How to connect Salesforce Campaign with your Hubilo event

Hubilo allows you to sync all your event registrants directly to your Salesforce campaign. This would help you to track the success of your event directly from your Salesforce campaign.

We highly recommend this step as it will allow you to manage all your leads from one event in a single place and also would help your marketing and Sales team to check the attendance or no shows(which Hubilo updated automatically)

 

Step 1: Go to your event and the ‘Integrations > Connected apps > Salesforce’ area from the side menu panel.

  • If you can’t see ‘Salesforce’ in the connected apps, you probably have not connected your Salesforce account with Hubilo. Click here to know more.

 

 

 

 

Step 2: Once you are in Salesforce set up screen, click on ‘Configure campaign’ tab

  • Make sure that you have completed the Configuration of your Leads/Contacts, in case you have missed that, click here to know more about it.

 

 

 

 

 

 

Step 3: Select the Salesforce campaign from the dropdown that you would like to link with your Hubilo event.

  • In case you don’t have the Salesforce campaign created already, you would be required to go to your Salesforce instance and create a campaign first.

  • Here’s how you can Create a Salesforce Campaign

  • Hubilo will also allow you to push the campaign source as ‘Hubilo’ to any field that you would like to. This will help your Sales and marketing team know that the campaign data is coming from Hubilo and would help you to create reports on that as well.

    • E.g, Total revenue from all campaigns with Source = ‘Hubilo’. Amazing right?

  • We recommend you to create a field of data type ‘text’ to track the source of your campaign.

 

 

 

 

 

 

Step 4: Hubilo can also automatically update the campaign member status of the attendees when they are synced to Salesforce.

This will enable you to plan your emails or reach out to the prospects based on their attendance in the event.

  • You can select the field where you want to track the Campaign member status.

  • By default we recommend the ‘Status’ field of the campaign member object.

  • You will be asked to set up the values of Status field based on the attendees attendance cases mentioned below.

Note: We recommend having 'Registered', 'Attended'. 'No Show' and 'Attended-On demand' as values in your Status field. You can have other values as per your discretion.

 

Hubilo can update your campaign members status based on the below logic:

  • When someone registers to your Hubilo event, we will automatically update their status to ‘Registered’

  • When someone attends (logs in/checks into) your Hubilo event, we will automatically update their status to ‘Attended’

  • At the end of your event (post webinar/event end time) the status of all the registrants who have not attended will be automatically updated to ‘No Show’

  • When someone attends your Hubilo event on-demand (logs in post webinar session end time), automatically update their status to ‘Attended on-demand’

 

Step 5: Once the campaign and campaign member status is configured, you can Save the mapping and turn the Sync toggle ON

 

 

 

 

 

 

 

Step 6: You will be able to monitor the sync and all the records which are successfully synced or failed will be shown in logs with error reasons.

  • You can go to the home screen and click on ‘Integration’ from the top menu, click on the ‘Logs’ tab adjacent to the Apps tab.

  • You can select ‘Salesforce’ from the app dropdown on the top right corner.

  • You can filter the ‘Failed’ logs separately as well.

  • You can also search for specific attendee records by their email or name.