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 Trucking Business Software Articles

Guest Post: Handling a Referral in a Job Search


With the economy headed south and tech feeling the pressure, many of you may soon be looking for a job. The best path is through a referral from a former colleague or friend. That's how I landed my current role at salesforce.com (which is hiring...

Read more about Guest Post: Handling a Referral in a Job Search...

Convert Your Emails into Google Documents without


Google recently introduced a new feature in Gmail that lets you easily convert an email conversation into a Word document without having to use copy-paste. Simply click the "Create a Document" link next to any Gmail thread and the entire message...

Read more about Convert Your Emails into Google Documents without Gmail...