When using ClickDimensions Event functionality, there are a few options to having your event created. You can manually create events without a connector, you can use a connector to create your events, or you can use the Event Sync Flow.
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Manual Event Records
Event records can be created manually if you choose not to use any of the Connectors. To do so, go to CRM Marketing > Events > click +New and fill in the required fields. Click Save.
Manually-created records will not receive any data synced from ClickDimensions connectors—this would be a standalone Event or Event Participation record.
Event Connectors
Simply set up a connector, as shown here, and the Event records will be created automatically. You won't be manually creating any of the records as the connector will do all the work.
As of version 10.7, there's a new 'Action for Lead/Contact Creation' field on the Event records after they are created.
For events created by connectors, this field overrides the 'default action' that was set on the corresponding Event connector and allows you to generate contacts/leads from only specific events. If this field is updated on an Event record, then it will be applied to all future syncs for the event and will not be applied retroactively to event participations created before the update.
Event Sync Flow
The Event Sync Flow allows you to manually trigger a syncing for your Event Connectors outside of the automatically scheduled times. To access it, navigate to Web and Events > Events and click the Sync Events button in the options:
This will open the Sync Events window where you can select which of your Event connectors you would like to begin syncing by checking the checkbox next to the connector's name. There is also an Error Log button which will allow you to check for syncing errors from your connectors.
Once you have selected your desired connectors, you can click Sync Events to begin the process. This will update the page with the time that the sync started for each of your selected connectors, and this process will continue even if the window is closed.
You can return to the Sync Events window later to check on its progress, and the End Date will be updated for each connector when the process finishes. Any errors that occur during the syncing process will also be displayed here in the Sync Events window and more specifics may be available in the appropriate section of the Error Log.
