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Send Registrations from Zuddl to Salesforce
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Previous: Install Salesforce App on Zuddl
After you've installed the app, you must configure the event-level settings.
Before you do the event-level settings, you need the following in place:
1. A campaign ID
2. A Zuddl registration form with all the required fields must be created to map the fields.
Enter Campaign ID
A campaign must be created for each Zuddl event/webinar to track attendee activities for that event.
- Inside the Zuddl dashboard, inside the event/webinar setup, go to Integrations.
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.
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.- Click Save & next.
Map Zuddl event status with Salesforce campaign member status
Similar to org-level status mapping, you can also map attendee statuses at an event level based on the campaign ID. The org-level status mapping is shown on this page which you can choose to edit(override).
To map other statuses:
- Click +Add status button.
- Select a Zuddl status you want to map.
- In the Salesforce Campaign member statuses column, choose an suitable status from the dropdown. The status fields are auto-populated from your account.
The attendee statuses are described in the table below:
| Status | Description |
|---|---|
| Registered | When the registrant is successfully registered. Defaults to on.
|
| Attended | When the registrant enters on the event start time and engages in the event. Defaults to on. |
| Attended (Both) | When a registrant joins your event at the event start time. Use this to mark attendance for both virtual and in-person. |
| Attended (Virtual) | When a registrant joins your event at the event start time. Use this for marking attendance for virtual events only. |
| Attended (In-person) | When a registrant joins your event at the event start time. Use this for marking attendance for in-person events only |
| Invited | When a user is invited from the invite list. When the invite email is sent. |
| Invite declined | When an invitee declines the event invitation. When the invitee declines the event invite. |
| Registration attempted | When a user accepts the invitation to register |
| Registration abandoned | When a registration was attempted but not completed in the given time (with or without the approval process) |
| Registration pending approval | When a registration approval request is submitted by the registrant |
| Registration approved but not registered | When the organizer has approved the registration request but the registrant did not complete the payment. |
| Registration rejected | When the registration is rejected by the organizer |
| Assigned but not registered | When the ticket is assigned to a user but the user did not complete the registration. Used with the unassigned feature. |
| Entered | When an attendee joins the event after the check-in start time. Once the event has started, this status changes to 'Attended' |
| No show | When the registrant has not joined your Zuddl event even after the event start time. |
Capture attendance type
To capture attendance status separately for in-person and virtual for a hybrid event:
- Click Split categories
- The Attended status will be as shown below:
You can click on Merge categories, if you wish to view the Attended status as one.
Select custom activities
Toggle on the custom activities you want the integration to capture and send to your Salesforce account. The custom activities vary for virtual events and webinars. You can view the available custom activities for virtual events and webinars.
| 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.
- Select a custom field in the Zuddl registration fields dropdown.
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. - Choose a Field update policy
- 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.
- Always update: This option always passes the Zuddl field value to the mapped Salesforce field.
- 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.
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.
- To map more fields, click the + Add field button and follow the same steps as discussed above.
- 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.
- 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.
- Under the Lead capture fields dropdown, select the required Zuddl field to map.
- Similarly, choose a suitable Salesforce Lead fields.
- Select a Field update policy.
- 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.
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.
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.
- Select a custom field in the Zuddl registration fields dropdown.
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. - You can control the sync action for each field by choosing a Field update policy.
- Do not update: This option does not pass the Zuddl field value to the mapped Salesforce field.
- Always update: This option always passes the Zuddl field value to the mapped Salesforce field.
- 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.
- Only update if target is empty: This option passes the Zuddl field value if the Salesforce Contact field value is empty.
- To map more fields, click the + Add field button and follow the same steps as discussed above.
- Click Save & next.
Map lead capture fields at the contact-level
For In-person and hybrid events, you can map your Salesforce contact fields to the lead capture app 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.
- 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.
- Under the Lead capture fields dropdown, select the required Zuddl field to map.
- Similarly, choose a suitable Salesforce Contact fields.
- Select a Field update policy.
- Click Save & next. This saves the mapping. 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 campaign member custom fields
You can also pass data at the campaign level for new or existing campaign members. Under the Campaign member custom fields tab, map any custom fields added to your registration form to suitable Campaign member custom fields in Salesforce.
- Select a custom field in the Zuddl registration fields dropdown.
- 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- Ticket type: The name of the ticket tier created in Zuddl for ticketed events.
- UTM Parameters: Urchin Tracking Module data(UTM Source, UTM Medium, UTM Campaign, UTM Term, UTM Content, and UTM Id)
- Ip data (Ip City and Ip Country): Ip details
- Attendee Type: This field is useful for onsite events to distinguish between Virtual and In-person attendance.
- Add-on Details
- Coupon Applied
- Flow Name
- Amount Paid
- Ticket Type
- Ticket Name
- 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. - On the confirmation dialog prompt, click Confirm. This activates your integration and all registration henceforth will be sent to Salesforce.
Map lead capture fields at the campaign member-level
For In-person and hybrid events, you can map your Salesforce campaign member fields to the lead capture app 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.
- 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.
- Under the Lead capture fields dropdown, select the required Zuddl field to map.
- Similarly, choose a suitable Salesforce Campaign fields.
- Select a Field update policy.
- Click Save. This saves the mapping. 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.
Data Sync
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.
Notes:
- Ensure that Zuddl and Salesforce object fields have compatible data types. If fields with incorrect data types are mapped, data could be lost.
- Once the integration is turned on, its status changes to Active in the Export section, as shown below.
The integration also manages duplicate emails (contacts/ leads) in Salesforce, prioritizing leads/contacts with the latest ‘last activity.'
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