Webinars help you generate quality leads and expand your reach globally. It is a live presentation where you can educate your participants about your product, answer questions or engage them with polls. You can also monitor the ROI for the webinar campaign, download webinar reports, and analyze the webinar's performance.
Integrating Zoho Webinar with CRM lets you:
You should first enable Zoho Webinar from the Marketplace to create webinars. Once enabled, you can do the following:
Add Users
You can add CRM users to Zoho Webinar that allows them to create webinars from Zoho CRM.
Set Reminder
You can set the time when the host and the participants should receive a reminder about the webinar.
Push registered participants in Webinar
The registrants who are not part of the CRM account can be added as leads or contacts into the CRM.
Update Member Status
The member status of the participants can be synced with that of the webinar's service status. For example, if the service status is 'attended' then you can specify if the member status of the participants should automatically be changed to 'planned' or 'invited'. By syncing the statuses you will not have to update a participant's member status manually.
The service status can be selected as either invited, registered or attended. You can choose a corresponding member status as: planned, invited, sent, received, opened, responded, bounced or opted-out. You can also choose not to sync the member status with service status.
To setup Zoho Webinar
Once the integration is complete, you can create webinars from the campaigns module in Zoho CRM.
To create a webinar
Every webinar that is created has a unique registration URL. You can embed the Webinar Registration URL as a merge field in your email templates. When you send email invitations to participants the Webinar URL will be automatically merged.
To add webinar registration URL in email template
Once a webinar is created, you can invite the leads and contacts to the campaign by sending email invitations.
To invite leads and contacts
The campaign member status defines the status of the leads or contacts who have participated in the campaign.
Note that the lead status is different from the Campaign Member Status.
To update campaign member status
A webinar report will include the list of attendees, registrants, polls, Q&A reports and performance reports. You can download them as a CSV or excel file for your reference.
To download the webinar report
Say you want to create a poll to collect participants reviews or opinion on a particular webinar, you can do so by creating a poll. The question format can be selected from the two available options:
To create a poll
You can deactivate Zoho Webinar Integration if it's no longer required. Deactivating the integration does not interfere with the Zoho Webinar account settings. You can continue to host webinars from your Zoho Webinar account.
Upon deactivating:
To deactivate Zoho Webinar Integration
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