Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Lead Liaison Campaigns are used with GoToWebinar Events in two ways. First, any member of an Event, or a member based on event status (i.e. registered), can be associated with a specific Campaign. Second, a Campaign can be assigned to all new and existing Prospects created in Lead Liaison after being imported from GoToWebinar (see Step 2) or added to the GoToWebinar events. Campaigns help marketers measure ROI and attribute sales to their marketing efforts. If the GoToWebinar Event is the Prospect's first campaign touch then a First Touch Campaign will be recorded. 

...

  • Go to Settings > IntegrationsConnectors
  • In the GoToWebinar section click the "Connect more" button
  • In the popup, choose your settings for the GoToWebinar Connector
    • Display Name = The internal name for the GoToWebinar account
    • Campaign = The Lead Liaison Campaign assigned to any Prospects created via syncing with GoToWebinar or already existing in Lead Liaison. The Campaign is also assigned to any Prospects added to any GoToWebinar event. Campaign assignment can also be done based on the Prospect's status (i.e. registered) in the event. 
    • Create Prospects in Lead Liaison if they don't exist = If the Prospect is not in Lead Liaison they will automatically be added as a new Prospect when the system imports registrants from webinars in the GoToWebinar account. 
    • Pull historical webinars = Loads all historical webinars which includes webinars created before connecting the account. Note, we do not import the list of registrants with historical webinars. This is a limitation of the GoToWebinar API. 
  • Click the Create Connector button

...

  • Go to New > Event
  • Setup your Event
    • Tags: Tag your Event. Tags make it easy to find events later on. 
    • Campaign: Members of the Event, or members based on event status (i.e. registered), are added to this Lead Liaison Campaign. 
    • Partner: Choose your Event partner, in this case GoToWebinar. 
    • Account: Choose the GoToWebinar account you'd like to use for your Event. 
    • Event Name: Once you choose the Partner and Account the Event Name field will be populated with Events from your GoToWebinar account. If you don't see any GoToWebinar events in the drop down make sure to "Sync Events" (see Configuring GoToWebinar Accounts below).
    • Campaign Description: Populates with the description of the event as entered into GoToWebinar. 
  • Once you select your webinar Lead Liaison will pull in the Campaign Description and webinar details as shown below. 
  • Validate your webinar information and proceed to the next step. 

...

  • Go to Content > Events
  • Under the Type column select GoToWebinar
  • Columns are explained below
    • Remove = Removes the Event from Lead Liaison
    • Account = The GoToWebinar Account used for the Event
    • Name = Name of the Event
    • Memberships = Prospects currently in the Event in any status
    • Type = Event type
    • Campaign = Default Lead Liaison Campaign assigned to new Prospects imported into Lead Liaison from your webinar Event, or by event status (i.e. registered).
    • Create Date = Date and time the Event was created
    • Created By = Person who created the Event
    • Actions = Tag the Event or view the Event Schedule

...