Associations & Nonprofit
Missouri Association of Manufacturers
An event registration and badge workflow for manufacturing programs.
MAM needed Salesforce to support association events with registration, event items, attendee detail, automated emails, check-in, QR codes, badge printing, and lead-retrieval reporting.
Operating challenge
The association needed event workflows that matched real conference operations: multiple event items, bill-me-later payment options, attendee emails, preprinted badges, sponsor-backed badge layouts, QR check-in, event filters, sandbox UAT, and practical printer decisions.
What Lodestone shaped
- Configured event and event-item setup with registration flow, attendee capture, automated confirmation emails, and owner notifications.
- Built check-in and print paths for Salesforce and web use, including QR-code badge generation and feedback around preprinted badge stock.
- Captured UAT feedback around event filters, removing date/time restrictions for controlled check-in tables, reports, dashboards, lead retrieval, and printer recommendations.
Resulting direction
- MAM could manage event setup, registration, attendee lists, check-in, and badge production in a more connected workflow.
- The badge-printing path was adjusted around how the team actually planned to use preprinted event cards.
- Reports, dashboards, lead retrieval, and sandbox testing became the final path to operational confidence.
Profile context
Manufacturing trade association
Member-driven association serving Missouri manufacturers and industrial operators.
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