Connect the Events Module to your CRM so registrations and attendance sync automatically, and choose which version of the Events Module your campaigns use.

Applies to: Events Module; Email Campaigns; Salesforce, Microsoft Dynamics, Peppermint CX, Interaction, Intapp/Dealcloud and Standalone Contacts sites

Overview

When someone registers, the Events Module updates their record in your CRM. Attendance is logged against that record, and you can pre-populate guest lists from your CRM data, so you don’t need to export or reconcile attendee lists by hand.

One Events Module Version setting controls whether all your campaigns use the classic Events App (V3) or the modernised Events App (V4). V4 has a refreshed interface and adds Kiosk Mode for self-service check-in and badge printing.

Before you start

• Your CRM is configured in Admin. If you don’t use an external CRM, you can use Standalone Contacts instead.

• On Salesforce and Intapp/Dealcloud sites, the Contacts package and your CRM source are enabled for the Events App. If it isn’t, contact Vuture Support.

Set up your Events Module version

1. Go to Admin > System > Events.

2. Scroll to the bottom of the page.

3. In the Select Events App Version dropdown, select V4 for the modernised experience or V3 for the classic experience.

4. Save your changes.

Every Email Campaign Events App on your site follows this setting.

Set up your CRM connection

Salesforce

1. In Admin, authenticate the Events Module against your Salesforce org using OAuth.

2. Configure the Events App on your Email Campaign.

3. Select the relevant list. Use Refresh from CRM to update it.

Microsoft Dynamics and Peppermint CX

No extra setup is needed if Dynamics or Peppermint CX is already configured as your CRM. Dynamics connects using Azure AD OAuth.

Interaction

1. Go to Admin > System > Interaction and configure Interaction as your CRM.

2. Configure the Events App on your Email Campaign.

3. Select the relevant Interaction folder.

4. Map the Events App fields to Interaction fields. Map any field without a direct Interaction equivalent to a custom field.

Intapp/Dealcloud

1. Make sure Intapp/Dealcloud is configured as your CRM in Admin. Dealcloud connects using an API key, not OAuth.

2. Configure the Events App on your Email Campaign. No additional setting is needed.

Standalone Contacts

Standalone Contacts is available automatically if you have no external CRM configured for the Events Module. Set it up like any other CRM source in your Events Module settings.

1. Email campaign’s Summary tab (under Events App V4 panel) > edit and set the Events Module “Email list source” as Vx

2. Events Module’s “Configure event settings” > select any Vx list

Use the Events Module with your CRM

What syncs to your CRM

Filter to confirmed invitees

1. Open the event’s attendee list.

2. In the summary above the list, select the invited count, for example 5 invited.

The list shows everyone who was invited, excluding walk-ins. The filter stays applied when you page through or sort the list, and exports reflect it. To see everyone again, select × next to Active filter.

Good to know

• The version shown on each campaign’s Events Module configuration is read-only.

• Existing sites stay on V3 until an administrator switches them to V4.

• After you switch version, you may need to re-upload the event logo or icon on existing campaigns.

• On Dynamics and Peppermint CX sites, walk-in registrations are always logged as Contacts, not Leads, whatever the Leads setting.

• Kiosk Mode is only available on V4. See Events Module: Kiosk Mode.