General FAQ - Importing Registration Data

7 months ago. Updated

You can create registrations can from existing data via the following methods:

• Import data into the registrations database for a specific event (Import data)
• Create registrations for an event from a group of profiles in your account (group of profiles)
• Enable attendees to register for an event using their existing profile record (using their existing profile)

Import Data Into the Registrations Database

There are four ways to import registrations into your event: 1. From an external data file 2. From Salesforce 3. From Eloqua 4. From Marketo

Manage Registrations > Import

A user can import data from an external file directly into the registrations database for an event. This import process uses the same manner described above for profiles. The planner can also assign the event, attendee type, and answers to registration questions to the records being imported.

On the Event Dashboard (Manage > Registrations), the Import button enables the planner to:

• Upload an external data file to the server
• Map the columns of the data file to those of the registrations database
• Preview the data upload

Import Salesforce Members

If your organizations uses Salesforce, you can import Salesforce members as registrations in your event. See Manage > Registrations > Import Salesforce members for details.

Import Eloqua Contacts

If your organizations uses Eloqua for marketing automation, you can import Eloqua contacts as registrations. (This requires an administrator to set up an Eloqua plugin for your account.)

See details of running the Import Eloqua Contacts as registrations job in Configure > Connectors.

Import Marketo Leads

If your organizations uses Marketo for marketing automation, you can import Marketo leads as registrations. (This requires an administrator to set up a Marketo plugin for your account.)

See details of running the Import Marketo Leads as registrations job in Configure > Connectors.

Create Registrations from a Group of Profiles

The planner can also create registrations for an event from the profiles database of that event's account. This is done by selecting a group of profiles (using Profiles > QuickSearch), then clicking Create Registrations. This button then enables the planner to assign the event, attendee type, and registration status for the profile records being imported.

Enable Attendees to Use their Profile Record to Create a New Registration for Themselves

If you invite individuals from your profile database to register for an event, then they can use their profile username and password to access their profile information. They can create a registration for themselves via an online registration form.

Any comments about this Help topic? © 2020 Certain, Inc. Note: Help topics may include features about to be released.