Importing Data From Brandlive to Third Party Platform
Example below is for integrating user registration data from a Brandlive Event to Gmail. Use case is if event host wants an email from his Gmail account every time a new attendee registers for event on Brandlive.
- Create a Zapier account
- Click ‘Make a Zap’
- In Choose App and Events, input ‘Brandlive’ and select the Brandlive App
- Under “Choose App” select ‘Brandlive’ and under ‘Choose Trigger Event’ select your event (in this example, the trigger event is ‘Event Registration’)
- Next, you will be asked to “Choose Account” - select Brandlive and sign into your Brandlive account (the same account that is hosting the event)
- Here under “Customize Registration” you are asked to choose the event you are trying to set up a zap for. Select the event name and click continue.
- Zapier will now work to find the data set you are trying to pull from in your event. Since in this example, you have selected Event Registration as your trigger data, it will try to find an event registration datapoint. Once Zapier has found an datapoint, click ‘Test trigger’.
- Once you have selected ‘Test trigger’, Zapier will attempt to pull data from your event to test the trigger. If you do not have any data in your Brandlive event, then Zapier will not be able to display any information here. So you must go into your event and create a registration to feed Zapier some mock datapoint in order to test your zap. If you already have data that Zapier can pull, skip to step 11
- If you do not have any data to feed Zapier, then go into your event link and attempt register to your event as an attendee in order to create a datapoint for Zapier
- Go back to Zapier and under “Choose Account”, click ‘refresh fields’
- Now you should have a datapoint in Zapier for the system to test. Select the data and it should show all the fields associated with that data. (In this example, this is displaying all the data associated with an event registration.) Click continue.
- Now you’re ready to choose where this datapoint is going to outside of Brandlive. Choose the App you are driving your data to (in this example, we are using Gmail. That means that any time someone registers for an event on Brandlive, a datapoint from that registration can be sent to the Gmail platform).
- Choose your action associated with the app you chose (here we are choosing ‘Send Email’, which means that any time a trigger event takes place, the data point you selected will be sent to your Gmail).
- Sign in to your account (since we chose Gmail, we will now sign into our Gmail account) and continue.
- In “Customize Email” fill in the information about this email you are sending. In ‘To’ select the person(s) this email will be sent to. You can also include cc and bcc in the below input fields.
- Then select the email’s ‘subject’ and ‘body’. This is where you can direct Zapier what information pulled from the Brandlive event you want to include in the email. In this example, you can see that we are choosing to include the registrant’s ‘first name’ as selected from Zapier’s dropdown list of options.
- Review your email information, then click “Test & Continue”
- If test was successful, then you should see the screen below. To ensure that the email looks how you want it to, have the recipient double check the test email in Gmail. If it looks alright, click “Turn On Zap”
- Now you have successfully created a zap from Brandlive to Gmail in Zapier. This means that every time an attendee registers for the event in Brandlive, the recipient will receive an email in Gmail letting them know.
Importing data from Third Party Platform to Brandlive
The example below demonstrates how to integrate user registration data from a 3rd party ticketing platform (Evenbrite) to Brandlive. This use case is for event hosts that want users who register on a 3rd party platform to sync across to Brandlive.
This workflow syncs users to a Brandlive Passcode List every time an attendee registers for an event on Eventbrite. When someone registers or buys a ticket on Eventbrite, that user’s data is passed to Brandlive, Brandlive then inserts that data to a passcode list which can be used to manage access to your Brandlive event.
In this way, users who register on a 3rd party platform will automatically be “on the list” for a Brandlive event and gain entry when they enter their email and information on Brandlive.
- Create a Zapier account
- Click ‘Make a Zap’
- Go to your Brandlive event and create a new passcode list if you did not already have one prepared. This is the list that will receive the users synced from an Eventbrite registration
- Make sure that “Passcodes” and “Passcode List” fields are toggled on in the “Registration” settings on your event page(s).
- Make sure your Eventbrite event is turned on in Eventbrite.
- Now go into Zapier and select the trigger app for “Choose App & Event”, in this case we are selecting the Eventbrite app.
- Under “Choose Trigger Event”, you can select the event that you want to send information to Brandlive about. In this situation, we will select ‘New Attendee Registered’ on Evenbrite. That means every time a new attendee registers for your event on Eventbrite, that information will be sent to Brandlive.
- Next you will be asked to choose you Eventbrite account. Log into to the Eventbrite account you used to create your Evenbrite ticketing event.
- Now you will be asked to customize attendee information. You will select your account under “Organization” and your Evenbrite event under the “Event” field.
- Next you will be asked to test your tigger, so select “Test trigger”.
- Once you have selected ‘Test trigger’, Zapier will attempt to pull data from your Evenbrite event to test the trigger. If you do not have any data in your Eventbrite event, then Zapier will not be able to display any information here. So you must go into your event on Evenbrite and create a registration to feed Zapier some mock datapoint in order to test your zap. Once you have done so, the attendee information should show up on your zap.
- Now you will select the recipient app (ie. the app that will be receiving your information from Evenbrite), which is Brandlive.
- At this point, you will need to “Choose Action Event”. In this situation, our action event will be to “Add Entry to Passcode List”, which means that the data pulled from your Eventbrite registration will now go into the passcode list for your Brandlive event.
- You will be asked to log into your Brandlive account if you have not yet done so. Sign in and click ‘Continue’.
- Find the passcode list in your Brandlive event; this is where the data from your Evenbrite event will eventually end up.
- Your Brandlive passcode list will need either an email address (the email address will be set as the passcode in this instance) OR an email address and unique identifier that will serve as the passcode. You can select these fields below by inputting the ‘Profile Email’ under “Email Address” field.
- If you are also setting a unique identifier as your passcode, then you may also select the identifying information as “Passcode”. Here we are selecting the ‘Barcode’ as the passcode.
- Now that you have selected your passcode information, Zapier will attempt to send a test entry from Eventbrite to Brandlive.
- To confirm that it is working properly, head over to the passcode list you have chosen in your Brandlive account. If you see the entry item you selected above from Eventbrite now in your Brandlive account, that means it was successful.
- Double check that your zap is working correctly by attempting to register another user in your Eventbrite event and see if that information automatically shows up in your Brandlive passcode list. If it does, that means your zap is working properly and that you’re all set to go!