Connect BigMarker with your active Salesforce campaigns to have webinar data sent directly to Salesforce and your campaign members data sent to your BigMarker webinars
Important: Upon authenticating your Salesforce integration for the first time, a "Connected App" will be created in your Salesforce environment:
BigMarker will be listed under Connected Apps → Connected Apps OAuth Usage
After selecting Install, you will be able to adjust its authorization settings, updating or extending the refresh token expiration. Please see this article for more details.
When you connect BigMarker with Salesforce, your BigMarker webinar registrations and data are sent directly to your active Salesforce campaigns. And it’s a two-way street: you can also add your Salesforce campaign members as invitees and registrants to your BigMarker webinar. The best part? You can complete the integration in minutes. Learn more about how to
How to Integrate SalesForce with BigMarker
Before we begin connecting Salesforce to a specific session or event, you first have the option to connect Salesforce to your whole channel. Go into your channel settings and look for Salesforce Settings.
Here you can connect multiple different Salesforce account to your channel. Then, when you follow the steps below, you'll have the option to connect to one of these accounts. Otherwise, you will just have to manually connect to any individual webinar, session or event each time.
When you create a webinar on BigMarker, navigate to your webinar dashboard and select the Integrations tab. Find the Salesforce integration.
2. Click Connect to Salesforce Production Environment to sync your Salesforce account with BigMarker.
If you'd like test your Salesforce integration without harming the official data in your Salesforce account, select Connect to Salesforce Sandbox Environment. This allows you to set up your integration, practice mapping data, etc. with no impact on your existing Salesforce records.
3. Log into your Salesforce account.
4. Import Invitations Settings: First, you’ll upload the contacts from your Salesforce campaigns into invitation lists on BigMarker.
Once your Salesforce account is synced with BigMarker, your active Salesforce campaigns will automatically populate into the dropdown menu below “Salesforce Campaigns for Invitations.” Select the list you would like to upload to BigMarker. Under Contact List Name for Import, give this contact list a name to be stored on BigMarker (e.g., “Salesforce Contacts”).
5. Import Registrants Settings: Next, you can import contacts from active Salesforce campaigns to your webinar’s registrant list. This automatically registers all of the contacts on that list for your webinar.
In the dropdown below, select your desired campaign. If you check the subsequent check boxes, any additional leads and contacts to that Salesforce campaign will automatically added as registrants to the associated BigMarker webinar as well (see following page).
6. Create a Salesforce Campaign: Create a campaign of your Salesforce Events, either for your exported contacts or leads. This automatically creates your campaigns for you after setting up, reducing the time needed to manually create them. To do this, you will need to have webinar tags created and associated with the webinar.
Check off Create salesforce campaign for this event to turn this setting on. From there, select to create a campaign for exporting leads, exporting contacts or both. Then, use the dropdown menu to associate the webinar’s webinar tag from the Salesforce Campaign Name dropdown menu, and map your Salesforce Campaign Fields to the equivalent BigMarker field. Once finished, click Save AutoCreate Settings to save the mapped fields, and Sync Salesforce Campaign to create your campaign in Salesforce.
7. Export Lead Settings: Under Export Lead Settings, choose the Salesforce campaign that will receive attendee and registrant data from BigMarker (i.e., “Event Contacts and Attendees.).
Under Map Data Fields, you’ll choose how specific data fields in your BigMarker webinar are saved in your Salesforce account. For example, if all of your webinars are listed under “Event Name” on Salesforce, you would type “Event Name” in the Salesforce Campaign Member Field to the right of “Webinar Name.” Complete this process for Webinar ID, Webinar start time, conference url and BMID, then click Save Export Settings to complete the integration.
If you only want to export some of your registrants to Salesforce, look for the Export Conditions setting. Configure this to only export a registrant if they have a specific value in one of their registration fields. This setting is available for both contacts an leads.
8. Export Contact Settings: Next, map data fields in BigMarker to their respective contact fields in Salesforce. For instance, the titles of webinars are stored as “webinar name” on BigMarker. If you are storing them as “webinar title” on Salesforce, enter “webinar_title” in the corresponding text entry. Repeat for the rest of the fields, then click save to complete.
9. Campaign Member Settings: In this section you can apply different member statuses to your campaign members, as well as map fields and activities to those in Salesforce.
The different member statuses different statuses are based on certain types of users:
- Registrants
- Attendees
- On-demand viewers
- (In-person events only) Checked-in on site
When configuring member statuses in a series, the statuses for Attendees and On-demand viewers will be triggered when that registrant does so in any webinar or video attached to the series
It is important to note that before mapping data fields from BigMarker to their campaign member fields, they MUST be mapped to either a contact or lead within BigMarker first.
For instance, the titles of webinars are stored as “webinar name” on BigMarker. If you are storing them as “webinar title” on Salesforce, enter “webinar_title” in the corresponding text entry. Repeat for the rest of the fields, then click save to complete.
10. Export Attendee Data Stream via Salesforce Custom Object Setting: Keep track of your attendance within live events through exporting live attendee data to SalesForce in 5 minute intervals. After your event starts, utilizing the API name entered below, a record of every attendee within the webinar room will be created. With the consistent export of data, tracking attendance in your events is easier than ever before.
Click Enable Attendee Data Stream Export and enter in the API name of the Salesforce Custom Object you would like to use for this export. Below, you can map any data fields needed and then click save to start the export.
11. Progressive Profiling Settings: With progressive profiling, you are able to import registrant's information automatically when they visit the landing page of your content. If you already have a registrant's information, the progressive profiling will automatically fill out the registration for for them.
Registrants will need to be recognized by BigMarker in order to trigger progressive profiling. You can do this by either redirecting a registrant here, such as through an Exit URL, or by including their email in the URL for the landing page.
Similar to the other settings for export, you'll map which BigMarker fields correspond to which field in Salesforce.
