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Associate CRM Campaigns with Event Records and New Leads

Adding a CRM campaign field to an event record form is a useful customization you can make in your CRM.  This tutorial will show you how to use a CRM campaign field to associate event records with new leads (or contacts) that came from registering for these events (Source Campaign).

Setup Steps:

I have already created my campaign field customization and added it to the event record form in my CRM.  I have set up the ClickDimensions Eventbrite connector in my CRM, and I have set up my connector so that new visitors will be created as “Leads.”  For more information about the Eventbrite connector, click here.

Now you’ll need to create a basic workflow to run on the creation of the event participation record.

For the workflow:

–        Set the workflow to run when the event participation record is created

–        Make sure that the workflow scope is set to “Organization”

–        If the lead contains data, then update the Lead.SourceCampaign to equal Event.Campaign

–        Set the relationship behavior from the event to the event participation

–        Note: You could run this as an “on-demand” process for people who have already signed up for your event (found within the lead’s event participation record)

Here is what this workflow might look like:

View properties:


Next, I created my event using Eventbrite, and my event record has now populated in CRM.  I have added the “Summer” campaign to the event’s campaign field.

These are the event participation records generated by people who registered for my event. Let’s take a look at Peter Gregory’s record:


The new lead record in my CRM was created for Peter Gregory because he registered for my event (and was previously not a lead or contact in my CRM).  The “Source Campaign” field of the marketing information portion on his record now matches the “Summer” campaign I associated with my event.

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…And it’s that simple. This single workflow will work with all future event records that I choose to associate with a campaign and create new lead records from.

Happy marketing!

Written by Molly Lambeth, ClickDimensions Marketing Success Manager

 

2017-05-17T17:41:06+00:00 By |Event Management|1 Comment

About the Author:

mm
Molly Morat is a Training Specialist at ClickDimensions.

One Comment

  1. HoustonBrooke June 24, 2015 at 2:23 pm - Reply

    Just what I was looking for! I think I got it all set up, now I’ll find out tomorrow if it’s working. I tried the on-demand version, and it worked for that.
    Any more tips on updating lead and contact records with data that is collected into event participation records, I’ll be the first to read it!

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