Using Smartsheet for Event Registration Acceptance and/or Event Registration Reporting

01/20/21
Accepted

1) Are you using Smartsheet to collect registrations for your events?

2) Are you using Smartsheet to report on event registrations in a shared report or dashboard?

3) Can we collaborate?

We are an association membership community with a limited budget. We are thinking of using Smartsheet for several different use cases:

  • A simple registration form for our free events
  • Reporting on registration data from our event registration tool
  • Providing external reports to our customers and sponsors on event attendance and engagement in a dashboard format that can be updated real-time

I look forward to discussing your use case (or brainstorming!)


Thanks,

Mary

Best Answers

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    Accepted Answer

    Hi @Mary Zampino

    Have you looked at the excellent Templates in the Solution Center?

    They can be a great starting point.

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Mary ZampinoMary Zampino ✭✭✭✭✭

    Not yet! Thanks for the reminder!

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    Accepted Answer

    @Mary Zampino

    You're more than welcome!

    Here are two to get you started.

    Would any of those work?



    Remember! Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • We are utilizing Zoom to document "Participation" and needing to update that in our Smartsheet against "registration". Is there an easier way to do that than by manually marking attendance in a Smartsheet?

    I'd like to be able to upload two separate excel downloads from Zoom and import them into Smartsheets and merge duplicates. For example: the registration report from Zoom captures more fields like "First, Name, Last, Name, Institution, Title, State". Whereas the attendance report from Zoom only captures name and email. How can I use these lists in Smartsheet to produce one "report" containing all contact information plus attendance status?

  • Mary ZampinoMary Zampino ✭✭✭✭✭

    Hi Amy,

    Excellent questions, thanks for asking. Someone smarter than I will have to weigh in regarding your questions on eliminating duplicates.

    I would use vlookup from one sheet to the other to complete the missing information. https://help.smartsheet.com/articles/2476606-formulas-reference-data-from-other-sheets

    Report 1: Zoom registration information with First, Name, Last, Name, Institution, Title, State

    Report 2: Zoom attendance sheet with name and email

    Report 3: A combo report where you merge the two together by using the email address to cross-reference. Vlookup the email address in report 1 to add more detail to report 2.

    Note: depending on how you have zoom set up, you may have one person register with one email address and attend using a different email address. So audit your data to make sure that hasn't happened to you.

    Feel free to share the sheets with me and I'll be happy to take a look.

  • Love the Event Registration templates from SmartSheet. But, I didn't know that there was an Automation workflow built-in and activated, and when I tested (with "clean" content - LOL), the response got sent to all the people shared in my Workspace. Oops. In templates, maybe SmartSheet should build the automations, but then allow the users to turn them on as they wish.

    But, have a question: Is there a way to put a calendar link (.ics or otherwise) in the confirmation email so the registrant can add directly to their calendar?


    @Andrée Starå @Mary Zampino

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Jason Wirl

    I hope you're well and safe!

    That is a tricky one because you can't attach a dynamic isc file, but it might be possible to create a dynamic link.

    How would you need it to work? Is it one event with a set time, or can there be multiple different time slots, or different events?

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    I hope that helps!

    Be safe and have a fantastic day!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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