INTEGRATIONS NEEDED FOR EVERWEBINAR CONNECTION

Drip

Step 1: Which Webinar?

In the drop-down, select the webinar you'd like to register contacts for. The webinar must already have been created in EverWebinar, before configuring this tool.

Step 2: Which webinar time?

This is where you will select the start time and date of the webinar you select in the step above.

Step 1: Store the Live Webinar Link

In the drop-down, select the field where you would like to store the unique Webinar Join Link for each registrant if you would like to send your reminders through CRM.

Step 2: Store the Replay Webinar Link

If you choose to store your webinar replay link, select the field you'd like to store the link from this drop-down.

Step 3: Store the Sessions Date/Time

In the drop-down, select the field where you would like to store the Webinar Start Date/Time if you would like.

This gives you the option to format the date and time in a more humanized format rather than the generic format from your CRM.

Step 1: Store the human formatted date

If you choose to store a human formatted date, you can select the field you would like to store it in from this dropdown.

Step 2: Format the date like this

From this drop-down you will have the option of choosing the format you would like the date to be in.

Step 3: Store the human formatted time

This will give you the option to store a human formatted time, select the field you'd like to store the link from this drop-down.

Step 4: Format the time like this

From this drop-down you will have the option of choosing the format you would like the time to be in.

Step 5: Store result in this timezone

If you would like to select a different timezone than the Webinar Start timezone you can do so from this drop-down.

Step 5: Store the Webinar Name

In the drop-down, select the field where you would like to store the Webinar Title if you would like.

Step 6: Apply this tag after successfully completing registration

If you would like to apply a tag after a successful registration you can select the tag here.

Enter a name for your tool in this field. The name is solely for use inside of PlusThis, and will not be visible to customers.

Run your tool as a Rule using a Run Action element.

Step 1:

Create a Rule.

Step 2:

Choose PlusThis from the left drop down.

Step 3:

Keep the right drop down as ‘Send person’.

Step 4:

Choose the tool you would like to run in the ‘Which Feature’ drop down.

Step 5:

Change the ‘Which action?’ drop down to ‘Run’.