blog images - oneclick

How To Create One Click Registration For Your Webinars & Track Who’s Clicking

When hosting – or even attending – a webinar, automation can go a long way.

For automation to work at its best, it’s important the major platforms work together to achieve optimal goals.

With PlusThis, we know the technicalities that go with hosting a webinar so we created several different tools to help aid the process. Zoom Webinar Connection does just that – we even used it for our most recent webinar.

This integration between PlusThis and Zoom allows you to enable two ways for invited guests to register for the webinar event – through providing their information or by just one click.

Let’s run through an example of how you’d configure this connection, and simplify the registration process for your guests – while still keeping track of who’s registering.

Step 1: Search Zoom Webinar Connection in the Toolkit

First, you’ll begin by selecting Zoom Webinar Connection to configure within your PlusThis account.

Step 2: Select the appropriate user & webinar

Begin configuration by selecting the user the webinar is registered under, then the correct webinar meeting.

Step 3: Edit registration options

After that information is configured, continue past the default field mapping that is already done and edit the registration options for the connection.

For this, when a contact registers we’ll want to apply a tag that confirms that they have registered – but still need to attend the webinar.

Next, we want to decipher where the webinar join link is to be stored for easy distribution of the contact specific join links – such as merged fields within emails.

Step 4: Determine the tags for attendance

Determine the appropriate tags that are to be applied to registrants based on whether they attended the webinar, it’s important to configure this portion if the duration of the campaign is dependent on these attendance tags.

Step 5: Place it in your campaign

After the tool has been given a name and saved to the toolkit, we receive a tool URL to paste into an HTTP Post within our campaign.

This is where the one click registration comes into play. For an example, I’ll show you how we set up our most recent Webinar Campaign to include one click registration, and automatically tag people based on when they click a specific link within our invite email.

Using Keap’s Email Link Clicked tool, we’re able to apply the registered tag to the correct contact without requiring them to input their details again. They are then automatically pushed through the Zoom registration and receive their confirmation just as they would normally.

Pretty neat, right? We think so! If this sparks your interest in PlusThis and you want to see what other awesome optimizations we have – start your 30 day FREE trial today!

top5 (1)

Top 5 Tools For New PlusThis Users

While there are 60+ tools that have been created for our users, it can be a bit overwhelming to figure out what tools work best for you.

Not sure where to start? Here are our Top 5 tools for new users to get them started.

1. Zoom Webinar Connection

The holy grail of webinars, Zoom. PlusThis integrates directly with Zoom for webinars, meetings and more but our Zoom Webinar Connection tool is a great starter tool to begin the transition to automated webinars.

The tool can register guests, send reminders, segment attendees and non-attendees and allow for customizable follow-up depending on their attendance.

With Zoom Webinar Connection, you can use your preferred landing page tools rather than the typical, boring Zoom registration pages.

Once you set up this simple configuration, you’re free to focus on your webinar content rather than worrying about the intricate details – as PlusThis has it covered.

Read more about Zoom Webinar Connection.

2. Add To Calendar

Creating calendar links has never been so easy. With Add To Calendar, you can create custom calendar links for events, appointments, webinars, or any other event.

The tool generates links for iCal, Google, and Outlook – that way the applicable link is available for all your users preferences.

Make it easy for your customers to organize their schedule with a simple link and increase the likelihood of them attending your event.

See more about Add To Calendar here.

3. Countdown Timer

Add urgency – in a way that drives your leads or customers to take action on your offer.

With Countdown Timers, you can simply add a customizable countdown contingent upon your customers timezone, your deadline offer, or even evergreen offers.

A simple, accurate countdown that indicates the amount of time that your leads/customers have to take advantage of your offer.

You’d be surprised what a little bit of urgency can lead to…

See where to start your countdown here.

4. Send SMS Messages

Texting has taken over communication – so follow suit with automated SMS messages to your leads, customers, clients and more.

With SMS Messages, you can create simple texts for reminders, notifications, and follow-ups.

Say you have a webinar coming up, and in addition to the Add To Calendar feature, you can send a quick text message to remind registrants of the event – and you can even include a direct link to the webinar.

Watch your attendance skyrocket as a result of staying on top of webinar reminders.

Read more about Send SMS Messages.

5. Smart Links

Have you ever wanted to provide a link that is specific to the customer based on certain criteria?

Well, with Smart Links – that’s not only possible, but it’s easy! With this tool, you can create links or forms that go different pages based on the contact’s tags, field value, email status, date visited, and/or tag scarcity.

These links come in handy for evergreen timed offers, custom thank you pages, and other situations where a customer may need to be eligible to view the page.

Let’s say you have an evergreen expiring offer for new marketing email opt-ins. You offer a 15% discount for your service if they sign up within 3 days after opting-in for emails.

With Smart Links, you can configure a link that is triggered when they opt-in and expires exactly 3 days later. So – if they went to claim the offer after the 3 days have passed, they would be automatically be redirected to an expired page rather than the offer page. You don’t have to worry about a thing – PlusThis takes care of it.

Check out more about Smart Links here.

Now, remember – these are only a select few of the tools we have available on PlusThis. Not even a quarter of the possible strategies, automations, and features you can implement into your campaigns to make running your business a little bit easier.

However, these tools are great “getting started” tools to get a glimpse of what PlusThis is capable of. See the difference a couple popular tools can make in your CRM and you’ll quickly want to add more to your tool-kit.

Curious to try out some of these tools yourself? PlusThis has a FREE 30-day trial risk free. You can login, explore the toolkit, chat with our team, and start using the tools immediately. If you don’t get enough value, simply cancel within 30-days. Pick a plan here.

docusign (1)

How To Use DocuSign To Automate Your Signing Process

It’s common to require signatures in many situations, but it can be a hassle to collect and keep track of signatures from a long list of contacts.

But don’t fret – PlusThis has already thought about how to fix that.

With DocuSign Connection, you can integrate your DocuSign account with your CRM to effortlessly manage your signing process.

Let’s say that when leads become clients, you require a Client Agreement before providing your service. A simple, one page document that outlines an agreement between the two parties to achieve a specific goal.

We can run through how you would set up your DocuSign template, configure your PlusThis tool and implement it within your campaign.

Step 1: Create Your Document Template

In order to configure DocuSign Connection, the document will need to be in your DocuSign account saved as a template.

Once the template is saved, we’ll go into our PlusThis account to start the tool configuration.

Step 2: Set Up DocuSign Connection

If you haven’t already, you will be prompted to connect your DocuSign account with PlusThis. Simply login to your account and approve the request to integrate the two platforms.

When connected, select the appropriate template to configure.

We’ll begin the process by indicating who the signer is, and what fields contain their information.

Continue on to customize email options, select the document tabs to autofill based on previous data, and where to save document responses.

For this scenario, we’ll personalize the email a bit by including the client’s name and we’ll save the date the document was signed within the appropriate field.

Lastly, we’ll determine the tags we want to be applied during the signing process.

When the tags are set, we’ll give the tool a name and save the configuration.

Once saved, we receive the Tool URL to input into our HTTP Post inside our campaign sequence.

Step 3: Place The Tool In Your Campaign

An example of a campaign structure that may represent the signing process of new clients may look a bit like this.

From there, you simply paste the URL PlusThis provided, and set the sequence as ready. When automation is triggered, the Client agreement will be sent to the appropriate recipient, the following reminders will be sent and the tags will be applied based on their engagement with the document.

Pretty simple, right? Now your signing process is on autopilot, and you don’t have to stress about keeping track of signatures.

See the tool in action