Participant Summary Note suggestions
I have a new formula to add Event Participants based on event related email activity. I've got it adding/updating the Participant info correctly but would like to track some of the email specific information (ie, which email, sent when, sent/opened/clicked/etc.) in the Participant Summary Note. I am intentionally not tracking this email information as an Assigned Appeal or an Action as those records have specific functions within my database that do not apply to events. Does anyone have a way to automate getting the information into the Participant Summary Note or any other suggestions for how I might want to track this information?
Elizabeth Anders
shared this idea
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Have you looked at participant attributes? I've used them to track some information specific to an event (like how many tickets they purchased of which type for our annual on-site visitation tracking). They have the added benefit of being available in queries in my CRM database (Raiser's Edge).