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Milena_Volkova
Milena_Volkova
New Participant
May 2, 2022
Solved

Can limit attendance in a program?

  • May 2, 2022
  • 2 replies
  • 6004 views

Is there any way to automatically cap attendance at an event? We currently process registrations manually and add people above the limit to a waiting list. Is is possible to automate that? Thank you.

Best answer by SanfordWhiteman

Yes, there are 2 methods:

  • the native registration cap feature — see here and ask your Adobe/Marketo account manager to ensure this is enabled for your instance
  • using a webhook-based alternative — more flexible outcomes but requires more config

2 replies

Jo_Pitts1
Jo_Pitts1
Community Manager
May 2, 2022

@milena_volkova ,

I prefer the webhook based approach that @sanfordwhiteman mentions in his post.  I have a number of clients who run in person events, and as part of the registration want to know the number of people who will be attending.  Using the webhook based approach, I can manage an event counter based on that value rather than just on the lead registration itself.

Cheers

Jo

    Vinay_Kumar
    Vinay_Kumar
    Community Manager
    May 3, 2022

    @sanfordwhiteman  @jo_pitts1  I am interested to know more here. 

    As per my understanding here we need to set a threshold value for the cap limit, create a webhook which will look for the form fill outs to match that threshold value. Please correct me if I am wrong here. If I am moving in the right direction then I have following silly queries:

    1. How will webhook check for the form fill out numbers? Is it on the basis of form button clicks or something else?

    2. How are we counting/adding the form fill out numbers? 

    3. Are we using any tokens?

    4. What if someone fills out the form twice or more?

     

    Hope to hear from you soon! Thanks in advance!

     

    SanfordWhiteman
    SanfordWhiteman
    New Participant
    May 3, 2022
    1. How will webhook check for the form fill out numbers? Is it on the basis of form button clicks or something else?

    Actual Filled Out Form activities. You can’t count only button clicks (which may or may not successfully submit the form).

     

    2. How are we counting/adding the form fill out numbers?

    Trigger Smart Campaign(s) listening for Filled Out Form.

     

    3. Are we using any tokens?

    Not sure exactly what you mean.

     

    You‘d always use at least the {{program.id}} built-in token to store a count for each program. There could be other tokens used to distinguish the counters from each other. (Like including {[system.date}} to limit the number that can register each day.)

     

    4. What if someone fills out the form twice or more?

    When you call the webhook, you make the “primary key” of the counter the {{lead.Email Address}}. So there won’t be an effective duplicate when you call the counter multiple times for the same email address.

      SanfordWhiteman
      SanfordWhitemanAccepted solution
      New Participant
      May 2, 2022

      Yes, there are 2 methods:

      • the native registration cap feature — see here and ask your Adobe/Marketo account manager to ensure this is enabled for your instance
      • using a webhook-based alternative — more flexible outcomes but requires more config
        Milena_Volkova
        Milena_VolkovaAuthor
        New Participant
        May 24, 2022

        Hi @sanfordwhiteman, I watched your two webinars on FlowBoost, thank you for such generosity with your time. I still have a question: in my case, I don't want to count just the number of form fills; in my case, people signing up for training have to meet the prerequisites. It may happen that for a class that has a limit of 8 students, 8 people signed up, but only 6 have prerequisites and are confirmed, the other 2 have program status "no prerequisites". If 2 more new people with prerequisites sign up, they will be registered/confirmed, while people still working on their prerequisites will be bumped, even though they submitted the form earlier than the latest two. If the max number of confirmed students is set at 8, the max is not reached until all 8 have prerequisites and confirmed, otherwise any number of people should be able to submit the form.

         

        So, I want to keep the count of people with a certain program status ("registered"), not all who have submitted the form; or maybe I want to keep track of all those, but I want to close the class registration (at least just simply send an alert to myself) when the number of "registered" hits the maximum.

         

        Marketo changes a person's program status upon checking their current certification field, that's easy. I don't understand where in the webhook I should change what the counter should count, how to make it consider people's program statuses. 

         

        Could you please help with that? Thank you in advance!

        SanfordWhiteman
        SanfordWhiteman
        New Participant
        May 24, 2022
        So, I want to keep the count of people with a certain program status ("registered"), not all who have submitted the form; or maybe I want to keep track of all those, but I want to close the class registration (at least just simply send an alert to myself) when the number of "registered" hits the maximum.

         

        Marketo changes a person's program status upon checking their current certification field, that's easy. I don't understand where in the webhook I should change what the counter should count, how to make it consider people's program statuses. 

         

        Could you please help with that? Thank you in advance!

        I would say you don’t need to send the program status to FlowBoost. You can use the program status (in the Smart List) to filter whether the FlowBoost webhook is called at all.

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