Eventbrite lets you can collect any information you need for an event (like meal preferences or T-shirt sizes). This is done by creating custom questions for attendees to answer when they register. This information is stored and reflected within Salesforce as Eventbrite Questions/Answers. You can also map Event answers to the Salesforce Contact or Lead objects.
You can create questions in the Eventbrite.com order form settings. You can also use our integration to clone questions from another event. We will create the questions and try to clone the mappings as well. This is a useful feature if you have events that ask the same questions regularly.
Questions
As mentioned above Eventbrite allows you to create custom questions to learn more please refer to Eventbrite dedicated Support article on this topic. To help we have a dedicated button Create Questions that does two things:
1. Copy Questions from existing Event 2. Create Questions in Evenbrite
Copying Questions
Search for a previous Event and click Copy Questions. This process will call out to Eventbrite to clone questions from the chosen event, to save you adding repeat questions by hand in to your events in Eventbrite.
These questions will then be synced back to Salesforce almost immediately. The question will appear on the Answer Mappings tab. If the field was mapped on the source event, we will attempt to map it to the same Salesforce field.
Creating Questions
Click the Create Questions button to be passed to your logged-in Eventbrite account and the order form of the Event you are working on. From here you can add their standard contact info questions (phone, address, etc) or create your custom questions.
When the primary sync runs next, these will be synced to Salesforce to map, see below.
Sync Answers
As attendees start to answers questions these will first be stored in Eventbrite. Then when our primary sync runs, every hour by default, this will be reflected in Salesforce. You can speed up this process by selecting sync answers as illustrated below.
Mappings
The mappings screen allows you to map answers from questions to your Salesforce Contacts or Leads.
Beneath both tabs your Eventbrite questions will appear. These can then be mapped to a field on the Salesforce Contact or Lead objects, depending on the object tab open.
Note: We will validate data type on the fields. For example, a dropdown field in Eventbrite can only be mapped to text or picklist fields in Salesforce.
After mapping, click Save. Read the prompt and then click Save Mappings to finalize and validate your mappings. The validation process does a high level check to see if the process will complete as expected. During regular syncing, it can still be affected by custom code or validation rules.
The mappings will take affect when the sync next runs, typically every hour, or if you manually click the sync answers button as described above.
Next Steps
Below are two articles that are recommended reading and the best next steps.
