Update formatting of gtm-architecture (#42791)
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@@ -5,50 +5,52 @@
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### Capture Eventbrite attendees in Salesforce campaigns
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> _*TL;DR: It's not working, Who should I call and what should I check?*_
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> DRI: @Sampfluger88
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> ***TL;DR: It's not working, Who should I call and what can I check?***
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>
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> DRI: @Sampfluger88 (`@`-mention the DRI in [#help-gtm-ops](https://fleetdm.slack.com/archives/C08BTMFTUCR))
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> - Does the Eventbrite page have an "order form" attached? If so, remove it! « This breaks the flow by adding another required form submission not tied to the `New Attendee Registered` action. Attendee name and email will be returned as "Info Requested".
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> - Does the SFDC campaign exists?
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> - Is the `Event_key` populated correctly on the corresponding SFDC campaign?
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_*Purpose*_
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***Purpose***
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Create a reliable, repeatable way to associate Eventbrite registrations with the correct Salesforce contact and campaign. Each event has a unique identifier (`event_key`). We store that identifier on the corresponding Salesforce campaign creating a 1:1 relationship between the published event and the Salesforce campaign.
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This approach “connects” Eventbrite to Salesforce campaigns by using the **`Event_key` as the system-of-record key**. Salesforce Campaigns store that key, and Clay uses it to automatically route registrations to the right Campaign and create/update Campaign Members—cleanly, invisibly, and in a way that can later support additional event platforms.
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_*High-level workflow*_
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***High-level workflow***
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1. A new registration occurs and is captured by Zapier (workflow: [Eventbrite - Event registration » Clay](https://zapier.com/editor/355884186/published)).
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2. Zap captures and sends the following info to Clay:
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2. `fullName`
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2. `firstName`
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2. `lastName`
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2. `Email`
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2. `providedNotes`: "`EVENT_NAME` - `EVENT_URL`"
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2. `Event_key`: "Eventbrite-"`EVENT_ID` (This is used to identify the correct Salesforce campaign to add the contact to.)
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2. `campaignMemberStatus`: "Registered" « (Hardcoded)
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3. Clay (table: https://app.clay.com/workspaces/315782/workbooks/wb_0t4mlesfmwB8E6W357B/tables/t_0t90w56wNMpfCnCnfFm/views/gv_0t90w56hCPwZrpWtyC6) receives the payload.
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3. The `Event_key` is used to find the correct campaign.
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3. A [historical event](https://fleetdm.com/handbook/finance/gtm-architecture#historical-events-sfdc) gets created with a `relatedCampaign` matching the `Event_key`. Creating a historical event will also create the contact/account if it doesn't already exist.
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3. The name and email is used to pull the correct LinkedIn. If a LinkedIn profile is found, Clay updates the following data in Salesforce:
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3. Job title
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3. Mailing address: (City, State/Province, Country)
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3. Primary buying situation « TODO Document
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3. Role « TODO Document
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3. Sends the following message to the [#help-gitops-workshops](https://fleetdm.slack.com/archives/C0ALY0LJD39) Slack channel.
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- `fullName`
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- `firstName`
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- `lastName`
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- `Email`
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- `providedNotes`: "`EVENT_NAME` - `EVENT_URL`"
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- `Event_key`: "Eventbrite-"`EVENT_ID` (This is used to identify the correct Salesforce campaign to add the contact to.)
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- `campaignMemberStatus`: "Registered" « (Hardcoded)
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3. Clay (table: [Events - Historical event creation](https://app.clay.com/workspaces/315782/workbooks/wb_0t4mlesfmwB8E6W357B/tables/t_0t90w56wNMpfCnCnfFm/views/gv_0t90w56hCPwZrpWtyC6)) receives the payload.
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- The `Event_key` is used to find the correct campaign.
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- A [historical event](https://fleetdm.com/handbook/finance/gtm-architecture#historical-events-sfdc) gets created with a `relatedCampaign` matching the `Event_key`. Creating a historical event will also create the contact/account if it doesn't already exist.
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- The name and email is used to pull the correct LinkedIn. If a LinkedIn profile is found, Clay updates the following data in Salesforce:
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- Job title
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- Mailing address: (City, State/Province, Country)
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- Primary buying situation « TODO Document
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- Role « TODO Document
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- Sends the following message to the [#help-gitops-workshops](https://fleetdm.slack.com/archives/C0ALY0LJD39) Slack channel.
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```
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NEW GITOPS REGISTRATION
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NEW GITOPS REGISTRATION
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_*`fullName`*_ signed up for `proviededNotes`
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_*`fullName`*_ signed up for `proviededNotes`
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- CONTACT:
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_*`fullName`*_ (`finalLinkedInProfile`)
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`CRMLink`
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- CONTACT:
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_*`fullName`*_ (`finalLinkedInProfile`)
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`CRMLink`
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- ACCOUNT:
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`Rating` - _*`accountName`*_ (`finalLinkedInCompanyUrl`)
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- ACCOUNT:
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`Rating` - _*`accountName`*_ (`finalLinkedInCompanyUrl`)
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```
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