Send Registrations from Zuddl to Salesforce

Enter Campaign ID

A campaign must be created for each Zuddl event/webinar to track attendee activities for that event.

1. Inside the Zuddl dashboard, inside the event/webinar setup, go to Integrations.

2. On the Salesforce card, click Customize on the Export section to configure the event-level settings. The Export section shows a Disabled status before turning on the integration.

   

3. Under the Campaign ID tab, paste the campaign ID copied from the Salesforce URL. This establishes the connection to your Salesforce account.
   
   

   Where to find my Salesforce Campaign ID? 
   
   1. Log in to your Salesforce account
   2. Select the Campaigns tab.
   3. Locate the campaign whose ID you wish to obtain, or create a new campaign.
   
   On the campaign detail page, the URL should look something like this: https://ap1.salesforce.com/70190000000Yz7O. Your Campaign ID is bolded text.
   
   
4. Click Save & next.

Map Zuddl event status with Salesforce campaign member status

Select custom activities

Virtual Events	Webinar

Map lead custom fields

Any new registrant in Zuddl is added as a Lead in Salesforce.

Under the Lead custom fields tab, map any custom fields added to your registration form to suitable Lead fields in Salesforce.

1. Select a custom field in the Zuddl registration fields dropdown.

2. Choose a suitable Lead field from the Lead fields dropdown.
   
   

   You can map multiple Zuddl registration fields to a single Salesforce Lead field. This is useful if your event has multiple registration flows.
3. Choose a Field update policy
   1. Do not update: This option does not pass the Zuddl field value to the mapped Salesforce field. Note: Only updates made to the field won’t be passed. Leads will still be created.
   2. Always update: This option always passes the Zuddl field value to the mapped Salesforce field.
   3. Do not update if source is empty: If the Zuddl field value is empty, this option does not pass the value of the Zuddl field to the mapped Salesforce field.

   4. Only update if target is empty: If the Salesforce lead field value is empty, this option passes the Zuddl field value only in this case.
      
      

   5. To map more fields, click the + Add field button and follow the same steps as discussed above.
   6. Click Save & next.

Mapping disclaimers

You can also map any disclaimers that you've added on your registration form to an appropriate Lead field as shown below.

Only disclaimers with checkbox enabled can be mapped. The field shows a boolean value ('True' or 'False') that corresponds to "accepted" or "rejected".

You can map disclaimer at lead, contact, and campaign member-level.

Map lead capture fields at lead-level

For In-person and hybrid events, you can map the fields you have created for the lead capture app under the Lead capture fields. The Zuddl lead capture app is used for in-person and hybrid events for capture leads details. Learn more about the lead capture app.
When you first set up your event-level integration, you can't switch to the Lead capture fields tab without saving the Registration fields mapping.
1. Under the Lead capture fields tab, map the fields that you have configured for your lead capture app. Learn how to add fields to the lead capture app.
   1. Under the Lead capture fields dropdown, select the required Zuddl field to map.
   2. Similarly, choose a suitable Salesforce Lead fields.
   3. Select a Field update policy.
   4. Click Save & next. This saves the mapping, creates a campaign in Salesforce with all event details, and passes all event data collected so far. Similarly, add more fields as required using +Add field button.
You can also click the Go to lead capture fields link to go to the Lead capture fields settings under Lead capture app menu.  Learn how to add fields to the lead capture app. You can also click on the booth name to directly go to the booth settings under Venue Setup.
 

Map contact custom fields

For Contacts already in Salesforce, it is crucial to map the custom fields of your Zuddl event/webinar’s registration form to the Salesforce Contact fields to ensure updated field values are passed to your event/webinar. Under the Contact custom fields tab, map any custom fields added to your registration form to suitable Contact fields in Salesforce.  

1. Select a custom field in the Zuddl registration fields dropdown.

2. Choose a suitable Contact field from the Contact fields dropdown.
   
   

   You can map multiple Zuddl registration fields to a single Salesforce contact field. This is useful if your event has multiple registration flows.
3. You can control the sync action for each field by choosing a Field update policy.  
   1. Do not update: This option does not pass the Zuddl field value to the mapped Salesforce field.
   2. Always update: This option always passes the Zuddl field value to the mapped Salesforce field.
   3. Do not update if source is empty: This option does not pass the value of the Zuddl field to the mapped Salesforce field if the Zuddl field value is empty.
   4. Only update if target is empty: This option passes the Zuddl field value if the Salesforce Contact field value is empty.
      
      
4. To map more fields, click the + Add field button and follow the same steps as discussed above.
5. Click Save & next.

Map campaign member custom fields

1. Select a custom field in the Zuddl registration fields dropdown.
2. Choose a suitable Campaign member field from the Campaign member fields dropdown.
   
   The integration allows passing the following fields for all registration at the campaign-member level apart from registration fields
   1. Ticket type: The name of the ticket tier created in Zuddl for ticketed events.
   2. UTM Parameters: Urchin Tracking Module data(UTM Source, UTM Medium, UTM Campaign, UTM Term, UTM Content, and UTM Id)
   3. Ip data (Ip City and Ip Country): Ip details
   4. Attendee Type: This field is useful for onsite events to distinguish between Virtual and In-person attendance.
   5. Add-on Details
   6. Coupon Applied
   7. Flow Name
   8. Amount Paid
   9. Ticket Type
   10. Ticket Name
3. Once all the fields are mapped, click Save. 
   
   You can also map disclaimers at a campaign member level. Refer to the steps to map disclaimers explained in the lead-level mapping section.
4. On the confirmation dialog prompt, click Confirm. This activates your integration and all registration henceforth will be sent to Salesforce.
   
   

Suppose your event/webinar registration has started, and you wish to sync the registrations created in Zuddl before the integration was set up. In that case, you can click the Sync button next to the integration toggle.

The integration also manages duplicate emails (contacts/ leads) in Salesforce, prioritizing leads/contacts with the latest ‘last activity.'

• Send Event Activities from Zuddl to Salesforce (Optional)
  or
• Set up your Salesforce Account