Send Cvent Guests to Salesforce
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
![null](/sites/default/files/site_designer_guets.png)
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
![null](/sites/default/files/personal_information.png)
- Further details will display in the right-panel.
- Enable the button for Add new guests to the Address Book so it’s green.
![null](/sites/default/files/address_book.png)
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.
![null](/sites/default/files/guest-information.png)
- 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.
![null](/sites/default/files/required_email_guest.png)
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.