Associating a Salesforce Campaign with MeetMax

When you connect a Salesforce Campaign to MeetMax, we’ll update Campaign Member Statuses automatically. That way you can monitor your campaign results in real time.

Where is it?

You’ll set and manage the Campaign connection from the Configure tab:

	We’re assuming here that you’ve already connected the Salesforce integration in MeetMax.
	This integration is designed for the Seminar/Conference Campaign type.
	It’s optional to associate a Campaign with your event. If you do, each time there’s a new registration for your event in MeetMax, we’ll automatically associate the Contact with that Salesforce Campaign.

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Important parts of your Salesforce Campaign

When you create the Campaign in Salesforce, two criteria are very important for the MeetMax integration:

Start and end date

Make sure your Campaign has a start and end date:

If you haven’t set these dates, MeetMax won’t recognize it as an available Campaign. If you’re not sure of your Campaign dates, you can add placeholder dates and update them later.

Campaign Member Statuses

You can set as many Campaign Member Statuses in Salesforce as you need. Learn more about this from Salesforce here.

In MeetMax, you’ll typically see two status options: Registered and Attended. These statuses are relevant to actions people will take at your event:

You might, however, have different names for these statuses in Salesforce. That’s why there are drop down menus in MeetMax. You’ll see all of your Campaign Member Statuses listed here. Choose the ones you want to match to the two Meet Max statuses:

Be sure to click Save after making changes.

If you’re planning to use Invitee registration for your event, MeetMax will display even more statuses. We do this because you’ll want to track responses to your invitations as well as registration and attendance:

You'll use the drop down menus to choose matching Campaign Member Statuses.

When will the campaign statuses update in Salesforce?

Once you’ve mapped your campaign statuses, keep in mind that specific events must happen in MeetMax before a status will update in Salesforce:

Registered: A participant must complete the registration form, and MeetMax must generate a record for them. (The participant can be invited, imported in a list, or manually entered by an Admin.)
Attended: A participant must check in onsite at the event, or an Admin must manually mark them as Attended in MeetMax.
Invited: (Invitees only) MeetMax must successfully send the Invitee an invitation email.
Declined: (Invitees only) An Invitee must have clicked the Decline link in their invitation email.
Accepted: (Invitees only) An Invitee must have successfully entered their details on the Invitee Validation page, and been taken to the MeetMax registration form.

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Connecting the Campaign

Each MeetMax event can connect to one Salesforce campaign.

Step 1. In your MeetMax account, head to the Configure tab. Choose Event Settings, then Salesforce:

Step 2. On the Salesforce settings page, you’ll see a Campaign drop down menu containing all your Salesforce Campaigns. Choose the one you want to connect to this event:

Step 3. For each Campaign Status, choose a matching Campaign Member Status from the drop down menu.

Be sure to click Save:

Now, you can proceed with your event. As participants register and attend, MeetMax will send those status updates to your Salesforce Campaign.

What’s Next?

Now that you’ve associated a Campaign, you can:

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