Search Content


Content Categories



Capturing RegOnline registrant information

Last week we released a new feature in 5Buckets. It integrates four different applications - RegOnline, RingLead, Salesforce.com and ExactTarget. RegOnline is a event registration application. You can use RegOnline to let your customers and prospects register for your conferences or road-shows etc. Salesforce.com is of course a premier CRM application; RingLead is a product that goes along with Salesforce.com to de-duplicate Contacts or Leads before they are stored in Salesforce.com. ExactTarget is an email marketing tool.

Our customer approached us with the problem that the registrant data captured in RegOnline was silo-ed off in RegOnline. Instead they wanted to move that data to their CRM database - Salesforce.com. Additionally they wanted to use ExactTarget to send out confirmation and reminder emails. And to complicate things further, they wanted to use RingLead to de-dup information going in to Salesforce.com.

The solution is new functionality in 5Buckets under the “Triggers” feature. As soon as a registrant signs-up in RegOnline, RegOnline triggers an event in 5Buckets. 5Buckets then in turn makes an API call to RegOnline and retrieves the registration information. This information is then passed on to RingLead to add or update in Salesforce.com. Once that is complete, 5Buckets then invokes a ExactTarget API call to send a confirmation email to the registrant.

The beauty of this solution is two-fold: data is near-instantly captured in to customer’s CRM database allowing the sales team to know that their customer or prospect just signed up for an event. And secondly, data is now in a central database. Marketing can setup further communications with customer over time such as sending reminder emails or updates about events.



Related Social CRMs Articles

Questions not answers make great employee performa


Questions and not the answers you provide create the most powerful employee performance reviews.Think about learning to drive a car - someone could tell you what to do until they were blue in the face, but it wasn't until you physically sat in the...

Read more about Questions not answers make great employee performance reviews...

Microsoft IPTV Press Releases from IBC2008


Microsoft IPTV Press Releases from IBC2008 Microsoft Mediaroom Unveils Next-Generation Advertising Platform for IPTV Services New adjunct offering enables targeted and measurable advertisement insertion for Mediaroom service providers from one...

Read more about Microsoft IPTV Press Releases from IBC2008...