Infusionsoft And GoToWebinar Integration Video
In today's video, I'm going to show you the Infusionsoft And GoToWebinar Integration.
Whether you're using GoToWebinar or Zoom, they're all very, very similar in terms of the integrations. But, just for today, I'm going to show you how to integrate the Infusionsoft And GoToWebinar Integration.
Click the link if you want to watch my Infusionsoft and Zoom whiteboarding video.
Basically we've got to do a few things before we set this up. We're going to use PlusThis for the integration, you can use MyFusion Helper, and there are several other automation tools you can use to do it. But, I'm going to use PlusThis, use obviously your preferred, they all work in a similar way.
So what we want to do before we start going into this, we want to create some tags. I'm just going to create three tags for here which is, test webinar attended, registered and not attended. So let me just create those now, I always create them on a little notepad here. I just copy those. I'm just going to go into Infusionsoft now, into my app. And, let's create a new campaign. Test webinar. I'm going to call it webinar follow, and I'm just going to drag a sequence out is register for the webinar.
We're going to come back to that shortly, so let's just go into Infusionsoft again.
Firstly, I'm Going To Create My Tags In Infusionsoft
Then, I'm going to copy and paste my tags from here, just got them on the screen, copy, add the tags, paste. I'm just going to put them in for demonstration here, categories so I can delete them later.
- We've got our tags, three tags created there.
- Next, let's go into now, into, GoToWebinar, and we're actually going to set a webinar up.
- Finally, let's sets a webinar up and we're going to call it my test webinar.
We're going to do it live, I'm just going to pick a day here which is, let's say it's the 15th of May, and I'm going to schedule all that. So we've created that now in our backend in GoToWebinar. And again, Zoom is very, very similar to this. We're just creating the webinar first, and then we'll go into PlusThis to hook things up. So, let's go into PlusThis now, we're going to add a tool. Okay, so we set up our test webinar now, just a quick recap, let's just go back into Infusionsoft. So, we set our tags up, now we want to go into PlusThis set up, GoToWebinar connection so.
So we went to, the first time you do this it'll ask you to connect to GoToWebinar but, you see how it's pulled the webinar which I've set up there.
Infusionsoft And GoToWebinar Integration
So we want to have the join link here, so we want to get a GTW join link and, apply tag after registration. So we want to, it's our temp tag. Okay first. So that's a registered one. So if you want to put the humanized dates in there, that's possible, and you can store them in the webinar's time zone as well if you want. And, now we'll tag all the people who've attendee. So we create that tag.
So we want to tag those attended and then we want to tag the people who missed.
There are also some other advanced things here, which more can store the time they attended here if we want to because there are minutes attended.
This is very useful if you want to follow up with people who've seen … that have attended our webinar. We can also store comments and questions here, and which is, questions which are useful to have to follow up afterwards.
Again, if you've got a sales team, you can follow up with them knowing exactly what questions each individual person. You could also have the join and exit times. So if you were doing say a sales presentation, you would know what time the person either joined the webinar, or what time they'd exited, whether they'd seen the pitch of the webinar. So we're going here now and, you can delay the attendee pool, that's just basically pulling the data from GoToWebinar into Infusionsoft.
This is the bit we want to use here.
Let's Test It!
Let me just go back into our test campaign.
So what we to do is, we want to set up an HTTP post here. And what we want to do is, plus this, we want to copy, create a registration.
In our new Infusionsoft campaign, paste.
Back to live. We could also put in here our tag, which is our test registered.
What happens is, when someone comes in here, they'll also get registered for the webinar, and basically we'll get the tag applies that they are registered.
Let me just go back out of here now. So this is register for the webinar.
So when the registered tag gets applied. Then, what we want to do then is, we would drop them into a reminder sequence to help maximize webinar attendance. Sequence to attend. In here, the first thing we do is, we would send them, I usually like to leave say a minute delay. Get rid of that.
Usually like to leave a minute or so delay just to make sure that HTTP post is fired in the background.
So it should put a couple of minutes in there, it should be fine.
Leave A Short Delay Before The HTTP Post Triggers
Let's just put a dummy email in here with the information in. I'm just going to go to one of my templates very quickly. Just grab this one. So we'll just put your … Registered. I'm going to put any text in there so, I'm not going to worry about this particularly what the content says in here. So, here's what we're going to do is, we're just going to merge in the link. That was fair, let's just change this first. Thanks for registering.
Then we want to merge in our join link, which is a custom field, and it will be our GoToWebinar. Join link again, if you want to use Zoom, you just obviously change it.
I tend to Use GoToWebinar, just had it for a long time. See you on the call. Obviously you'd put date and time in here.
Date and time, you could merge that information as well if you wanted to, but I'm not going to for this particular demo here. So, what we're going to do is, registered. Registered.
And then let's just publish this campaign.
What we're going to do now, is we're just going to drop a contact through this. So, let me just go into my account. Go to my Infusionsoft accounts here. Just find my test contacts. This guy will do. And we just want to now start up the campaign sequence, we're just going to drop them into the webinar. So this could be literally, a series of webinars for getting them to register for a specific webinar. You're going to drop and test webinar and register for the webinar. So I'm going to process the action now.
Move that one aside, hopefully, we'll see this refresh very shortly as we get one in here.
So, we've got a person in the campaign there, so let's just have a look. So we've got one in here, basically, we're going to push them through HTTP posts, we're going to apply a tag to them, and then they are going to be automatically registered for the webinar. And in this campaign, well what I'm about to do, we could have now a series of time so, we could have if we wanted, a series of emails here so, this could be, let's say you know, I could set this on whatever day it was. I don't know it's the 11th, so that was the day before, and an email could automatically go.
This Will Maximize Webinar Registrations
You could have two or three emails here, reminders or SMS, things like that to go out automatically those people registered for the webinar. The beauty of doing it, I would always do basically a delay timer when they register, and then the rest I would put actually day-timers. The reason I do that is if basically someone's registering quite near to the time of the event, if it's a delay timer, they kind of miss getting the reminders, will generally get this because this will trigger straight away virtually, but you've got a series of day-timers it will just skip the ones which are in the past.
So let's just go back into our campaign now and have a look, publish that. And because they are leads going across there now to any of the sites, to get the reminder sequence.
So let's just go and see, have a look at that particular lead. You can see here if we go into live webinars, it's picked up our join link here, and it's going to pick up the title we put in here. If we had any questions, would pick all the information.
We set our webinar start date at 5:00 PM, so hopefully, in the next couple of seconds, we should be getting an email through from our … Just put that one aside for one second over here, while we wait for our campaigns coming through.
Test It First…
So it looks like we've got our email here. And you can see, that it's merged in all the information, this would be the link for them to automatic … They're automatically registered for the webinar now. So, that's a very slick way of getting people to register for a webinar without actually getting them to sign in for the webinar itself. We lose quite a lot of people in a webinar campaign when you're actually getting them to sign in and register for themselves. And this way, the HTT post avenue plus this, or my fusion helper is registered, and then pulling all that data across into Infusionsoft, making it much easier for us to get more people to attend the actual webinar.
We can then leave it for the follow up after the webinar has ended.
Hope you enjoyed the Infusionsoft And GoToWebinar Integration training video? If you are looking to get help with Infusionsoft please contact us.