How to Integrate Salesforce with BigMarker

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

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.  

Table of Contents

1. Connecting Salesforce to BigMarker
2. Import Invitations Settings
3. Import Registrants Settings
4. Data Enrichment
5. Create a Salesforce Campaign
6. Export Lead Settings
7. Export Contact Settings
8. Campaign Member Settings
9. Export Attendee Data Stream
10. Progressive Profiling Settings

Connecting Salesforce to 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. 

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. 

Import Invitations Settings

In the first settings you'll be able to import a list of users to invite to your webinar or series. 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”).   

This list will then be available for you to send an invitation email to.

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. From this campaign you also have options to Import new leads, import new contacts, and decide if you want to continue to import new registrants after the webinar has ended and become an on-demand session.

Data Enrichment

If a registrant has an email address that matches a record in your Salesforce account then you can use Salesforce Data Enrichment to import or update registration fields on BigMarker with that data.

This means that you can have a basic registration form that asks for just a few fields, then import the rest of your fields from Salesforce to those existing users. Once you enable data enrichment, you will configure which BigMarker registration fields corresponds to which fields from Salesforce.

After registration is complete, the values for each of the fields will be implemented from Salesforce.

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.   

 

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.” You'll be able to map all your registration fields as well ad webinar data and attendee activity.

You also have a number of settings available as part of this export. You can decided whether to always create new leads or update existing ones. Or you can use the webinar or on-demand watch time to determine if a user is registered.

If you only want to export some of your registrants to Salesforce, look for the Export Conditions setting right under the field mapping. 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.

Export Contact Settings

Next, you can map data fields in BigMarker to their respective contact fields in Salesforce. These setting are identical to the export lead settings. Choose the campaign and map the fields to export to your contacts.

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 

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.

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. 

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.