How To Integrate GoToWebinar With Infusionsoft

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How to integrate GoToWebinar with Infusionsoft.

It has long been the case that people have wanted to use an Infusionsoft webform to register people for a GoToWebinar as they want to market an online training session and have the delivery of the emails about it customised to their own design. However the issue has always been that in order to do this you needed to have your webform run a http post that points to a script that you had to buy or pay a developer to write for you in order to set this up.

I am now pleased to inform you that with the Summer 2012 Release of Infusionsoft this costly and time consuming process is no longer necessary. You can now setup the process in the campaign builder and everything will be easy to setup. So here are the steps you need to get this in place.

1. Hover over the Infusionsoft logo to display the Master Nav
2. In the Marketing section click on Campaign Builder
3. Click the big green Add a Campaign button
4. Give your campaign a name. This should be something descriptive that you will always know what the campaign is about when you read its name.
5. Drag a goal snippet onto the campaign area
   
6. Double click the goal and config a basic webform with the following field (First Name, Last Name & Email) don’t forget to mark this form as ready
   
7. Add a sequence snippet to the work area, double click the blue icon in bottom left corner of the snippet and select the green icon “Runs until completed” and press save, be sure to drag a connector from the webform goal to the sequence to link them
   
8. Double click on the sequence snippet
9. From the process area of the toolbar drag over a http post snippet
   
10. Double click on the http post snippet to configure the post
11. In a separate tab in your browser go to www.gotomeeting.com and sign into your GoToWebinar account
12. On the left hand navigation click on my webinars and from the options that appear select “schedule a webinar”
    
13. Fill out the details of your webinar then press the “save and continue” button
14. Set your theme and presenter info then press the save and continue button
15. Click the clear all button on the registration tab so only first name, last name and email are select then press the “save and email me the invitation button”
16. from the my webinars screen click the view link
    
17. click on the yellow + button to see more details
18. click on the registration link to open GoToWebinars registration form for this webinar
    
19. return to your campaign builder tab and set the post url to https://www1.gotomeeting.com/en_US/island/webinar/registration.flow (the number after www will be the same as the one for the registration page url so in the image above the registration link is https://www4.gotomeeting.com/register/138164783 making the post url https://www4.gotomeeting.com/en_US/island/webinar/registration.flow)
20. Next to the contactid field press the – button to get rid of that field
21. In the now empty field set the name (left box) to “Template” and the value (right box) to “island/webinar/registration.tmpl”
22. Press the + button and set name to “Form” and value to “webinarRegistrationForm” (the value is case sensitive)
23. From the my webinars screen click the view link for the webinar you just created
24. Highlight the webinar ID then right click it and click on copy
25. Return to your tab where you have your campaign builder click the + button set name to “WebinarKey” and in the value right click the field and select paste to paste in your webinar id
26. Click the + button set name to “ViewArchivedWebinar” and value to “false”
27. Click the + button set name to “Name_First” and value to “~Contact.FirstName~”
28. Click the + button set name to “Name_Last” and value to “~Contact.LastName~”
29. Click the + button set name to “Email” and value to “~Contact.Email~”
30. returning to the tab containing your gotowebinar registration page right click on the page and select view page source and scroll down to line 513 around that point you should see the RegistrantTimeZoneKey number listed for your registration form
31. Click the + button set the name to “RegistrantTimeZoneKey” and value to whatever number was indicated in the source code in the previous step
    
32. Your http post should now look like this
    
33. Now drag an email snippet into the sequence
    
34. Double click the email and configure the email to look the way you want it to look.
    
    Set the url of your “Attend My Webinar button to http://www.joinwebinar.com/fec/ ans provide the webinar id in the text of your email which is the same webinar key you set in your HTTP Post earlier then when they click the attend button they enter the webinar id and their email address and press submit to join the webinar.with your button now rigged as an automation link you have the option of setting a linked clicked goal in the main campaign area to follow on from this sequence so when clicked it can put them into another sequence that applies a tag. Of say “Attended Webinar”
    
35. In the webinar followup sequence insert an add a tag step to tag them as “Registered for webinar”
    
36. Go to the campaign screen and ensure all elements of your campaign are marked as ready this is indicated by them being blue, also check the sub elements are blue by double click on each sequence.
37. From the campaign work area hit the green publish button and then the green publish button and your campaign will now publish
    

You now have a campaign that will register your customers for a webinar and then tag them as registered. It will also tag them as attended if they click the link to attend the webinar.