The integration between zkipster Audience and Events enables real-time synchronization of contact and guest data, giving users a comprehensive view of guest interactions across events.
For example, if your guest John Doe has been invited to multiple events, his attendance and engagement history is automatically updated in his Audience contact profile. This synchronization is powered by an API that passively listens for updates from zkipster Events and reflects them in zkipster Audience without altering the Events database directly, ensuring data consistency and integrity.
zkipster Audience maintains its own independent record of all event-related data. This means that even if an event, guest list, or guest is deleted from your zkipster Events account, the corresponding records will still remain in Audience unless manually removed.
While features linked to Events only function when the integration is active, the data previously imported remains intact even if the integration is later deactivated. This setup provides users with flexible and controlled management of guest data, preserving valuable historical information within Audience.
Setting up the Integration
To set up the integration between your zkipster Events account and your zkipster Audience account, the 'Integration' function must be active on both accounts:
Events
From your Account Settings, navigate to the Integrations button on the left sidebar, click on Audience, and ensure that 'Audience' is toggled ON.
Audience
Step 1: Unique Identifier (UID)
Navigate to the 'Integration' button on the bottom left of your screen inside Audience. Turn the 'zkipster Events' toggle ON from the top of the screen.
Please note: only users with an Administrator permission in both Events and Audience are able to set up the integration successfully.
Select a Unique Identifier (UID) from the dropdown menu. Your UID is a Field that zkipster uses to recognize the same person across both Audience and Events.
When you sync data between Audience and Events, zkipster looks for a matching value in the UID field from:
The Event Guest List (e.g. email: johndoe@example.com)
The Audience Database (e.g. email: johndoe@example.com)
If there is a match, zkipster links the guest to the existing Audience contact.
If there is no match, and you’ve checked the box 'If the Event unique ID field is empty, create a Audience contact with a blank field', a new Audience contact will be created.
Please Note: If the checkbox 'If the Event unique ID field is empty, create a Audience contact with a blank field' is not selected, guests from Events that do not have any value on the UID field you defined will not be created.
Step 2: Automation Settings
Choose if you would like the integration to work automatically or manually when it comes to creating or updating contacts in zkipster Audience based on activities from zkipster Events.
“If Guest is Created > Create Contact in Audience”:
With this automation option selected, whenever a new guest is added to an event in your zkipster Events account, Audience will automatically create a corresponding contact in your zkipster Audience database. If that guest already exists as a contact, the system will be able to capture that and avoid creating duplicates based on the 'Unique Identifier' field you selected on Step 1.
Example: if you add 'John Doe' (email: john.doe@zkipsterevents.com) to a guest list in your zkipster Events account and you selected 'Email' as the Unique Identifier field, the system will look up contacts in your Audience list with the email 'john.doe@zkipsterevents.com'. If no contact is found, a new contact profile will be created for John Doe in Audience.
If a contact with the email 'john.doe@zkipsterevents.com' is found, the system willIf Guest is Updated > Update Contact in Audience
This option allows users to choose if existing Audience contacts should be automatically updated with guest data from Events. When a guest’s data is updated in an event, Audience will automatically update the matching contact.Example: John Doe (email: john.doe@zkipsterevents.com) is already part of your Audience contact list and you add him as a guest on one of your events in zkipster Events. If John Doe's guest profile has the Unique Identifier you have set up on Step 1 and the option 'If Guest is Updated > Update Contact in Audience' is selected on Step 2, updates on John Doe's guest profile will be reflected on his Audience contact profile.
Please note: Contacts in Audience will never be deleted automatically when a guest is deleted in Events.
Create Custom Fields: Toggle this ON to automatically create new custom fields being used in your zkipster Events account in Audience. If this toggle is OFF, guests' data present on custom fields from zkipster Events that have not yet been created in Audience will not be synced across both accounts.
Example: with the 'Create Custom Fields' option enabled, if on your event 'Cocktail Party' you created a new 'Dietary Requirements' custom field - and this custom field does not yet exist in your zkipster Audience account with the same field label, once you or your guests start populating this field in your event, the field will also be created in your zkipster Audience account automatically and the data present on that field will be synced across your Audience contacts.
Step 3: Import Existing Events
The automation set up on step 2 will run on the background and the sync between your zkipster Events and zkipster Audience account will only be triggered when there's an update on one of your events (when the integration is enabled).
But if you wish to import guests' data from past events that are likely not going to be updated again, you can click on the 'Import Existing Events' button located under the step 3 section from the 'Integrations' screen to manually trigger a sync and import data from one or multiple events.
Once you click on the 'Import Existing Events' button, choose the event(s) you want to import data from form the 'Events' dropdown menu - you can type the name of the events on the 'Search Events' field to look up a specific event.
If you select one event only:
Select if you want to import all guests' data from that event or if you want to import guests' data only from specific guest lists:
On the next screen:
Select a new Unique Identifier (UID) or leave the default UID you setup on the 'Integrations' page.
Define if you want guests relationships' data from your selected event to also be imported or not.
Select what guest fields' data from your event should be imported. Default guest fields from Events with the same name as default fields in Audience will be automatically matched, but you also have the option to manually match fields.
Once you matched all fields you need to import, click on the 'Import Contacts' button.
Click here to learn more about how to import guests from zkipster Events as contacts to your zkipster Audience account.
If you select multiple events:
Use the 'Import Custom Fields' dropdown menu to select which custom fields' data from the selected events you want to include on the import.
Select 'Create available relationships' if you want the guest relationships from the selected events to also be imported.
Click on the 'Import Contacts' button to finish importing.
