Introduction

eTrigue provides an integration framework with GoToWebinar. When your DemandCenter account is connected with an event solution, your event registration and attendance data will synchronize into Demandcenter. eTrigue's Event Integration helps you streamline your webinar marketing processes to save you time and effort.

Benefits of Event Integration

• A summary view of all upcoming and past scheduled events. No need to log into your Event solution to access that information.
  
  
• Registrant and Attended counts for each event. Quickly see totals without having to run reports or exports.
  
  
• New registrants are automatically created in your DemandCenter. Removes the burden of manually adding new registrants and allows you to focus on marketing initiatives.
  
  
• Registrant information and timed attendance data are added to the appropriate prospect records. See which events a prospect has registered, attended, or missed in chronological history.
  
  
  
  
• Registrant and attendee information is searchable. Create Dynamic lists to feed registrants into campaigns to automatically send out marketing content, follow-up, and thank-you emails.
  
  
• Webinar registration is handled directly in GoToWebinar. No need to spend time creating landing pages and forms to capture registrant data.

DemandCenter users can use the Webinar Events criteria in the list builder to search for and create lists of prospects that registered, attended, or did not attend an event.

How to Set Up Your Event Solution with DemandCenter

1. Go to Settings > Integration Settings > Event Accounts.
   
   
2. Click Add Account.
   
   
3. Under the Settings tab, provide the following information:
   
   
   • Contact Email: The email address to which the eTrigue system will send notifications as they pertain to this account.
     
     
   • Matching Rule: The field data that the system will use in order to locate and match to pre-existing records in the eTrigue database when importing records from WebEx. Note: Matching by 'Email Only' is recommended.
     
     
   • Display Name: The name that is displayed wherever this Event Account is referenced in the eTrigue application, including in the prospect record for event related activities. The name used must be distinct from all other Event Accounts created in your DemandCenter instance.
     
     
   • Owner: Select the Owner to that is to be assigned to new prospects entering eTrigue from this Event Account. Existing prospects that participate in events from this account will remain assigned to their original owner.
   • Source: Select the Source that is to be assigned to new prospects entering eTrigue from this Event Account. Existing prospects that participate in events from this account will remain in their original Source.
     
     
   • Categories: (OPTIONAL) Select the prospect categories that you would like to assign to all prospects that participate in events from this account.
     
     
4. Next, choose your Provider.
   Click here to connect with GoToWebinar
   

 Connect DemandCenter with GoToWebinar

1. Choose GoToWebinar.
   
   
2. Click Check Connection. If account credentials have never previously been added for this Event Account, a new window will open in your browser and you will be taken to a GoToWebinar login screen.
   
   Note: If nothing appears to have happened after you click Check Connection, then this may indicate that your browser blocked the new window as a pop-up. Please check your browser settings and configure your browser to allow pop-ups for this page. Once pop-ups are allowed, click Check Connection again.
   
   
3. On the GoToWebinar login screen:
   
   
   1. Enter your GoToWebinar credentials and log into your account.
      
   2. When prompted, click Allow to enable eTrigue Event Integration services to connect with your GoToWebinar account. The integration will use this (read-only) access to pull information from this GoToWebinar account on an ongoing basis.
      
      
   3. If the above steps are completed using valid GoToWebinar credentials, you will see a confirmation screen. You can close this window and return back to your DemandCenter page.
      
      
4.  Click Check Connection one more time to test the GoToWebinar connection.
   
   If the GoToWebinar connection was not configured correctly, the test will fail. An error message will be displayed, and a new window will open in your browser which will take you to a GoToWebinar login screen. Please make any needed adjustments and repeat until the connection is confirmed.
   
   
5. When finished, click Save.

Configure Your Field Mappings

For each event solution, there are a number of standard fields maintained by that event solution. Use the Field Mappings manager to synchronize those standard fields into the appropriate DemandCenter fields

1. Go to Settings > Integration Settings > Event Accounts.
   
   
2. Click the Edit icon to the right of the Event Account for which you would like to configure mappings.
   
   
3. Click on the Field Mappings tab to reveal the field mappings for the Event Account.
   
   
4. In the far left column, find the event account field that you would like to map to eTrigue.
   
   
   
   
5. In line with the event account field that you would like to map, set the following:
   
   
• eTrigue Field: Use the drop-down menu to select the eTrigue field that will receive data for this mapping.
  
  
• Mapping Option: Use the drop-down menu to select how existing eTrigue data will be updated for this field mapping.
  
  
1. Change - The mapped eTrigue field will be updated with data from the event account field only if the event account field data is NOT blank.
   
   
2. Insert - The mapped eTrigue field will be updated with data from the event account field only if the data in the destination eTrigue field is BLANK.
   
   
3. Overwrite - The mapped eTrigue field will be updated with ANY blank or non-blank data from the event account field.
   
   
6. Repeat steps 5-7 to map any additional event account fields as desired.
   
   
7. Select Do not map in the corresponding eTrigue Field drop-down menu for all fields that you do not wish the system to import from the Event Account.
   
   
8. When finished, click Save to retain your changes.

How to Manage Your Events

Once your DemandCenter account has been successfully connected with your event solution, you can manage which events are synchronized into your DemandCenter account.

NOTE: DemandCenter will list upcoming and past events, but the registrants of any given event will not automatically be synchronized to your database. This is to help prevent your DemandCenter database from being filled with prospects from unnecessary events.

Users must explicitly specify the events to be synchronized.

To manage your events:

1. Go to Settings > Integration Settings > Events.
   
   
2. On the Event Management page, you will see a table with the following columns:
   
   
1. Event Name: The name of the event as it is referenced in WebEx or GoToWebinar.
   
   
2. Display Name: The name that was provided when configuring the Account for this Event. This is the name that is displayed wherever this Event Account is referenced in DemandCenter including in the prospect record for event related activities.
   
   
3. Organizer Name: The name of the Event Organizer as configured in WebEx or GoToWebinar.
   
   
4. Scheduled Date & Time: The date and time that the event is/was scheduled to begin as configured in WebEx or GoToWebinar.
   
   
5. Event Registrants: Controls whether or not Event integration will import registrants and attendees from this event.
   
   Import: Event integration will automatically import registrants and attendees from this event.
   
   Ignore: Event integration will ignore registrants and attendees from this event.
   
   Note: By default, new events are set to Ignore to prevent test and other irrelevant events from being automatically synchronized with DemandCenter.
   
   Choose which events you would like to sync simply by clicking on Import.
   
   
6. Visibility: Allows you to hide events so that they are not visible on the Manage Events page. By default, events are not hidden when first picked up by Event Integration.
   
   Visible: The corresponding Event will appear in the Manage Events grid.
   
   Hide: Clicking this will cause the corresponding Event to disappear from the Manage Events grid. The Event will remain hidden until a user manually makes the Event Visible.
   
   Unhide: Clicking this will cause the corresponding Event to re-appear in the Manage Events grid. The event will remain visible until a user manually makes the Event Hidden.
   
   
3. Double-clicking on an event will cause a dialogue window to open with additional details about the event as shown in the example below.