Bring in attendees and members

Everyone comes into People, tagged for who they are to you: speakers, members, prospects, customers and attendees. Organizations come into Groups. See People.

What each system brings

System	Who	Where they land
HubSpot	Contacts, with their lifecycle stage and owner, and their companies	People, tagged Prospect or Customer, and Groups
Salesforce	Contacts and their companies	People and Groups
iMIS	Members	People, tagged Member
Fonteva, Nimble AMS, Protech	Members, with their member type, status and renewal date, and the registrations the AMS keeps	People, tagged Member while their membership is current, and Companies
Cvent, Swoogo, Bizzabo	One event’s speakers	People, tagged Speaker
Cvent, Swoogo, Bizzabo	One event’s attendees	People, tagged Attendee, with that event
ON24, Goldcast	One webinar’s speakers	People, tagged Speaker

Using another system? Export a spreadsheet and import it. See Add and import people and groups.

Bring in members and prospects

Find them

On Connections, choose the system and what to look for. Sessionboard CRM reads the system and tells you how many it found, how many are new to you and how many you already know.

Review

Deselect anyone you don’t want, and check the tags they’ll get. For HubSpot and Salesforce, choose whether their companies come in too.

Bring them in

Check the preview, then bring them in. Members arrive with their membership; HubSpot prospects and customers with their lifecycle stage and owner.

Bring in an event’s attendees

Choose the event

On Connections, choose your event platform and the event. Sessionboard CRM counts its attendees first, without bringing anyone in.

Start the sync

Choose the Sessionboard event they belong to, if there is one, and start. The event platform’s own attendee sync brings them in, the same one Sessionboard Marketing uses. A big event takes a few minutes.

Attendees land in People, tagged Attendee, with what they registered for and came to. Run it again after the event to bring in who checked in. Each run brings the attendees up to date.

Keep a source in sync

Keep in sync brings in new people from a connected system every night, the same way you first brought them in: the same kinds of people, with the same tags. Turn it off at any time; the people already brought in stay.

For Fonteva, Nimble AMS and Protech, the nightly read also updates membership terms and takes the Member tag off people who lapsed: see Keep members in sync nightly.

If you don’t see Keep in sync, it isn’t turned on for your organization. Ask us to turn it on, or bring people in again when you need to.

Note

Bringing people in only reads: nothing is written to your CRM, AMS or event platform, and nobody is emailed. People you bring in count as active contacts only once you reach them. See Active contacts.