes, even with source ID we still require a unique email address.

I also have another question on this. If we match someone to the source ID, do they still have to have a unique email address? Some people have duplicate emails in our CRM.

Hi Analiesa,

When you are importing your file into the invitation list when you select import contacts on the first page it asks if you would like to match via email or Source ID. If you select source ID it will match on that value.

 Is there a way to connect invitees to their source IDs when they are registered as guests of a primary registrant? Due to the nature of how we determine our invitee lists (from a separate CRM), we import our guest lists into Cvent with every event. We have found that this creates duplicates within our Cvent Contacts and results in guests not having an assigned source ID, which we use for tracking purposes. Really, I'm looking for best practices to ensure all attendees, guests and primary registrants are connected to their source IDs.

#Registration

------------------------------
Analiesa Smith
Alumni & Parent Relations Program Assistant
Taylor UniversityUnited States
------------------------------