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How it Works

The Engage Integration lives in your CRM installation. You configure what the integration listens to and when a user does something in CRM that matches what you configured, an activity will be logged to your Engage competitions!

Terminology

  • Action: A user doing something in CRM
  • Event: A standard CRM event. For example: history note created event
  • Activity Triggers: Activity Triggers are configured in the CRM Web Client. An Activity Trigger defines which CRM event can be used as triggers to log Activities in Engage. An example Activity Trigger could be: When a history note is created, if a history note contains the text my test history note. Once this Activity Trigger is created it can be connected to an Activity in Engage and when the Activity Trigger fires it will log the Activity in Engage
  • Activity: Something loggable/trackable in an Engage competition. The basis of all Engage competitions is logging Activities

How It Works

The Engage Integration works in two stages:

Stage 1

Stage 1 is where you configure the integration by:

  • Creating Activity Triggers in Lime Admin 2 to track the Actions in CRM that you want to log to Engage
  • Connect Activities in Engage to Activity Triggers when creating a competition

Stage 2

Stage 2 is where the Engage Integration goes to work by listening to what users are doing in the CRM. The chain of events works as follow:

  • A user performs an Action in CRM
  • The Action creates an Event in CRM
  • The Activity Triggers that are subscribed to that Event check if the Event passes its Filters. If the Event passes the Activity Triggers Filters then the Activity Trigger fires.
  • The Activity Trigger fires and checks for a Competition in Engage that is associated with this Activity Trigger
  • The Activity Trigger logs an Activity in Engage for all Competitions that have Activities associated with the Activity Trigger

Features

Automatically Log Activities in Engage

The Engage Integration will listen to events happening in CRM and log the Activities to Engage. This means users can participate in Engage competitions without needing to go into Engage and manually logging an Activity every time they do something.

User Friendly UI

The Engage Integration provides a UI in Lime Admin 2 that guides users through configuring their Activity Triggers.

Powerful Filtering

The Engage Integration UI provides a way for you configure complex filter rules so that only Actions your care about are logged to your Engage competitions. If the filters are not configurable enough, you can write your own custom filter rules in python for ultimate configurability.

Real Time Logging

When an Action is performed in CRM the Engage Integration goes to work right away processing and logging it to Engage. Your Engage competitions will be updated in real time as users use CRM.

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