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How to automate your webinar process using PlusThis

If you could implement one tactic this month to help you generate new leads, educate prospects, and close warm leads, I don’t think I could name a tactic that performs all three better than a webinar.

In theory, this sounds amazing. But in reality, most small businesses only manage to run webinars occasionally because they take a lot more work to pull off.

Even if you already have a webinar platform, like GoToWebinar or Zoom, getting everything to sync seamlessly with your CRM so you can send reminders and follow-ups is a lot of work. 

The good news is there’s a way to make this happen automatically with the help of PlusThis.  Using PlusThis with your CRM offers many benefits. Leads can register for your webinars directly from your landing page.

Leads get personalized reminder emails for the webinar from your CRM

Webinar guests can join your webinar directly from the join link included in your webinar email.

After the webinar, registered guests receive an automatic follow-up email with a message that’s based on whether or not they attended. 

As a business owner, you don’t have to worry about exporting contacts and syncing information between the webinar platform and your CRM because it automatically syncs for you. 

How to manually sync your webinars with your CRM

Before we talk about why you should automate your webinar process and how to go about doing it, let’s take a look at what a typical webinar process looks like if you want to run a webinar using a CRM like Keap/Infusionsoft, ActiveCampaign, Ontraport or Drip to register guests, send reminders, and follow-up with attendees without any tools to automate the webinar connection.

Here’s how it works

1. First, you’ll need to stick with your webinar tool’s default registration page.

There’s some flexibility to customize the text and add in placeholder images, but it’s usually not the most optimized and consistent looking form for your webinars or business.

2. Export contacts from your webinar tool.

To start sending the reminder emails from your marketing CRM, you’ll need to export your contacts from the webinar tool.

3. Import the contacts to your marketing CRM.

Getting your webinar registrants into your marketing CRM will allow you to start sending your webinar reminders.

4. Check for duplicate contacts.

Best practice, whenever importing contacts, it’s important to check for duplicates to keep your database clean and efficient.

5. Send reminder emails.

Now that you have the webinar registrants imported into your app, you can start sending them email reminders leading up to the webinar.

6. Run your webinar.

You’ll now run your webinar as planned and shortly after, begin the next step.

7. Export list of webinar attendees and no-shows.

Returning to your webinar tool, you’ll want to export the list of contacts who attended and missed the webinar.

8. Check for duplicate contacts.

Once again, you’ll need to merge and check for duplicate contacts since you know the people who registered for the webinar will match with the names of the people who attended and those who missed the webinar.

9. Apply tags to attendees and no-shows.

Once you’ve cleaned your list again, you’ll want to apply tags that can be used to trigger follow-up emails for attendees and no-shows.

10. Send emails based on attendance.

Finally, you can send the follow-up emails based on the webinar attendance.

As you can see, running a webinar manually is doable, but it does take a considerable amount of time and care to do correctly.

Most businesses will start off running a few webinars on their own, without tools, but quickly realize that if they want to scale and consistently see results from webinars, it’s wise to invest in some tools to automate the process.

The benefits of all the saved time, eliminating room for human error, and creating a scalable process are well worth a small investment in a tool that can automate your webinar process.

Why you should automate your webinar process

Starting with manual webinars helps you work out the kinks, learn what works for you and your audience, and what you can change once you’re ready to scale.

Once you move to an automated process, the opportunities for growth increase exponentially. 

You save time on administrative work, using that time to focus on something more productive.

Ask yourself how much per hour you’re paying someone to do all the manual work, is it more than $39/mo? If so, you might want to make the switch.

You can start scaling the number of webinars you run. Leadpages can run 20 webinars a month because of PlusThis.

Lastly, you can eliminate room for human error. When you’re moving contacts around and applying tags manually, there is a lot of room for human error. Mistakes in this process are not pleasant to fix.

How to automate your webinar process with your CRM

Now let’s take a look at the same webinar process we showed you, but this time what it would look like if you automate it using a CRM like Keap or Infusionsoft and PlusThis. The difference is a night and day.

Here’s how it works

1. Create a webinar registration page. 

Use your preferred landing page builder to create a registration page.

This step alone is already going to help you improve your results. A well-designed and personalized registration page will always outperform a default registration page that comes from your webinar tool.

2. PlusThis automatically registers contacts for you. ..

PlusThis automatically registers your contacts as webinar registrants with your webinar platform. In addition, PlusThis supports the top webinar platforms including GoToWebinar, Zoom, and WebinarJam.

3. Send reminder emails for the webinar.

Your CRM automatically sends webinar reminders leading up to your webinar.

4. Run your webinar.

All you have to do is focus on running a successful webinar. 

5. PlusThis automatically applies tags based on attendance.

You no longer need to export and import your contacts after running a webinar to send a follow-up because PlusThis will automatically tag your attendees and non-attendees.

6. Send an email follow-up based on attendance.

Your CRM will automatically send follow-up emails based on the attendance status of your contacts.

And that’s it! You can have an automated webinar process running in no time (and with a lot less work for you)

Ready to automate your webinar process? We’re here to help if you have any questions.

Start by picking a plan to start your free 30-day trial of PlusThis.

Also, every free 30-day trial of PlusThis includes a launch call where PlusThis will be happy to guide you through the process, getting your first webinar campaign automated.

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How to reach your leads on Facebook and close more sales automatically

So you’ve created a lead magnet to capture leads. You’ve put an opt-in form on your site, and you’re starting to see leads come in.

You send a couple of emails over the next couple of days, but the leads aren’t converting to sales at the rate you were hoping for.

You start to doubt whether your marketing strategy will work. You’re wondering what you should try next to see your sales improve.

The truth is, customer journeys take time. Research shows that only about 7% of website visitors are ready to buy on the first visit. And even though your visitors may be ready to buy, there’s still a decent chance they won’t.

The good news is that if you’ve made it this far, you’re attracting perfect strangers to a service or product you provide that can help them.

So how do you stay in front of them and continue being helpful until they’re ready to buy?

The answer is retargeting.

Even if you haven’t heard of retargeting, chances are that you’ve experienced it in your own web browsing.

You know, like that time you were shopping on Amazon. You Added a pair of shoes to your shopping cart but didn’t finish purchasing them. Then, you ‘coincidentally’ see an ad about the same exact shoes following you around to finish buying the shoes. That’s retargeting.

Retargeting can be used for much more than shopping cart abandonment, too. You can use it to show: 

• Client testimonials to people who checked out a specific page on your website. 

• A training video leading up to a webinar leads or clients registered for. 

• Leads on your email list a walkthrough for a new product or service you released.

The strategies are endless.

Here’s what it looks like.

• Leads find you and subscribe to your email list

• Leads start seeing helpful content, reminders, testimonials, or expiring offers for your products or services on Google and Facebook

• Leads get value from your content and decide to research the next steps

• Leads sign up and become clients

Using Facebook for retargeting is a powerful strategy for increasing sales

Google and Facebook are both excellent platforms to use retargeting. I use and recommend both. However, Facebook has some advantages and benefits that are worth pointing on on their own.

1. Flexibility of content: With Google, you’re limited to traditional ad formats. Think of the banner ads you’re used to seeing in the sidebars, titles, and footers of the sites you visit. Facebook gives you the flexibility to retarget with videos, long-form written content, images, recordings, and more.

2. Instagram connection: Because Facebook owns Instagram, you can use Facebook’s retargeting tools on Instagram as well.

3. Higher CTRs: The click-through rate (CTR) of a retargeted ad is 10 times higher than the CTR of a typical display ad

4. List integration: Google is great for retargeting based on website visits, but Facebook takes it a step further allowing you to retarget people on your email list.

5. Campaign integration: Not only can you retarget people  based on if they went to certain pages on your site, but you can also retarget based on how they behave inside your campaigns. For example, you can retarget based on if someone completed watching a replay of your last webinar, or if someone opened an email but didn’t buy, or show ads when people check in to your event.

6. Microtargeting: With Google, you usually need an audience of at least 100 people before they allow you to retarget. But with Facebook, you can start with as few as 20.

4 ways to use Facebook retargeting in your business

1. Webinar warm-up

After people register for your webinar, retarget them with a video sharing one of your top tips related to the topic you’ll be covering. This will earn you some goodwill and get people excited to attend your webinar.

2. Re-engagement retargeting

All marketing lists experience fatigue. People drift away. They get distracted. They lose focus.

The danger in using email alone is that people sometimes get to a point where they stop checking emails after a certain point or they unsubscribe from your email list or mark your email as spam.

A good re-engagement campaign can help you bring back some of these leads. Win them back with helpful content, repurposed blogs, or video walkthroughs on how to overcome their biggest hurdles.

3. Comeback campaign

Every business loses clients. Many times, canceled clients will also opt-out of your email lists. But that doesn’t mean you can’t retarget them on Facebook.

Use this list of former clients to advertise a special deal for anyone that comes back as a client by a specific date.

4. The offer

Most businesses have a tried and true sales funnel where the majority of their funnel-based clients come from.

For example, you might have some free content someone opts in for (a guide, ebook, pdf, cheat sheet, etc.). They get your content and some helpful goodwill. Lastly, they get an offer that they either take or refuse.

Adding in some Facebook retargeting at the point when a client starts seeing your email offers is a fantastic way of getting in front of them when the moment is hot.

Even better, make this part of an evergreen offer by using tools like PlusThis’s Smart Links, Date Calculator, and countdown timers

How to set up Facebook retargeting with your CRM and PlusThis

If you’re already using a CRM like Keap, Infusionsoft, ActiveCampaign, Drip or ActiveCampaign, you’re already off to a great start. 

Facebook has some built-in tools for retargeting strategies, mostly based on what pages people visit on your site, but PlusThis takes it a step further by allowing you to retarget based on how your leads and clients interact inside your marketing campaigns.

Here’s how it works.

Sign up for a free trial of PlusThis

Facebook Audience Triggers is just 1 tool you’ll find in the expansive PlusThis toolkit. In fact, it’s all you’ll need to implement the strategies covered in this article.

Example offer campaign with Facebook retargeting

The process for retargeting contacts on Facebook is similar across CRM’s. B

To give some context for this example, let’s say you want to have an offer advertised on Facebook after someone registers for a helpful PDF guide you share on your website.

1. Webform submitted for your helpful PDF guide: The campaign starts with a simple web form submission where people can download your guide.

2. Delivery Sequence: The delivery sequence will send a series of emails that reinforce the material you share in your free PDF download, as well as, provide an offer for them to take the next steps to work with you.

2a. Email series: This is the part of the delivery sequence where you send a series of 3 emails adding value and sharing your offer. 

2b. Add to Facebook audience: PlusThis is used inside the camapaign sequence to add your leads to a Facebook custom audience when they reach this part of your campaign. When you create your ads for the offer, this will allow you to easily select the Facebook audience PlusThis created for your leads to see your ads.

2c. Remove from Facebook audience: PlusThis can likewise remove people from your Facebook audience after the offer finishes so they don’t continue to see ads for an offer that has expired.

3. Contacts make a purchase: After seeing your ad (testimonials, reminders, etc.) leads decide to make a purchase.

How do I try out Facebook retargeting with PlusThis?

We’ll make it easy to get started, to add PlusThis to your marketing CRM. 

Once you’re signed up with PlusThis, we’ll help you get started with a free launch call to get your first Facebook retargeting campaign up and launched.

Remember a customer journey takes time. Most leads fall into a bucket of needing more time to do their research and address hesitations before they’re ready to buy.

Retargeting is the way to stay in front of this bucket, dripping value over time until they’re ready to buy.

We’re here to help if you have any questions.