Re: Is there a way to automatically, and regularly, extract Event Registrations into a Google Sheet?

Anonymous
Not applicable

Is there a way to automatically, and regularly, extract Event Registrations into a Google Sheet?

We are hosting a lot of Roadshow campaigns this year, and I have many stakeholders who want to see regular updates on the who has registered (not just how many, but lead profile) in the weeks leading up to the event.

Is there a non-techie way (a little code is ok) to pull leads with the "Roadshow > Registered" status for stated programs into a Google Sheet?

What I do now is go the the "Members" tab of the program, filter to those with Registered status, export as .csv, and then import into the shared Google Sheet. It's not that its hard, just cumbersome when I have 4-6 active events and people want updates throughout the week.

Thanks!
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2 REPLIES 2
Chris_Perez2
Level 3

Re: Is there a way to automatically, and regularly, extract Event Registrations into a Google Sheet?

I used to do that. Now I create SFDC campaigns and add registrants to a campaign for each event. 

The other thing I previously did was create a timestamp for each registration, make it active in RCA, and create a report of anyone with a value for that timestamp. You can the schedule that report to automatically email on a schedule of your choosing in the analytics section. 

Anonymous
Not applicable

Re: Is there a way to automatically, and regularly, extract Event Registrations into a Google Sheet?

Thanks @Chris - they do sync to Salesforce as registered members of the campaign, it's just I have external stakeholders who don't have SFDC access. The shared Google Sheet works great, I just want it to pull in the registered leads for each campaign instead of me having to manually export/download/upload each time to refresh the registrants list.