Add event registration data into Act-On enabling targeted and timely event follow-up and downstream segmentation and targeting.
Act-On
Create a Custom Touch Points Behaviors Incoming Webhook
- Sign in to Act-On as an administrator.
- Go to Settings > Connectors > Custom Integrations > Incoming Webhooks > Create webhook:
- Add the minimum required information such as Webhook name and Description.
Add Webhook Verification
- Switch on Verification and select Token from the drop-down menu:
- Click Generate token and copy the token somewhere secure:
- Click Create and Skip the test.
- Return to the webhook from the listing page in Act-On by clicking Edit:
- Enable Content mapping and in Channel, choose Custom Touch Point Behaviors.
- Add the following mappings to map the payload fields from Cvent to Act-On. This article has details on the format of Cvent webhooks.
- Click Save changes and leave the test dialog open for now.
Act-On’s incoming webhook must be tested before it can be enabled, so we will run a test to set the webhook to the Listening state.
Cvent
Create a Webhook
- Sign in to Cvent using admin credentials.
- Navigate to Integrations > Push API Integrations:
- Click Create Integration:
- Add Basic Information for the integration and webhook. Select Token-based and enter the token generated earlier in Act-On.
- Save the webhook.
Add Event Integration
Click on the created webhook and add event integration. This step creates the subscription or the desired events. Choose invitee/guest registered.
Validate the Webhook
Add the Webhook to an Event
- Navigate to Events from the home page.
- Click on the desired event.
- Choose Integrations from the left navigation and click Setup:
- Click Inactive Webhooks:
- Click Edit:
- Select the Yes option and choose the webhook created in the prior step from the Configuration drop-down menu. Ensure Attendees is selected under Synced Objects:
- Save.
- Select Validate from the Actions menu to ensure the setup is correct:
Send a Test Registration
- In Cvent, create a dummy event and ask your Cvent CSM to mark it as non-billable.
- You can use the same event for all future webhooks. You simply need to change the webhook configuration options.
- Go into Attendees > Attendee list and click the Register Attendee button:
- In Act-On, in the test dialog, click Run test.
- In Cvent, register a test attendee.
- It takes a while for Act-On to pick up the test, but within a few minutes of receiving the confirmation email, you should see success in Act-On.
Act-On
Create an Act-On Contacts Incoming Webhook
Repeat the same webhook creation steps in Act-On to create an incoming webhook in Act-On that will create a contact for each registration.
This webhook is only compatible with Act-On Contacts.