Permission Required
This feature is not available to all users. Please contact your supplier point of contact to take advantage of this feature.
Overview
A Partner-Hosted Event is a campaign that allows you to provide information from your supplier directly to your contacts, via Webex. Your supplier provides the Event Campaign, and you execute it as an external event via a video conference/webinar.
Webex is a video conferencing software that lets you exchange information via meetings or events. Use Partner-Hosted Event Campaigns to easily market your video conferencing events in the portal, generate Event Registration leads, and pull registrations generated from the portal back to Webex. After the event is over, the portal pulls from the Webex API to confirm the list of attendees. You can reference this data and engage leads based on whether or not they attended the event.
Before You Begin
- You must be logged in to the appropriate partner portal.
- Integrate your Webex account into your partner portal account.
- You must create a webinar or meeting in Webex that corresponds to the campaign before activating the campaign in the portal. Ensure these settings are in place for the Webex webinar or meeting:
- Requires registrations.
- Occurs on a future date.
- Is not recurring.
Follow these steps to set up the Partner-Hosted Event campaign in the portal.
Configure the Webex Integration in your Portal Account
Permission Required
Only Administrators are able to set up a Webex integration. All users in your account can see events from these integrations.
You need to set the Event Integration for your partner account before you are able to activate a Partner-Hosted Event Campaign. Once enabled, the connection remains active and only needs to be turned on/reactivated if connection is lost.
-
In the Partner Portal, navigate to
> Settings.
- Choose Event Integrations in the left hand sidebar.
-
Select Webex > Activate.
-
Enter your Webex credentials.
Note: Under Site Name, don't enter the full URL. Use the sitename part of the URL only, i.e. https://sitename.webex.com
- Click Activate.
-
After the account is activated you will see two new buttons:
- Change or refresh the credentials.
- Delete the connection.
Activate a Partner-Hosted Virtual Event Campaign
Important:
The scenario listed below provides a high-level guideline of how to connect your partner-hosted Webex event to a supplier-provided campaign. These campaigns may vary in configuration depending on the supplier. Reach out to your supplier point of contact with specific questions regarding their campaigns.
Activate the Partner-Hosted Event campaign to continue your Webex meeting or event integration.
- Before continuing, make sure you have created a webinar or meeting in Webex that corresponds to the campaign you’d like to activate. See the Before You Begin section of this article for more information.
- Navigate to the Browse Campaigns or Virtual Event Center page (or equivalent) in your portal.
- Filter the list of campaigns to Campaign/Event Type: Partner Hosted Event, if required.
-
Find the campaign you’d like to activate.
- Click Details to see more information about the campaign, and the materials it includes.
- Review the activities/tactics that are included in the campaign, and select which you want to include in this execution of the campaign. All activities are selected as a default. You can preview the items here, and get more details about each one.
- [Optional, only required if multiple integrations/meetings are configured] Click in the Type dropdown and select Webex as the meeting platform.
-
Click in the External Event dropdown and select the webinar or meeting you created in Webex for this campaign.
- Click Continue. You have a chance to review the list of activities you've selected. Click the X in the top right corner of an activity to remove it from the campaign.
-
Click Continue to activate the campaign. This takes you to the Campaign Dashboard, where you review and personalize each activity for your own use. You can also use the Add Activity button to add further tactics provided by the Supplier to the campaign. For more information, see Manage Campaigns > How to Add Activities to Campaigns.
- Click Review against each of the activities in the campaign.
-
Click Review against the tasks for the activity - for example, an email might have Complete Details and Settings, Review Personalization, Specify Recipients, and Select Send Date/Time tasks. Use Save & Next or Previous to move between the tasks for each activity.
-
Email
The email(s) will be used to invite your contacts to the Partner-Hosted Event, or follow up with them about it. Use the Recipients tab to add your contact lists or individual contacts to the email.
The email is usually connected to any Web Plugin included in the Partner-Hosted Event Campaign.
-
Web Plugin
[Optional] You may want to capture the sharable link for a web plugin or email by copying the URL under Standalone URL.
-
- Complete all the tasks for each activity, to add your own personalization, branding, configuration, contact list, and other details to the campaign. For more information, see Manage Campaigns and Activate Campaigns.
- To personalize a workflow, open it from the event campaign. On the Workflow Activity dashboard, click Edit.
- Review your information and click Save and Next on each step to complete the personalization for the workflow.
-
-
[If Applicable] Personalization step
If there are emails in the Workflow, click Edit, personalize any information available to you and click Save for every one.
-
Participants step
Rules determine which contacts will be added to the workflow. Click Add new rule to add your filtering rules.
To ensure that registrations for the event are gathered from Webex via the registration form web plugin/microsite provided in the campaign (if there is one), include the rule Actions > Event Registration > Is > <website plugin name>.
Use Add new group of rules button to set additional criteria for contacts to be added to your workflow.
Once you have added your rules, click Save and Next.
-
-
- Click Start Workflow. Registrants will automatically receive any communication emails configured in the workflow.
- Review your information and click Save and Next on each step to complete the personalization for the workflow.
As you share the the web plugin link and/or the invitation email with your contacts and they register for the event, information is used as follows:
- Registrations from the portal appear in your Webex account as registrations against the event or webinar.
- Registrants receive emails from your Webex account before and after the event, when their registration is approved.
- Registrants are added to the campaign workflow, based on the rules configured for including participants.
- Registrants and attendees will receive the communications configured in the campaign workflow, for example a Thank You for Coming email after they attended the event. Note: the campaign workflow may be different for every event.
Registrants and Event Attendee Reporting
Important
Only registrations that have been captured through a Partner-Hosted Event Campaign will be recorded in the partner portal.
Lists of registrants and attendees of the Partner-Hosted Event can be found in two places:
-
As Leads for the campaign
- Open the campaign from My Campaigns.
- Go to the Leads tab.
-
Select Event Registrations or Event Attendances from the Events drop down.
Contacts receive lead scores for registering / attending:
- Register for the event - 60 points
- Attend the event - 40 points
The portal pulls attendance information from the Webex API 24 hours after the event.
-
As Participants in the campaign workflow
- Open the campaign from My Campaigns.
- Open the Workflow activity.
- Go to the Participants tab.
Training
Comments
Article is closed for comments.