Creating a Custom Event Log
Custom Event Logs in Act-On are used to record an event or interaction which takes place off-line or which are otherwise not automatically captured via Sugar or Act-On.
Before creating a custom event log ensure that all contacts on your event list are already in Sugar by importing your attendee list.
|➢||Prepare your event list|
The only required fields for your event lists in Act-On are:
Name of Event
Date of Event
|➢||Navigate to Custom Event Logs under the Lists tab in Act-On.|
|➢||Create a New Custom Event Log|
|➢||Upload your event list|
|➢||Map your list to Act-On's custom event fields in this way:|
Select attended an event under Action:
The options in the drop-down menus relate to the column titles in your spreadsheet.
On the next screen Act-On will verify (1) that you wish to create a new event title (you do) and will let you know if you need to change the format of your date. Click Finish once you are done with this screen.
|➢||Add a lead scoring rule for the event|
Navigate to Scoring Rules under Lists in Act-On. From the drop-down at the bottom of the screen select: Custom: Specific attended an event. Select the event that you just added and assign a lead score in keeping with the Lead Scoring rules.
|➢||Check your work|
Now if you navigate to a contact from your event list in Sugar, you will see a custom event log in the Act-On integrator.