Triggers

Triggers cause a process to start after an event has occurred. Here's how to set them up.

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Written by Dina
Updated over a week ago

Create a trigger to start a process of one of your connected integrations. A trigger ensures that a process is started after an event has occurred. When using an integration it will only work if you have also set an active trigger.

For example, the moment someone signs up for a webinar can be a trigger to add the subscriber's data to a mailing list. Adding to the mailing list is then the action to be performed. This all happens automatically when you have set up the trigger.

Looking for triggers and actions for Zapier? Click here.

Looking for triggers and actions for Integrately? Click here.

Different types of triggers

There are different types of triggers. A trigger can be set on account level or on webinar level. How this is done will be explained later on in this article.

It's possible to set up multiple triggers per integration. Which triggers you can set up differs per integration.

The following triggers are available in WebinarGeek:

New registration

This trigger is available for each webinar type and source of registration. This trigger is executed as soon as someone registers for the webinar.

New webinar payment

This trigger is available for each webinar type. Triggers when a subscriber completes a payment for or during your webinar.

New viewer

This trigger is available for each webinar type. It activates whenever someone views a webinar or replay.

For live and automated webinars, someone becomes a viewer as soon as they open the webinar page. However, they have to watch for at least 30 seconds when it comes to on demand webinars and replays. For live or automated webinars this trigger will be executed within 2 hours after the webinar. The replay and on demand viewers will be triggered in about an hour after their (last) view.

You can also configure your own 'minimum watch time', so viewers need to have watched at least a certain percentage of your webinar. All viewers that attended and met the required watch time will be taken into account.

Tip! Do you want to separate live viewers from replay viewers? Use the separate triggers listed below instead. They allow you to differentiate between live and replay viewers.

New live viewer

This trigger is available for each webinar type. It activates whenever someone views a live or automated webinar.

For live and automated webinars, someone becomes a viewer as soon as they open the webinar page. This trigger will be executed within 2 hours after the webinar.

You can also configure your own 'minimum watch time', so viewers need to have watched at least a certain percentage of your webinar. All viewers that attended and met the required watch time will be taken into account.

Please note! This trigger only works for live viewers of live and automated webinars. On demand webinar and replay viewers are not included. If you want to include on demand webinar and replay viewers in the same trigger, use the ‘New viewer’ trigger instead. If you want a different trigger for both live and replay viewers, use two triggers: ‘New live viewer’ and ‘New replay viewer’.

New replay viewer

This trigger is available for each webinar type. It activates whenever someone views a replay.

The participant will have to watch the replay for at least 30 seconds to become a viewer. The trigger will activate in about an hour after someone’s (last) view.

You can also configure your own 'minimum watch time', so viewers need to have watched at least a certain percentage of your replay. All viewers that attended and met the required watch time will be taken into account.

Please note! This trigger only works for replays. Live, automated and on demand webinar viewers are not included. If you want to include live, automated and on demand webinar viewers in the same trigger, use the ‘New viewer’ trigger instead. If you want a different trigger for both live and replay viewers, use two triggers: ‘New live viewer’ and ‘New replay viewer’.

New viewer started watching

This trigger is available for each webinar type. It activates whenever someone starts watching a webinar or replay, triggering immediately upon opening the viewing page.

Use this trigger if you want viewers to be forwarded to your integrated software immediately. It eliminates the wait time associated with the other viewer triggers.

Please note! Should you want to add a minimum viewing time, please use one of the other viewer triggers (‘New viewer’, ‘New live viewer’, ‘New replay viewer’).

No show

This trigger is available for a live and automated webinar. You can configure a 'maximum watch time', so viewers will only be considered a no show when they have have watched less than the set watch time. This will be executed in about 2 hours after the live and automated webinar. All registrations that haven’t watched live or exceeded that maximum watch time will be taken into account.

New channel lead

This trigger can be added on an account level and will be executed as soon as someone registers for your channel updates.

Successful assessment

Triggers after a viewer successfully passes an assessment set for your webinar

Unsubscribed from webinar

Triggers when a subscriber unsubscribes from your webinar.

Please note! This trigger is only available with ActiveCampaign, MailBlue, Mailchimp and Hubspot.

Broadcast canceled

Triggers when a broadcast is canceled. Applicable for HubSpot Marketing events.

Please note! This trigger is only available with HubSpot.

Creating a new trigger for an integration

Which actions exist?

After choosing a trigger, you set the action that needs to take place.

There are different types of actions and it differs for each integration which actions can be configured.

When you set a 'New viewer' as a trigger, you have the option to configure a minimum watchtime, which is an optional addition. The minimum watchtime is configured using percentages. Please note that the minimum watch time does not affect non-show triggers.

For example, the live webinar took a total of 60 minutes, and you’d like the attendees that watched for at least 30 minutes to get a tag or to add them to the mailing list. To do this, set the minimum watchtime to 50%.

Creating a new trigger for an integration with a minimum watch duration

Important information about minimum watch duration

  • Viewers that watched for a duration less than the configured minimum watch duration remain 'Viewers', because the system doesn't see them as 'No shows'. Viewers that did watch, but watched for a duration less than the configured minimum watch duration will not receive a tag from 'New viewer' nor from 'No show'.

  • When you have a set a minimum watch duration for your 'new viewer' trigger, it will only trigger for replay viewers who have not viewed the live webinar.

Click on the links below to see which actions can be configured:

Triggers on account level

After a connection has been created with one of the available integration tools, you can start setting triggers. This can be done on account level as well as on webinar level.

A trigger that’s been created on account level will also be valid for all other webinars in your account by default. It's possible to deactivate a trigger for each individual webinar.

  1. Click on 'Account' in the top right

  2. Click 'Integrations'

  3. Click on the connected integration

  4. Click 'New trigger'

    Creating a trigger on account level

  5. Choose the desired trigger

  6. Select the desired action

This trigger is now automatically configured for each webinar in your account.

An account-wide integration trigger

Disable trigger on account level for an individual webinar

It’s possible to disable an account-level trigger for an individual webinar.

  1. Click on the webinar in question

  2. Click 'Edit webinar'

  3. Go to 'Registration'

  4. Go to 'Integrations'

  5. Click on the integration you configured the trigger for

  6. Click 'Options'

  7. Click 'Disable for this webinar'

You’ll see a notification saying the trigger has been disabled for this webinar.

Disabling an account-level trigger for an individual webinar

If you'd like to enable the trigger again, follow these steps:

  1. Click on the webinar in question

  2. Click 'Edit webinar'

  3. Go to 'Registration'

  4. Go to 'Integrations'

  5. Click on the integration you configured the trigger for

  6. Click 'Options'

  7. Click 'Enable for this webinar'

Remove trigger on account level

  1. Click on 'Account' in the top right

  2. Click 'Integrations'

  3. Click on the connected integration you'd like to remove a trigger from

  4. Click on 'Options'

  5. Choose 'Remove'

This trigger will now be removed for all webinars.

Removing an account-level trigger

Add triggers for each webinar

After creating a connection with your favorite marketing tools, you have the option to set your own triggers. When creating a webinar, it’s possible to set a trigger for this specific webinar. This will only be valid for this particular webinar.

  1. Click on the webinar in question

  2. Click 'Edit webinar'

  3. Go to 'Registration'

  4. Go to 'Integrations'

  5. Click on the desired integration

  6. Choose 'Add new webinar trigger'

  7. Select your preferred trigger

  8. Select the action that should be executed

  9. Click 'Add trigger'

The trigger is now active for this webinar.

Adding triggers for an individual webinar

Remove trigger for each webinar

Follow the steps below to remove a trigger a specific webinar:

  1. Click on the webinar in question

  2. Click 'Edit webinar'

  3. Go to 'Registration'

  4. Go to 'Integrations'

  5. Click on the integration you configured the trigger for

  6. Click 'Options'

  7. Click 'Remove'

The trigger has now been removed from the webinar.

Removing triggers from individual webinars

FAQ

How long does it take for a trigger to be executed?

The "new viewer" and "no show" triggers will will be executed in about 2 hours after (watching) the webinar or replay. Other triggers are executed as soon as the action is completed. E.g. "New payment" will trigger after the payment has been completed before or during the webinar.

Depending on the integration there can be a (external) delay before a tag or registration shows up in the connected service.

I set up a new trigger, will it work retroactively?

Triggers are not executed retroactively. You could consider manually exporting already registered subscribers / viewers.

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