Event Invitation tracking in Microsoft Dynamics CRM 2011

by Alistair (MyCRM) 05 July 2012 13:58


We have recently been working with a number of our eCampaign customers to develop a complete solution for Event Invitation Tracking in CRM.

So what is Event Invitation tracking, in some circumstances your organisation many want to send customers an invitation to attend a webinar or an event that is being held, and track the responses in CRM to create a list of contacts that wish to attend,

We have done this in the following way by adding new entities to CRM for Event and Event responses

PIC EV 1

 

On the creation of an event in CRM, two URL’s are created for the Accept and Decline process and these can be used in eCampaign to send a bulk email with event invitations.

When a recipiant recieves the email they will have two options, below is an example of an email for an event in eCampaign

PIC EV 2

 

 

When a recipient selects the Accept button from the email they will be taken to your event page which details the event and will display a message saying they have opted to attend

PIC EV 3

 

Likewise if the recipient Declines a similar page is displayed with a message saying they are not attending.

PIC EV 4 

 

For more information on eEvent and Invitation tracking please contact sales@mycrmgroup.com or register with http://downloads.mycrmgroup.com/

Thanks Alisatir 

 

 

Comments (2) -

Engagedots CRM
Engagedots CRM India
8/21/2012 1:05:12 PM #

CRM is the best tracking tool. we can easily forecast our business sales through it. In this competitive i would suggest every business to make use of CRM software to enhance their business profit.  

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Nicola United States
9/2/2013 8:19:31 PM #

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About the author

I have been working, deploying and developing CRM solutions for the past 12 years, and set up MyCRMGroup in 2009 as an ISV and Partner CRM managed hosting company

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