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Goldcast + Salesforce Integration

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Contents

Overview

The Goldcast + Salesforce Integration allows you to connect your Goldcast Studio to a Salesforce instance. This enables the sync of Goldcast registrants, attendees and all their related engagement data through custom activities to Salesforce Sales Cloud. Installing our managed package enables you to have all the Goldcast data sync and reside in your connected Salesforce instance. It also provides you with pre-defined reports that can be readily used by the Sales/Marketing teams to get insights about your Goldcast Events performances.

Prerequisites

Goldcast

Event Organizer access to your instance of Goldcast.

Salesforce Sales Cloud

A Salesforce Sales Cloud user with permissions to install apps. This user should be a System Administrator with Marketing User enabled, as they will need access to Campaigns, Campaign Members, Campaign Member Statuses, and other objects like Contacts, Leads.

 

Please note that the latest version of our Salesforce Managed Package is 1.10.1 i.e published on 7 th August 2023. If you are an existing user of our Salesforce Integration, it is necessary to update the Managed Package in your Salesforce account. Additionally, it is mandatory that you re-authenticate your Salesforce Integration in Goldcast. 

 

 

Connecting a Goldcast Org to Salesforce Sales Cloud

Note: Before beginning the Salesforce Sales Cloud integration process, we recommend logging into your Goldcast Studio and Salesforce account to avoid having to do so later in the setup process.

Installing the Salesforce Sales Cloud Integration

  1. From the Goldcast Marketplace page, click on the Learn More link on the Salesforce Sales Cloud tile.



  2. Select the Install This App button to initiate the installation.



  3. Upon clicking, you will be redirected to the Integrations page for your Goldcast Org, and a pop-up titled Install Salesforce will appear.
  4. Click the Install button to complete the installation.


  5. You will receive a confirmation pop-up for the installation, and then you will be redirected to a screen to proceed with your installation of Goldcast’s Managed Package.

    NOTE: It is mandatory to install the Managed Package and assign proper permissions to ensure the seamless flow of Goldcast data into Salesforce. This will be covered in detail in later sections.

  6. Click on the link in the window to install the managed package into your Salesforce Account, which will redirect you to the Salesforce AppExchange page. 

    For Latest Managed Package Link Version 1.10.1, click here.

Note: Please DO NOT close the Goldcast tab in your browser, as we will resume the installation setup from here.

Installing Managed Package into your Salesforce Account

Once you are redirected to the App Exchange, you will have to install this package into your Salesforce account and set up the necessary permissions for the user to authenticate with Goldcast in later stages. Please follow the below mentioned process to configure your integration.


Note : The Salesforce Integration does not have any extra cost associated with it. It is included in your Goldcast pricing. The $15k listed on the Salesforce AppExchange is general information about the starting price of Goldcast as a product. To learn more about Goldcast pricing, click here.

  1. To begin, click on Get It Now to install the Managed Package into your Salesforce Account. This will give you a pop-up to login into the Salesforce Trailblazer account.
  2. Once you log in, you will get a pop-up to choose your environment(Production/ Sandbox), please choose according to your requirement.
  3. To proceed with the installation, click on the checkbox to Agree with Terms and Conditions and click Confirm and Install.
  4. This will redirect you to log in to your Salesforce Account.
  5. Upon successful login, you will get options to choose the scope of installation in your Salesforce that can be chosen according to your requirement. We recommend choosing Install for All Users.



    NOTE: It is recommended to select Install for All Users due to the permissions required for certain package components to function post installation, ex. Lead Conversion. Incase of insufficient permissions, there might be some anomalies that might occur.

  6. After you've chosen the desired option to proceed with, click on Install to complete the process.Screenshot 2023-08-14 at 10.13.19 PM.png
  7. You will get a pop up to approve third party access to send or receive data from Goldcast. Please check the box and click on Continue. This will begin the installation process.


    This process usually takes some time to install this into your Salesforce Account. Please check back in few minutes or you might receive an email of completion. 

 

Viewing your Installed Package in Salesforce

  1. Login to your Salesforce Sales Cloud Account
  2. Go to the Setup Home and expand Apps and then Packaging from the Administration section on the left panel.
  3. Click on Installed Packages to view all the installed packages in your Salesforce environment.



  4. Please verify that you can see Goldcast Events listed here. This marks the successful installation of the managed package in your environment.


Assigning Permission set to setup your Managed Package

  1. In your Setup section, Go to Users when you expand Users in the Administration tab in the side panel.
  2. Select the existing user which you want to choose, this will take you to the User's profile.
  3. Click on Permission Set Assignments to assign the necessary permission for the managed package to function.



  4. Click on Manage Assignments to add assignments to the respective permission set.




  5. Click on Add Assignment to add users to be assigned to the Permission Set.
  6. Select the Users and Click on Next and click Assign.
  7. With this Permission Set, you give the Read, Create, Edit, Delete, View All, Modify All access to our custom objects that are created i.e. Goldcast Activities, Goldcast Events, Goldcast Event Registrations upon installation of the managed package to your Salesforce account. 
  8. Also, we need the System Admin to have Marketing User permission to be enabled  to Create and Edit Campaigns that helps us to create Campaign Member Statuses and to mark them when you connect your Salesforce Campaign to an event in Goldcast. To know more about adding this permission manually to your Salesforce User, click here.

NOTE: If you're creating a new user to assign the permissions, it is mandatory that it has the role of Marketing User or System Administrator that has API permissions associated with them.

 

Assigning License to Users for your Managed Package

This is an important step to make sure your Integration functions seamlessly. Make sure you assign a license to the user(s) who will authenticate your connection between Goldcast and your Salesforce Account.

Goldcast Events is a licensed managed package. If you are installing the integrations then your admin has to assign a license to the respective user.

 

Follow the instructions below to add a user.

  1. In your Setup, search for Installed Packages and find Goldcast Events i.e. managed package that you installed in the steps previously.
  2. Click Manage Licenses adjacent to your listed package.
  3. Click Add Users to select users that need to be assigned a license for your package.
  4. Select the users you want to authenticate the connection in Goldcast. You can include users that will use the Salesforce Integration.
  5. Click Add to save these configurations.

This marks the successful completion of the setup needed in Salesforce for your integration.


Configuration for ROI Reporting Goldcast

 To enable ROI Reporting Dashboard enabled for your Goldcast account, you need to follow the below steps. Head on to your Salesforce instance and make sure you have our latest version of Managed Package.

1. Go to App Launcher on the left upper corner of your screen.

2. Search for Goldcast, and locate the Goldcast app and open it.

3. In the top navigation items bar, locate ROI configuration. If you can't find it, click on More drop down to load more options.

4. Open the ROI Configuration tab. This tab is the key to getting started with sending data to the ROI Dashboard and making sure a timely sync is in progress background through out time.



5. You will now come across two sub sections in the ROI configuration tab, Current ROI and Future ROI.


6. In Current, please click Send Existing Account Information, Send Existing Lead Information, Send Existing Contact Information button only once.

7. Click on the buttons only once. This is a one time process, needed to send all the historical data of your Leads and Account that accounts towards Pipeline, Account and Revenue metrics in the dashboards. Make sure the status for both progress bar reaches 100 percent, please DO NOT refresh this page as this will make the progress go away.



9. Once done 100 percent, click on the next sub-section called Future ROI to open a page with a toggle button to turn on sync for your data to be flowing to Goldcast.

10. To make sure your data is flowing in timely manner to Goldcast and well orchestrated on the ROI Reporting Dashboard, turn ON the toggle to setup a scheduled job on your end.


11. You can later disable the sync by turning the same toggle OFF if needed.

12. You can also turn ON or turn OFF the Email Notifications that the authenticated user will get upon each successful sync every 6 hours. You can operate according to your need.



13. This marks successful completion of the setup required for the ROI Reporting Dashboard.

 

 

Connecting your Salesforce Account in Goldcast

Navigate to your Goldcast Studiol browser panel to continue your installation process. 

Once your Managed package has been installed in the Salesforce Sales Cloud, you need to authenticate with the user in Goldcast that has been assigned permission sets in the previous steps to complete the process.

 

  1. In your Goldcast browser tab, Click on Next to process installing Salesforce Integration.



  2. To begin, Click on the New Authentication button on the screen.
  3. In the popup that appears, enter a name of your choice for your integration in the provided field.
  4. Choose the type of Salesforce account you will be connecting - Sandbox or Production, and click Create to proceed.



  5. You will be redirected to an Authentication screen where you will be prompted to authenticate your Salesforce account. 
  6. Upon successful authentication, click the Allow button to connect your Salesforce account.
  7. If the account connection is successful, a confirmation message will pop up, indicating that Salesforce Integration has been configured successfully.
  8. Click on the Finish button to complete the Integration Setup for Salesforce in your Goldcast account.

     




Configuring your Goldcast App in Salesforce

Note: It is recommended to configure Page Layouts and Related Lists for Standard and Custom Objects, and List View changes for the Custom Objects created by Goldcast to view the data from Goldcast in the most optimal manner. Follow the steps in the sections below to complete this one-time setup in your Salesforce. Incase of any difficulty or query, please contact your CSM.

Assign Page Layout for Lead Object

  1. In your Salesforce Sales Cloud Account, go Setup and search the Object Manager page to assign access to individual Standard Objects.
  2. In the objects search box, type Lead. Click the Lead standard object label to open the detailed permissions view for Leads object. 
  3. Click Page Layouts. The Page Layouts page displays all the page layouts related to the Lead object in Salesforce.
  4. Click the Page Layout Assignment button in the top right corner of the screen. The Page Layout Assignment page displays different profiles in your Salesforce account along with their respective assigned layout.
  5. Click Edit Assignment to edit the and assign the recommended Goldcast page layout.
  6. From the list of Profiles, select System Administrator.
  7. From the Page Layout To Use dropdown list, select Goldcast Lead Layout.
  8. Click Save to complete the assignment.

 

Assign Page Layout for Contact object

  1. In your Salesforce Sales Cloud Account, go Setup and search the Object Manager page to assign access to individual Standard Objects.
  2. In the objects search box, type Contact. Click the Contact standard object label to open the detailed permissions view for Contact object. 
  3. Click Page Layouts. The Page Layouts page displays all the page layouts related to the Contact object in Salesforce.
  4. Click the Page Layout Assignment button in the top right corner of the screen. The Page Layout Assignment page displays different profiles in your Salesforce account along with their respective assigned layout.
  5. Click Edit Assignment to edit the and assign the recommended Goldcast page layout.
  6. From the list of Profiles, select System Administrator.
  7. From the Page Layout To Use dropdown list, select Goldcast Contact Layout.
  8. Click Save to complete the assignment.

 

Assign Page Layout for Campaign object

  1. In your Salesforce Sales Cloud Account, go Setup and search the Object Manager page to assign access to individual Standard Objects.
  2. In the objects search box, type Campaign. Click the Campaign standard object label to open the detailed permissions view for Leads object. 
  3. Click Page Layouts. The Page Layouts page displays all the page layouts related to the Campaign object in Salesforce.
  4. Click the Page Layout Assignment button in the top right corner of the screen.The Page Layout Assignment page displays different profiles in your Salesforce account along with their respective assigned layout.
  5. Click Edit Assignment to edit the and assign the recommended Goldcast page layout.
  6. From the list of Profiles, select System Administrator.
  7. From the Page Layout To Use dropdown list, select Goldcast Campaign Layout.
  8. Click Save to complete the assignment.

 

List View Configuration for Custom Objects

Configuring List View for Goldcast Activities

  1. In your Salesforce Sales Cloud Account, To open the App Launcher, from the drop-down app menu at the upper-right corner of any Salesforce page, select App Launcher.
  2. In the objects search box, type Goldcast Activities. Click the Goldcast Activities from the items listed to open the Goldcast Activities object view.
  3. Select ALL from the List Views drop down on the top left of your screen.
  4.  Click on the Settings Icon of your ALL list view. Select Select Fields to Display option from the resulting drop down.
  5. Select the required/missing fields from the Available fields section. The resulting Visible Fields box should have the following fields in order i.e. Activity, Description, Lead, Contact, Event, Campaign. Please refer to the below image.

  6. Click Save to successfully update the List View for Goldcast Activities.

Configuring List View for Goldcast Event Registrations

  1. In your Salesforce Sales Cloud Account, To open the App Launcher, from the drop-down app menu at the upper-right corner of any Salesforce page, select App Launcher.
  2. In the objects search box, type Goldcast Event Registrations. Click the Goldcast Event Registrations from the items listed to open the Goldcast Event Registrations object view.
  3. Select ALL from the List Views drop down on the top left of your screen.
  4.  Click on the Settings Icon of your ALL list view. Select Select Fields to Display option from the resulting drop down.
  5. Select the required/missing fields from the Available fields section. The resulting Visible Fields box should have the following fields in order i.e. Full Name, Email, Goldcast Event, Lead, Contact, Campaign. Please refer to the below image.

  6. Click Save to successfully update the List View for Goldcast Event Registrations.

Configuring List View for Goldcast Events

  1. In your Salesforce Sales Cloud Account, To open the App Launcher, from the drop-down app menu at the upper-right corner of any Salesforce page, select App Launcher.
  2. In the objects search box, type Goldcast Events. Click the Goldcast Events from the items listed to open the Goldcast Events object view.
  3. Select ALL from the List Views drop down on the top left of your screen.
  4.  Click on the Settings Icon of your ALL list view. Select Select Fields to Display option from the resulting drop down.
  5. Select the required/missing fields from the Available fields section. The resulting Visible Fields box should have the following fields in order i.e. Event Name, start Time, End Time, Campaign. Please refer to the image below.
  6. Click Save to successfully update the List View for Goldcast Events.

 

This marks the completion of the necessary setup required in your Salesforce account for the integration. You can now view all the Goldcast Events related data in these custom objects created via the Goldcast Managed Package installed in your Salesforce Instance.

 

 

Inter-Linking between the Lead, Contact, and Campaign and Goldcast Objects

Goldcast Events, Goldcast Event Registrations, and Goldcast Activities are the Salesforce  custom objects created by Goldcast to send the Goldcast data to the Salesforce standard objects Leads, Contacts, and Campaigns.

You can find the Goldcast events, registrations, and activities related information in the Lead, Contact, and Campaign objects.

To see Goldcast information in Lead, Contact, and Campaign objects:

  1. In the Salesforce navigation bar, click Leads.
  2. Click the Lead name of your choice. You can find the details such as, Title, Company name as Goldcast, Phone, and Email.
  3. In the Related section, all the Goldcast events, registrations, and activities information associated with the selected lead appear under Goldcast Activities and Goldcast Event Registrations sections respectively.

  4. Now, using the Salesforce navigation bar, click Contacts.
  5. Click the Contact name of your choice. You can find the details such as, Title, Account Name, Phone, Email, and Contact Owner.
  6. In the Related section, all the Goldcast activities, registrations, and events information associated with the selected contact appear under Goldcast Activities and Goldcast Event Registrations sections respectively.

  7. Now, using the Salesforce navigation bar, click Campaigns.
  8. Click the Contact name of your choice. You can find the details such as, Type, Status, Start Date, and End Date.
  9. In the Related section, all the Goldcast activities, events, and registrations information associated with the selected contact appear under Goldcast Activities, Goldcast Events, and Goldcast Event Registrations sections respectively.

    Note: A single campaign can be associated with multiple Goldcast events and those events appear under the Goldcast Events section of the selected Campaign.

 

 

Connecting a Goldcast Event to a Salesforce Campaign

Note: Before connecting a Salesforce Campaign to a Goldcast Event, we recommend logging into your Salesforce account to avoid having to do so later in the setup process.

After creating an event in Goldcast, you may wish to connect it to a Salesforce Campaign. This will allow you to sync your Goldcast event Registrants and Attendees with your Campaign Members in Salesforce Sales Cloud. Once a Goldcast event has been linked to a Salesforce campaign, you will be able to view their event activity in Salesforce. This campaign will be associated with the respective Goldcast event and its engagement activities that are synced based on the selection in the process below.




NOTE: We update the campaign member status to Registered,Attended and Attended On-Demand. Campaign Member Statues will be created automatically for your Salesforce Campaign once you connect it to an event in Goldcast.

  1. Open the App Launcher Menu in the top-left corner and select the Sales link.
  2. Select the Campaigns link from the top Navigation bar.
  3. Once you have been redirected to the Campaigns page, select the campaign you would like to connect to your Goldcast Event from the Campaign List.

Once you are on the Campaign's page, you will need to copy its  Campaign ID. You will be using this ID to connect the campaign to your Goldcast event. 

Campaign IDs are either  15 or 18 characters in length and will always begin with 701. Because Salesforce setups differ from user to user, we recommend copying this ID from the campaign's URL.


AddCampaign_CopyIDsmol.gif

  1. Campaign IDs are located after the /Campaign/ path of the campaign's URL. Highlight and copy the Campaign ID. We recommend saving it in a note or document so you can return to it later. 
  2. Select the desired event from the Events page to access the Event Dashboard.
  3. Click on the Integrations option in the left-side panel or choose Configure in the Integrations available section within the Event dashboard.



  4. Locate and click on the Salesforce integration on the Integrations page.



  5. In the right-side drawer that appears, Paste the Campaign ID you copied earlier into the Enter Campaign ID field. A green verification message will appear to indicate that the Campaign ID has been identified. 



  6. Click on the Connect button to connect the campaign to your Goldcast event.



  7. Additionally, you scroll below and choose activities you want to be sent to Salesforce for your event registrants. You can accordingly turn the toggle ON or OFF.



  8. Upon making the above changes, Click on Save button to save the configuration for your event.



    By following these steps, you can successfully set up the Salesforce integration for your event.

 

Viewing Goldcast data in Salesforce Account

With our Goldcast + Salesforce Integration, we enable users to install a managed package into a Salesforce account. Custom Activities track user engagement and interaction with your events such as attendance, time spent at the event, and participation in polls, Q&A sessions, and Discussion Rooms, Booth along with your Registration and Attendance information. For more information about custom activities in Goldcast, please refer to this article.

As a part of our integration, we create three custom objects in your Salesforce instance i.e. Goldcast Events, Goldcast Activities, Goldcast Event Registrations. These can be directly viewed from your App Launcher as an App.

These objects are used to store the events information and related engagement data that is synced from Goldcast to your Salesforce. This package comes with pre-defined reports that can be readily used by the Sales/Marketing teams to get insights about your Goldcast Events performances.

NOTE: It is recommended to view the ALL view option from the List Views when viewing these custom objects.

Goldcast Events

This view gives you an overview of all the Goldcast Events created/updated after your Goldcast + Salesforce Integration is Enabled. It also provides you with details like Start Time, End Time, and a Salesforce Campaign associated with an event (if connected via Goldcast Admin Panel). 

Each listed record in this view represents an event in Goldcast. You can view more details about each event by clicking on the Event Name. 

You can view details like Event Name, Start Time, End Time, Number of People Registered and Campaign associated. 



It also provides relation with its other two custom objects i.e. Goldcast Event Registrations and Goldcast Activities. This gives granular insights about the registrations and event engagement activities related to a particular event. You can click on View All to view additional records of the related objects.

 

Goldcast Activities

This view gives an elaborate summary of all the event engagement data that is synced from Goldcast to Salesforce in the form of custom activities. To know more about custom activities sent to Goldcast, click here.

It provides a user with overview about details like Activity, Description related to the activity, Lead or Contact associated with the attendee, the Event that the activity took place in, and the associated Campaign with the Goldcast event.

You can view more details about a particular activity by clicking necessary activity which opens into various fields that can hold necessary event information like a Broadcast Name, CTA Button details, Time Spent, Engagement Score, etc. for any applicable Goldcast Activity record.

 

Goldcast Event Registrations

This view gives a tabular view of all the registrants that have registered or attended any Goldcast event in your Goldcast org that is connected with the Salesforce account. This also provides a user with details like attendee name, Email, Lead or Contact associated with the attendee, the Event for which the registration was made, and the associated Campaign with the Goldcast event.

 

You can view additional details about a singular Event Registration record by clicking Full Name to view it.

Goldcast Reports

With installation of our current managed package, we provide 12 prebuilt reports using our custom objects and fields involved to lets users get insights about the Goldcast data that is synced over to Salesforce.

This helps the Sales/Marketing team to answer several business questions based on the event engagement data like CTA(Demo Request) clicked, Q&As answered, Attended event etc.

These reports will be available in the Reports section of the Goldcast App that can be accessed through the App Launcher in any Salesforce page. 

A folder named 'Goldcast Reports' is created upon installation of the managed package that contains the 12 reports mentioned below.

 

Below is the list of these reports along with the description related to it.

  1. Events - Registration Report
    This report provides a combination of graph that depicts the registrations for each event in your Goldcast org. Also it contains a tabular display of all the registrations across all Goldcast events which are grouped with respect to an event. This gives insight into the Registration distribution across events. Each Goldcast registration has their associated Lead or Contact in the report.

    Image 4-1-2023 at 5.28 pm

  2. Events - Attendees ReportThis report provides a combination of graphs that depicts the attendees for each event in your  Goldcast org. Also it contains a tabular display of all the attendees across all Goldcast events which are grouped with respect to an event. This gives insight into the Attendance distribution across events. Each Goldcast attendee has their associated Lead or Contact in the report.
    Image 4-1-2023 at 5.30 pm

  3. Events - CTA Engagement Report
    This report provides a combination of graph that depicts the distribution of CTA Button(Event or Booth) Clicks across your Goldcast events. It also contains tabular display of all the CTA Button Click activity grouped with respect to an event, and also includes details like CTA Button Name, Timestamp and Description of the Goldcast activity. Each record in the report also has its association with respective Lead or Contact.
    Image 4-1-2023 at 5.31 pm

  4. Events - Q&A Engagement Report
    This report provides a combination of graphs that depicts the distribution of Q&As occurred across your Goldcast events. It also contains tabular display of all the Q&A activity grouped with respect to an event, and also includes details like Question that was asked, IsAnswered checkbox that represents if a question was answered or not during the event, Timestamp and Description of the Goldcast activity. Each record in the report also has its association with respective Lead or Contact.

    Image 4-1-2023 at 5.32 pm
  5. Events - Polls Engagement Report
    This report provides a combination of graph that depicts the distribution of Polls published across your all Goldcast events. It also contains tabular display of all the Polls answered activity grouped with respect to an event, and also includes details like Poll Question, Poll Answer chosen by an attendee, Timestamp and Description of the Goldcast activity. Each record in the report also has its association with respective Lead or Contact.
    Image 4-1-2023 at 5.33 pm

  6. Goldcast - Events Registration Overview Report
    This report contains a combination of graphs that depicts distribution of registration for all the Goldcast Events in your org. This also has a tabular display of list of All Goldcast Events, along with its details like Start Time, End Time, and associated Salesforce Campaign, if connected.
    Image 4-1-2023 at 5.34 pm

  7. Goldcast - Events Engagement Report
    This report is a master report for all the activities that take place for all Goldcast registrants and attendees across your Goldcast org. This report has a graph that depicts the total number of activities for each event. Also contains a tabular representation of Goldcast Activity grouped by Event, which has its Goldcast Event User, Lead or Contact association. This also has additional details columns like Broadcast Name,Q&A details, CTA details, Time Spent, Engagement Score, Description of the Activity. These columns are filled for the respective applicable activity.
    Image 4-1-2023 at 5.35 pm
  8. Lead/Contact Owner - Registration Report
    This report contains a tabular display of all the registrations across all Goldcast events which are specifically sliced according to the Lead or Contact Owner. Each Goldcast registration has their associated Lead or Contact in the report, along with other details like the Lead/Contact name, Lead Title, Lead Company, Contact Account Name, and Timestamp of registration. This proves mainly beneficial to see distribution of Lead or Contacts that are registered throughout Sales team.
    Image 4-1-2023 at 5.39 pm
  9. Lead/Contact Owner - Attendees Report
    This report contains a tabular display of all the attendees across all Goldcast events which are specifically sliced according to the Lead or Contact Owner. Each Goldcast attendee has their associated Lead or Contact in the report, along with other details like the Lead/Contact name, Lead Title, Lead Company, Contact Account Name, and Timestamp of attendance. This proves mainly beneficial to see distribution of Lead or Contacts that attended throughout Sales team.
    Image 4-1-2023 at 5.38 pm

  10. Lead/Contact Owner - CTA Engagement Report
    This report contains the distribution of CTA Button(Event or Booth) Clicks across your Goldcast events specifically sliced according to the Lead or Contact Owner. It contains details like CTA Button Click activity grouped with respect to an event, CTA Button Name, Timestamp and Description of the Goldcast activity. Each record in the report also has its association with respective Lead or Contact, Title, Lead Company, Contact Account Name.
    Image 4-1-2023 at 5.37 pm

  11. Lead/Contact Owner - Polls Engagement Report
    This report contains the distribution of Polls published and answered across your Goldcast events specifically sliced according to the Lead or Contact Owner. It contains details like Poll Question, Poll Answer chosen by the attendee activity grouped with respect to an event, Timestamp. Each record in the report also has its association with respective Lead or Contact, Title, Lead Company, Contact Account Name.
    Image 4-1-2023 at 5.40 pm

  12. Lead/Contact Owner - Q&A Engagement Report
    This report contains the distribution of Q&As occurred and answered across your Goldcast events specifically sliced according to the Lead or Contact Owner. It contains details like Question asked, Is Answered checkbox that represents if a question was answered or not during the event, activity grouped with respect to an event, Timestamp. Each record in the report also has its association with respective Lead or Contact, Title, Lead Company, Contact Account Name.
    Image 4-1-2023 at 5.41 pm

 

 

 

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