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Invitation lists - automation to move based on registration type

  • 1.  Invitation lists - automation to move based on registration type

    Posted 06-14-2021 23:00
    Hi! We have a general invitation list. Once people select their registration type, we want them to be added to a different invitation list for reg confirmation and future promotional emails.. Is there a way to automate this?
    #Flex-Creating/ManagingEvents

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    Annie Gingrich
    Senior Manager, Corporate Events
    CHG Healthcare Services
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  • 2.  RE: Invitation lists - automation to move based on registration type

    Posted 06-15-2021 01:08
    Edited by Sarah Speed 06-15-2021 12:01
    Hi Annie,

    I think this is what you're looking for:

    Open the Site Designer > click on the Registration Page dropdown (top lefthand side of the screen) > select the Registration Path you want to edit > click on the cog icon to the right of the pathway; this will open a sub-menu called Edit Registration Path. Scroll down to Advanced Settings heading > toggle on the option for "Add registered invitees to a contact group" > this will open a dropdown for choosing your Contact Group > Repeat for all of your Registration Paths.

    The second section of this article has a screenshot of the option for Flex, as well as some extra instructions if you need them: https://support.cvent.com/apex/CommunityArticle?id=000002450&Lang=en_US&searchTerm=add+to+contact+group

    Cheers,
    Sarah

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    Sarah Speed
    Administration Systems Coordinator
    Ottawa Bluesfest
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  • 3.  RE: Invitation lists - automation to move based on registration type

    Posted 06-15-2021 16:24
    Thank you Sarah!

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    Annie Gingrich
    Senior Manager, Corporate Events
    CHG Healthcare Services
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  • 4.  RE: Invitation lists - automation to move based on registration type

    Posted 06-16-2021 10:44
    Hi Annie, were you able to successfully complete this? I see it will move to a contact group. Were they moved to a new invitation list? Thank you!

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    Gaby Rocco
    Event Technology Manager
    Carlyle Investment Management LLC
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