Tag: Contacts & Attendees Management

How do I customize various notifications sent to attendees, authors and reviewers?

To customize email notifications sent to attendees, authors and reviewers, go to Email Broadcast > Automated Notifications

Click on the email notification you want to customize. Edit the message or add your own message and click on Save. 

Thenceafter, the users would receive the customized email whenever that action is triggered.

What is the purpose of various registration forms including attendee regidtration form and speaker registration form?

 

 Speaker
registration form is a custom form we built for your demo site using
the Form builder tool inside Dryfta dashboard. You can disable it. It
was suppose to allow speakers to register themselves from the website.
You can have multiple registration forms for attendees with different
roles viz. speakers, moderators, general attendees, volunteers etc.


How do I add information in speakers and attendees public profile?

It is pretty straightforward actually. In this tutorial, we will add a field to be displayed publicly in speakers profile. 

First, go to the Form builder tool, click on Create new form button to create a new form, name it, for example, Speakers bio, select the speaker role when asked to choose a role type. This creates a form which is supposed to be used to enter speaker-specific data.

Now. click on Add new field to create a new field called “Bio” under Speaker bio form. Enter all the details of the field, select the speaker bio form from the right, make it published, set access level to public so anyone who visits the website can see this field in the profile, and tick the box to display this field in the profile. See screenshot below.

image

Now, go to Contacts and click on a speaker’s profile to enter her bio. Let’s say, I want to add bio for Yvonne Stewart. I click on her name to go to her contact details page, and under Speakers bio section, I add some information about her in the Bio field and clicked on Save button to save it. See screenshot below.

image

This information, now displays under Yvonne’s overview section in her public profile. See screenshot.

We also have a lot of video tutorials you can take help of. Go to http://www.youtube.com/c/dryftaeventplatform for our video tuts.

How to let attendees edit/add their details including registration updates, submitted abstracts etc.?

Every attendee has a dashboard which he/she can access by logging in on your event website. When they register or purchase a ticket, the system sends them an email with login credentials to log in to the website and access their details.

 

 

In their dashboard, they can edit their registration details, submit abstracts, print and download invoices, enable their public profile, manage their event schedule, submit reviews for assigned abstracts (only available to reviewers) and more.

 

Attendee dashboard

 

 

Update profile page

 

 

My Abstracts page – list abstracts that are submitted by the author and the Submit abstract button to submit new abstracts

 

 

Tickets & Invoices page – lists orders placed by the attendee for purchasing tickets and merchandises

 

 

My Schedule page – list sessions attendee has added to her personal schedule along with CE credits, if any.

 

 

To-Dos page – shows tasks details that are assigned to this attendee

 

 

Assigned abstracts page – displayed only to reviewers and lists abstracts that have been assigned to the logged-in reviewer

 

 

 

How to integrate Salesforce with Dryfta event platform?

Using our Salesforce integration, you can let Dryfta automatically sync and export/update your contacts in your Dryfta platform to your Salesforce CRM. Here’re more details on what is possible with our Salesforce integration:

  • Sync your Dryfta contacts to Salesforce contacts
  • Sync your Dryfta attendees, speakers etc to Salesforce contacts
  • Sync organizations in your Dryfta platform to Salesforce accounts
  • Sync both contacts & accounts to Salesforce (Optional)
  • Sync subscribers collected in your Dryfta platform to Salesforce Leads
  • Enable triggers to add check-ins & payments by attendees as tasks in their Salesforce profile

Steps to set up your Salesforce integration:

Create Connected App for Dryfta in your Salesforce account

Log in to your Salesforce account and set up a connected app by clicking on the Setup icon in the top-right navigation menu and select Setup.

  1. Go to App Manager under Apps
  2. Click on New Connected App and configure the following in respective sections:

    In the Basic Information section:
    Connect App Name: YourDryftaApp
    API Name: This would automatically become ‘YourDryftaApp’
    Contact Email: Enter your email address

    In the API (Enable OAuth Settings) section:
    Check Enable OAuth Settings
    Callback URL: replace mydomain with your domain name: https://mydomain.dryfta.com/administrator/index.php?option=com_dryfta&view=subscribers&task=connectToSalesforce
    Under Selected OAuth Scopes, select & add the following:
    Select Access and manage your data (API)
    Select Full access (full)
    Select Perform requests on your behalf at any time (refresh token, offline access)
    Click Add

Once you’ve set up your app, you’ll be given a Consumer Key and a Consumer Secret for you app. Keep it safe!

Enable and setup Salesforce in your Dryfta event platform

  1. Log in to your Dryfta dashboard & go to Salesforce settings
  2. Enter Consumer Key and Consumer Secret of the Connected App in the setting fields
  3. Click on Connect button to connect with your Salesforce account

Export your subscribers/contacts to Salesforce

Once you have successfully connected your event with Salesforce, you can export subscribers and contacts to your Salesforce account.

  1. Under Map Users section, select from the Dryfta subscribers/users list whichever you want to export and a list type from Salesforce list i.e Contact or Lead to which you want to export the users. When you select contact from Salesforce list, you can select account for the contacts too
  2. Under Map attributes section, you can map Dryfta user fields/attributes with Salesforce fields. Mandatory fields shall be auto selected in Salesforce field list. You can map new fields by clicking on Add new attribute
  3. To enable automated syncing, check Auto Sync checkbox. (Auto sync exports new users to Salesforce and also updates the existing contacts/leads)
  4. Click on Sync to start syncing/updating your Dryfta contacts to Salesforce

You can also edit the active syncs you have created. To edit an existing sync, click on edit button, make your changes and update the sync.