Email a contact’s primary sponsor in Dynamics as soon as that contact checks in to your event.

Applies to: Events App V4; Microsoft Dynamics CRM sites

Overview

When a registered contact is marked as Attended, the Events Module emails their primary sponsor in Dynamics, such as their relationship owner. The sponsor knows straight away that the contact has arrived and can greet them at the event. This works in the same way as the sponsor arrival notification for Interaction events.

Before you start

• Your site uses Events App V4. See Events Module: Connecting your CRM and choosing an app version.

• The event’s attendee list comes from Microsoft Dynamics.

• Each contact’s Dynamics registration record has a primary sponsor with an email address. Notifications depend on this.

• The email you want to send should be of Metadata - Content type: NotificationTemplate. See also: https://support.vutu.re/s/article/360020557117-Sponsor-Notification-Email-Personalisation-Events-app-V3-or-Email-on-Arrival

Set up arrival notifications

1. In the Events Module, open the configuration screen for your Microsoft Dynamics event.

2. Under Email on arrival, select Primary Sponsor.

3. Save your changes. The Select Email On Arrival field then appears. Choose the email to send in it. This field is required.

4. Save your changes.

Use arrival notifications

When a registered contact is marked as Attended, the Events Module sends the selected email to their primary sponsor in real time. Attendance still writes back to Dynamics, and the event’s status counts update as usual.

To stop notifications, set Email on arrival to None and save.

Good to know

• Only the primary sponsor is notified. Additional sponsors aren’t supported.

• Email on arrival only appears for events with a Dynamics-sourced list. Events using other CRMs are unaffected.

• Email on arrival replaces the Notification Field option that previously appeared on this screen.