Updating Event Attendees, Marketo iPad App

Alexis_Shamsi_H
Level 3

Updating Event Attendees, Marketo iPad App

We are about to launch the management of in-person events as well as webinars in Marketo. Does anyone have suggestions for how we can best update our attendees following the event?

Here's the traditional (manual) process we currently have:
- Export and print list of registrants from Marketo.
- Highlight all customers who check in at event registration.
- Post event, manually update member status for all attendees to Attended status in Marketo event program. Or, cut and paste attendees' email addresses from Excel file into new Smart List. Reason: we do not allow our general users to import lists - i.e. if they had an Excel file list of all attendees, they could not import this list with their current user role.

What are our best options? We would prefer not to allow all users to import lists. Does anyone seamlessly use the Marketo iPad app to check-in attendees? I have been researching the app, we just cannot 100% guarantee there is a wireless connection onsite at all event venues.
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Anonymous
Not applicable

Re: Updating Event Attendees, Marketo iPad App

Hi Alexis,

When working with limited internet access you can still look up leads, create new leads and check in leads whilst working offline. Then once you get access synchronize the app and then both the leads in the app and your Marketo database will be updated. 

Just a tip make sure you've got internet connection to login and event has been selcted before looking up leads, checking them in and creating them. Offline you cannot login and select events.

 

 

Josh_Hill13
Level 10 - Champion Alumni

Re: Updating Event Attendees, Marketo iPad App

if you cannot use the Ipad app, then just keep two excel lists:
-attended
-not attended

then import the email addresses each into a static list, upload, then run a flow to update Member Status.
Alternatively, you could just go into the Member tab and update each person manually.

You should not allow anyone to import lists.