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Act-On Software

Event Scheduling Guide

Year over year, webinars and online events top the list in effectiveness. The upside is huge, but the downside is that they’re time-consuming to plan and execute; it’s a reality that often results in hurried execution and sub-optimal performance.

Act-On’s webinar and online event management functionality dramatically reduces the time you spend on organizing your webinar while increasing the quality of your results.

Let’s get started with scheduling & promoting your first event! Use the WebEx or GoToWebinar integrations to create the marketing materials for your webinars.

 

If you didn't setup the connection to WebEx and/or Citrix during your Account Setup, then now is the time!

Capture and score non-digital events in Act-On! Leverage Act-On to provide you with a holistic view of your prospects’ activity history with your marketing content.

WebEx


  1. Click Automation > Webinars > New Webinar.
  2. Select a CRM campaign (optional) and fill in your event details.
  3. Click Create Event.

GoToWebinar


  1. Log in to your GoToWebinar account and schedule a new webinar as usual.
  2. In Act-On, click on Automation > Webinars. All upcoming webinars that exist in GoToWebinar will display in the listing.
  3. Click the title of the webinar to which you would like to add the Act-On program.
  4. Click OK in the confirmation dialog window that appears.

WebEx


From the Webinar dashboard:

  1. Generate a registration form by clicking Create Default Form. This will automatically create an Act-On form containing all of the standard and custom fields defined in your webinar.
  2. Under Promotions create an email Invitation message(s) and an email Last Chance message(s). 
  3. Create an optional reminder email to help encourage attendance by clicking Create Reminder.
    Act-On will automatically address each reminder email to be sent only to your current registrants.
  4. Click Attendance to import the attendee list from WebEx, both before and after the event. 

GoToWebinar


From the Webinar dashboard:

  1. Generate a registration form by clicking Create Default Form. This will automatically create an Act-On form containing all of the standard and custom fields defined in your webinar.
  2. Create an optional auto-response message by clicking Create and selecting a message to use.
  3. Create an optional reminder email to help encourage attendance by clicking Create Reminder.
  4. Create an invitation message for your webinar. Whenever an invitation is sent, Act-On will automatically suppress anyone who has already registered, to save you the effort of segmenting and manually suppressing this group.
  5. Create follow-up messages to be sent to different segments of your audience after the event. 

Capture and score non-digital events in Act-On! Leverage Act-On to provide you with a holistic view of your prospects’ activity history with your marketing content.

  1. By default, Act-On will give you some behavior display names like Registered for an event, Attended an event, Trade shows, and In-person events. If your event falls under one of these behaviors, move onto Step 2.
  2. If your event doesn't fall under one of these behaviors, you can quickly create a new behavior.
    1. Navigate to Contacts > Other Lists > Behavior Names
    2. Define your new Behavior Display Name in the field next to user-defined.
  1. Click Contacts > Other Lists > Custom Touch Points, then click the New Button to create a list.
  2. Upload your Excel/CSV list from the event.

Visit Contacts > Scoring Rules, then scroll until you find the orange italicized custom event text.

  1. After your event has taken place, click the Reports link at the top of the dashboard to quickly see:
    • Details of the event, registrants, and attendees.
    • Traffic sources for form registrants.
    • Message Reports.

Using this data you are able to make tweaks to content and delivery to ensure your messages are optimized and being seen at the right time. When viewing the report you are able to get a visual of your message open rate, bounce rate, clicks as well as filter the report to find the data you need quickly.

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