Slaesforce FAQ

how to add webinar attended status act-on sync with salesforce

by Oscar Weissnat Published 2 years ago Updated 2 years ago

Following the webinar, log into Salesforce, navigate to the Pardot app (via the App Launcher), and go to Automations → Automation Rules. Create a rule to identify anyone who has attended the webinar and add to the Salesforce Campaign as Attended.

Full Answer

How do I add a webinar to a Salesforce campaign?

Following the webinar, log into Salesforce, navigate to the Pardot app (via the App Launcher), and go to Automations → Automation Rules. Create a rule to identify anyone who has attended the webinar and add to the Salesforce Campaign as Attended.

How to integrate GoToWebinar with Salesforce?

If you have multiple organizers in GoToWebinar, you need to create one connector per organizer. Each connector will only see the webinars originally created by its designated user, but not the ones where that user is a co-organizer. Set up your Salesforce Campaign to prepare your webinar to sync with Salesforce.

How do I Capture registrants for a webinar campaign?

Next, navigate to Automations → Segmentation Lists to create a dynamic list you can use to capture registrants. Under Dynamic List Rules, select Prospect Webinar, signed up for webinar, and then choose the webinar related to your campaign. Be sure to Run Rules when complete.

What are the benefits of webinars?

Webinars are an excellent way to engage with prospects, grow customer relationships, and show off industry expertise. In fact, you can read how we increased our webinar-influenced pipeline 78x in a year with no extra costs, just by rinsing and repeating a solid webinar process.

What is Salesforce event?

Salesforce Events are used to block one-off events that have a duration (unlike tasks). This looks more like our need for webinars, and often Salesforce users use it to log meetings and conference calls.

What is the solution for tracking marketing activities like webinars?

When researching the documentation ( always read the docs ), it says that the solution for tracking marketing activities like webinars is to use the Campaigns features: Manage outbound marketing campaigns with direct mail programs, seminars, print ads, email, and other kinds of marketing collateral.

Our Global Webinars CoE shares in-depth expertise on how to host effective live webinars to engage customers and prospects – and send qualified leads to Sales

Hundreds of in-person events were canceled in one day in 2020, and the Salesforce Global Webinar Center of Excellence (CoE) team immediately began producing 10x the number of webinars we had in the past. We challenged ourselves to transform our in-person event magic online, and live webinars became our first and ultimate choice.

How can webinars support your marketing efforts?

Webinars are a great way to speak with customers. Eric Stahl, Salesforce senior vice president and general manager of Digital Experience, said, “At a time we can’t do in-person events, dinners, or fly customers to the Salesforce Innovation Center, webinars have never been more important.

See Salesforce webinars in action

Register for upcoming live events, or click through our extensive free webinar library with real stories on marketing, sales, small business, and more.

What types of webinars drive the most engagement?

Several kinds of webinars that trace the steps of the customer journey have worked really well for us, including:

How do you create an engaging webinar?

Follow these seven simple steps for planning, running, and learning from a webinar:

See Salesforce webinars in action

Register for upcoming live events, or click through our extensive free webinar library with real stories on marketing, sales, small business, and much more.

Why are webinars important?

Webinars are an excellent way to engage with prospects, grow customer relationships, and show off industry expertise. In fact, one report shows that 73% of sales leaders and B2B marketers chose webinars as the best tactic to drive high-quality leads.

Is a webinar a breeze?

Yet, webinars aren’t always a breeze to pull off, especially for those of us tasked with launching them. From a promotional perspective, GoToWebinar and other platforms offer far fewer customizations than most email platforms making it difficult to brand and manage webinar invites.

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