Managing Integration Settings for an Event Follow
Splash integrations support the transition of information between Splash and other platforms by connecting events to corresponding items in the integrated platform (e.g. Salesforce campaigns, Marketo programs, etc.). Data flows between the Splash event and the integration item resulting in a direct link between the two platforms.
This guide walks through event-level integration settings. These settings surface event-specific details for integrations created from organization-level configurations.
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Introduction to integration settings for events Viewing integration settings for an event |
Introduction to integration settings for events
The specific integration item associated with each event is surfaced directly within the event, while the general configuration settings for the integration are managed on the organization -level.
Integration settings are available for Salesforce Sales Cloud, Marketo v2, Zoom Webinars, ON24 Webinars, and BlueJeans integrations.
These settings allow you to:
- Ensure events are correctly connected to their remote counterparts.
- Connect or disconnect integrations at the event-level.
- Enable and disable integrations on the event-level for the Salesforce Sales Cloud and Marketo v2 integrations.
- Troubleshoot integrations on the event-level.
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Pro Tip: The New Integration button allows event-specific integrations to be added. Since event integrations are independent from integrations configured on the organization-level, they won't include any integration settings. |
Viewing integration settings for an event
In the settings, you'll find additional integration details, including an Activity Log and a direct link to the item created in the connected platform.
- Open an event from your Events Dashboard.
- Click Settings in the left-side navigation.
- Click Integrations in the top navigation.
- Click on the integration to expand the settings.
Editing integration settings for an event
Each setting includes the option to connect or disconnect the integration from the event.
Disconnecting will completely stop guests from syncing, while connecting an integration will require an additional step to manually sync existing guests over.
Let's walk through each of the steps to disconnect and connect integrations in more detail.
To disconnect an integration:
- Open an event from your Events Dashboard.
- Click Settings in the left-side navigation.
- Click Integrations in the top navigation.
- Click on the integration to view the settings.
- Click Disconnect.
To connect an integration:
- Open an event from your Events Dashboard.
- Click Settings in the left-side navigation.
- Click Integrations in the top navigation.
- Click on the integration to view the settings.
- Enter the new integration ID in the input field.
- Click Connect.
All new guests added to the event will be automatically synced to the integration moving forward. However, any existing guests on the event won't be automatically synced over when connecting a new integration. Use this article to make sure your existing guests are synced to the new integration.
If you're connecting a new Salesforce Sales Cloud Campaign ID, be sure to use the Salesforce debugger tool to sync your existing guests.
In addition to connecting or disconnecting, Salesforce Sales Cloud and Marketo v2 integrations also provide an ON/OFF toggle to activate or deactivate the integration for the event-level. Webinar integrations (Zoom, BlueJeans, and ON24) will always remain on by default.
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Note: If the Marketo setting Give event planners option to skip program creation or the Salesforce Sales Cloud setting Allow users to disable integration for specific events is disabled in the organization-level integration settings, then the integrations are considered required and the On/Off toggle won't appear on the event-level. |
Troubleshooting integrations for an event
The integration settings comes equipped with integration details along with an event-specific Activity Log. All event-specific Activity Log details will also appear within the organization-level Activity Log for the integration.
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Pro Tip: Since the Salesforce Sales Cloud integration tracks actions for all events in the organization-level debugger tool, an Activity Log won't appear within the settings. |
To begin troubleshooting, click on the integration item to expand the settings. Confirm that all of the integration details provided are accurate and that the correct integration item is connected to the event.
If all of the integration details look correct, click on the Activity Log to view specific details about the event and each guest action. Any errors that have been logged will appear under the Errors Only section.
If you don't see an integration item associated with your event, reach out to your team administrator to make sure there is an integration active on the organization-level and that the event falls within the listed trigger conditions. Check out our integration guides for more information on setting and updating trigger conditions.
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