Overview

Welcome’s Salesforce integration enables our customers to use the actions a Lead or Contact takes in Welcome to inform the next step of their buyer’s journey.

• The integration is streamlined to require minimal configuration.
• It makes it so your Salesforce Campaign Members need only click a link to get into an event, without going through registration.
• It sends back clear, easy-to-interpret signals of attendee sentiment, in real-time, for follow-up action.

Welcome integrates with Pardot through Salesforce Connected Campaigns,

Summary of data sent from Welcome to Salesforce

Welcome Events -> Salesforce Campaigns

This Integration Syncs Welcome Events and attendee interactions to Salesforce.

After you configure this integration, whenever you create a Welcome event, a corresponding Salesforce Campaign for the Event will be created.

By navigating to the Integrations tab for a specific Welcome Event, you can see the ID of the target Salesforce campaign program your Welcome Event is associated with.

You can update the Target Salesforce Campaign ID field if you want Welcome data to be sent to a different campaign than the one Welcome automatically created. You can find the ID of a salesforce campaign in your URL bar when you navigate to that Salesforce campaign.

Welcome Event Attendee Interactions -> Salesforce Lead / Contact / Campaign Member Fields

See below for a summary table of what attendee interactions are sent to Salesforce and when. In the next section, you can see all the specific Welcome data points that can be mapped to Salesforce.

Event Registration Interaction

When is the interaction sent to Salesforce

Attendee Registered for the Webinar

Real Time

Attendee Responded to a Poll

Real Time

Attendee Asked Question

Real Time

Attendee Clicked CTA on Stage

Real Time

Attendee Attended Webinar Live

Program member status is sent in real-time. Event Attendance Analytics are sent 90 mins after the event ends

Attendee Viewed Webinar On Demand

90 mins after the duration of the content they viewed*

* All interactions and program member status updates will be updated per registrant. They will not be batched in a single update.

You can view Welcome data in Salesforce by navigating to the Salesforce campaign associated with a Welcome Event.

You will note that the Welcome integration automatically creates the Invited, Registered, Attended, and Attended On Demand Campaign Member Statuses for associated Campaigns in salesforce

You can see the Welcome Webinar data persisted to a specific Campaign Member.

You can leverage the Integration's Record Changes in Your Salesforce Flows

For example, you can signal an Account Owner in real-time when their prospect engages with a “Do you want to talk to a Salesperson?” Poll in a Welcome Webinar

Setup – Connecting Welcome to your Salesforce Instance

1. Log in to your Welcome Producer Account at app.experiencewelcome.com
2. Navigate to Integrations at the left side of the screen

1. Click configure and click New Authentication in the popup that comes up

1. Log in to your Salesforce Instance in the window that pops up.
2. Enter any name for your authentication and choose whether the instance you are connecting to is a Production or Sandbox instance. Then, click Create.

1. In the popup that appears, log into Salesforce via OAuth. The user must be a Salesforce marketing user for the integration to work.

1. Once you Log in to the correct Salesforce Account, click Finish in the Salesforce authentication dialog.

1. Map Welcome Fields to Salesforce Fields. See the Mapping Welcome Fields to Salesforce Fields Section Below for more information.

Setup – Mapping Welcome Fields to Salesforce Fields

1. You can scroll down the Field Mapping dialog to view more fields to map.

1. All Welcome fields that will map to Salesforce fields are visible in the Field Mapping dialog. Data that is not mapped in this dialog will not be persisted to Salesforce.
2. When you click a mappable field to update you will be taken to a page to search for the field in Salesforce that you can map to.
3. If you need to create a new field in Salesforce,
4. Create the Field in Salesforce First
5. Then click “Select Mapping” in the Welcome Field Mapping Table

1. You must also select the Update Policy for a field. You can choose from: “Overwrite”, “Update If Missing”, and “Don’t Update”. After setting a field, if you leave the update policy as "Don't Update" that data won't be sent to Salesforce.

1. Event Registrant fields are populated in the target Salesforce Campaign whenever someone new completes their registration on Welcome. (Registrations are completed when someone navigates through the Welcome Event Landing page, when they click their unique or quick registration link.)

1. Custom Fields

1. Custom Registration Fields are populated in the target Salesforce objects whenever someone new completes their registration on Welcome.
2. You can map up to 5 attendee custom field inputs on an event registration page.
3. For example, if the custom field is "City", the integration will sync the attendee's answer: "New York"
4. The custom fields are mapped in order
5. Mapping custom fields is optional.
6. You should come back to the field mapping page to update the mapping configuration for different events which have different custom fields
7. Event Registration Analytics

1. Event Registration Analytics Fields are populated in the target Salesforce Campaign 90 minutes after your event is over or 90 mins after someone views your event On Demand (to leave time for the system to properly aggregate all the data)
2. These fields should be mapped to Custom Campaign Member Fields in your Target Marketo Program so you can act on attendee analytics data.
3. Attendee interactions with on-stage CTAs, Attendees Questions in the Q&A tab, and Attendee Poll Responses are also mapped back to the associated Salesforce Campaign. These interactions are sent to your the campaign in real time so you can take action on them.

Setup - Editing Settings

You can always update your Salesforce Authentication or Field Mapping by clicking Edit and selecting which settings you want to update from the dropdown.

Setup - Resetting Connection

You can remove the connection to Salesforce and your field mapping configuration by clicking Reset. This will not delete any data. You can always connect to Salesforce and set a new field mapping configuration again.

How do I send registrants into Welcome from Salesforce

To send Campaign Members or Pardot Prospects into Welcome such that they don’t need to register again, we recommend using our Quick Registration link functionality.

Alternatively, you can create a Salesforce Flow to send registrants into Welcome (after they sign up on a Pardot Registration form for instance), populate a Unique Link Property on each registrant’s Campaign Member Object, and use that property your pre-event communications. This complex workflow is made obsolete by Welcome's Quick Registration Functionality linked above, but you may reach out to Welcome Support if you are looking to implement it.

Contact us

If you need any assistance or you have any questions regarding your Welcome <> Salesforce integration, please email support@experiencewelcome.com.

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