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ActiveCampaign

  • Updated

I) Important Informarion

ActiveCampaign cannot process the data field “Webinaris_UNIX Timestamp.” This means you cannot build an email campaign in AC that refers to the webinar time.

For your reminder and follow-up emails, you would need to assign tags at different times, e.g., 3 hours before the webinar starts, assign the tag “3 hours before webinar start” and set this tag in AC to trigger a reminder email.

 
--> In practice, the following procedure has proven successful:
  • Send all emails BEFORE the webinar starts using the Webinaris software.
  • Send all emails AFTER the webinar ends using ActiveCampaign.

This means you only need two tags that you can transfer to ActiveCampaign:

  • Tag “participated in webinar XY” --> This triggers a follow-up sequence with sales emails.
  • Tag “did not participate in webinar XY” --> This triggers a follow-up sequence with an attempt to get the prospect to register for the webinar again.
     
 

II) How the interface works

 

Step 1: Create new custom contact fields in ActiveCampaign

First, you need to create a few new additional fields in AC. Webinaris can then transfer - for example - the link to the webinar room, so that you can insert it into your emails.

How to create additional fields in AC is described in this ActiveCampaign help article (click HERE).

Please create the following custom contact fields for each webinar:

Field Name Type Description
WEBINAR_webinar-room_URL Text Input Your participants can use this URL to log into the webinar room.
WEBINAR_date Text Input The webinar will take place on this date.
WEBINAR_time Text Input The webinar will take place at this time.
WEBINAR_replay Text Input Your participants can use this URL to access the webinar recording.
 

Step 2: Create the emails you want to send in ActiveCampaign

Please create every email you want to send about the webinar in ActiveCampaign. We recommend the following emails (as described in “Important note in advance”):

  • Re-invitation sequence to non-participants
  • Sales email sequence to participants
  • It is best to send all emails BEFORE the webinar starts directly via Webinaris

The following ActiveCampaign help article describes how to create a campaign including emails (click HERE).

 

Step 3: Set up the interface in Webinaris

Now you just need to set Webinaris to write the correct data into the additional fields you created earlier and to transfer the correct tags at the right moment to send the emails. Here's how:
 

1. In the webinar you want to connect to ActiveCampaign, open the ‘Expert Settings’ menu -> ‘Interfaces’.

2. Click on ‘Add plugin’.

3. Click on 'Create a new plugin'
When you set up the connection to ActiveCampaign again for your next webinar, you can skip this step and select the plugin you have already created here.
 
4. Select ‘ActiveCampaign’ and click ‘Continue’:

5. Fill in all the requested data and click on ‘Create a plugin’.
You can find the API URL and API key in ActiveCampaign in "Settings" > “Developer.”
 
6. Now set up the interface. You can choose from the following options:
 
Tags
Select the tags that trigger the email dispatch from step 2 and set the time and settings accordingly. 
 
Data fields
Here, link the data fields you created in step 1 with the corresponding content from Webinaris. It should look something like this:
Bildschirm­foto 2024-02-27 um 08.39.56.png
Note: 
The data fields email address, first name, and last name are automatically transferred to your ActiveCampaign account.
 
7. Click on ‘Save’.

 
8. You are now finished - please register for your webinar and check that the interface and email delivery are working as desired. 
 

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