Connecting your EventMobi Registration with your Event Space

 



Before your EventMobi Registration can be connected to your Event Space, you will want to make sure that the following has been completed: 

  • Your Event has been activated in the Experience Manager
  • Your EventMobi Registration profile has been created

Once your event and profile are all set, you can follow the steps listed below to set up the integration between your Registration site and your Event Space.

Tip: After setting up the integration and linking your event and registration page, it is advisable to work on both platforms simultaneously to minimize synchronization issues and avoid duplications.

Connecting Your Registration to your Event

In the EventMobi Registration platform, access your event and visit the General settings area to access the Essentials page. 

At the bottom of this page, you will find an area labelled as EventMobi where you can select your event from the dropdown menu provided to connect it to your registration site. 

Note: The dropdown menu will include all events that are listed within your Experience Manager organization


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Defining What Information Syncs To The Event Space

Within the Integrations area of the EventMobi Registration platform, you will find options to select which data you would like to sync over to the Experience Manager. By default, the following data will be synced, however, this can be prevented by deselecting the checkbox associated to the data type. 

  • Synchronize option groups:  To create and assign session tracks in the Session library
  • Synchronize options: To create personal schedules based on session selections
  • Synchronize sponsors: To create profiles in the Companies library
  • Synchronize speakers: To create Speaker profiles in the People library

Note: People list (registered attendees) are automatically synced over to your Event Space into the People's library.

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Note: Any sessions that you are adding to the Registration site will be added to the General Agenda of your Event Space. The selections that registrants make during the registration process will appear within the Attendee Dashboard area for them to view. 


What Data Points can be integrated from Registration to Event Space/Experience Manager?

Upon successfully linking your registration with your Event Space, a variety of data points can be synchronized. Once you link your registration to an event space, the "force email uniqueness" setting becomes permanently enabled due to its necessity for the Event Space.

Important Note: This integration is one-way, allowing data transfer only from the registration system to the Event Space with no reverse flow. Consequently, deleting data in Experience Manager originating from Registration could disrupt the integration. To delete data, it should be done through the registration platform exclusively.

ATTENDEES

Please be aware that every form field can be associated with an additional  field in the people profile within Experience Manager. Despite the specific form field selected, it will consistently be synchronized as a plain text field in the people profile.

 

System Data

REGISTRATION

EXPERIENCE MANAGER

NOTES

UID (Unique Identifier)

Check-in-Code

The UID will be automatically generated following successful registration. This alphanumeric data point will then be synchronized as a Check-In-Code within the individual's profile in Experience Manager.

Mandatory Default Fields - automatically mapped to Event Space

These specific fields will be automatically synchronized to the Event Space as they are required fields for Experience Manager.

REGISTRATION

EXPERIENCE MANAGER

NOTES

First Name

First Name

mandatory fields that needs to be used in the registration form in order to synchronize the people profile to Experience Manager

Last Name

Last Name

Email Address

Email Address

 

Optional Pre-defined Fields

Attention: The listed fields below do not synchronize automatically to the Event Space. If necessary, each form field in the Registration must be manually mapped to a corresponding field in Experience Manager in order to synchronize the specific data.

Learn here how to map form fields to additional fields in Experience Manager.

REGISTRATION

EXPERIENCE MANAGER

NOTES

Job title

Job title

default field in Experience Manager

Company name

Company name

Group

(New) Custom Field in People Profile

 

Title

(New) Custom Field in People Profile

 

Email which will receive confirmations

(New) Custom Field in People Profile

 

Phone

(New) Custom Field in People Profile

 

Mobile Phone

(New) Custom Field in People Profile

 

Accompanying person

(New) Custom Field in People Profile

 

Street

(New) Custom Field in People Profile

 

Street n°

(New) Custom Field in People Profile

 

Post box

(New) Custom Field in People Profile

 

Zip code

(New) Custom Field in People Profile

 

City

(New) Custom Field in People Profile

 

State

(New) Custom Field in People Profile

 

Country

(New) Custom Field in People Profile

 

VAT - Nr

(New) Custom Field in People Profile

 

Your order reference or P.O.

(New) Custom Field in People Profile

 

Invoice to the attention of

(New) Custom Field in People Profile

 

Same as company information

(New) Custom Field in People Profile

 

Any new created form field

(New) Custom Field in People Profile

 

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TICKETS (Categories & Options)

REGISTRATION

EXPERIENCE MANAGER

NOTES

Categories

People Group

  • The user can choose this option through the Mapping feature within Category settings after establishing a new group of people in Experience Manager. Please note that default groups such as "Attendees" and "Speakers" are not available for selection as they are automatically allocated.
  • People groups will not synchronize retroactively (meaning if registrations have already occurred before the mapping of people groups).

👉 Ensure that all Custom People Groups are set up in the Experience Manager and linked to registration fields before launching your registration site. Any Custom People Groups created after the site is live will only impact new registrants. To assign pre-existing attendees to Custom People Groups, you will need to do so manually in the Experience Manager.

How to map a category to a people group:

People Groups in Experience Manager:

 

AGENDA

  • Options, which will be sessions in Experience Manager, can only synchronize  if they have a specified date and time.
  • Content Pages agendas won't sync; only "Options" under "Tickets" will.
  • Ensure the same time zone is set on both the registration platform and Experience Manager for accurate session synchronization.

REGISTRATION

EXPERIENCE MANAGER

NOTES

Options

Sessions

  • Session Name, Date, Time, Description
  • selected options during registration process will be synchronized in attendee's personal agenda automatically

Option groups

Tracks for sessions

Only 1 group/track per option can be synched. Additional tracks can be added to each session in Experience Manager manually at any time.


Options (sessions) in Registration:

Sessions in session library of Experience Manager:

Session Selection: If attendees are given the option to choose sessions during registration, make sure to disable the feature "Allow attendees to manage their own schedules" within the Experience Manager > Event Space > Settings.
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SPEAKERS

Speakers listed under Content > Website will automatically sync to the People Library in Experience Manager, being categorized under the default people group "Speakers."

REGISTRATION

EXPERIENCE MANAGER

NOTES

Name

First + Last Name

Since there's just one field for entering the Speaker's name in the registration backend, the name will be split at the first space to separate the First and Last Name for Experience Manager.

Job Title

Job title

default field in people’s profile in Experience Manager

Company

Company name

default field in people’s profile in Experience Manager

Long Description

About

default field in people’s profile in Experience Manager

Website

Website

Data will only synch when the URL starts with https://

Facebook

Facebook

Data will only synch when the URL starts with https://facebook.com/

Twitter

Twitter

Data will only synch when the URL starts with https://twitter.com/

LinkedIn

LinkedIn

Data will only synch when the URL starts with https://linkedin.com/

 

⚠️ Data that won't synchronize: Profile Picture, Instagram and Xing.

Pictures can be easily added manually via Experience Manager.


SPONSORS

Sponsors that are added within Content > Website > Sponsors will be synchronized with the Company Library in Experience Manager.

REGISTRATION

EXPERIENCE MANAGER

NOTES

Name

Company Name

default field in Experience Manager

Long Description

About

default field in Experience Manager

Website

Website

Data will only synch when the URL starts with https:// or http://

Facebook

Facebook

Data will only synch when the URL includes https://facebook.com/

Twitter

Twitter

Data will only synch when the URL includes https://twitter.com/

LinkedIn

LinkedIn

Data will only synch when the URL includes https://linkedin.com/

⚠️ Data that won't synchronize: Profile Picture (Sponsor's Logo), Short Description, Instagram and Xing.

Pictures can be easily added manually via Experience Manager.

PARTNERS

Partners entered in the section Content > Website > Partners will not be synchronized.
To synchronize Partners, they must be included through a Sponsors page.