With the Accelevents to Salesforce integration, all attendees imported from Accelevents will be added to a Salesforce campaign. In this article, you'll learn how the campaign is created, its default settings, and other settings you can customize.
If you still need to integrate, follow the steps in this article to set up the Integration to Export Event Data from Accelevents Into Salesforce.
Default Campaign Settings
By default, the campaign where attendees will be added as contacts or leads will be auto-generated by Accelevents.
The campaign will only be created once a registration comes after the integration is enabled. The campaign will have the following information and settings:
Salesforce Campaign Field | Data |
Campaign Name | Event Name |
Campaign Owner | This is the person who connected the integration |
Active Checkbox | default is inactive (unchecked) |
Type | This will show VIRTUAL or IN-PERSON, depending on the event format |
Campaign Record Type | default is List |
Status | Planned |
Start Date | Event Start Date |
End Date | Event End Date |
Event URL | This will show the full event URL |
Organizer Name | This will show the name of the organizer associated with the event |
Note: The Event URL and Organizer Name fields are fields created by Accelevents when the campaign is created.
In the campaign member's record, a Subscriber State field will also be created by Accelevents, indicating whether the member is only registered to the event, attended, refunded, or canceled.
Choose Your Own Salesforce Campaign
If you already have existing campaigns in your Salesforce account and want to use that instead, you can choose that campaign in the Configure Salesforce Mapping menu.
Go to Settings > Integration in your Accelevents admin console.
Click Configure under Salesforce
Go to Campaign Settings in the Configure Salesforce Mapping menu
Select the campaign from the dropdown
Click Save
Set the Campaign to Active
If you're using the auto-generated campaign, you can choose to set it to active upon its creation. Instead of the active checkbox being unselected, the box will be checked when the campaign is created. You can also
Go to the Integrations tab in the Organizer Portal or Enterprise Dashboard
Click the 3 dot menu in the Salesforce box
Click Settings
Under Campaign Settings, enable the toggle to Set Campaign as Active
You can also turn on Show the Organizer Name in the Campaign. When turned on, it will create and populate data in the organizer name field in the campaign.
Note: This will only apply to Accelevents auto-generated campaigns. If these settings are changed and a new registration comes in, the Salesforce campaign settings will also update to the current Accelevents Settings. (For example, if the campaign is active in Salesforce and registration comes in while the active campaign setting in Accelevents is turned off, it will automatically become inactive in Salesforce.)
Set the Campaign Record Type
You can change the campaign record type to your custom campaign record type instead of letting it default to "List."
Go to the Integrations tab in the Organizer Portal or Enterprise Dashboard
Click the 3 dot menu in the Salesforce box
Click Settings
Under Campaign Settings, choose the Campaign Record Type from the dropdown. These will show the choices available in your Salesforce account.
Note: The items in the record type dropdown are pulled from your Salesforce account. Click here to learn more about creating record types in Salesforce.
Campaign Member Field Mapping
You can include order form fields to transfer and display within Campaign Member records under Campaigns. In the same configure menu, you'll see a section for Campaign Member Mapping. On the left side, you'll see the order form field and some auto-generated fields, and on the right side are the campaign member fields in Salesforce. Just like mapping to contacts or leads, you must include and enable the order form fields for the ticket holder.
Notes:
Accelevents can only map to user-generated campaign member fields. It will not work for default campaign member fields.
The campaign member mapping will work even if the Accelevents order form fields are not mapped for contact or lead records.