Using the Data Loader to Generate Participant URLs for Virtual Events

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Event organizers can generate attendee and speaker participant URLs for all child events linked to a parent virtual event when using Event Templates in conjunction with virtual events. When used in conjunction with an automated Data Loader process, this enables easier planning and execution of large virtual events, as it enables teams to share and invite child virtual event attendees to a single virtual session.

This feature does not require configuration.

Using the Data Loader to Generate Participant URLs

When EM_Attendee_vod or EM_Event_Speaker_vod records are data loaded into CRM to associate them with a virtual event, a participant URL is automatically generated and stamped onto the Webinar_Participant_URL_vod or Webinar_Panelist_URL_vod fields, respectively.

Attendees and speakers added to an event via data loading do not have to be associated with an existing User, Contact, or Account in CRM.

Using the Provisioning Status Picklist

The Engage_Provisioning_Status_vod picklist on both the EM_Attendee_vod or EM_Event_Speaker_vod objects indicates the status of the Participant URL generation. If the URL generation is successful, the Engage_Provisioning_Status_vod picklist automatically updates to Success_vod.

The Engage_Provisioning_Status_vod picklist also has the following values to help organizers determine any errors that occur during the generation process:

  • Missing_Name_vod – An error occurred due to the record not having a defined first or last name
  • Request_Failed_vod – The server could not generate a Participant URL

To retry an unsuccessful URL generation after addressing any errors, update the Engage_Provisioning_Status_vod picklist to Retry_Request_vod.

If attendees or speakers are deleted or removed from an event via the data loader, their associated Participant URLs are cleared.