One of the things that I really love about the integration between GoTo Webinar and Click Dimensions is the ability to automatically download registrant and attendee data directly into Dynamics CRM.
I am going to spend a few blog articles discussing how I utilize this new integration.
Building a Marketing List
I am not sure about you, but I use Marketing Lists to drive all of my communications with both customers and prospects. Let’s take a quick review of how we can create a marketing list from the data returned from GoTo Webinar.
One thing that I should mention, I am performing this process after the webinar has completed. That way I can capture not only everyone who registered, but also those that attended.
Step 1: Create the Marketing List
The first thing we need to do is to create a Marketing List to hold our Contacts. It will look something like this:
I am creating a Static Marketing List because at some point in the future, I may wish to begin a Nurture Campaign, which requires the Marketing List be Static.
Step 2: Add Contacts
After the Marketing List has been saved, we need to add our Members, which can be done by clicking the Manage Members button on the Command Bar. This will display the Manage Members dialog:
Today, I am going to be using the Add using Advanced Find option.
Make that selection then click the Continue button.
Step 3: Select the Event Participants using Advanced Find
Here is how we are selecting the Contacts:
We are actually going to query the related entity: Event Participants (Contact) where the Event Equals the name of the event.
In my case, I actually had three separate events so my criteria looks like this:
When you are finished with your query, click the Find button and you will see a list of contacts that meet that criteria:
Step 3: Review the Results
Once you are satisfied with the results of your query, select Add all the members returned by the search to the marketing list option, then click the Add to Marketing List button.
Step 4: Verify Your Results
When you are returned to the Marketing List, review the associated Marketing List Members area to see the Contacts who either registered or attended your webinar:
The above steps will add all of the people who registered for your webinar, regardless of if they actually attended or not.
We’ll talk about the differences there soon.
Filed under: Click Dimensions, Dynamics CRM, Marketing | Tagged: ClickDimensions, MSDYNCRM | 3 Comments »