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How it works
Content on GoTeamUp | Content that gets created on Makerble |
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Customers | |
Events | Events |
Attendances | Stories |
How it works in 3 steps:
Choose the Class Type (Offering_Type) from GoTeamUp that you want to bring across to Makerble.
Pick the event category to use and project you want the events to be created within
Next, do a Contacts Mapping to bring across the bio details of the customers added to those events (e.g. name, email address)
Finally, do an Attendances Mapping to create stories on Makerble that reference whether that contact attended the event or not
How to set it up
1st PHASE: Do the initial connection between the two platforms
Part A - Add the integration
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On the GoTeamUp Account page: Click Manage and choose Connect to GoTeamUp
Follow the prompt to login to GoTeamUp and authorise the connection between Makerble and GoTeamUp.
Once that’s done, you can now move on to the Mappings stage.
2nd PHASE: Do the mappings for each Class Type (offering_type)
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Your organisation needs to have done the initial connection before you can move on to this part |
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Select Connections in the left sidebar and choose Integrations
Click Manage next to GoTeamUp
Click Actions and then click Manage the Integration
Click Connect a set of events to Makerble
Give this mapping a name and then fill in the other details.
Once you select a Makerble Event Category, the Event Category’s fields will appear and you’ll be able to choose which field from GoTeamUp to use to populate that field on Makerble
Press Save once done
You arrive on that Event Mapping’s profile page. Click Actions and choose: Map Contacts
Stage 2 - Map the contacts
This part of the process will turn GoTeamUp customers into Makerble contacts
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