Setting up your Salesforce Account for Zuddl Integration

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Introduction

You must configure the campaign and campaign member objects on Salesforce account in order to recieve data from Zuddl:

Add Zuddl event statuses ("Registered" and "Attended") as campaign member statuses
Configure campaign member view to show the new statuses
Add campaign member fields to receive activity data from Zuddl

There are two ways of doing this:

Using the Salesforce Installer package. By using the Salesforce installer package, it automatically configures your Salesforce account with the above mentioned settings
Manually configuring your account. The steps to manually configure your Salesforce account is described below.

Manually configuring your Salesforce account

Campaign member status

For each event, you need the following to send registrations from Zuddl to Salesforce:

A Salesforce Campaign Id. Learn how to create a Salesforce campaign. You must also add the following campaign member statuses to Zuddl campaigns.
- "Registered”: When a user registers for an event/webinar.
- “Attended”: When a registered user joins the event/webinar, the “Registered” state gets updated to “Attended.”
  The Member Status name should exactly match the Zuddl status names “Registered” and “Attended.” Minor spelling errors would obstruct the data sync.
- “Attended”: When a registered user joins the event/webinar, the “Registered” state gets updated to “Attended.”
- “Attended (In-person)”: When a registered user joins your in-person event, the “Registered” state gets updated to “Attended (In-person).”
- “Attended (Virtual)”: When a registered user joins your virtual event, the “Registered” state gets updated to “Attended (Virtual).”
- “Attended (Virtual and In-person)”: When a registered user joins your hybrid event, the “Registered” state gets updated to “Attended (Virtual and In-person).”
- “Entered”: When an attendee joins the event after check-in start time. Once the event has started, it will moves to 'Attended'.
- “No Show”: When no attendee has joined your Zuddl event even after the event start time.
Configure campaign member status view. Learn how to configure the campaign member status view.

If you don't want to create Campaign member fields and status fields manually, you can use the Salesforce package installer which creates these fields automatically.

Campaign member view

To enable the campaign member view on Salesforce:

Go to Setup > Object Manager.
Find or search for ‘Campaign.’
Find ‘Page Layouts’ in the sidebar and click to edit the ‘Campaign Layout.’
Scroll down the list to find “Related Lists.” Drag the “Campaign Member Status” related list onto the page and click the Save button.
Go to Campaign and find Campaign Member Statuses.
Click the New Button and add “Registered” and “Attended.”

Warning
The Member Status value should exactly match the Zuddl keywords “Registered” and “Attended. Minor spelling errors would obstruct the data sync.

If you don't want to create Campaign member status view manually, you can use the Salesforce package installer which creates these views automatically.

Configure Salesforce fields for activities

If you are passing activities, you must configure Salesforce fields for activities. The steps below shows how you can do this manually.

If you don't want to create these fields manually, you can use the Salesforce package installer which creates these field automatically

The integration also captures attendees' actions during the event/webinar and passes them onto Salesforce. All attendee activities (except Attended and Registered) are synced one hour after the event/webinar's end time. "Registration" activity is synced in real-time and "attended" activity is synced about 1 minute after the attendee joins the event/webinar.

To create a new field,

Go to Setup > Object Manager on your Salesforce instance and search for Campaign Member.
Go to Fields & Relationships and click the New button.
Under Step 1. Choose the field type section, select the Text Area (Long) data type, and click the Next button. This creates a new custom field.
Under Step 2. In the details section, enter the Field Label and click Next. Enter the below field names with the exact keyword match:
1. “Zuddl Polls Answered”: Lists the poll questions that the attendee has responded to.
2. “Zuddl Questions Asked”: Lists the questions asked by the attendee
3. “Zuddl Question Upvoted”: Lists the questions the attendee has upvoted
4. “Zuddl Session Attended”: Lists the names of the sessions that the attendee has attended.
5. “Zuddl Breakout Room”: Indicates whether an attendee has joined the breakout room. This is only for events.
6. “Zuddl Event Duration”: Shows the total time spent in an event, both for events and webinars.
7. “Zuddl Discussion Room Duration”: Shows the total time spent in a room. This is only for events.
8. “Zuddl Booth Duration”: Shows the total time spent in a booth. This is only for events.
9. “Zuddl CTA Clicked”: Shows the comma-separated list of button texts the attendee has clicked. The buttons with links are also shown with the link in the report.
10. “Webinar Session Engagement Time”: Shows the total time spent in a webinar session. This is only for webinars.
  WarningThe Field Label value should match the Zuddl keywords listed above. Minor spelling errors would obstruct the data sync.
Under Step 3. Establish field-level security section, select the Visible header checkbox in the table to grant edit access to this field for all profiles in your Salesforce instance. Then click Next.
This selection depends entirely on the user.
On the Step 4. Add to page layouts section, keep the default settings and click Save.

This creates a new field, say “Polls Answered,” visible to the campaign members as per the selection in Step 3. Similarly, you can create other field labels as listed above.

Field creation is a one-time activity. This means that if you’ve already created it for an older event or webinar, you need not create it again for a new one.

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