10-26-2011 12:29 PM
I am new to using ACT (using Premium 2011) and searching through these boards didn't answer my question.
We run monthly webinars, but the registration platform does not synch to ACT. I would like to find a way to send follow up emails to webinar registrants based on their attendance or nonattendance.
Would I create a history record for each contact specifying their attendance, or a different way to include this information? If I do create a new history record, how can I easily add a new history entry for multiple contacts (anywhere between 250-1,000 per month).
As a followup, if I am indeed using history records as a way to determine who attended the webinar, how can I create a lookup based upon the history record?
Since my organization is not sales-based, we don't utilize most of the ACT tools - call lists, opportunities tab...probably other things I haven't discovered yet.
Really, any insight as to how I can create a lookup based upon a contact's attendance would be extremely helpful.
10-27-2011 07:26 AM
Welcome to the Sage ACT! Online Community!
Creating a history item for multiple contacts is possible by using the 'Contacts' button on the New History screen. Performing a search for particular phrases can be done through the Lookup > Advanced > Search on Keywords.
Another option for recording the attendees would be to use Groups. You can create a Group for each event, and then connect the appropriate contacts to that Group. A search for all attendees of a particular event then becomes as simple as: right click on the Group name and select 'Create Lookup'.
10-27-2011 09:16 AM
Thanks for the response!
The lookup -> search on keywords worked perfectly. Fantastic.
However, creating a history record for multiple contacts is still an issue - it looks like I have to do this by hand. Is there a way to add a history record to multiple, existing contacts by importing from excel?
10-28-2011 06:05 AM