Slaesforce FAQ

how to sync webinar status attendee act-on salesforce gotowebinar

by Prof. Elvis Moore Sr. Published 2 years ago Updated 2 years ago

Act-On will automatically sync with GoToWebinar every hour after the event, for up to 48 hours, to pull in attendance data as soon as GoToWebinar makes it available. This information is typically available within 24 hours. You can also manually sync with GoToWebinar at any time by clicking on the Sync button at the top of the webinar dashboard.

Full Answer

How can I be engaged during a webinar?

There are many ways to be engaged during the webinar. Note that the Control Panel will automatically collapse when it is not actively in use by you. By default, all attendees are muted when they join a webinar. If the organizer unmutes you, you can click the Mic icon to unmute yourself.

How do I register for a webinar?

Before you can join a webinar, you have to register using the link found in your invitation. You will need to fill out your first name, last name, email address, and other required fields depending on how the organizer customzied the registration form.

Why can't I see GoToWebinar on the viewer?

The Viewer window might be minimized or hidden (desktop app). Check the task bar (Windows) or dock (Mac) for the Daisy icon and click it to bring GoToWebinar to the forefront of your screen. You might have the wrong tab selected (Instant Join app). Check your browser tabs and click the one that says "GoToWebinar" with the red "audio live" icon.

How do I Unmute myself in a webinar?

By default, all attendees are muted when they join a webinar. If the organizer unmutes you, you can click the Mic icon to unmute yourself. To grab the organizer's attention, raise your hand or ask a question.

How does GoToWebinar integrate with Salesforce?

Steps to Set up GoToWebinar Salesforce Integration via PardotStep 1: Adding the Salesforce Pardot Connector.Step 2: Setting up Salesforce Campaign.Step 3: Set up Salesforce Pardot Forms and Landing Pages.Step 4: Update Records in Salesforce.

How can I see who attended my webinar?

View attendee detailsIn the Past Events tab , click the Attended number next to the desired webinar.A list of your registrants and their details will be displayed. To export the attendee data, click the Download icon.

How do I make my GoToWebinar more interactive?

5 Ways to Make Your Webinars More Audience-Centric - GoToWebinarTake questions before the webinar. ... Poll attendees and use their feedback in real-time. ... Make it mobile-friendly. ... Encourage questions. ... Keep the conversation going. ... Invite GoToWebinar to your next online event.

What can the GoToWebinar connector do?

Connector Details The Pardot GoToWebinar connector integrates with GoToWebinar (not GoToMeeting or GoToAssist). The connector syncs Standard, Webcast, and Recorded webinar types. The type appears for GoToMeeting webinars in reports and webinar detail pages. Recurring webinars aren't supported.

Does Gotowebinar track attendance?

Using the GoToWebinar Dashboard, organizers can easily check attendance patterns, monitor attentiveness, and identify which attendees have questions.

Can you see people on Gotowebinar?

No. Attendees' screens are not seen. However, the presenter's screen will be seen by the attendees. How do I ask questions during a webinar at the conference?

How do you keep a webinar interactive?

Here are the top 5 tips in making webinars more engaging:Introduce yourself - and have the audience do the same. ... Use interactive tools to ask your audience questions… ... 3. ...and make it easy for the audience to ask you questions. ... Have your audience submit questions prior to the webinar. ... Reward watching.

Can you have multiple presenters in GoToWebinar?

You can add up to 25 panelists to a webinar and 50 panelists to a virtual event from the Event Details page. Sign in to your account at https://dashboard.gotowebinar.com. From the Dashboard, either schedule a new webinar or open an existing one. On the Events Details page, select + Panelists under the About section.

How do you get people to engage on a webinar?

13+ Tips for Running More Engaging WebinarsLog in early and do a tech check. ... Facilitate the waiting time. ... Greet your participants and run an icebreaker poll. ... Break the dynamic by having two speakers. ... Learn more about your audience. ... Let your audience pick what they want to learn about.More items...•

Does ON24 integrate with pardot?

ON24 provides a light integration to Pardot, via Tibco Scribe, which allows you to pull live registration and attendance data into Pardot dynamic lists. You need to engage with ON24 support to get the Scribe integration set up. You can also register people for ON24 webinars via Pardot landing pages.

How do I join a pardot to a webinar?

How To InstallOpen the Connectors page. • ... Click + Create New Connector.In the Webinars section, click GoTo Webinar.Enter your GoTo Webinar username. ... (Optional) Deselect Create prospects in Pardot if they don't exist.Select a campaign.Click Create Connector.After the connector saves, click Verify Now.

How do you integrate zoom with pardot?

Assign the Pardot lists to a Zoom Webinars Enable Registration Required. Once Registration has been enabled, click Save. On the webinar details page, click More. Next to Generate Prospects in Pardot via Lists, click Configure.

Introduction to GoToWebinar

A Webinar is an online seminar platform where presentations and discussions take place in real-time from any location on the planet.

Introduction to Salesforce

Salesforce is a Customer Relationship Management (CRM) software that connects businesses and their customers. It’s an integrated CRM platform that provides a single, shared view of each customer to all of your company’s departments. Companies had to host their CRM solutions on their servers before Salesforce.

Steps to Set up GoToWebinar Salesforce Integration via Pardot

Customizing your GoToWebinar Salesforce Integration is simple, quick, and painless. It’s straightforward to alter critical steps in your workflow with GoToWebinar Salesforce Integration in place. GoToWebinar Salesforce Integration allows you to communicate client data back and forth between the three apps.

Key Benefits of GoToWebinar Salesforce Integration

Sync’d Data: You can easily integrate GoToWebinar with your CRM, Marketing tools, and other programs to keep Customer Communications current. Bring additional visibility across the organization automatically so that each team is aware of the status of pertinent issues.

Conclusion

This article demonstrated how you can set up GoToWebinar Salesforce Integration and why there is a need of integrating your Webinar application with a CRM tool so that you can take a holistic approach to meet your customers’ needs.

Overall Process Steps

Note: These steps are described in more detail in the subsequent sections.

Add A Webinar Program to a GoToWebinar Event

Log in to your GoToWebinar account and schedule a new webinar as usual.

Webinar Event Settings

Click Create Default Form to set up a registration form. This will automatically create an Act-On form containing all of the standard and custom fields defined in your webinar.

Reporting

After your event, click the Reports link at the top of the webinar dashboard to access the following information:

Syncing Data Between Citrix GoToWebinar and Your CRM

Act-On pushes registration data to Salesforce, SugarCRM, Microsoft Dynamics, InforCRM, and NetSuite when the registration form within Act-On is set to update the CRM.

Create your own Integration

Connect GoToWebinar and Salesforce the way you want. Start by selecting the trigger and action events listed here.

Run Workflows

Connect GoToWebinar and Salesforce with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

Why Automate.io?

iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.

How to join a webinar?

1 Register and join a webinar. Before you can join a webinar, you have to register using the link found in your invitation. You will need to fill out your first name, last name, email address, and other required fields depending on how the organizer customzied the registration form. Once registered, you'll receive a confirmation email ...

What is the control panel in a GoToWebinar?

The Viewer includes the organizer and panelists' webcams and presentation. The Control Panel is where you can access your audio options and in-session features (see next section).

Can you do a poll during a webinar?

At any point during the webinar, the organizer may launch a poll. This can be a multiple choice, scale rating, or short answer. Once you're done answering the poll, click Submit to send your answer to the organizer. Return to Top.

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