08004 – How to setup a ‘Just in Time’ Auto Webinar

Any time a customer accesses the Webinar Registration page, they will always be Just in Time for the next webinar. This means that the Auto Webinar will take place every 15 minutes, 30 min or every hour (depending on the interval that you select).

For example, if webinar is set to run every 15 mins, and a customer accesses the Webinar Registration Page at 10:22am, the next Auto Webinar will start at 10:30am.

To Do This:

Complete the Just in time auto webinar settings as follows:

  • Auto Webinar Name

    Add the name for your Webinar

  • Select Auto Webinar Type

    Choose Just in Time

  • Frequency

    This feature allows you to set the time interval for your webinar. You can choose between 15min | 30min | 1 hour intervals.

  • Set Availability

    This setting allows you to limit when the Auto Webinar is run and is based on a user’s local time. To use this feature, check the box and select the relevant times from the To: and From: drop-downs.

    How this Works:
    If Availability is set between 8am and 9pm, this means that the webinar will run every 15min, 30min or every hour (depending on interval selected), between 8am and 9pm local time. However, if a user registers for the webinar at 9:15pm, for example, the next available webinar will only be at 8am the following day.

    Important: If you choose to enable the Availability feature, please note that the Registration Webhook will not work correctly. If not enabled, the Registration Webhook will work as per normal.

  • Store the webinar date in:

    Choose either Webhook URL, Infusionsoft Custom Field , Active Campaign Custom Field, Webhook URL , Drip Custom Field , MailChimp Custom Field or Ontraport Custom Field.

    • Webhook URL
      If you are using an emailing system other than Infusionsoft, then you can use Webhook option.We recommend the platform Zapier.com, which allows you to set up webhooks that integrate with almost any Emailing system out there. If you choose webhook, simply add the Webhook URL where you would like the date for your webinar saved.
    • Infusionsoft Custom Field
      If you choose Infusionsoft Custom Field, and you have integrated your Infusionsoft account with your site, your Custom fields will appear in the Infusionsoft Custom Field drop-down. Simply select the custom field you would like the date for your Webinar saved to.To create a new Custom Field, simply scroll down to the bottom of the Custom Field drop-down and select Create New Custom Field. Once saved, a new Custom Field will be created inside your Infusionsoft account.NB! Only Text type Custom Fields are supported by this feature.
    • Active Campaign Custom Field
      If you choose Active Campaign Custom Field, and you have integrated your Active Campaign account with your site, your custom fields will appear in the Active Campaign Custom Fields drop-down. Simply select the custom field you would like the date for your Webinar saved to.NB! Only Text type Custom Fields are supported by this feature.TIP! If you want a different custom field to the ones available in the drop-down, then you need to create that custom field in your Active Campaign account first.To do this:

      • Open your Active Campaign account.
      • Click on Lists at the top of your account dashboard
      • In the next screen, click the New Custom Field button in the top-left corner
        A modal window will appear with options for the format of your custom field.
        Select Text Input and click Next.
      • Type the name of the custom field and when you are done, click Next.
        Once done, your new custom field will now appear in your site in the Active Campaign Custom Field drop-down.
    • AWeber Custom Field
      If you choose AWeber Custom Field, and you have integrated your AWeber account with your site, your custom fields will appear in the AWeber Custom Fields drop-down. First, select the AWeber list, then simply select the custom field you would like the date for your Webinar saved to.TIP! If you want a different custom field to the ones available in the drop-down, then you need to create that custom field in your AWeber account first.
    • ConvertKit Custom Field
      If you choose ConvertKit Custom Field, and you have integrated your ConvertKit account with your site, your custom fields will appear in the AWeber Custom Fields drop-down. Simply select the custom field you would like the date for your Webinar saved to. You may also select a ConvertKit tag.TIP! If you want a different custom field to the ones available in the drop-down, then you need to create that custom field in your ConvertKit account first.
    • Drip Custom Field
      If you choose Drip Custom Field, and you have integrated your Drip account with your site, your custom fields will appear in the Drip Custom Fields drop-down. Simply select the custom field you would like the date for your Webinar saved to.TIP! If you want a different custom field to the ones available in the drop-down, then you need to create that custom field in your Drip account first.
    • MailChimp Custom Field
      If you choose MailChimp Custom Field, and you have integrated your MailChimp account with your site, your MailChimp list will appear, then you can select the custom field that will appear in the MailChimp Custom Fields drop-down. Simply select the custom field you would like the date for your Webinar saved to.To create a new Custom Field, simply scroll down to the bottom of the Custom Field drop-down and select Create New Custom Field. Once saved, a new Custom Field will be created inside your MailChimp account.NB! Only Text type Custom Fields are supported by this feature.
    • Ontraport Custom Field
      If you choose Ontraport Custom Field, and you have integrated your Ontraport account with your site, your custom fields will appear in the Ontraport Custom Fields drop-down. Simply select the custom field you would like the date for your Webinar saved to.TIP! If you want a different custom field to the ones available in the drop-down, then you need to create that custom field in your Ontraport account first.
  • Store the date in this format

    This option is NOT available when using Webhook URL in the ;Store in Webinar Date settings;.
    Choose a format for how the Date & Time should be saved in your system. For example, the selected format will determine how the webinar Date & Time will be displayed in your emails to registered users.

  • Days to allow user to re-register for the same webinar

    NB! If you add the number 4 in this field, for example, we will only allow the member to re-register for the same webinar if it has been 4 days or more since the previous registration.

Once done, click on SAVE.

Your new Just in Time Webinar will now appear in the Auto Webinars dashboard.

 


 

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