User Guide:

This workflow requires the Lime CRM Newsletter integration to work as intended

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

campaign_1

  1. Create an event in BizWizard

event_1

  1. Connect your BizWizard event to your Lime CRM integration on the event settings page

event_integration

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

event_invite

event_invite_2

  1. Done

When your participants recieve 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.

campaign_2

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

participant

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

unknown-participants

Unknown sign-ups

Unknows sign-ups are any participants that have not responded to the event via the invitation mail. They are participants not bound to a person in Lime. They can be: 1. Persons in Lime but not added to the marketing activity 2. Persons that are not in Lime

If a person is added to the marketing activity after the invitation mail is sent (or they didn't recieve 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.

When an unknown sign-up occurs, an event containing all information from the form response will be published to the lime-event message queue. The event can then easily be handled in a custom endpoint.