Tag: Event Apps

Why the co-author’s information is being overwritten?

Here’s what has happened:
If a co-author already exists in the system (probably because another submitter submitted an abstract and added this co-author), the system does not allow the submitter to make any changes to the co-author’s profile.
So, if “Submitter” has added “co-authors” who already have a profile in the system from a different abstract submitted earlier, the “Submitter” would be able to add them to her abstract but would not be able to update their profile.
The reason system does not allow submitter to add information about a co-author who exists in the system is to prevent any submitter from being able to edit their profile information they have added on their own. 
An admin can update the co-author’s information from under Contacts Management in the backend, however.

Why my co-authors information keep disappearing?

Here’s what causes it: If a co-author already exists in the system (probably because another submitter submitted an abstract and added this co-author), the system does not allow the submitter to make any changes to the co-author’s profile.
So, if submitter adds a co-author who already have a profile in the system (either because they have created an account previously or have been added from another abstract submitted earlier), the submitter would be able to add them to her abstract but couldnt update their profile.
Why the system does it: The reason system does not allow submitter to add information about a co-author who exists in the system is to ensure data integrity i.e. to prevent any submitter from being able to edit co-author’s profile information they have added on their own. 
Resolution: An admin can always update the info from the backend. Alternatively, co-authors can update their information by going to Update profile button in the user dashboard menu.

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.

How to use the QR code scanner to scan and manage leads as an exhibitor/sponsor?

To scan QR code of an attendee and save its information in your leads dashboard, you need to follow the steps below:

1. Download the Dryfta event app

Download Android app: https://play.google.com/store/apps/details?id=com.dryfta

Download iPhone app: https://itunes.apple.com/WebObjects/MZStore.woa/wa/viewSoftware?id=1239665320&mt=8

2. Enter your event’s keyword to search and download the event

3. Go to the event and click on More button.

4. Click on Profile to log in to your account

5. Once logged-in, a button “QR Code Scanner” would start displaying under More menu.

6. Click on it to open the scanner and scan QR codes

7. All scanned leads are saved under vCards & Meetings tab accessible from More button and also from your dashboard in the website.

How to display download app URL to attendees?

To display the download link to the website visitors, enable the mobile app widget by going to Website builder > Homepage widgets. This will display the download app link to play store and app store on the homepage of your event website.

You can also use the direct Download URLs to App Store and Play Stores. To view the direct download URLs, go to Event App Settings in your event platform in the sidebar.