This is source document provided to Tina DuBois June 8, 2020 to help her create training for saleforce integration. Fee free to share with your Inside Sales teams if they are setting up Event Center sessions. Only the host can run these reports.
Procedure A: Running Event Center Registration Report for Salesforce – when WebEx is used for registration
Procedure B. Running Event Center Attendance Report for Salesforce
JUNE 5, 2020
A. Running Event Center Registration Report for Salesforce – Run by Host who set up meeting
This report is for events where you used Event Center to Register attendees. The Registration Report lists Registrants until about 8 hours after the WebEx Event is over. Then the report lists, for each registrant, whether they Attended.
- From WEBEX>MY REPORTS run REGISTRATION REPORT
- Put in DATE RANGE and DISPLAY REPORT
- Click on EVENT Title you want. Do not click EXPORT here.
- Now EXPORT Reprot to get .csv
- Open or Save the.CSV file
- You will get a report with many columns.
- Edit it accordingly. I also attached a sample.
JUNE 8, 2020
B. Running Event Center Attendance Report for Salesforce - Run by Host who set up meeting
This report is for events where you used jmp.com or Salesforce to Register attendees.
- Run Attendance Report with date range from MY WEBEX>MY REPORTS>WEBEX EVENTS>ATTENDANCE REPORT.
- See this message:
- Look for email
- Go to MY WEBEX>MY REPORTS>WEBEX EVENTS>ATTENDANCE REPORTS. (There is a link in the email, but you will still need to navigate.)
- Open CSV and grab the EVENT ID.
- EXPORT DETAIL REPORT using that EVENT ID.
- #3 and #4 will occur again. Go to MY WEBEX>MY REPORTS>WEBEX EVENTS>ATTENDANCE REPORTS. and open the .csv file. This will be your report to edit for salesforce team LIST LOAD.
