Manage Supplier-Hosted Webex Events

Follow these steps to integrate your Unifyr account with Webex.

1. Navigate to   > Settings > Integrations and choose the Legacy tab in the left hand sidebar.
2. Click Create Integration > Webex.
3. Authenticate to your Webex account by entering your account details and credentials.
   • When entering the Site Name, use the company information from your vanity URL. For example, the Site Name for https://ziftsolutionsonline.webex.com is ziftsolutionsonline.
   • Enable the Active setting
4. Click Save.

5. The account is listed on the Integrations list after it is created.

   

6. You can click Test Connection to make sure your account has been integrated properly.

   

   If the integration is correct, you will see the message Integration configured correctly.

Create a Supplier-Hosted Event Campaign using your Webex integration - partners can activate the campaign and invite their contacts to register for the event via the Campaigns or Virtual Event Center pages in their partner portal.

Registration form submissions push back to Webex as registrations. Approved registrants receive Webex confirmation emails that include a link to the event so they can attend it.

Follow these steps to set up the Supplier-Hosted Event Campaign in Unifyr:

1. Navigate to Partner Marketing > Campaigns.
2. Click Create > Create New Campaign.

3. Complete these fields to associate the campaign with the event you have set up in Zoom. 

   Parameter	Type	Description
   Type	Dropdown	Choose Event - Webex. This option is available when: You have an authenticated Webex integration - see the Configure the Webex Integration in Unifyr section of this article for more information You have a suitable webinar or meeting available in Webex - see above If you still can't see the option when both of these are set up, try reauthenticating your integration to Webex. For more information, see the Re-authenticating Webex in Unifyr section of this article.
   External Event	Dropdown	Select the Webex event you want to associate with the campaign.

4. All other fields in the form are standard fields for setting up any marketing campaign - complete them as required. For more information, see Create and Manage Campaigns.

5. Click Apply. The Campaign Details view opens, showing details of the associated event in the Virtual Event box.

   

6. Scroll down to Campaign Assets. A workflow named Virtual Event Workflow for <Campaign Name> has been automatically generated. This defines the actions that will be taken during the campaign's lifecycle and how/when the actions are triggered.
   1. Click on the workflow to open the Workflow Details page.

   2. On the top right-hand corner of the Workflow Details page, click Steps to edit the workflow as required.

      

      You will see a Conditional Step named Attended Event - this step is required and can't be edited. It forms the basis of the workflow - whether a contact attends the event, and what actions/communications will happen when they do or they don't.

      Note: Unifyr gets the duration of the event from Webex and triggers the Conditional Step based on the duration + 24 hours.

      You also see a Final Step on the Yes and No pathways - these are Unifyr system steps to close the workflow and can't be edited.

   3. We recommend adding Thank You for Coming and Sorry We Missed You emails between the Conditional Step and each Final Step in the workflow.
      • Thank You For Coming email:

        1. Click the + between the Attended Event > YES and the Final Step on the pathway. 

           

           The Add New Step window opens.

        2. Under Actions, click Send Mail.

           

           The Send Mail window opens.

        3. In Email Template, search for and select the template for the Thank You for Coming email.

           Note: The name of the template may be different in your account. If you are having trouble finding the template, or one does not exist, submit a request to your Unifyr team.

           Configure the other settings for the step as required.

           

        4. Click Save.
      • Sorry We Missed You email:

        1. Click the + between the Attended Event > NO and the Final Step on the pathway. 

           

           The Add New Step window opens.

        2. Under Actions, click Send Mail.

           The Send Mail window opens.

        3. In Email Template, search for and select the template for the Sorry We Missed You email.

           Note: The name of the template may be different in your account. If you are having trouble finding the template, or one does not exist, Submit a request to your Unifyr team.

           Configure the other settings for the step as required.

           

        4. Click Save.
7. Click Done to return to the Campaign Details page.
8. Build the other Tactics for your Supplier-Hosted Event Campaign.

   • For partners to market your event properly, include an Invitation Email and a Web Plugin that they can use to generate leads for their event.

     Use a microsite template to build a Web Plugin that partners can use to generate and track registrations for this event. When added to the campaign, it will automatically track form submissions for each partner and connect registrants to the event. If you have questions about your microsite template or do not have one, submit a request to your Unifyr team.

   • We recommend uploading any Reference Materials (Print or Library Assets) your partners would find helpful to execute this campaign.
9. Package the tactics into the Supplier-Hosted Event Campaign. For more information, see Create and Manage Campaigns > Add Content to a Campaign.

10. Click Publish in the top right-hand corner of the Campaign Details page. This makes the campaign available in the portal, if either the Browse Campaigns or the Virtual Event Center feature page is included in the site navigation. 

    For more information, see Adding Feature Bundles/Pages to a Partner Portal.

As partners share the event with their contacts and they register for it, then attend it, the information is available in these places:

• Registrations from the portal appear in the Webex account as registrations against the event or webinar.
• Registrants receive emails from the Webex account before and after the event, when their registration is approved.
• Registrants are added to the campaign workflow, based on the rules configured for including participants.

• Registrations captured through the Unifyr Supplier-Hosted Event Campaign are listed in the campaign in Unifyr Admin, under the Campaign Summary Report.

  

• Attendees are also listed in the Campaign Summary Report. 24 hours after the event, Unifyr pulls this information from the Webex API.

• Registrations and attendees are listed as leads in the portal, in the campaign's Leads tab.

  Go to the tab and select Event Registrations or Event Attendances from the Events drop down.

  Contacts receive lead scores for registering / attending:

  • Register for the event - 60 points
  • Attend the event - 40 points

  

To stop pulling events from Webex:

1. Navigate to   > Settings > Integrations and choose the Legacy tab in the left hand sidebar.
2. Find your current Webex integration in the view and click to open it.

3. Deselect the Active option. 

   

4. Click Save.

To uninstall a Webex integration:

1. Navigate to   > Settings > Integrations and choose the Legacy tab in the left hand sidebar.
2. Find your current Webex integration in the view and click to open it.

3. In the Actions column, click Remove.

   

4. Click Save.