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Automatically "tag" registrants based on answer to question?

  • 1.  Automatically "tag" registrants based on answer to question?

    Posted 06-25-2020 11:28
    I am wondering if anyone is aware of any direct way or workaround to be able to "tag" their registrants in some way based on how they answer a question in registration?

    Our organization identifies and separates our constituents internally by "region" (northwest, southwest, central, etc), each region being a collection of counties. Externally, however, knowing that "region" is somewhat ambiguous, we simply ask our registrants which "county" they are in. Is there any way to AUTOMATICALLY tag registrants, as they register, with their region based on which county they identify? They currently identify their county through a custom contact field formatted as a drop-down.  I am ultimately trying to avoid making them identify and select which region they are a part of themselves.

    I am open to creative solutions. So far, the closest workaround I could identify was:
    1. Internal Information - but this requires manual input/import
    2. Contact Groups - which either requires manual input/import, or access to Appointments, which we don't have.
    3. Seating Assignments - requires manual input/import
    #Flex-Creating/ManagingEvents
    #ReportingandInsights

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    Erin Widdicombe
    Registration Coordinator
    Indiana
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  • 2.  RE: Automatically "tag" registrants based on answer to question?

    Posted 07-04-2020 23:21



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    Kayla Sisco
    Convention Coordinator
    Impact XM
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  • 3.  RE: Automatically "tag" registrants based on answer to question?

    Posted 07-05-2020 09:11

    Sounds like you need a calculated field based on an answer. That is something I don't see possible.
    The only thing I can think of is to create a hidden internal field as you suggested.
    Export to excel your list of attendees, confirmation number, first name, last name, state, county.
    Sort state and county. Add the region and import back.

    I need to assign numbers to all attendees. I use this method all the time.

    Not familiar with appointments or tables.



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    Steven Schlossman
    Jack of all trades. Master of none.
    BMW Car Club of America
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  • 4.  RE: Automatically "tag" registrants based on answer to question?

    Posted 07-06-2020 09:35
    Erin,

    We have a similar setup with our members: The county they live in determines the membership district. The way we set it up was through custom fields. The first field is a Choice - Single Answer (Drop-Down) from which they choose their county. The second field is also a Choice - Single Answer (Drop-Down).  We added all our districts, and then applied advanced logic with the county field as the source. From there, we just map which choices in the previous question (counties) apply to which choices in the second (districts).

    When we want to gather the data (like in a membership application), we make both fields required. This means that people still have to choose their district, but with the advanced logic setup, they only have one choice.

    Refer to step 3 in the help document here: https://support.cvent.com/apex/CommunityArticle?id=000002703&Lang=en_US

    Hope this helps!

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    Krysten Bennett
    Communications Director
    Ohio Veterinary Medical Association
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  • 5.  RE: Automatically "tag" registrants based on answer to question?

    Posted 07-06-2020 12:33
    It sounds like Krysten nailed it! Nothing to add here!

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    Lori Wildman
    Senior Marketing Manager
    DuCharme, McMillen & Associates, Inc.
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  • 6.  RE: Automatically "tag" registrants based on answer to question?

    Posted 30 days ago
    It sounds like Krysten nailed it! Nothing to add here!

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    Lisa Venne
    Senior Meeting Planner
    Medtronic, Inc.
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  • 7.  RE: Automatically "tag" registrants based on answer to question?

    Posted 29 days ago
    It sounds like Krysten nailed it! Nothing to add here!

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    Ahmad Khalil
    Administrative Officer - ICT
    Education International
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