Tracking Virtual Event Attendance

  • Browser (Classic, Lightning)

Admins can review statistics about virtual event attendance, for example, who attended the virtual event and what devices were used.

For example, Sarah Jones schedules a virtual event with two HCPs, Clinton Ackerman and Bob Adams, as attendees. Dr. Adams joins the event on time, but Dr. Ackerman joins during slide three. A post-meeting process runs and indicates the event start time and duration, the join and leave times for Dr. Adams, and the join and leave times for Dr. Ackerman. Dr. Adams and Dr. Ackerman’s status is marked as attended in CRM. Sarah uses the attendance information for gaining detailed insight into the audience and as an audit log for compliance.

Considerations

If a participant is placed within the virtual waiting room and then admitted into the session, the system will track both instances of the join and leave times. This will track as two attendance records.

Prerequisites

Engage Attendance Report Process is required.

Configuring Virtual Meeting Attendance Tracking

To configure this feature, grant integration users the following permissions:

Object OLS Record Types Fields FLS

EM_Event_Speaker_vod

 CRU n/a Status_vod Edit

EM_Attendee_vod

 CRU n/a Status_vod Edit

EM_Event_vod

CRUD

n/a
  • Engage_Webinar_vod
  • Webinar_Status_vod
  • Status_vod
 Read

Multichannel_Activity_Line_vod

CRU

n/a
  • Record_Type_Name_vod
  • EM_Event_vod

Edit

Remote_Meeting_vod

CRUD

Event_vod
  • Attendance_Report_Process_Status_vod
  • Latest_Meeting_Start_Datetime_vod

Edit

Remote_Meeting_Attendee_vod

CRUD
  • Event_vod
  • Webinar_vod
  • EM_Attendee_vod
  • EM_Speaker_vod
  • Event_vod
  • User_vod

Edit

When the attendance tracking job runs, attendees and speakers that participated in the virtual event are automatically linked to Remote_Meeting_Attendee_vod records. The Status_vod field of these records updates to Attended_vod.

If a participant enters the virtual waiting room before being admitted into the session, both instances of start and leave times are tracked as two attendance records.

See Using the Attendance Tracking Process for more information on viewing attendance information.