Create attendees and view attendance

 

Updated: November 1, 2016

Applies To: Dynamics Marketing

System_CAPS_importantImportant

Microsoft Dynamics Marketing is scheduled to be retired on May 15, 2018. After that date the service will no longer be available. Please plan accordingly. For details, see the blog post Microsoft Dynamics Marketing service will be discontinued, and learn what’s coming next.

The Event Dashboard's Attendance tab enables you to register contacts as being present at a given event. You can also create and view attendees using this feature.

To work with attendance, you must have Edit/View Events privileges. More information: Work with user accounts and staff contacts.

To view attendance:

  1. On the Home tab, choose Marketing Execution.

  2. Under Event Management, choose Attendance.

Or,

  1. Go to the maintenance page of the event you want to work with.

  2. Click the Attendance tab.

    Microsoft Dynamics Marketing displays all the attendees for the event.

To create new attendees:

  1. Click the New button New button.

  2. Microsoft Dynamics Marketing opens the new Attendee page.

  3. Enter the information:

    Field

    Description

    Status

    Select a Status from the pull-down menu.  (Optional.)

    More information: Create custom drop-down values and folders

    Contact

    Type in the name of the contact you want to add to the event. When the contact's name appears select it from the drop-down menu. (Required.)

    No. Attending

    Specify the number of attendees. (Optional.)

    Created By

    The system displays the name of the User who added the Contact to the Event and the date the Contact was added.

    Comment

    Enter a comment. (Optional.)

  4. When you are done, click Submit to save the information you entered and close the page or click Submit/New to save the information and add another attendee to the event.

Microsoft Dynamics Marketing enables Administrators to set up User Defined Fields. More information: Configure user defined fields

  1. On the Home tab, choose Settings.

  2. Under Administration, choose Languages.

  3. Click the Language, for example, English (United States). Three columns appear.

  4. In the first column, click the area that you’d like to add a UDF to, for example, Lead Management. This will filter the results.

  5. Type user in the Search bar and click Go.

    Anything with the word user appears. User defined fields typically end with User # (user and then its corresponding number)

  6. Replace the Site Label text with the desired name for the field.

  7. Click Save.  

System_CAPS_noteNote

You can hide an enabled UDF. This will remove the field from the page but will retain the field data. Follow the exact same steps as described above except that you must replace the “Site Label” with the “Default Label” text. Then click Save. More information: Create custom drop-down values and folders

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