Attendees
  • 03 Apr 2024
  • 1 Minute to read
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Attendees

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Article summary

  1. Click the Attendees tab in the left-hand navigation bar.
  2. Attendees that were part of the original Event will be located at the bottom of the screen.EVBuilder_CloneEvent_Attendees_1
  3. Choose one of the following options to add Attendees.EVBuilder_Attendees

Add Attendees from Accounts, Contacts, and Leads

Search for Attendees who are related to existing Accounts, Contacts, and Leads.

  • Business (non-Person) Account: An Attendee record is created for each Contact related to the non-person Business Account, and each will have the Account and Contact lookup fields populated. 
  • Person Account: An Attendee record is created and related to the Person Account record.
  • Contact: An Attendee record is created and related to the Contact record. 
  • Lead: An Attendee record is created and related to the Lead record. 

Add Attendees from Campaigns

Search for Attendees who are related to previous Campaigns. 

  • An Attendee record is created for each Contact that is related to a Lead/Contact/Account, and each will have the Account and Contact lookup fields populated. 

Add Attendees from Events

Search for Attendees who have attended previous Events. 

  • Attendees for the new Event are created by cloning the existing Attendee who is related to the previous Event.

Add Attendees from Reports

Limitation: Importing Accounts and Contacts from the Attendee Tab on an Event
When a user imports a report with Accounts and Contacts from the Attendee tab on an Event, only the first 2000 rows/Attendees will be added to the Event. Since Salesforce has a limit of 2000 rows, you must use a Data Loader to import more than 2000 Attendees.

Search for an existing Report to create Attendees for an Event.

  • All of the Attendees for each Event included in the Report will be cloned. 

Add New Attendees

  1. Click New Attendee.
  2. Complete the following fields.
    • Salutation
    • First Name (required)
    • Last Name (required)
    • Email (required)
    • Title
    • Email Opt-in (strongly suggested*) - Blackthorn recommends using the Email Opt-in field to assist with marketing efforts.
    • Registration Status
    • Visibility Control
    • Street
    • City
    • State
    • Country
  3. Click AddEVBuilder_CloneEditEvent_AddNewAttendees_1

*It is the responsibility of Blackthorn’s customers to protect Attendees’ data, make it easy for Attendees to opt out of marketing communications, and respect the wishes of those who have opted out.


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