Registration Directly From Salesforce

Have you ever wanted to manage sign-ups directly from your Salesforce without going through the Livestorm registration pages? Then you've come to the right place! Find out here how to use a registration from Salesforce.

What is The Goal? Which Use Case?#

Whenever a new Campaign Member is added to your Campaign with a specific status, this Campaign Member (email address based on the corresponding Lead or Contact) is automatically registered to the right Livestorm's session linked to the Campaign.

This is useful for instance if:

• You have an external form already in use and you want to collect data from it for the registration.

• You want to manually manage the registrations from your Salesforce Campaign interfaces.

• You want to automate a workflow specific to your business with Salesforce Flows and you need a simple way to trigger the registration to Livestorm.

Now let's see how you can set this up. Everything relies on a custom field.

Configure your Salesforce Campaign Member#

To trigger the registration from Salesforce, you will need to use a custom field exlusively used by Livestorm. The custom field called is “Livestorm Status” and used on the Campaign Member object.

1Go into the Setup menu by clicking on the gear on the top right corner of your Salesforce home screen.

2Follow the path: Objects and fields > Object Manager > Campaign Member > Fields and relationships > New

3Select the data type Picklist and click on Next.

4Set the Field Label to "Livestorm Status" (or any label you like). Make sure that the Field Name is "Livestorm_Status" (so the API Name of the field will be  "Livestorm_Status__c" as a custom field). If there is any misspelling or typo in the Field Name, the registration from Salesforce won't work.

5Select the second option in values, Enter values, with each value separated by a new line and add the following values:

• To Register

• Registered

• Ignored

6Be sure to retrict the picklist to the values defined and do not use a default value - and then click Next until you get to the last step 4/4 and then click on Save.

Configure the Livestorm Salesforce Integration#

Now that your Salesforce organization is correctly set up, let's activate the option on Livestorm's side.

1Go to the App marketplace, open the Salesforce card and then go to the Settings tab.

2On the General settings section, enable the toggle switch "Register people from Salesforce".

3And voilà! That's it, you have finished the configuration. You can now update the Livestorm status of some Campaign Members to register freely from Salesforce.

How It Works#

This Salesforce native integration will:

• Create a Salesforce Campaign whenever you create a Livestorm Session (see this article for more details).

• Create a registrant to the Livestorm session whenever someone is added to this Campaign as a Campaign Member (either manually or via a Salesforce Flow / Pardot form completion action), given this Campaign Member has the value “To Register” in the “Livestorm Status” custom field.

• Update the Salesforce Campaign Member with the custom field “Livestorm Status” with the value “Registered” and also the standard field “Status” with the value “Registered” as any normal registration.

• Once the event session is over, it will update standard field “Status” with the value “Attended” or “Did not attend”, and update any other custom fields mapped during the setup.

Conditions:

• The Campaign must be active. You can set a Campaign to active by enabling the corresponding checkbox.

• The value of the Campaign Member custom field Livestorm Status must be updated to “To Register”.

  • This can be done either manually or using Salesforce Flows and other Salesforce automations.

• If only works for Salesforce Campaign linked a Livestorm sessions previously. You cannot create a new Campaign from scratch and register Campaign Member to Livestorm. It has to be an existing Campaign linked to a Livestorm's session. You can check on your Livestorm interface which Campaigns are associated to a Livestorm's session.

• If several Campaign Members witht the same email address are added to the Campaign witht the “To Register” status, then only the first one will be pushed to the session since Livestorm only authorize one registration per email address per session.

• If the registration process of the Campaign Member did not happen properly, the Campaign Member will have his Livestorm Status set to "Ignored".

• The email address, first name and last name associated to the Campaign Member will be pushed to Livestorm participant's information.