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GoToWebinar plugin setup

GoToWebinar is a platform, using which you can create and deliver online and video conferences to your customers. You can use Campaign Studio forms or campaigns for webinar registration in GoToWebinar and leverage the registration status for specific webinars to run various marketing activities.

By using the GoToWebinar plugin, Campaign Studio can seamlessly sync with GoToWebinar. Contacts who submit specific Campaign Studio forms can be directly registered for a webinar hosted on GoToWebinar. Campaign Studio sends such records and user details to GoToWebinar as Webinar Registrant. Thus, Campaign Studio sends accurate information to GoToWebinar, thereby limiting the amount of time spent on manual imports and record counts validation.

Using the GoToWebinar plugin has two primary phases:

  1. Configuration
  2. Ongoing usage

Configuring the Campaign Studio client in GoToWebinar

To configure the Campaign Studio client in GoToWebinar:

  1. Log in to developer.goto.com and start building your OAuth client. For more information, see GoToWebinar documentation.
  2. Under the Details section, perform the following steps:
    1. In Client name, set the name of the client.
    2. In Redirect URIs, enter the value that is defined in callback URL in the GoToWebinar plugin configuration page in Campaign Studio. This is the secure URL to which users are redirected once your plugin is successfully authorized. For more information, see Configuring GoToWebinar plugin in Campaign Studio.
  3. Under the Scopes section, select the scopes that the client can request.
  4. Under the Credentials section, copy the values for Client ID and Client secret. You must specify these values while configuring the GoToWebinar plugin in Campaign Studio. For more information, see Configuring GoToWebinar plugin in Campaign Studio.
  5. Click Done to let the Campaign Studio app access your GoToWebinar account.

Configuring GoToWebinar plugin in Campaign Studio

To configure the GoToWebinar plugin in Campaign Studio:

  1. Sign in to your Campaign Studio account.

  2. Click the Settings icon on the top right corner and select Plugins.

  3. Click the GoToWebinar plugin.

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  4. Under the Enabled/Auth section, specify the values for Application Name, Client ID, and Client Secret. You can get the values for Client ID, and Client Secret from the OAuth client configuration page in GoToWebinar. For more information, see Configuring the Campaign Studio client in GoToWebinar.

  5. Copy the value specified in callback URL and paste it into the Redirect URIs field in GoToWebinar’s Oauth client configuration page. For more information, see Configuring the Campaign Studio client in GoToWebinar.

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  6. Click the Authorize App option.

    This opens a pop-up window to authenticate Campaign Studio with GoToWebinar.

  7. Once authentication is complete, set the Published toggle bar to Yes and click Save & Close.

Note

Once the plugin is configured, you’ll see a new form field type, a new form field action, and a new campaign action and condition.

Forms

Contacts may register for a single or multiple webinar(s). For multiple webinars, there’s a specific field on the form where contacts can select which webinars they’d like to register for. Registering contacts for GoToWebinar plugin in Campaign Studio webinars through a Campaign Studio form requires a form action, for either single or multiple registrations.

GoToWebinar - Upcoming webinars form field

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If you have several GoToWebinar webinars coming up and you’d like contacts to select which webinar they’re registering for, add the GoToWebinar - Upcoming webinars field to your form.

The field options are the same as a standard form field. For more information, see Field Editor.

Once added, the field appears on your form as a picklist. Contacts can select which one of your upcoming webinars they’d like to register for.

Register to GoToWebinar form action

In order to successfully complete the registration, you’ll need to add the Register to GoToWebinar Webinar form action. This action is what actually pushes data to GoToWebinar and registers contacts for the webinar(s).

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  • Name: Specify the name for webinar so that other Campaign Studio users can easily identify the action on the form.
  • Description: Specify the description for webinar so that other Campaign Studio users can easily identify the action on the form.
  • GoToWebinar - Upcoming webinars: Select which webinar you’d like to register contacts for. If you’re using the GoToWebinar - Upcoming webinars field, select User Selection from form and Campaign Studio will register the person for any webinars they’ve selected.
  • Contact First Name Field: Select the form field that contains the data for first name. Campaign Studio passes that information to GoToWebinar when registering the contact for the webinar(s). This is a required field.
  • Contact Last Name Field: Select the form field that contains the data for last name. Campaign Studio passes that information to GoToWebinar when registering the contact for the webinar(s). This is a required field.
  • Contact Email Field: Select the form field that contains the data for email address. Campaign Studio passes that information to GoToWebinar when registering the contact for the webinar(s). This is a required field.

Campaigns

GoToWebinar Action

If you have an audience that you’d like to automatically register for a webinar without requiring form submissions, or if you’d like to register someone for a webinar based on other activities or triggers, use this campaign action.

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  • Name: Specify a name for the action. This helps you and other users easily identify the event when they’re reviewing the campaign in the builder or looking at reports.
  • Execute this event…: Select the time period when Campaign Studio needs to perform the event. For more information, see scheduling actions.
  • Choose an action: By default, Register to GoToWebinar is selected. Leave this selected as is.
  • Webinars list: Select the webinar(s) you’d like to register the contact for when they reach this event within a campaign.

GoToWebinar Condition

To have triggers in campaigns based on a contact’s status as it relates to a webinar, use this condition type.

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  • Name: Specify a name for the action. This helps you and other users easily identify the event when they’re reviewing the campaign in the builder or looking at reports.
  • Execute this event…: Select the time period when Campaign Studio needs to perform the event. For more information, see scheduling actions.
  • Contact action: Select the type of relationship you’d like to check for within the condition: Attended or Registered for at least one of the selected webinars.
  • Webinars list: Select the webinar(s) you’d like to check if a contact has attended or registered for. To see if a person has registered for or attended any of your past webinars, use the Any Webinar option.

For example, you may want to add contacts to a segment once they’ve registered for a webinar. This would be an action on the Yes path from this condition. If they haven’t registered for a webinar, you may want to send a reminder about the webinar. This would follow the No path from this condition.