Connect your Steep Marketing account to LeadCenter to automatically sync seminar and event registrations. When a registration matches an existing LeadCenter event, LeadCenter imports the registrant as a contact, adds the person as an attendee, and can also add guest attendees included with the registration.
This article covers both:
Create your upcoming Steep events in LeadCenter before registrations start coming in. Steep registrations only sync to events that already exist in LeadCenter.
Recommended: Create the event in LeadCenter before registrations begin syncing. If a matching event does not exist yet, the registration is skipped until a matching LeadCenter event is created.
LeadCenter runs an initial sync after the connection is saved. Depending on how many registrations already exist, the first sync may take a few minutes.
When a Steep registration matches a LeadCenter event, LeadCenter imports the registration into the same event, attendee, and contact areas you already use in LeadCenter.
Steep does not create or update the LeadCenter event itself. Event details such as the event name, date, time, venue, and capacity remain managed in LeadCenter.
LeadCenter matches Steep registrations to existing LeadCenter events using event details such as the start date, start time, ZIP code, venue name, city, and state.
The event title is not used for matching, so your LeadCenter event name can differ from the event name in Steep.
Matching works best when the LeadCenter event uses the same date, start time, and ZIP code as the Steep event.
For more detail about how LeadCenter matches registrations to events, see How LeadCenter Finds Events When Receiving Registrations.
Steep is treated as the source of truth for attendee status. When a registration status changes in Steep, the next sync can update the attendee status in LeadCenter.
LeadCenter can sync these attendee statuses from Steep:
If you manually change an upcoming attendee's status in LeadCenter, a later Steep sync can change it back based on the latest status from Steep.
LeadCenter can send event emails and text messages when a new registration is imported or when an attendee status changes through the Steep sync.
Event communications are sent only when all of these conditions are met:
If the event is still in Draft, Completed, or Cancelled status, attendee data can still sync, but event emails and text messages are not sent.
Guest attendees usually do not receive direct event communications unless their own contact information is available.
Before creating a new contact from a registration, LeadCenter checks whether the registrant already exists in your account.
For more detail about how LeadCenter matches registrations to existing contacts, see How LeadCenter Matches Event Registrations to Existing Contacts.
Because attendee updates are part of the daily refresh, changes made in Steep after the original registration can take up to 24 hours to appear in LeadCenter.
If a guest is removed from a registration in Steep, the daily refresh can remove that guest from the LeadCenter attendee list while keeping the primary registrant and any remaining guests intact.
Disconnecting Steep stops future syncs, but it does not remove events, contacts, or attendees that were already synced into LeadCenter.
If you can't find the answers you're looking for, our support specialists are available to answer your questions and troubleshoot if necessary.