Salesforce - How to export Attendee activities from Webinar+ to Salesforce.

Export your attendee data to Salesforce:

Webinar+’s Salesforce Integration allows you to sync your attendees' high intent activities from the webinars/events directly to your Salesforce.

We have tons of high intent activities which will help your sales reps to identify different Webinar+ touch points that their prospects(Leads/Contacts) have gone through and tailor their communications and reach outs better.

Think about reaching out to your prospect as soon as they asked a question in your webinar. Wouldn’t it be wonderful?

Webinar+ supports the below Attendee activity export at the moment:

1. Registered for Event - This activity is sent as soon a user registers for your webinar/event
2. Logged-In to Event -  This activity is sent as soon a user logs in your webinar/event
3. Checked-In to Event - This activity is sent as soon as a user checks in your event physically(applicable only for In-person and hybrid event)
4. Watched a Session - This activity is sent if the user has watched a session(post the session/webinar ends)
5. Session QnA submitted - This activity is sent post the webinar/session end and if the user has asked a question in it.
6. Event Survey Submitted - This activity is sent when a user submits an event survey(this is applicable only to Virtual, Hybrid and In-Person event)
7. Session Survey Submitted - This activity is sent when a user submits a session/webinar survey
8. Session Polls Submitted -  This activity is sent when a user answers a poll in the webinar/session
9. Webinar+ Lead Score - This activity is sent post the webinar/event end and contains Webinar+ lead score for attendees.
10. Conversion prompt CTA click - This activity is sent when a user clicks on the conversion prompt from the webinar/session

Steps to configure your Salesforce Integration and enable Activity export in 4 easy steps:-

Step 1:   Connect your Salesforce account with Webinar+

You need to authenticate your Salesforce account with Username and Password from the Webinar+ Integrations page.

Check out our detailed guide here - How to connect Salesforce with Webinar+

Step 2: Navigate to the Events section and configure Salesforce for your Webinar/Event

• Go to the Events section and select the event for which you want to enable Salesforce Integration.
• 
• Go to the "Integrations" tab and locate the "Connected App" option.
  
• Verify if the Salesforce account is listed and connected. If not, please proceed with the following steps:
  • a. Click on the "Set up" button if it is your first time accessing this screen.
  • b. If you have already set up the integration or need to make edits to the existing configuration, click on the "Edit" button.
• Once on the setup or edit page, you will be presented with three tabs. Please locate and select the "Activities" tab from the available tabs.

Note:
‘Configure Leads/Contacts’ is a mandatory step in order to export Activities to Salesforce. Make sure you complete that step with your Leads/Contacts data field mapping.

Step 3: Select Attendee Activities you would like to export to Salesforce

Webinar+’s Salesforce Integration supports multiple Attendee intent activities for you to sync with  your Leads/Contacts on Salesforce. 

You will also have the option to create and sync a ‘Task’ type as well with every Webinar+ activity, which you can use to segment or filter out Webinar+ activities in your Salesforce reports to access the Webinar+ touchpoints on your Leads/Contacts better.

• You will be asked to select the ‘Task’ type from the list of task types you have in your Salesforce. Webinar+ recommends creating a custom task type to differentiate Webinar+ activities from other activities on your Salesforce.
• Here is how you can create another Task type on your Salesforce - Click Here
• This is an optional step and you can choose to skip this.

• Next you will be required to select from the list of Attendee Activities which Webinar+ supports to export to your Salesforce Leads/Contacts object.

• You can also click on ‘View Properties’ to look at the granular data point corresponding to each activity that we send.
• Some examples of properties for ‘Watched a Session’ activity are:
  • Event Id
  • Event Name
  • Event Format
  • Session Id
  • Session Name
  • Session Type: (Live/On demand/In-Person)
  • Joined At
  • Session Duration in minutes
  • Attended Duration in minutes 
  • Attended Duration Percentage
  • Resource Downloaded: (Yes - Resource1, Resource2…/No)
  • Raised hand: Yes/No
  • Invited to stream: Yes/No
  • Joined stream: Yes/No
  • Total duration on stream in minutes

Step 4: Click ‘Save’ and enable ‘Sync’

Once you have completed the above three steps, all you need to do is Save your configurations and turn the sync on.

Webinar+ will be automatically updating the Attendee activities as attendees are performing them in near real time.

Step 5: Check your Webinar+ Attendee Activities on Salesforce Leads/Contacts object

All the Attendee activities from Webinar+ are exported as ‘Tasks’ in Salesforce.

You can see these tasks associated with your Leads/contacts on Salesforce under ‘Activities’.

Some key points to note:

1. All Webinar+ activities will have “[Webinar+]” appendended to them in the Subject name for your Sales team to distinguish the Webinar+ touchpoints.
2. All the parameters of the Webinar+ attendee activity will be present in the ‘Comments’ section of the task.
3. All the tasks which are created by Webinar+ will be marked ‘Completed’ automatically.