You can import customers, events and attendance information from GoTeamUp into Makerble

Open

(Note that GoTeamUp is different to a platform of a similar name called TeamUp)

How it works

How it works in 3 steps:

1. Choose the Class Type (Offering_Type) from GoTeamUp that you want to bring across to Makerble.

   1. Pick the event category to use and project you want the events to be created within

2. Next, do a Contacts Mapping to bring across the bio details of the customers added to those events (e.g. name, email address)

3. 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

Do the initial connection between the two platforms

Part A - Add the integration

1. Select Connections in the left sidebar and choose Integrations

2. If you see GoTeamUp already listed, move on to Part B; otherwise, continue.

3. Click Add an integration: a dropdown list appears, choose GoTeamUp

   Open

   

4. Press Save

5. You’ll now see GoTeamUp displayed. Click Manage.

Part B - Initial Platform Settings

1. On the GoTeamUp Account page: Click Manage and choose Initial Platform Settings

2. You’ll arrive on this page: add these details from GoTeamUp. You’ll find them in your GoTeamUp Settings tab but if you’re unable to locate them, contact GoTeamUp’s support team

3. Once done, press Save

Part C - Connect to GoTeamUp

1. On the GoTeamUp Account page: Click Manage and choose Connect to GoTeamUp

2. Follow the prompt to login to GoTeamUp and authorise the connection between Makerble and GoTeamUp.

3. Once that’s done, you can now move on to the Mappings stage.

Do the mappings for each Class Type (offering_type)

Stage 1 - the Events Mapping

1. Select Connections in the left sidebar and choose Integrations

2. Click Manage next to GoTeamUp

3. Click Actions and then click Manage the Integration

4. Click Connect a set of events to Makerble

5. Give this mapping a name and then fill in the other details.

6. 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

7. Press Save once done

8. You arrive on that Event Mapping’s profile page. Click Actions and choose: Map Contacts

Stage 2 - Map the contacts

1. From the Event Mapping’s profile page, click Actions and choose Map Contacts

2. In the Project dropdown menu: choose the same project you selected previously

3. In the Choose a Contact Form field: choose a Contact Bio Form to use to add the details of GoTeamUp customers to when they are created on Makerble as contacts

4. Once you select the Contact Form, the page will expand to show the fields of the Contact Form. You can then pick the fields from GoTeamUp that you want to populate the field on Makerble

5. Once done, scroll to the bottom and press Save

6. You’ll arrive on the contact mapping’s profile page. Click the name of the Event Mapping

Stage 3 - Map attendances

1. From the event mapping’s profile page: click Actions and then Map Attendances

2. You arrive on the Map Attendances page

3. Select the Event Category

4. The project is already selected for you - it’s the same project that was chosen for the Event Mapping

5. In the Story Category (Survey) field, you can choose the Survey that is associated with that Event Category

6. Once you select the Survey, the page to expands to display the fields from the survey that you can populate with fields from Makerble.

   1. Our recommendation is that you

      1. create two metrics

         1. An Engagement Tracker called Attendances (from GoTeamUp)

         2. A Scale (Multiple Choice Tracker) called Attendance Status (from GoTeamUp) which has the following answer choice options

            1. Attended

            2. No Show

            3. Registered

      2. add them to add to your survey

      3. only populate those two metrics using the fields from GoTeamUp

How to check the status of the integration

When you arrive on the Manage the integration page, you can see

• 3 tabs for

  • Event Mappings

  • Contact Mappings

  • Attendance Mappings

• click each of those tabs to see the mappings in that tab

See which records have been imported

• To look at a particular mappping in more detail, click the View button within the

  • Events Synced, Contacts Synced or Stories Synced column

     

  • Contacts Synced

  • Stories Synced

Edit a mapping

• To make changes to a mapping, click Actions and then Edit