Activating The Integration
- Log in to your Eventbrite account.
- In the upper right corner, click on your profile, then click on Manage my events.
- Click on the gear icon on the left navigation bar.
- Go to the Team Management tab, then Roles, and click on the Create new role button.
- Create a name for the role, then scroll down go to the "Emails team members can receive" section, and check off the option "Order confirmation emails", then Save it.
- Next, go to Users, then click on the Invite users button.
- Enter your Wise Agent lead capture email address, select the role name you set up, and then click on the Add button.
- Then an invitation will be sent to your Wise Agent account.
In Wise Agent:
- Log in to Wise Agent, go to Contacts, then Contact List.
- Sort your contacts by "Date Added."
- Click on the new lead that came from the Eventbrite after you sent the "role invite.".Please note that this lead does not have a name and it will only display a comma under the name column on the contact list.
- Click on Activity on the left side, then scroll down to the notes section.
- Once you see the "Become a part of Wise Agent." find the link that says "Get Started." then copy and paste it to a new tab in your browser, then hit Enter.
In Eventbrite:
- After opening the link on a new tab, the Eventbrite dashboard will come up, then click on the Sign up button.
- Enter your Wise Agent lead capture email address, then click Continue.
- "Retype" your lead capture email to confirm because it does not allow you to paste it.
- Then, fill out the other fields, create a password, then hit on Create account.
- Click on Agree.
- Next, click on Accept.
That's it! Once you receive a new lead from a specific event, you can then create your lead rules to set up automated email/text responses. The source will be the name of the specific event.