This article is for WebinarJam and EverWebinar.

Before Getting Started

• An API key is required to allow Zapier to communicate with your account. If you are not already approved to use the WebinarJam / EverWebinar API, apply for a key.
• Access to the API is not available for trial accounts. To access an API key for use with Zapier, upgrade to a paid plan if needed.

Overview

Zapier is a tool that lets you automate workflows between web applications that are otherwise unrelated. This article describes the process of creating automation between WebinarJam or EverWebinar and many third-party applications using Zapier.

Popular automations to try:

• Send registrants to an autoresponder not in our integration list
• Tag registrants in an autoresponder not in our integration list
• Add new registrants to a Google Sheets Spreadsheet
• Send yourself a notification when someone registers
• Send registrants a survey or form for additional information
• Add registrants to an SMS service for additional messaging
• Create Trello boards for follow-up services
• Create tasks with Project Management Programs
• Create a purchase (for sending a free follow-up file)

Zapier Resources

Zapier is a third-party program and cannot be supported in-depth by the WebinarJam team. For detailed information about Zapier and how to set up your Zaps, refer to the Zapier knowledge base:

• Learn key concepts in Zapier
• Browse Zapier app integrations
• Troubleshoot Zaps
• Create Zaps

Start a Zap and Connect WebinarJam / EverWebinar

Before starting, review some basic concepts:

ONE TIME: Zapier does not have a mechanism to keep items in sync after the first time they run through a Zap. Think of Zapier like a one-way, one-time pipeline.

ONE TRIGGER: Zaps are triggered by a single event. If you want the same action to happen based on multiple triggers, create a separate Zap for each unique trigger.

NEW DATA ONLY: Zaps cannot see data that was created before your Zap was turned on. Zaps are triggered by events that happen after the Zap is turned on – in other words, by data that is newly added. To force Zapier to process data that existed before your Zap, refer to this article on bulk importing existing data into zaps.

Create a Zap

Log in to the Zapier dashboard and select your preferred creation method. This article describes the Classic process.

If not already selected, click Classic view in the dashboard to follow this article.

To set up a Zap, four parameters are defined:

1) Connect this app → 2) with this one!

3) When this happens → 4) then do this!

Zaps are IF/THEN automation rules. They create automatic processes that trigger when one event happens (IF) and initiate a follow-up action in response (THEN)

1. Under Connect this app… search for WebinarJam / EverWebinar
2. Under with this one! Search for the app where you want to send information
3. Under When this happens… select a WebinarJam or EverWebinar event to trigger the Zap
4. Under then do this! Select an action to occur in the destination app you selected

WebinarJam / EverWebinar Triggers

Available WebinarJam / EverWebinar triggers include:

Go to Zapier’s app catalog for the most up-to-date list of available WebinarJam / EverWebinar triggers.

After defining the trigger and action for your new Zap, click Try It to enter the editor and complete the configuration.

Connect with WebinarJam

WebinarJam API key

A WebinarJam API key is required to connect your WebinarJam and Zapier accounts. If you are not already approved to use the WebinarJam / EverWebinar API, apply for a key. The key is found in your main webinar dashboard, under the Advanced link for any webinar. The API key is a global value, so it is the same for every event in your account.

The editor will prompt you to sign in to connect a WebinarJam / EverWebinar account, or select one that is already connected.

If you select Sign In, a popup appears to authorize the access request. Enter your WebinarJam API key in the field to authorize access.

Complete the Zap

Use Zapier’s editor to finish setting up and testing the Zap.

The API connection gives Zapier access to your WebinarJam / EverWebinar account so the editor can display your webinars in the configuration process. Choose the webinar you want the Zap to trigger from and configure the actions for the destination application as desired.

When the setup is complete, turn the Zap ON by using the toggle in the editor or your Zapier dashboard.

Test the Integration

As with any complex configuration, it is best to test your Zap with a demo webinar to make sure it works as expected before a live event.

This article is for WebinarJam and EverWebinar.

Integrate with Twilio to send SMS and phone call reminders for your webinars.

For example, you can send a reminder for your webinar to your participants: a “Last minute” reminder which will be sent out 15 minutes before your webinar starts.

You Will Need:

• A Twilio account
• The Twilio Account SID and Auth Token
• A Twilio phone number

Set Up Twilio

1. Go to Twilio and log in or create a new account.
   • Trial accounts allow message sending to verified numbers in specific countries only.
2. In the account Console, click Get a phone number or go to Phone Numbers > Manage to create one.
   • Important: Verify the phone number if required. Unverified phone numbers cannot be used to send notifications.

In the account Console, get the information you need to integrate with your webinars:

• Account SID
• Auth Token
• Twilio phone number appears in this module when the number is created

Integrate Twilio

Connect Twilio with your account to enable SMS and voice messaging reminders for your webinars.

1. Go to Profile > Integrations
2. Click SMS Gateways
3. Enter your Twilio account credentials:
   • Account SID
   • Auth Token
   • Twilio Phone Number (do not include dashes in the phone number)
4. Click Connect to add the account

Send a test SMS to verify that the credentials are correct. Enter a valid phone number and press Send Test SMS.

To remove the integration or link to a different Twilio account, click the reset link below the Connected status indicator.

Learn how to use Twilio with WebinarJam and EverWebinar

• Webinar notifications
• Send an SMS reminder
• Send a voice call reminder

Troubleshoot Twilio Sending

Countries outside of the United States

If you are in a country outside of the United States, you may need to enable global permissions and the country or number range to which you want to send SMS messages. Twilio has global permissions to protect your account from abuse.

• In your Twilio account, look for SMS Geo Permissions

My registrants don’t receive messages

• Refer to Twilio help documentation: Debugging Common Issues with SMS

If the Twilio message log says your messages were sent, the delivery failure may be due to the phone provider. Providers may block certain types of messages or numbers to protect their customers from spam.

If you just created your Twilio account, you may need to confirm your account. If you need help, contact the Twilio support team.