I made this video to help my team understand how we use PlusThis to integrate Infusionsoft with GoTo Webinar to run our monthly webinars for our members. I hope you find this useful. Tell me how we’re doing in the comments.
Hi, I’m Troy Dean, and in this video we’re going to walk through the process of setting up member webinars using Infusionsoft, GoToWebinar, and PlusThis. The purpose of this video really is to help my team members understand why we use this process and just give them that visual overview of how the process works. I’m not going into great detail. I’m just painting a visual picture of really the flow of information and how this process works.
The reason that we do this is because we have members in our business accelerator group, and every month, or usually once every couple of weeks, we run a webinar for these members. I want to maximize the number of members that get on these website, so I have a choice. I can send an email out to all of my members saying, “Hey, we’re running a webinar. Here’s a registration page. Go and register,” or I can automatically register them on the webinar for them so they don’t have to jump through that hoop. They just get an email saying, “Hey, we’ve registered you for this webinar. Here’s the link to go and join.”
Now GoToWebinar has some restrictions with their API. It’s difficult to just automatically register members on a webinar, so we use Infusionsoft for all our email communications. We use GoToWebinar to run the webinar because it’s a very solid platform and allows us to webinars and allows us to get people on the call and have conversations with them. We use a tool called PlusThis to get Infusionsoft and GoToWebinar to talk to each other. Again, not any great detail here, but here’s an overview of what this process looks like.
The very first step in this process is to tag the member in Infusionsoft. We have a saved search in Infusionsoft which shows us all of our active members. We simply pull up that saved search in the contact screen in Infusionsoft, and then we apply a tag to all of those members in Infusionsoft, which triggers a campaign in Infusionsoft. What that does is step two, is it uses PlusThis and it registers all of those members in GoToWebinar. Then it fills in the custom fields in Infusionsoft. The custom fields are the name of the webinar and the link to join the webinar. Our email template in Infusionsoft says, “Hi, Paul. You’ve been registered on this month’s webinar, which is called … ” and then we insert a placeholder for the custom field webinar title. This webinar is on this particular time and date, which we fill in manually. Then we say, “Hey, here’s the link to join the webinar.” That link is a custom field, which is the webinar join link. PlusThis takes the members from Infusionsoft, registers them in GoToWebinar, and then fills those custom fields back in Infusionsoft for all of our members.
Step number three then is Infusionsoft sends out the registration and the follow-up emails to the members because the emails that come out of GoToWebinar are horrible, so we have our own Infusionsoft templates that look nice, that go out to our members and remind them about the webinar. 24 hours before the webinar we remind them, and we also remind them 15 minutes before the webinar to tell them it’s starting in 15 minutes, get on the call.
Then what happens is we use GoToWebinar to run the webinar and record the webinar. Then we use PlusThis, which happens in the Infusionsoft campaign. PlusThis then tags the members back in Infusionsoft as either attended or absent, did not attend. Each member has a tag placed on their record based on whether or not they attended the webinar. Then the final step is in Infusionsoft, we send them the correct follow-up email based on whether or not that they attended. If you attended, the email might say something like, “Hey, Paul. Thanks for attending the webinar earlier today. I’ve just posted a recording up in the members website so you can go and rewatch it any time.” If you didn’t attend, it might say, “Hi, Paul. Sorry you missed the webinar this morning. It was a cracker. I’ve just posted the recording up in the members website. Make sure you go and watch it and download any templates that we talked about.”
That, at a high level, is a visual overview of why we run this process, and the different parts to the process, and the different tools that we use. Please feel free to to share this with anyone who you think might find it useful, and tell me if I’m doing things wrong or if you think we can do better. Leave me some comments and tell me your process and if you think that there’s anything that we can improve here. Until next time, I’m Troy Dean. Stay curious and make some noise.