Managing Attendee Suggestions for Events

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Managing Attendee Suggestions for Events

To ensure key accounts attend relevant events, business admin users can generate Suggestions specifically for Events Management attendance, which they can review via a dedicated view in the Select Attendees modal. This enables end users to view Suggestions and add accounts to either a specific event or to events of specific object types based on the Suggestion.

Who can use this feature?

Business Admin Users - Browser
Creating Attendee Suggestions
End Users - Browser, iPad
Using Attendee Suggestions
Using the Suggested Attendees View
Users require an Events Management License

Configuring Attendee Suggestions for

Business Admin Users

To configure this feature:

Ensure the following features are configured:
- Configuring Events Management
- Configuring Suggestions
Navigate to Admin > Users & Groups > Permission Sets.
Select the appropriate permission set.
Select the Objects tab.

Grant the following permissions:

Object	Object Permission	Object Types	Fields	Field Permission
suggestion__v	CRED	em_attendee__v	em_event__v em_event_type__v	Edit
suggestion_feedback__v	CRED	All	em_attendee__v em_attendee_id__v	Edit

End Users

To configure this feature:

Ensure the following features are configured:
- Configuring Events Management
- Configuring Suggestions
Navigate to Admin > Users & Groups > Permission Sets.
Select the appropriate permission set.
Select the Objects tab.

Grant the following permissions:

Object	Object Permission	Object Types	Fields	Field Permission
em_attendee__v	CRE	All	suggestion__v suggestion_title__v suggestion_reason__v	Edit
suggestion__v	CRE	em_attendee__v	account__v em_event__v em_event_type__v expiration_date__v title__v reason__v	Read
suggestion__v	CRE	em_attendee__v	action_count__v actioned__v dismiss_count__v dismissed__v marked_as_complete_count__v marked_as_complete	Edit
suggestion_tag__v	CRE	product__v	product__v suggestion__v	Read
suggestion_feedback__v	CRE	All	account__v activity_execution_type__v em_attendee__v em_attendee_id__v object_type__v suggestion__v	Edit

Navigate to Admin > Configuration > Objects > suggestion_feedback__v > Object Types.
Select the activity_execution__v field for all appropriate object types.
Ensure the object type has access to the em_attendee__v picklist value.

Creating Attendee Suggestions as

Business Admin Users

Business admin users can create suggestions to invite specific accounts to events:

Navigate to the Suggestions tab.
Select Create.
Select em_attendee__v for the object type.
Select Continue.
Populate the account__v field with the appropriate account.
Populate one the following Events Management specific fields:
- em_event__v – Select the appropriate event. Populating this field suggests account attendance for a specific event. For example, suggesting that Dr. Clinton Ackerman attend the September Cholecap Speaker Program.
- em_event_type__v – Enter the appropriate em_event__v object type name. Populating this field suggests account attendance for certain types of events. For example, suggesting that Dr. Clinton Ackerman attend any Congress events.
These two fields are mutually exclusive and should not be populated together.
Populate all other fields appropriately.
Select Save.

Creating Product Specific Attendee Suggestions

For general Attendee suggestions, with the em_event_type__v field populated, business admin users can use Suggestion Tags to enforce even greater specificity based on the event product:

Navigate to the appropriate suggestion__v record.
Navigate to the Suggestion Tags section.
Select Create.
Select Product for the Suggestion Tag Type.
Select Continue.
Populate the Product field with the appropriate product.
Populate all other fields appropriately.
Select Save.

Adding Product type Suggestion Tags to an Attendee suggestion makes the suggestion specific to events about the selected product. For example, suggesting that Dr. Clinton Ackerman attend all Speaker Programs about Cholecap.

Business admin users can create multiple Product type Suggestion Tags for an Attendee Suggestion.

Using Attendee Suggestions as

End Users

From the Suggestions tab, end users can view and accept suggestions linking a specific account to an event, based on whether the Attendee suggestion is for a specific event or for a general type of event.

Unlike other types of suggestions, end users cannot mark Attendee suggestions as complete. Instead, they are automatically marked as complete when the user adds the corresponding account to the event.

Addressing Suggestions for Specific Events

To address suggestions linking a specific account to a specific scheduled event:

Locate the appropriate Attendee suggestion.
Select one of the following actions:
- View Event – Displays the appropriate event, enabling the end user to review further event details
- Add Attendee – Immediately displays the Select Attendee modal for the corresponding event, with the Suggested Attendees view automatically applied and the corresponding account pre-selected

Addressing Suggestions for General Types of Events

To address suggestions linking an account to a general type of event:

Locate the appropriate Attendee suggestion.
Select the Select Event button. The Select Event modal displays a list of potential events to add the attendee to. The list only displays events with a matching event type, as well as a matching product, if Suggestion Tags are used on the suggestion.
Select the appropriate event to display the Select Attendee modal for the event. The Suggested Attendees view automatically is automatically applied to the modal and the corresponding account displays as pre-selected.