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Knowledgebase
How to integrate GoToWebinar
Posted by The Team at Mindmatrix on 19 March 2018 04:19 PM

Feature:

This feature allows integrating GoToWebinar with AMP and fetching all the Webinars along with the contacts associated with each of them.

Who will be using this?

This will be configured for a company to provide Users to integrate AMP with their respective account of GoToWebinar.

Benefits:

This will provide Users of company to integrate with their respective GoToWebinar account and sync Webinars from GoToWebinar to AMP along with associated contacts as well as associate contacts from AMP to GoToWebinar. User can also have GoToWebinar reports, smart lists, drip campaigns and lead scoring based on GoToWebinar data.

Process:

Stage 1
For any company which requires this functionality, the Site Admin can enable GoToWebinar so that Users of the company can integrate their GoToWebinar account with AMP.

Once this is enabled for a company all the User can activate their respective GoToWebinar account with AMP from their profile. If any Add-on is configured for the company it will display the icon (fa-puzzle-piece) for add-on management page.

 

Clicking on the (puzzle-piece) icon, will load the Add-on management page.
Note: Currently Add-ons page exist along with CRM in Set-up which must be moved to User profile.

User can configure his GoToWebinar account with AMP for syncing here by clicking on “Configure” button. This will open GoToWebinar login screen in pop-up and User will provide the credentials to sync his GoToWebinar account with AMP.

Allow Go To Webinar

Then after allowing, select the sync time interval (we recommend 24 hours to reduce number of API calls).

Webinar Start Date: This selection will allow you to choose how far back to go. AMP will pull in some of your past webinars so that you have the statistical data in your amp system - then are able to make that data actionable. 

We recommend choosing the past 2 months. 

Sync Time

 

After the authentication is done then all the Webinars associated with the User in GoToWebinar account will be imported into the AMP (This will be imported into Webinar table created for this.)

The fields imported from GoToWebinar account and stored are: 
ID, UserId, WebinarID, WebinarKey, Subject, Description, Date (date part from start time), StartTime (time part from start time), EndTime (time part from end time), TimeZone, InSession, OrganizerKey, RegistrationURL, CreatedOn, UpdatedOn

 When any of the User’s contact registers to a Webinar in GoToWebinar account then the contact will be synced into AMP. This process is like any other CRM import of contacts where it will check for the email and mobile for existence and if it exists then it will update or else create a new contact. The particular Webinar will be associated to the contact. A contact can be associated with multiple webinars.

The contact and webinar association will be stored in a table which will have fields as: -
ID, WebinarID, ContactId, registered, attended, jointime, leavetime, questionsasked (bool), no of questions asked and for the chart there will be day-wise entry for registered and attended.

There will also be a table for questions and answers with fields: -
ID, WebinarID, AskedBy (contactId), Question, answer

Based on these there will be a page in reports called as “GoToWebinar” and it will display all the information for all the Webinars for that User. Currently this will only be at User level (i.e. We won’t show reports clubbed for Organizations or Organization Groups.)

The summary page will provide the overall reports of all the webinars for the User.

The summary report page will display the summary report of all the webinars created by the User in GoToWebinar account which are synced in AMP.

Activity chart - The chart will display the full year records of contacts who have “Registered” Vs “Attended” any webinar 

Total Webinars – This will show the count of all the webinars created by the User in GoToWebinar account. Clicking on the count will display the list of all the webinars.

Active Webinars – This will show the count of all the webinars created by the User in GoToWebinar account which are yet to happen (i.e. webinar start date is greater than today). Clicking on the count will display the list of all the webinars whose start date time is greater than today. The in-line graph will show (active / total) * 100 value.

Total Registered – This will show the count of all the unique contacts per webinar who have registered adding up for all the webinars created by the User in GoToWebinar account. i.e. If same contact has registered for 2 different webinars of the same User, then it will be counted as 2. There is no click on this count.

Total Attended – This will show the count of all the unique contacts per webinar who have attended adding up for all the webinars created by the User in GoToWebinar account. i.e. If same contact has attended 2 different webinars of the same User, then it will be counted as 2. There is no click on this count. The in-line graph will show (attended / registered) * 100 value.

Total completed – This will show the count of all the unique contacts per webinar who were involved in the webinar from start time till the end time adding up for all the webinars created by the User in GoToWebinar account. i.e. If same contact has completed for 2 different webinars of the same User, then it will be counted as 2. There is no click on this count.

Total interacted – This will show the count of all the unique contacts per webinar who asked at least a question in the webinar adding up for all the webinars created by the User in GoToWebinar account. i.e. If same contact has asked question for 2 different webinars of the same User, then it will be counted as 2. If same contact has asked multiple questions in the same Webinar, then it will be counted as 1. There is no click on this count.

The last widget – Webinars will list down all the webinars created by the User in GoToWebinar account. It will provide the Webinar Name (Description on hover of the name), Date and start-time of the webinar, Active/over (i.e. the webinar date is greater than today), total contacts who have registered for the webinar, total contacts who have attended the webinar, total contacts who were involved in the webinar from start to the end time and total who have interacted i.e. asked at least one question.

Clicking on the row will load the “Individual report” page for that particular webinar.

Activity chart - The chart will display the full year records (set default as Monthly) of contacts who have “Registered” Vs “Attended” for the particular webinar. User can change the period from monthly to Daily, Weekly, Yearly and Collective as in other reports.

Total Registered – This will show the count of all the unique contacts who have registered for the webinar. Clicking on the count will display the list of contacts who have registered for that particular webinar with fields of name, email, phone (mobile and work), company, address (city, state and country), time attended, # of questions, created on, last activity, score. Clicking on “# of questions” count for each contact will provide the list of questions asked by the contact.

Total Attended – This will show the count of all the unique contacts who have attended the webinar. Clicking on the count will display the list of contacts who have attended that particular webinar with fields of name, email, phone (mobile and work), company, address (city, state and country), time attended, # of questions, created on, last activity, score. Clicking on “# of questions” count for each contact will provide the list of questions asked by the contact. The in-line graph will show (attended / registered) * 100 value.

Completed – This will show the count of all the unique contacts who were involved in the webinar from start time till the end time. Clicking on the count will display the list of contacts who have completed that particular webinar with fields of name, email, phone (mobile and work), company, address (city, state and country), # of questions, created on, last activity, score. Clicking on “# of questions” count for each contact will provide the list of questions asked by the contact.

Total Interacted – This will show the count of all the unique contacts who asked at least a question in the webinar. Clicking on the count will display the list of contacts who have interacted in that particular webinar with fields of name, email, phone (mobile and work), company, address (city, state and country), # of questions, created on, last activity, score. Clicking on “# of questions” count for each contact will provide the list of questions asked by the contact.

Interaction Ratio widget -  This will provide the donut chart of contacts who have interacted (asked at least one question) and those who have not interacted from those who attended.

Birds eye widget -  Based on the location it will plot the registered contacts on the map.

 

Stage 2
Allowing the User who has GoToWebinar integrated to create smart list, lead scoring and drip condition based on GoToWebinar.

The smart list, lead scoring and drip condition will have option of GoToWebinar and User can create conditions as

  1. Registered – Any or specific
  2. Attended – Any or specific
  3. Not attended – Any or specific
  4. Completed – Any or specific
  5. Time attended – For any or specific - equal to, greater than, lesser than, between, not between
  6. Interacted – Yes or No for any or specific
  7. # of Questions asked - For any or specific - equal to, greater than, lesser than, between, not between

Stage 3
Allowing the User who has GoToWebinar integrated to register a contact to a webinar. In contact “Views” there will be an option of “GoToWebinar” clicking on which it will list all the active webinars (i.e. those webinars whose start time is greater than now.) of the Users.

 

There will be folders for All (default), Added and Not added. Once the User adds to a webinar, it will register the contact to that seminar.

Allowing the User of the company for which GoToWebinar integration is set true to use the webinar fields in templates (email and web) as well as linking a “Call to action” to webinar registration.

For such Users in template where we provide the AMP fields option there will be one for GoToWebinar which will contain fields as

  1. Subject (Name)
  2. WebinarKey
  3. Description
  4. Date
  5. StartTime
  6. EndTime
  7. RegistrationURL

While creating Media, the thumbnail will appear different than the others, this means that there is a data source tied to this template. Just like Database based template it will ask to pick one record of active Webinar and it will parse the values based on it.

 

 

Choose the record and finish - the data details will populate your template: 

 

 

 

In the editor while configuring “Call to action” button for User who has been integrated with GoToWebinar, there will be option to register to Webinar. It will ask User to pick an active Webinar (one which is not started while creating the media) and once the contact fills the form it will automatically register the contact to that particular webinar.

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