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  • 1.  Emailing those that did NOT choose an optional item

    Posted 03-24-2023 17:08

    Hi - 

    I saw a few older answers to this question and wondering if there is a new method!

    I'd like to email registrants that have NOT registered for our banquet.  Can't find a simple way of getting those people in a spreadsheet with one row for each person.  I did find a report that list each thing a person registered for but gave each item a row so multiple rows for each registrant.

    Brenda


    #ReportingandInsights

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    Brenda Lyseng
    Show Director
    Minnesota QuiltersUnited States
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  • 2.  RE: Emailing those that did NOT choose an optional item

    Posted 03-25-2023 10:05

    Use the Registrant Details report and be sure to include your session or additional items.

    In the filter you select No for that session.

    I have convoluted way to import data to the contact record so you can send an email through cvent.

    Create a custom contact field. I name mine C-EMAIL1.

    Include in your report the custom contact field, email address, first name, last name.

    Once exported I add NOMEAL in the C-EMAIL1 column. Save.

    Import back into contacts matching the email address, first and last name.

    I create an email that they did not select the meal and instructions how to add it to their registration.

    I search those who are to receive this email using the attendee advanced filter.

    I'm sure I'm leaving something out. But that is the idea.



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    Steven Schlossman
    Jack of all trades. Master of none.
    BMW Car Club of America
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  • 3.  RE: Emailing those that did NOT choose an optional item

    Posted 03-31-2023 16:29

    Exactly what I'd do but I would use an internal information field in the event instead of a contact field.



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    Evan Ring
    Marketing Operations Director
    Dow Jones & Co., IncUnited States
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  • 4.  RE: Emailing those that did NOT choose an optional item

    Posted 03-31-2023 20:40

    Evan, can you use a filter for with internal fields to send an email?



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    Steven Schlossman
    Jack of all trades. Master of none.
    BMW Car Club of America
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