In this article, you will learn how to use contact lists from Salesforce via Spotler Connect in Momice to send invitations for an event.
You will learn how to create a list in Salesforce, import it into Momice, send invitations, and view registration and attendance activities in Salesforce. We also explain how to create new lists or reports based on these activities for follow-ups after the event.
1. Create your list in Salesforce
Contact lists in Salesforce are created via the “Reports” tab. There, you create a “List Report” that is synchronized with Spotler.
For the integration, “Sync to Spotler” must be enabled.
After saving, members can be added to the list.
The list will then automatically synchronize with Spotler Connect (this may take a few minutes).
Once the list is created and saved with “Sync to Spotler = Yes”, it will automatically sync with Spotler Connect.
The added list will then be available for use in Spotler.
2. Select the list in Momice
Contact lists from Salesforce can be imported into Momice via Spotler Connect.
During import, multiple lists can be combined.
A preview is shown in advance with the total number of contacts.
After completing the import, the imported lists and invitees can be reviewed immediately.
3. Send invitations
Emails can be sent directly from Momice.
Invitees register via the “registration link” in the email.
After registration, the activity “Will attend event” is created.
Attendees will trigger the activity “Has attended event.”
4. View activities in Salesforce
Momice creates event activities when contacts register and attend the event.
These activities are synchronized to Salesforce via Spotler Connect.
The activities include:
Will attend event
Has attended event
Activities are linked to contacts, not to contact lists or campaigns.
To view them: open the contact in Salesforce and check “Spotler Digital Activities.”
Where can I find the activities in Salesforce?
1. Open the Contact Record
Log in to Salesforce
Search for the relevant contact and open it
2. View Spotler Digital Activities
Go to “Related” within the contact record
Select “Spotler Digital Activities”
3. Open an activity
Click on an activity to view details
You will see two activities:
WillAttendEvent
HasAttendedEvent
5. Create a new list in Salesforce based on event registrations or attendance
Use this to create a new list for follow-ups or to invite contacts to a future event.
Please note: When filtering, you include everyone who registered or attended an event. You cannot filter by event name, campaign name, or previous contact lists.
Create a new report list in Salesforce.
Choose "Spotler Digital Activities" as the report type.
Click "Start Report".
Enter a name for the report (e.g., Digital Activities Report).
Choose your filters (Spotler Digital Activities type)
Click “Save & Run” and “Save”.
After saving, click to add the report to a campaign.
Click the dropdown next to the Edit button and select Add to Campaign
Select an existing campaign or create a new one (e.g., Momice list from digital activities).
If creating a new campaign, check “Sync to Spotler”.
Click Submit.
Once everything is set up, it may take a few minutes for the list and members to synchronize with Connect and Momice.
6. Create a report based on digital activities
Example: a report of contacts who registered for an event.
Please note: When filtering, you include everyone who registered or attended an event. You cannot filter by event name, campaign name, or previous contact lists.
Create a new report list in Salesforce.
Choose "Spotler Digital Activities" as the report type.
Click "Start Report".
Enter a name for the report (e.g., Digital Activities Report).
Choose your filters (Spotler Digital Activities type).
Click “Save & Run” and “Save”.
Using a registration form in Momice
This section explains how contacts created via Momice registration forms are processed in Spotler Connect and Salesforce, and how related activities are stored.
1. Registration in Momice
When a participant registers via a Momice registration form, Momice checks whether the contact already exists.
2. Add contact in Spotler Connect
If the contact does not exist:
A new contact is automatically created in Spotler Connect
3. Add contact in Salesforce
If the Salesforce configuration allows contact creation:
The contact created in Spotler Connect is also created in Salesforce.
This depends on the Salesforce settings and permissions defined in the integration.
What is not included
Form fields are not included in the digital activity.
By default, only the name, email, and organization from the registration are sent to Salesforce. Form fields such as dietary requirements are not included.