The integration between Spotler CRM, Mail+ and Spotler Events by Momice helps you turn events into an integrated part of your business strategy. Once connected, you can create highly targeted guest lists based on email, previous event, company and contact insights. Event registration and attendance data is automatically imported from Spotler Events by Momice to Spotler CRM and is stored for more than 30 days so you can set future reports, combine it with email behavior, and build your next tactics and strategies. No more manual exports and imports, scattered Excel files, and missed follow-ups.
Getting started
How you get started depends on how you handle registrations. Will you be using Mail+ to register sign-ups for your event, or will Spotler Events by Momice take the lead? This article walks you through both approaches:
You’ll need to connect Spotler CRM, Mail+ and Spotler Events by Momice first
You’ll need to connect Spotler CRM, Mail+,and Spotler Events by Momice. The integration between Spotler CRM, Mail+, and Spotler Events by Momice is powered by Spotler Connect. The integration via Spotler Connect must be activated before you can start. We will help you with the setup.
If you want to know more about the technical details, read the manual.
➡️Manual: Add Momice Connector
Approach 1 (Registration takes place in Spotler Events by Momice)
When using Spotler Events by Momice to register participants for events, follow these steps:
1. Create the invitee list in Spotler CRM
After a succesful integration you start with creating an invitee list in Spotler CRM.
Create a list
Go to Marketing > Lists
Click on +Add
Name your list and set the type to Dynamic. A dynamic list automatically updates whenever a contact meets the defined criteria. Make sure to switch on the Sync to Spotler toggle - this ensures the list is also synced to Spotler Events by Momice and Mail+.
Click on Save.
Click on the tab List members to set list criteria.
Click the button Set list criteria
You can use criteria based on Account information and Contact information. For example you can use a Tag as segmentation to make a list of all your companies which are prospects.
For detailed steps on building a list in your CRM:
➡️Manual: Lists
Using tags helps you segment
You can use tags to make segmentation easier. For example, create and apply a tag for Prospects. Tags allow you to group contacts, and you can reuse them for future segmentations in Lists. Tags are applied to all records (Contacts and Accounts).
➡️Read more about Tags
2. Set-up the event registration in Spotler Events by Momice
Start by creating the event’s web page, tickets, emails, and QR code in Spotler Events by Momice. Once your event is set up, configure the registration process to invite participants.
➡️ Configure the registration process
When you enabled Sync to Spotler , your list will be transferred from Spotler CRM via Spotler Connect and will appear in Spotler Events by Momice, ready for use within minutes. Use Spotler Connect to search for and select a list (for example, the Momice General Guest List).
You can choose to update an existing list or add a new one - the system will automatically detect and handle duplicates.
Mark invitees as registered and send them their confirmation emails.
Would you like more information in detail?
3. Using the check-in app in Spotler Events by Momice
If you are using the check-in app from Spotler Events by Momice to sign in attendees on the day of the event, you don’t need to take any extra steps. The registration list is already synced between platforms, so you only need to scan the guest’s QR code.
Once checked in, your guest will be marked as 'Present' in your event tool. Plus, the attendance insights will be updated automatically in Spotler CRM with a new digital activity 'HasAttendedEvent'.
4. CRM segmentations and monitoring
You can see in CRM who has registered as well. There are two ways of seeing if someone attends an events:
Create a tag:
This option you will use if you want to segment on a group.Digital Activity details
This information is on account or contact level.
Creating a tag
Create a tag (dynamic) and set criteria.
Go to Tags
Click on +Add
Fill in a Tag Name, Select dynamic at Type and Object: Daily
Click on Save
Then click on the button Set tag criteria. Use the criterion ContactDigitalActivityType set to “WillAttendEvent.” Then, add a second criterion for the Event ID so you can identify which event a contact will attend.
You can find the event ID in the Settings Module (Basic) in Spotler Events by Momice.
Digital activities are always new and start after the connector has been turned on
This means that new registrations will appear in the CRM only after the connector with Spotler Events by Momice has been set up. Before that, no digital activities will be visible, as they simply don’t exist yet.
This way, you can create different segmentations and communicate with either registrants or non-registrants.
Digital Activity details
In Spotler CRM, you can also see at both the account and contact level who has registered for your event. This information can be found by going to an account or contact and then clicking on the specific digital activity: WillAttendEvent. For example:
You will then see, under Further Info the Event ID.
4. CRM Reporting
If you want an overview of your event activities and to measure their success in terms of attendance, you can create a report in Spotler CRM. The report shows you how many contacts were invited and how many actually attended.
Report: Who was invited
Choose the list of contacts who you invited as a criteria.
Report: Who joined the event
Select the following criteria:
DigitalActivity.FurtherInfo: contains: {number or name event}
DigitalActivity.Type: is one of HasAttendedEvent
Contacts.Lists: is one of {list name}
Approach 2 (Registration takes place in Mail+)
1. Create the invitee list in Spotler CRM
After a succesful integration you start with creating an invitee list in Spotler CRM.
Create a list
Go to Marketing > Lists
Click on +Add
Name your list and set the type to Dynamic. A dynamic list automatically updates whenever a contact meets the defined criteria. Make sure to switch on the Sync to Spotler toggle - this ensures the list is also synced to Spotler Events by Momice and Mail+.
Click on Save.
Click on the tab List members to set list criteria.
Click the button Set list criteria
You can use criteria based on Account information and Contact information. For example you can use a Tag as segmentation to make a list of all your companies which are prospects.
For detailed steps on building a list in your CRM:
➡️Manual: Lists
Using tags helps you segment
You can use tags to make segmentation easier. For example, create and apply a tag for Prospects. Tags allow you to group contacts, and you can reuse them for future segmentations in Lists. Tags are applied to all records (Contacts and Accounts).
➡️Read more about Tags
2. Set-up the event registration Mail+
Start by creating the event’s web page (form and webpage) and emails in Mail+.
Create a registration form
Start with creating a registration form for your event. You have to create for each event a new form in Mail+.
In Mail+, you can close a form on a specific date or once a set number of registrations is reached.
Create a webpage
Create a new webpage and place the form on it.
Create event mails and automation
Once you have set up a form and a webpage, start by creating messages such as a subscription confirmation.
Then, use the automation module to send registration emails automatically after someone submits the form.
3. Check-in app Spotler Events by Momice (optional)
To use the Check-in app from Spotler Events by Momice. you have to take the following steps:
Create a Dynamic list in CRM
First you will create a list with attendees to sync to Momice.
Go to Lists
Click on + Add
Fill in a logical List name, choose Type: Dynamic and change the toggle to Yes at Sync To Spotler.
Click on Save
After clicking Save, click on Set List Criteria.
Use the Criteria: ContactDigitalActivity.Type is one of: FormWasSubmitted and ContactDigitalActivity.FurtherInfo: contains {form name}
Sync list to Spotler Events by Momice
When you enabled Sync to Spotler, your list will be transferred from Spotler CRM via Spotler Connect and will appear in Momice, ready for use within minutes. Use Spotler Connect to search for and select a list (for example, the Momice General Guest List).
You can choose to update an existing list or add a new one - the system will automatically detect and handle duplicates.
Send confirmation mails with QR-code in Spotler Events by Momice
Mark invitees as registered and send them their confirmation emails.
Would you like more information in detail?
4. CRM segmentations and monitoring
You can see in CRM who has registered as well. There are two ways of seeing if someone attends an events:
Create a tag:
This option you will use if you want to segment on a group.Digital Activity details
This information is on account or contact level.
Create tag
Create a tag (dynamic) and set criteria.
Go to Tags
Click on +Add
Fill in a Tag Name, Select dynamic at Type and Object: Daily
Click on Save
Then click on the button Set tag criteria. Use the criterion ContactDigitalActivityType set to “FormWasSubmitted.” Then, add a second criterion for the name of the Form, so you can identify which event a contact will attend:
Digital activities are always new and start after the connector has been turned on
This means that new registrations will appear in the CRM only after the connector with Mail+ has been set up. Before that, no digital activities will be visible, as they simply don’t exist yet.
This way, you can create different segmentations and communicate with either registrants or non-registrants.
Digital Activity Details
In Spotler CRM, you can also see at both the account and contact level who has registered for your event.
This information can be found by going to an account or contact and then clicking on the specific digital activity: FormWasSubmitted. For example:
You will then see, under Further Info, the form details such as the form name and ID.
5. CRM reporting
If you want an overview of your event activities and to measure their success in terms of attendance, you can create a report in Spotler CRM. The report shows you how many contacts were invited and how many actually attended.
Report: Who was invited
Choose the list of contacts who you invited as a criteria.
Report: Who joined the event
Select the following criteria:
DigitalActivity.FurtherInfo: contains: {number or name event}
DigitalActivity.Type: is one of HasAttendedEvent
Contacts.Lists: is one of {list name}