How it Works

This workflow requires the Lime CRM Newsletter integration to work as intended, it also assumes that you have chosen person as the related limetype to participant.

1. Create a marketing activity in Lime of type event and add your participants. Do not assign any status yet.

   

2. Create an event in Lime Marketing.

   

3. Connect your Lime Marketing event to your Lime CRM integration on the event settings page.

   

4. Create an event invite mail message from the event settings page, your campaign participants should get imported automatically.

   

   

5. Done!

When your participants receive the mail their status will be updated to invitation. If they accept the invitation their status is set to accept. If they decline it's set to decline. If they accept but the event is full the status is set to queue. If their event-ticket is scanned, their status will be set to participated.

Any additional form fields in the form response will be displayed on the participant card in Lime CRM.

Any unknown sign-ups will be created as new participants not bound to a person card.

Unknown sign-ups

Unknown sign-ups are any participants that have not responded to the event via the invitation mail. Assuming you have chosen person as the related limetype to participant, they are participants not bound to a person in Lime. They can be:

1. Persons in Lime CRM but not added to the marketing activity.
2. Persons that are not in Lime CRM.

If a person is added to the marketing activity after the invitation mail is sent (or they didn't receive the invitation for some reason) and signs-up, and they have an unique email address, a participant will be created and bound to their person card. Read more about the participant logic here.