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.

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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

 

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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:

• New Live Attendee: Triggers when a registrant attends a live webinar.
• Registrant Joins Webinar After: Triggers when a registrant joins the live webinar late.
• Registrant Misses Webinar: Triggers when a registrant misses the live webinar.
• New Registration: Triggers when a user registers for a webinar.
• Registrant Attends Replay: Triggers when a registrant attends the webinar replay.
• Registrant Leaves Before: Triggers when a registrant leaves the live webinar before a specific timestamp.
• Registrant Purchases: Triggers when a registrant buys a product during the live webinar.
• Registrants Stays Until: Triggers when a registrant stays in a live webinar past a specific timestamp.

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

Important:

• Certain triggers – such as New Live Attendee – will fire when the webinar is over. If you want to trigger the zap when someone registers for your webinar, use the New Registration trigger instead.
• Zaps are triggered by a single event. If you want the same follow-up action to happen based on multiple triggers, create a separate Zap for each unique trigger.

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.

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Test before going live

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.

Overview

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.

First, you need to create a Twilio Account at https://www.twilio.com/try-twilio. Complete the required fields: name, email and password. Then click the “Get Started” button.

You will then need to verify you are human by sending yourself a verification code.

This will create a trial account which will only send messages to verified numbers in specific countries.

 

Getting a Phone Number to Send Text Messages

The next step is to get a phone number. Go to: https://www.twilio.com/console/phone-numbers/getting-started.

There, you’ll see a big red button (see below) that says, “Get Your First Twilio Number”.

This opens a pop up that will offer you a phone number. You can accept the number or choose a different one. The number you choose will be necessary to integrate with WebinarJam.

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Information You Need to Integrate with WebinarJam or EverWebinar

To Integrate with WebinarJam, you need three pieces of information: The Twilio Account SID, the Twilio Auth token and the Twilio phone number.

To get this information, go to the Twilio.com/console.

Twilio Account SID

Under your Console Dashboard you will see the Twilio Account SID. Copy this code (Marked #1 Below).

Twilio Auth token

Your Twilio Auth Token is hidden. To see the code press the “eye” icon, then you can copy it (Marked #2 Below).

Twilio phone number

Click the # Phone numbers section to go to the phone number page (Marked #3 Below), or go to Twilio.com/console/phone-numbers/incoming

On the this page: Twilio.com/console/phone-numbers/incoming, you should see the phone number (Marked #2 Below). Twilio.com/console/phone-numbers/incoming, you should see the phone number (Marked #2 Below).

If you don’t see it, be sure you are on “Active Numbers” (Marked #1 Below) and be sure to have a phone number.

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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.

 

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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.

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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.

https://www.twilio.com/user/account/settings/international/sms

Why are registrants are not getting messages?

We recommend checking Twilio Logs see: https://www.twilio.com/docs/api/messaging/debugging-common-issues

If it shows as sent, it may be due to the phone carrier. They may block certain types of messages, or may block certain numbers, which they do to protect their users from spam.

If you just created your Twilio account, you may need to confirm your account, you will need to contact them on how to confirm your account.

This article is for WebinarJam only.

Choose Facebook Live as the streaming service for a live webinar to broadcast directly to a Facebook page or profile.

Important:

• Webinars set to stream through Facebook Live will be automatically posted in the chosen Facebook group or on your personal page. Depending on your privacy settings, this could make the event publicly accessible.
• Elements configured at the Live step of the webinar wizard are exclusive to the WebinarJam live room. Attendees who watch the webinar from your Facebook page or group will not see any deployed polls, offers, etc.

Connect to Facebook

1. In the Configuration step of a webinar setup, open the Streaming service module
2. Choose Facebook Live and click Connect Facebook
3. Login to Facebook from the pop-up window. If your browser is already logged in to an account, you will immediately see an access authorization from WebinarJam Live
4. In the Facebook window, click Edit access to choose the groups and pages where you want to broadcast webinar events
   • Important: Depending on page / group permissions your account may not be authorized to post videos!  If possible, check your permissions before continuing.
   • Click Continue as [Name]
5. On the next screen, choose who can see WebinarJam live posts in your Facebook timeline
   • If you are testing, choose Only me to restrict post visibility so only you can see broadcasted events
   • Change this to a larger public user group before going live with your first event
6. Click Continue as [Name] to complete the Facebook setup
7. When the connection is complete, a green “Facebook connected” status appears in the webinar setup.
   • Click Reset to remove the connected Facebook account from the webinar settings
8. Select the group or page for your broadcast from the Stream destination drop-down

Edit Facebook visibility or connection

To update the WebinarJam Live connection and settings in Facebook, login to your Facebook account and go to Settings > Business Integrations.

To revoke access permission between WebinarJam and Facebook, click Remove. Learn more about disconnecting a business integration from Facebook.

Important: Disconnecting the Facebook account may impact any other webinars that are configured to broadcast to the same account. Double check the configuration for all webinars configured with Facebook Live after resetting a connection to make sure there are no unintended interuptions.

To change the visibility of WebinarJam posts, click View and edit.

Test a Facebook Live webinar

1. Launch an event from your WebinarJam account and use the go live button in the room to start broadcasting
2. In another browser, login to the live room as an attendee
3. Go to the page or group in Facebook where the event is configured to broadcast to confirm that the stream is active