TABLE OF CONTENTS
- Installing Airmeet Application on Salesforce
- Connect Airmeet Community to Salesforce Application
- Change Preferences (Airmeet configuration)
Get a holistic view of attendee records by syncing registration details between Airmeet and Salesforce. Accelerate sales pipeline with targeted post-event campaigns and lead nurture programs.
The Salesforce integration allows you to sync Airmeet Event Registrants and Attendees with Campaign Members in Salesforce Sales.
- Airmeet Enterprise plan with community created
- Salesforce developer account
Installing Airmeet Application on Salesforce
Install the Airmeet application on salesforce to sync with your Airmeet community and Salesforce and perform various actions on the registrant’s data.
Step 1: Kindly reach out at firstname.lastname@example.org or visit our 24*7 Support lounge to receive the salesforce application link.
While installing the application kindly log in to the Salesforce dev account on another browser tab simultaneously.
Step 2: Log in to your Salesforce developer account if not already created and proceed further.
Step 3: Click on the Install button and provide relevant permissions.
Note: This will take some time, but once it’s done, installing your salesforce developer account associated email ID will get a confirmation that installation is complete.
Step 4: After installation is completed, click on done, which will take you to the salesforce admin page.
Connect Airmeet Community to Salesforce Application
Step 1: Now go to the application drawer in SF ( 9 dots on the left ), and either search for or select the application with the name "Airmeet“ and click on it.
Step 2: Once you are in the Airmeet application under Airmeet settings > Connect to Airmeet, click on the “Click To Connect” to connect with your community.
Note: Only the "Community Manager" can connect with the salesforce account initially.
Note: When there is no community connected, you will see a blank table. But when there is a connection, you will see the details of the community connected.
Step 3: You will be redirected to the Airmeet login page (or community dashboard if already logged in), enter your credentials, and click on "Connect"
Step 4: Grant the relevant permissions to salesforce and proceed further.
The first community on Airmeet created by the event organizer will default on the salesforce application.
Step 5: Now, you will land on the “ Connect To Airmeet “ view under the “Airmeet Settings” tab
The Airmeet will now start to sync and will display as shown below.
Sync Airmeet registrants into the Salesforce application
After the application is successfully installed and is connected to the Airmeet community, all the Airmeets under the community will start appearing under the community details and Airmeets tab on the salesforce application.
As soon as a participant register for an event, they would be added as a new contact under the Airmeet.
Connect the Airmeet to the campaign by clicking on the “Link to Campaign,” which will ideally add all the registration to a particular campaign to manage leads seamlessly.
Change Preferences (Airmeet configuration)
1. When no record, map to (Add registrants as a new contact or a new lead)
Whenever participants register for an Airmeet under your community would be added a further contact and can be viewed under the contacts tab. The same can be changed into leads by selecting the leads option.
Click on “Edit” > under “When no record, map to” select “create a contact” or “create a lead,” whichever you wish to. By default, it is created under “create a contact.”
2. Create Campaigns when a new Airmeet is created
Toggle the option towards the right if you want to create a campaign automatically with the same Airmeet-created name on your community. If a new Airmeet is created, a new campaign with the same Airmeet name would be created.
The existing or newly created campaigns can be viewed under the campaigns tab.
3. Register lead/contact to Airmeet event when a lead/contact is added to a campaign
Salesforce > Airmeet
Toggle the option towards the right to enable auto-registration of a new contact or lead when added to a campaign manually on the salesforce application.
Add new contact or lead.
Step 1: Click on the campaign tab.
Step 2: Click on “New Campaign” to create a new campaign or select the created campaign.
Step 3: Once you’re inside the campaign, click on the “New Contact” or “New lead” to add the details manually.
Once the contact or lead is added to the campaign and toggles are already turned on, the same contact & lead would be auto-registered for the event and receive the registration confirmation email.
As an event organizer, you can see the registration details on your events dashboard.
Event dashboard > Event Entry tab > Participants > View or download the list of participants.
Note: It is recommended to keep the event entry set to Only people who are invited can enter.
Event dashboard > Event Entry tab > Edits > Only people who are invited can enter.