ClickDimensions provides a series of connectors that integrate with event management services, such as GoToWebinar and Eventbrite. These connectors can create Event records in your CRM that represent to the events created in your event management service. Event records can also be created manually by someone in CRM even if you are not using an integrated connector.
Note: Once an event becomes a past event, we will lock the fields on the record so that the data that was synced cannot be altered. This helps keep our analytics aligned with the data displayed in the record.
- Dynamics 365
- Legacy
Events
Once everything is set up, you'll be able to see the results listed as Events. Event records can be viewed by going to Web and Events > Events.
All the webinars and events that you create will be shown here. These events are created within the service you are working with (i.e. Eventbrite, GoToWebinar, etc.), then the Event records are created within CRM via the connector that ClickDimensions offers that correlates with the event service you are working with.
As of version 10.7, it is also possible to manually start a sync for all events and event participation records by clicking on the 'Sync Events' button that will appear in the options area here.
This will open a new window where you can select whether you would like to sync events from all connectors or from specific connectors.
If you are already syncing events, then you can return to the Sync Events window to view the syncing progress for each connector.
You can also create standalone Event records of your own (without a connector) by clicking +New.
NOTE: With GoToWebinar it is possible to schedule a series of webinars that are all under one registration. For example, the ClickDimensions Academy course CD 201 takes place on 5 days. ClickDimensions will automatically recognize this and show the individual days' webinars under the main "Event" record after the individual webinars end. New registrations will be synchronized and displayed under the main Event record, and after each individual session is completed, attendance will be updated under the individual sub-event.
There are three Event record views, Active, Canceled, and Past Events.
The Active view shows a list of upcoming events, the Canceled view shows a list of events that were canceled, and the Past view shows a list of events that have already occurred.
You can open any of these records for more details. This is an example of an Active Event record.
The fields included on the Event record will vary depending on which data is synced back to us by the event connector used to generate the record. For example, GoToWebinar Event records include fields for statistics such as the average attentiveness of attendees and the number of questions asked, and Eventbrite Event records include fields for data such as the venue address and capacity.
Event Participations
In this open record, you can also click Event Participations from the related menu to show the individual people who signed up for this webinar or event and whether they were approved and attended, etc. (These screenshots are for Active Event records, so no one has attended because the webinar has not started yet!)
You can double-click to open any of these records to find more information:
Like the Event records, the fields included on the Event Participation record will vary depending upon which connector was used to generate them. The data that is included on the Event Participation record also depends on what data you request from participants in the registration form within your event management service. If the participant does not submit certain data on that form, it will not be included on the Event Participation that is generated in CRM either.
To see all Event Participations records generated for every webinar and event, you can go back to your main CRM and navigate to ClickDimensions > Event Participations. This will show you every instance of any one who has signed up.
You can also access Event Participations from a lead or contact's related menu to see a list of every event that they have registered for.
(Dynamics 2013/2015)Events
Once everything is set up, you'll be able to see the results listed as Events. Event records can be viewed by going to ClickDimensions > Event Management > Events.
All the webinars and events that you create will be shown here. These events are created within the service you are working with (i.e. Eventbrite, GoToWebinar, etc.), then the Event records are created within CRM via the connector that ClickDimensions offers that correlates with the event service you are working with.
As of version 10.7, it is also possible to manually start a sync for all events and event participation records by clicking on the 'Sync Events' button that will appear in the options area here.
This will open a new window where you can select whether you would like to sync events from all connectors or from a specific connector.
As of version 10.9, a link will also be provided once you begin to sync events. Clicking on this link will open the Connector Synchronization window where the progress of the syncing for each connector can be viewed.
You can also create standalone Event records of your own (without a connector) by clicking +New.
NOTE: With GoToWebinar it is possible to schedule a series of webinars that are all under one registration. For example, the ClickDimensions Academy course CD 201 takes place on 5 days. ClickDimensions will automatically recognize this and show the individual days' webinars under the main "Event" record after the individual webinars end. New registrations will be synchronized and displayed under the main Event record, and after each individual session is completed, attendance will be updated under the individual sub-event.
There are three Event record views, Active, Canceled, and Past Events.
The Active view shows a list of upcoming events, the Canceled view shows a list of events that were canceled, and the Past view shows a list of events that have already occurred.
You can open any of these records for more details. This is an example of an Active Event record.
The fields included on the Event record will vary depending on which data is synced back to us by the event connector used to generate the record. For example, GoToWebinar Event records include fields for statistics such as the average attentiveness of attendees and the number of questions asked, and Eventbrite Event records include fields for data such as the venue address and capacity.
Event Participations
In this open record, you can also click Event Participations from the related menu to show the individual people who signed up for this webinar or event and whether they were approved and attended, etc. (These screenshots are for Active Event records, so no one has attended because the webinar has not started yet!)
You can double-click to open any of these records to find more information:
Like the Event records, the fields included on the Event Participation record will vary depending upon which connector was used to generate them. The data that is included on the Event Participation record also depends on what data you request from participants in the registration form within your event management service. If the participant does not submit certain data on that form, it will not be included on the Event Participation that is generated in CRM either.
To see all Event Participations records generated for every webinar and event, you can go back to your main CRM and navigate to ClickDimensions > Event Participations. This will show you every instance of any one who has signed up.
You can also access Event Participations from a lead or contact's related menu to see a list of every event that they have registered for.
NOTE: Once recorded, Events and Event Participations may take several minutes to sync back to your CRM depending on a number of factors, such as volume and available system resources in your CRM.