Master Participant List
This feature is available in Aprimo Marketing Studio 9.1 only.
The master participant list is a central place to store and manage information about participants. You use participants in two ways in Aprimo:
- A participant in an activity is a person who helps to complete an activity. A participant does not have to be an employee of your organization. For example, a volunteer for a charity event is also a participant.
- A participant in a lead process is a salesperson to whom a lead is assigned.
In the Participants module in an activity, you can add participants to the activity. In the Participants module in a lead process, you can add participants to the lead process. See Participants in an Activity or Lead Process.
The Response History module in a participant record shows each response that the participant has provided when completing inbound forms.
Participants or Suppliers
Sometimes, you need to determine whether a person is a participant or a supplier. Typically, you differentiate between participants and suppliers based on whether they bill you for their services.
A nationally recognized speaker agrees to speak at your conference. The speaker might be a participant or a supplier. If he agrees to speak for free, provided that you pay his travel and lodging expenses, you can track him as a participant. If he charges a fee and sends you an invoice, you should track him as a supplier.
Key Fields
Details
| Field | Description |
|---|---|
|
Notification Type |
Select the preferred method for contacting the participant. |
|
Default Type |
Select a category for the participant. This field indicates the participant type for the master participant record. The type might affect the additional fields, sections, and tabs that appear. |
|
HTML Email |
Select whether the participant can receive email in HTML format. |
|
Mapped to User |
Select a user record with which to associate the participant. Complete this field if the participant is also an Aprimo user to ensure that the participant receives the appropriate notifications. If the participant needs to view leads in the Leads Portal, use this field to map the participant to a user with appropriate Leads Portal rights. |
Additional Fields, Sections, and Tabs
Your system administrator can create additional fields for some objects and make them available for certain system types. Additional fields appear on the Details tab in the Additional Details section or in other sections or on other tabs that the system administrator creates.
For more information about an additional field, section, or tab, contact your system administrator. For more information about additional fields in general, see Additional Fields.