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Cvent

Send Cvent Guests to Salesforce

March 10, 2019 by Melanie Jones

When you launch a Cvent event (after approval), a Salesforce Campaign is automatically created. Once people (Primary Registrants) start registering for your event, they will also automatically be added to the associated Salesforce Campaign as a Campaign Member. 

Interested in capturing data in Salesforce for the Guests of a Primary Registrant? You’ll need to add new guests to the Address Book and require Guest’s Email Address.

  • Navigate to your event
  • Expand Website in the left navigation, then select Event Website
  • Open the Site Designer with the blue button

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Add new guests to the Address Book

Add new guests to the: Address Book

  • Navigate to the Personal Information page in the top-left corner
  • Click on the Guest Registration widget.
    • You may need to add this widget. If unavailable, ensure Guests are enabled in Event Details >> Event Configuration
  • Scroll down on the panel that displays on the right until you get to Address Book Settings

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  • Further details will display in the right-panel. 
  • Enable the button for Add new guests to the Address Book so it’s green.

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FYI

If this is NOT checked, guests who provide an Email Address and are already in the Cvent Address Book will be captured in Salesforce.

Make Guest Email Required

  • While still in Site Designer, navigate to the Guest Information page by selecting the dropdown in the top left and scrolling. 

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  • Select the Email Address widget on the Guest Information page.
    • You may need to add the Email Address widget to this page.
  • The panel on the right provides a Display As option. Set it to Required.
  • Don’t forget to Save and Publish as you go.

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If a guest's email address is not provided, that guest and his or her participation information will NOT be sent to Salesforce - and that's okay. It's completely your call if you want to collect guest email addresses or not. Guest information will always be available in Cvent, should you need it.

EMAIL: OPTIONAL

Most Cvent forms - like the CU Branded template - do not require an email address for guests to make registration easier for the primary attendee.

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