Event Records

<< Eventbrite Integration Introduction

ClickDimensions provides a series of connectors that integrate with event management services, such as GoToWebinar and Eventbrite. These connectors can create Event records in your CRM that represent to the events created in your event management service.

To see how to integrate GoToWebinar with your CRM, see the GoToWebinar Integration article, how to integrate WebEx by reading the WebEx Integration article. or how to integrate Eventbrite with the Eventbrite Integration article.


 Active Events

Once everything is set up, you’ll be able to see the results listed as Events. Event records can be viewed by going to Marketing > Event Management > Events.


All the webinars and events that you create will be shown here.  These events are created within the service you are working with (i.e. Eventbrite, GoToWebinar, etc.), then the Event records are created within CRM via the connector that ClickDimensions offers that correlates with the event service you are working with.  You can also create standalone Event records of your own (without a connector) by clicking +New.

event list

NOTE: With GoToWebinar it is possible to schedule a series of webinars that are all under one registration. For example, the ClickDimensions Academy course CD 201 takes place on 5 days. ClickDimensions will automatically recognize this and show the individual days’ webinars under the main “Event” record AFTER the individual webinars end. New registrations will be synchronized and displayed under the main Event record, and after each individual session is completed, attendance will be updated under the individual sub-event.

There are three Event record views, Active (upcoming), Canceled (Events that have a status of ‘canceled’), and Past (finished) events.

You can open any of these records for more details. This is an example of an Active Event record.

The fields included on the Event record will vary depending on which data is synced back to us by the event connector was used to generate the record. For example, GoToWebinar events include how many people clicked on the registration link, how many actually registered, the ‘average interest level’, and Eventbrite events include data such as the venue address and capacity.

Event Participations

In this open record, you can also click Event Participations from the related menu to show the individual people who signed up for this webinar or event and whether they were approved and attended, etc. (These screenshots are for Active Event records, so no one has attended because the webinar has not started yet!)

You can double-click to open any of these records to find more information:

The data that is included on the Event Participation record depends on what data you request from participants in the registration form within your event management service. If the participant does not include data on that form, it will not be included on the Event Participation that is generated in CRM.

To see all Event Participations records generated for every webinar and event, you can go back to your main CRM and navigate to Marketing > Event Management > Event Participations. This will show you every instance of any one who has signed up.

You can also access Event Participations from a lead or contact’s related menu to see a list of every event that they have registered for.

Contact Event Participations

Rhys Event Participations


Events

 

All the webinars and events that you create will be shown here.

EventsRecords

NOTE: With GoToWebinar it is possible to schedule a series of webinars that are all under one registration. For example, the ClickDimensions Academy course CD 201 takes place on 5 days. ClickDimensions will automatically recognize this and show the individual days’ webinars under the main “Event” record AFTER the individual webinars end. New registrations will be synchronized and displayed under the main Event record, and after each individual session is completed, attendance will be updated under the individual sub-event.

gtw-series2

There are two Event record views, Active (upcoming) and Past (finished) events.

You can open any of these records for more details. This is an example of an Active Event record.

EventRecordOpen

 

For GoToWebinar events, it includes how many people clicked on the registration link, how many actually registered, the ‘average interest level’, and more. In this open record, you can also click Event Participations on the left to show the individual people who signed up for this webinar or event and whether they were approved and attended, etc. (These screenshots are for Active Event records, so no one has attended because the webinar has not started yet!)

EventRecordParticipationsRecords

Event Participations

You can double-click to open any of these records to find more information:

EvenParticipationRecord

To see all Event Participations records generated for every webinar and event, you can go back to your main CRM and navigate to Marketing > Event Management > Event Participations. This will show you every instance of any one who has signed up.

EventParticipations

Canceled Events

Any events that change to a status of ‘canceled’ can be found easily in this system view.

Past Events

There is an alternate view called Past Events. After you integrate GoToWebinar or WebEx, any events that happened in the past 3 months will show up here as well as any events that end after you integrate. Eventbrite will only show events that have not yet passed.

NOTE: Once recorded, Events and Event Participations may take several minutes to sync back to your CRM depending on a number of factors, such as volume and available system resources in your CRM.