zkipster | Event Management for Salesforce
Turn Salesforce Campaigns into event guest lists and send attendance back
Overview
Event management for your Salesforce Campaigns. Import Campaign Members into zkipster guest lists, then send RSVPs, check-ins and walk-in guests back to Salesforce, with nothing to install in your Salesforce org.
Set everything up in zkipster, with no package to install and no zkipster objects added to your Salesforce org.
Connect an existing Salesforce user with OAuth 2.0, or use a free Salesforce Integration User license with JWT, so you don’t need to buy an extra license. You can test in a sandbox first.
Import a Salesforce Campaign into any zkipster guest list, bringing in every member or only those with the Campaign Member statuses you choose.
Map standard and custom fields from Campaign Member, Contact and Lead to your guest fields, with your mapping saved for the next import.
Import the same Campaign again at any time to pick up new members, either adding only new guests or updating existing ones too.
Send RSVPs and check-ins back to matching Campaign Member statuses, and choose exactly which Campaign Member, Lead, Contact and Account fields are updated.
When you export, add walk-ins and other guests created in zkipster to your Salesforce Campaign as new Leads, so every attendee is counted.
Follow every import and export in the Activity Log, with an email when each run finishes and a downloadable report for any record Salesforce rejects.
Share one Salesforce org across regions and still report by region, using a custom guest field that travels with each guest into Salesforce.
The zkipster integration for Salesforce connects your Salesforce Campaigns to your event guest lists in zkipster. Import a Campaign into a guest list, run RSVPs, seating and check-in in zkipster Events, then send attendance back to Salesforce. Everything is set up in zkipster, with nothing to install in Salesforce and no zkipster objects added to your org. Your Salesforce admin connects once, using OAuth 2.0 or a free Salesforce Integration User with JWT, and can test in a sandbox first. Import every Campaign Member or filter by status, and map standard and custom fields from Campaign Member, Contact and Lead. When you export, choose which records and fields to update. Guest statuses are written to matching Campaign Member statuses (Unconfirmed, Confirmed, Declined and Checked-in), and once your admin has set up the optional Lead field, guests added in zkipster can be created as new Leads. Imports and exports run only when your team starts them, empty values never overwrite Salesforce data, and every run is recorded in the Activity Log. Requires a zkipster Enterprise or Professional Annual plan with the Integration Hub Connector add-on, and a Salesforce edition with API access.
Categories
- Business Needs
- Event ManagementCampaign ManagementIntegration
- Industries
- Media & EntertainmentProfessional ServicesNonprofit
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyCommunity BuilderManaged Package
Compatibility
- Required Salesforce ProductsThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible Salesforce ProductsThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
- Supported Languages
- English