Topic:

OK, I’ve set up my Salesforce account to work with RegOnline. Now how do I actually use Salesforce to monitor my RegOnline activity?

Solution:

Once you’ve added the RegOnline application to your Salesforce account, you’ll see “RegOnline” in the dropdown list in the top right corner of your Salesforce screen. Select this item to view the RegOnline dashboard in your account. From here, you can: 

• Add the event that you wish to monitor,
• View your registration activity in the event you’ve selected,
• Run reports, such as the Snapshot Report,
• Merge your RegOnline attendee information into the Contacts or Leads section of your Salesforce account, and more.

To add a RegOnline event to monitor: 

1. Click the RegOnline Events tab along the top of the page. 
   • Note: the New Event button in the Calendar section of your dashboard is not used to add a RegOnline event but rather to book a calendar event in your Salesforce schedule. 
2. In the Recent RegOnline Events section, click the New button. 
3. Make the following entries:
   • Event Name – The name of the event you want to monitor.
   • Event Title – The title of this event.
   • EventID – The RegOnline event number. This is the field that Salesforce uses to identify the event in your account.
4. Click the Save button. Your event’s Details page displays in the Event Details section of this window.

To view your RegOnline attendee information:

• Sign in to your Salesforce account and click on the RegOnline Contacts tab at the top of the page. A list of contacts displays under the heading RegOnline Contact Name.
• From here, you can click the New button to add a new contact, or change the filter (top right corner of this section of the page) to display other Contacts, etc.

To add your RegOnline attendee information to your Salesforce Contacts or Salesforce Leads:

• Sign on to your Salesforce account and click on the RegOnline Merge tab at the top of the page. A list of your RegOnline contacts that have not been merged into your Salesforce account displays.
  • To merge all the contacts at once, select the Salesforce area (Contacts or Leads) where the records should be added and click the Click here button. 
    • Contacts/Leads are matched on the email address. If a Salesforce record is found that has the same email address as a RegOnline contact, you will be prompted to select the fields to keep when that record is merged into Salesforce. 
  • To individually review and merge each record, click on the contact to open the record and select which fields you want to keep for that record. You can filter the record to display all fields or just the fields that do not match the corresponding field in Salesforce. Once you’ve selected the fields, click the Merge Contacts button to add the record to Salesforce.

Additional Information:

At this time, you can only monitor events in one RegOnline account. You can monitor more than one of your RegOnline events, but all monitored events must be in the same RegOnline account.

Related Links:

• How do I set up my Salesforce account to work with RegOnline?
• How do I integrate my RegOnline events with Salesforce?
• About the RegOnline API (application programming interface)
• User's Guide - Manager - Third Party Integrations

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