This article is only for WebinarJam, not EverWebinar.
By choosing Facebook as your streaming platform, note that your webinar will also be automatically posted in your chosen Facebook group or on your personal page, and thus could be publicly accessible if you do not change your privacy settings.
While we strongly recommend our in-house WebinarJam Live streaming solution for a smoother user experience, should you opt to use Facebook as your streaming platform, there are a few steps you will need to undertake in your Facebook account to activate the streaming capabilities.
You will need to follow each of these steps or you will see the error message shown below.
Make sure you are logged into your desired Facebook account and click the “Connect Facebook” shown above. You will then be prompted to continue as that particular Facebook account as seen below!
On the next page you will determine who can see the video posts WebinarJam will make on your account. If you are simply trying to test out the Facebook live connection, you may want to set this to “Only me” and revert your settings later (shown at the bottom of this tutorial) when you’re ready to share with the world.
Lastly you will select which Groups and Pages WebinarJam will be allowed to interact with. Please make sure to include the group for which you plan to go live.
NOTE: Depending on page / group permissions your account may not be authorized to post videos! If possible, check your permissions before continuing.
With that, everything should be ready to go! You should see a green “Facebook connected” box, like below, once your configuration is complete.
Test Your Webinar Settings
Run the webinar as you normally would inside your WebinarJam live room. Then, in another browser, login as an attendee. Also, take a look at whichever page you set in your configuration for WebinarJam to post on your behalf to see if your video is present.
If you see your test video, then all is well with your account.
Revert Your Facebook Settings
If something has gone wrong with your Facebook integration or you have configured it so your videos remain private for testing, you will want to revert these settings to go live.
First go to the Settings page of your Facebook account, shown below.
From there you will go to “Business Integrations”
Then simply check the box and click “Remove” to clear your configuration with WebinarJam.
This article is for both WebinarJam and EverWebinar, and anything explained in here can be applied to both Apps.
By utilizing our list of 3rd party platform integrations, you can connect to apps you use every day to automate tasks and save time. Zapier offers 750+ integrated apps together to make your own automations, so there are literally thousands of options you can set up.
Some popular automations you may want to try:
Adding your registrants to an autoresponder that is not in our integration list
Tagging your registrants to an autoresponder that is not in our integration list
Adding new registrants to a Google Sheets Spreadsheet
Sending yourself a notification when someone registers
Sending registrants a survey or form for additional information
Adding registrants to an SMS service for additional messaging
Creating Trello boards for follow up services
Creating tasks with Project Management Programs
Creating a purchase (for sending a free followup file)
In order to integrate with our API, you will first need to apply for approval in your Profile section. In the below screenshot please fill out the following information:
The URL of your app. This will be either the URL of the software you’re writing to use our API, or the URL of a third-party app that uses our API, like Zapier.
A description of what your app will do with the WebinarJam API.
Whether or not your app will subscribe users to your webinars.
Any notes pertaining to your app. This can include login credentials to a demo account or any other information that may be useful.
You should receive a response within 48 hours from submission. After that, view the rest of this article to integrate with our API using these third party platforms.
Resources from Zapier
Zapier is a 3rd party program. Refer to the following articles in the Zapier knowledge base for information about Zapier and how to set up your Zaps.
Before we start, let’s remember some basic concepts on how Zapier works:
ONE TIME: Generally, Zapier does not have a mechanism to keep items in sync after they have been run through a Zap one time. Think of Zapier like a one-way one-time pipe right now.
BEFORE TURNED ON: Zaps will not be able to see data that was created before your Zap was turned On. They are meant to trigger data that has been newly added. See Zapier’s article on bulk importing existing data into zaps.
Your WebinarJam API key
In order to connect your WebinarJam and your Zapier accounts, you will need your WebinarJam API Key. This key can be found in your main webinar dashboard, by clicking on the Advanced link for any of your webinars. You don’t need a new API Key for each webinar, since the Key is global for your entire account.
When you click on the link above, and you log into your Zapier account, you’ll see a screen like below. Please click Create This Zap.
Select a Trigger
On the next screen, “Select WebinarJam Staging Trigger”. You may need to press “Show Less Common Options” (Marked #1 Below).
Among your options, you’ll see the following (Subject to change):
User Attends Live
User Misses Webinar
User leaves the live webinar before (or after) a specific time stamp
User attends the webinar replay
User joins the live webinar late
Certain triggers, such as the New Attendee trigger, will only trigger after the webinar is over, when all those who attend the webinar will trigger the zap in succession. If you want to trigger the zap when someone registers for your webinar, use the New Registrant trigger instead.
Generally, Zapier does not have a mechanism to keep items in sync after they have been run through a Zap one time. Think of Zapier like a one-way one-time pipe right now. If you want different actions on different triggers, you need to create multiple Zaps.
Connect with WebinarJam
You will be taken to a screen that will allow you to select your WebinarJam account.
If you are already connected, choose your account (Marked #1 Below).
Press test to confirm it’s working.
Connect an Account (Marked #2 Below).
If you select “Connect An Account”, a popup will appear (See Below) that will ask you “Allow Zapier to access your WebinarJam Account?”
To connect both platforms, you will need to enter your WebinarJam API key to connect (see screenshot below). For more information on where to locate your WebinarJam API key, please read WebinarJam API Key.
Select a Webinar
You will be taken to a screen with a dropdown menu (Marked #1 Below).
In the drop down, you’ll see a list of webinars.
You’ll see the Webinar Code or Webicode listed beside each Webinar Name (Marked #2 Below).
If you have WebinarJam and EverWebinar, your EverWebinar webinars will be further down the list. You may need to scroll (Marked #3 Below).
Please note that, if you selected a time-based Trigger, such as “registrant leaves the live room before or after a certain time”, you will see a screen prompting you to enter the number of minutes from a dropdown (minutes are in 5 minute increments).
Zapier will need to test the integration by fetching an existing person that meets your trigger requirements.
WebinarJam is set up to send a sample of “name: Joey Millner, email: [email protected]”.
Press Fetch & Continue.
If your test is successful, Zapier will say, “We’ll use this as a sample for setting up the rest of your Zap.”
If you view the information, it should display Joey’s data.
Add Action Step
Next is adding an Action Step. You will see a screen similar to below.
Choose Action App
Zapier has a wide variety of “Built in Apps” on this screen. Scroll down to see “Popular Apps”.
The best way to find your app is to start typing the app name in the box that says, “Search hundreds of applications.” Zapier has 750+ integrated apps. Visit Applications on Zapier to search for integrated apps.
With over 750 applications and action steps varying per Application, we’ve chosen two common action steps to cover.
This option is popular if your Autoresponder does not have a direct API integration with WebinarJam. This allows you to add people to your list or tag them.
Most Autoresponders have subscribe or unsubscribe from a list and adding or removing a tag. Other autoresponders have additional options, while some have fewer.
The screen below is from AgileCRM, but most autoresponder applications will have a similar screen. Your autoresponder may have different actions from which to select.
Choose one of the common options or press “less common options” to see additional choices.
You will see a screen similar to below. It will vary based on which actions you added.
You may see a dropdown on the right side (Marked #1 Below).
Choose one of the Webinar attendee field options (Marked #2 Below) and that information will be added to your email. It will appear in the box with the field you added (Marked #3 Below).
You will need to add the email for many actions related to your autoresponder list.
Getting a registrant email notification is another popular option, as this sends you an alert when a registrant performs a specific action. This particular set up is through the Zapier Email and allows you to send to any email.
You will choose email or your email application.
With Zapier mail, you will choose send an outbound email.
With Gmail you’ll choose “send email” from the application screen. (this may vary based on your email application.
On the next screen you’ll choose whom you want to send the email to and what your subject is and other email related entries.
Each line offers a dropdown on the right side. (Marked #1 Below)
Choose one of the Webinar attendee field options (Marked #2 Below) and that information will be added to your email. It will appear in the box with what field you added. (Marked #3 Below).
Once you have finished setting up your actions, you will need to activate your zap by toggling in on.
You should see a “Your Zap is working” confirmation message and the toggle should be in “On” position.
Of course this depends on what particular set of integrations and actions you wanted. You can always go back to the Zapier dashboard to review the WebinarJam/EverWebinar zaps you have created, or to create new ones!
This article is only for WebinarJam, not EverWebinar.
By choosing YouTube as your streaming platform, note that your webinar will also be automatically posted in your YouTube channel, and thus publicly accessible to your subscribers and anyone with the video link.
While we strongly recommend our in-house WebinarJam Live streaming solution for a smoother user experience, should you opt to use YouTube as your streaming platform, there are a few steps you will need to undertake in your YouTube account to activate the streaming capabilities.
Before you begin
Unfortunately, YouTube requires that all the setup steps described in this article must be followed or else you will see a “connection error” message while trying to connect your YouTube account. So, please make sure to follow this guide all the way through!
Alright, let’s start!
Enabling the required features
Make sure you are logged out of any other Google accounts, G-Suite, YouTube account, etc, and visit http://www.youtube.com/features and enable Default Features, and Features that Require Phone Verification.
Here comes the tricky part: enabling Monetization! Click to close the features window, and in the sidebar click the $ icon. You might actually find that your account in ineligible!
You see, YouTube’s rules for integration have changed over the years. As it stands now, users must enable Monetization before they can enable Live Streaming. The problem is that for newer accounts, YouTube has some minimum levels before they become eligible to monetize their channels.
At the time of writing this article, here are the minimum levels required by YouTube:
Note that for some older accounts, YouTube might have grandfathered your account and ignore these minimum levels. Indeed, YouTube’s policies are strange!
Anyway, once Monetization, and Live Streaming are enabled in your account, YouTube approval process will finally kick in. Note that this process will take up to 24 hours.
Checking Default Upload Settings
It is important that any YouTube subscribers you have do not see your test webinars, or watch webinars outside of the WebinarJam experience. So you may want to change your default privacy setting to “Unlisted”.
Return to your settings by clicking the gear icon. Then select “Upload defaults” from the sidebar. Here (as shown below) you can change the Privacy setting to “Unlisted” from the dropdown. This means that every Live streaming you do will be unlisted. But you can change it as necessary.
Test Your Webinar Settings
Run the webinar as you normally would inside your WebinarJam live room. Then, in another browser, login as an attendee.
If you see your test video, then all is well with your account.
If your video shows the following error, “Watch this video on YouTube. Playback on other websites has been disabled by the video owner” your YouTube account is not properly configured yet.
So, if it’s not working, there are a few things to do…
Confirm that you are using the same channel as you have your webinar content on. You may need to associate this channel with your main Google account.
If, while in the process of accessing your WebinarJam live room, you get the error message “YouTube Configuration Error” as displayed below, then something in your YouTube connection is not correct.
Please be sure you are logged into the same YouTube account that is displayed on your Connect YouTube screen. Your account email will appear in small writing below the YouTube icon.
Then you will want to confirm that the settings on your YouTube account are correct as explained above in this article. Once you’ve made sure those settings are indeed correct, please go back to your Webinar presenter’s link and retry.
WebinarJam and EverWebinar integrate with some of the industry leading CRMs and Autoresponders:
InfusionSoft / Keep
Configuring the integration
You can set up the integration with your favorite AutoResponder software by accessing the My Account icon at the top-right corner menu, and then navigating to Integrations. See screenshot below.
Once the configuration has been configured, it will be very easy to plug and play it into each of your individual webinars
What can I do with these integrations?
You can set up a bunch of automated rules that will execute an action in your AutoResponder software when one of your registrants interacts with your webinar events. For example:
You may pass the registrant’s details to your AutoResponder when they first sign up to your webinar.
Furthermore, you may assign them a tag, or subscribe them to a different newsletter, if they actually attend the live event, and also if they miss it!
You can also automate a similar rule if your registrants leaves early the webinar, or even if he arrives late.
You may assign them a tag/list if they buy any product from your live event (or replay video).
The beautiful is that you can chain as many of these automated rules as you want, and once configured they will run on autopilot without you (or them) having to do anything at all. At any rate, it’s important to remember that these actions are one-directional, meaning that they always flow from WebinarJam/EverWebinar to your Autoresponder, and not the other way around. Your Autoresponder, once integrated, is indeed a passive agent and all the heavy lifting will be done by WebinarJam/EverWebinar.
How do I set up this automated rules?
At the webinar configuration wizard, go to the Integrations step, and open the Email Autoresponder Integrations box.
There, you will see all the Autoresponder integrations you have previously activated as described earlier in this article. As you select your favorite autoresponder, a window will appear with a list of IF THIS HAPPENS, THEN DO THIS automation rules. Remember that you can stack as many rules as you want. See screenshot below.
As you set up your automation rules, you will end up with a combination set that will allow you to funnel your webinar subscribers to your Autoresponder of choice, and to furthermore customize your segmentation and follow up marketing campaigns with laser target accuracy. You may make this rule sets as simple of complicated as you want. See below.
One final thought: since these rule combos are configured on a webinar by webinar basis, you may go for different rules for each webinar depending on your needs.
Positive vs negative rules: the delay
Note that some rules are executed instantly, whereas some others carry a bit of delay.
Positive rules (if they register to the webinar, if they buy your product, if they make it to the live room, etc) are triggered and passed to your autoresponder instantly as they happen.
Negative rules (if they miss the webinar, if they leave early, etc) will need to wait until your webinar session is actually over for the system to analyze the webinar attendees’ behavior. It’s at that time that we will pass the information to your autoresponder. Considering that the maximum length of a live webinar in our platform is 4 hours, that is the maximum possible delay for your Autoresponder to register your users’ actions.
This article is for both WebinarJam and EverWebinar.
WebinarJam and EverWebinar can send SMS and phone call reminders through our Twilio integration. Therefore, by integrating Twilio with WebinarJam notifications, you can send SMS Text and Voice Messages to those who want to get Webinar updates via their phone.
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.
Remember that this is an optional feature and not necessary to run your webinars. If you decide to use Twilio, here are the steps to take:
Setting up an Account With Twilio
First and foremost, in order to integrate Twilio with WebinarJam or EverWebinar, you firstly need to sign up for an actual Twilio account.
Once you have your account, Twilio can seem a bit overwhelming, but we’ll walk you through the steps to assist you.
Please note this is a third party program, and they may update and change how their interface look. Should you need support configuring your Twilio account, you’ll need to reach out to their support helpdesk.
If you don’t see it, be sure you are on “Active Numbers” (Marked #1 Below) and be sure to have a phone number.
Integrating Twilio with WebinarJam or EverWebinar
There are two places you can integrate Twilio: You can add Twilio to your profile and you can add sms messaging to a webinar.
Adding Twilio to Your Profile
Adding Twilio to your profile let’s you use the Twilio Integration on all your webinars.
Go to your profile (Marked with the arrow below).
When the popup opens, click Integrations (Marked #1 Below).
Click “SMS Gateways” (Marked #2 Below).
Your Twilio Account SID (Marked #3 Below), Your Twilio Auth Token (Marked #4 Below), and your Twilio Phone Number (Marked #5 Below) can be added here.
Do not include dashes in your phone number.
To send yourself a verification text, enter a valid phone number and press “Send Test SMS” (Marked #6 Below).
Press Connect. To change your account, press “Reset” (Marked #7 Below).
Adding SMS Messaging to a specific Webinar
To add Twilio only to a specific webinar, go to the Notifications section within your Webinar (Marked #1 Below).
Click “Call/SMS” (Marked #3 Below).
If you added Twilio to “My Profile” this information will automatically appear here.
Creating a Text Message
SMS (and voice) will only be delivered 15 minutes before the webinar. For the SMS message, make sure to remind your attendees to check their email to get the last minute link and any other last minute information (Marked #1 Below).
Click the “Send Test SMS” button to check your text (Marked #2 Below).
Save (Marked #3 Below).
Make sure to confirm your notifications for the page to save.
Issues with Text Messages
Countries Outside of the United States
If you are a country outside of the United States, SMS services may need to be enable the global permissions page and enable the country or number range you would like to send SMS messages to. Twilio has global permissions to protect your account from abuse.