If you are using ASP for your speakers and sessions or the ASP's Exhibitor Zone, and you are on the Pro subscription, you have the option to integrate it with Gleanin using an API, which will allow you to seamlessly add data to your account and push your exhibitor links to ASP.
Setting up the integration
To set up a data integration, ensure that your subscription package includes the Integrations feature (available with Pro) and then follow the steps outlined below:
- Login to your Gleanin account and navigate to the Integrations section located in the left-hand menu.
- Select the plus icon, and then choose ASP from the options presented on the subsequent screen.
- Follow the on-screen instructions to email your ASP account manager and request the setup credentials shown on the screen.
- Once you receive the credentials, return to the Integrations section in your Gleanin account, click on the plus icon, and then select Next on the details needed screen.
- Choose between Speakers & sessions or Exhibitors.
- On the next screen, select the type of credentials you have received: "account level" for access to all events or "event level" for a specific event. If you are uncertain about which option to choose, please reach out to your ASP account manager for clarification.
- Please fill in the credential details in the designated fields. It's important to note that all fields are required for a successful setup. Ensure that you input the credentials exactly as provided, including avoiding any extra spaces or characters.
- After entering all the required information, click on Next to verify your credentials. If the details are accurate, you will proceed to the next step, where you can select the formatting options for the display information to complete the setup process.
- If any of the details you entered are incorrect or missing, the setup process will not succeed. In this situation, please verify your credentials to ensure they are accurate and confirm that you have selected the correct type (either account level or event level). If all information is correct and you still encounter issues with the integration setup, do not hesitate to reach out to us at hello@gleanin.com for assistance.
Data sync
Now that your integration is successfully set up, you can start importing data into your Gleanin account. To initiate this process, you will need to perform a manual data sync:
- Access the Integrations section from the main menu.
- Select the import icon located on the right side of the integration details section.
- Upon successful import, a green dot will be displayed on the clock icon.
The duration of the sync process may vary depending on the volume of data being imported, usually taking anywhere from a few seconds to an hour. If the sync fails, you will see a red background in the integration box, indicating that you should try the sync again.
Outbound integration
After successfully importing your ASP exhibitor data and configuring your campaign, you can proceed to send personalized exhibitor links back to your ASP event. This feature allows you to easily share these links with your exhibitors directly within your ASP E-Zone.
In order to use outbound integration there are a few mandatory steps that need to be completed.
- It is essential to have an inbound exhibitor integration setup for the specific event.
- Ensure that you have completed the data sync on your inbound integration before moving forward.
- Please reach out to your ASP account manager and ask them to add a custom field named "gleanin-exhibitor-link" for the exhibitors associated with that event.
- After the custom field has been successfully added, please log in to your Gleanin account and go to the Integrations section.
- Click on the plus icon next to the Outbound section within your existing ASP inbound integration.
- From the dropdown menu, choose the specific campaign to which you would like to send exhibitor links to your ASP account.
- Click on the Check custom field option to verify that it has been correctly added on the ASP side.
- If the verification is successful, proceed by clicking on the Create button.
- After successfully setting up the outbound integration, it will be visible on your integrations page.
- Select the Initiate Export icon to transfer the campaign links to your ASP account.
To delete the outbound integration, simply click on the Trash icon. Please note that this action will not remove any links that have already been sent to your ASP event.
Please be aware that the outbound integration feature is available for exhibitor campaigns only.
Should you require assistance with the ASP setup, feel free to reach out to support@asp.events for expert guidance.