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Triggers

Triggers allow you to automate certain processes in response to an event occurring.

Dina avatar
Written by Dina
Updated over a week ago

Integrations with other software depend on ‘triggers’. When a certain event is triggered, this trigger will ensure that a process is executed afterwards. Integrations will only work if you’ve configured the triggers you need.

For example, the moment someone signs up for a webinar can be a trigger to add the subscriber's data to a mailing list. In this case, adding them to the mailing list is the action to be performed. This all happens automatically when you’ve got an integration set up with the proper triggers.

Looking for triggers and actions for Zapier? Click here.

Looking for triggers and actions for Integrately? Click here.

Available triggers

WebinarGeek offers many different types of triggers, with most of them available for every integration. You can choose to set them up for all webinars within your account or individual webinars only. There is no limit to the amount of configurable triggers per integration.

New registration

Available for: ActiveCampaign, Autorespond, ConvertKit, Enormail, HubSpot, KlickTipp, MailBlue, Mailchimp, Salesforce, Pipedrive, Webhooks

The ‘New registration’ trigger is available for each webinar type and registration source. It triggers when someone registers for a webinar.

Unsubscribed from webinar

Available for: ActiveCampaign, HubSpot, KlickTipp, MailBlue, Mailchimp, Salesforce, Webhooks

The ‘Unsubscribed from webinar’ trigger is available for each webinar type. It triggers when someone unsubscribes from a webinar.

New webinar payment

Available for: ActiveCampaign, Autorespond, ConvertKit, Enormail, KlickTipp, MailBlue, Mailchimp, Moneybird, Pipedrive, Webhooks

The ‘New webinar payment’ trigger is available for each type of paid webinar. It triggers when someone completes the payment for a webinar.

New viewer

Available for: ActiveCampaign, Autorespond, ConvertKit, Enormail, HubSpot, KlickTipp, MailBlue, Mailchimp, Salesforce, Pipedrive, Webhooks

The ‘New viewer’ trigger is available for each webinar type. It triggers after someone watches a webinar or replay.

For live and automated webinars, someone is considered a viewer as soon as they open the webinar page. The trigger will go off within 2 hours after the live or automated webinar ends.

For on demand webinars and replays, a viewer has to watch the webinar for at least 30 seconds before they’re considered a viewer. The trigger will go off within an hour after the viewer last watched.

You can also configure your own minimum watch time so that people need to have seen at least a certain percentage of your webinar before being considered a viewer. All participants that attended and met that required watch time will be taken into account.

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

New live viewer

Available for: ActiveCampaign, Autorespond, ConvertKit, Enormail, HubSpot, KlickTipp, MailBlue, Mailchimp, Salesforce, Pipedrive, Webhooks

The ‘New live viewer’ trigger is available for live and automated webinars. It triggers after someone watches the live broadcast of a live or automated webinar. Someone is considered a viewer as soon as they open the webinar page. The trigger will go off within 2 hours after the live or automated webinar ends.

You can also configure your own minimum watch time so that people need to have seen at least a certain percentage of your webinar before being considered a viewer. All participants that attended and met that required watch time will be taken into account.

Please note! This trigger only works for viewers of the live broadcast for 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

Available for: ActiveCampaign, Autorespond, ConvertKit, Enormail, HubSpot, KlickTipp, MailBlue, Mailchimp, Salesforce, Pipedrive, Webhooks

The ‘New replay viewer’ trigger is available for the replays of live and automated webinars. It triggers when someone has watched a replay for 30 seconds. The trigger will go off within an hour after the viewer last watched.

You can also configure your own minimum watch time so that people need to have seen at least a certain percentage of your webinar before being considered a viewer. All participants that attended and met that required watch time will be taken into account.

Please note! This trigger only works for viewers of 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 normal and replay viewers, use two triggers: ‘New live viewer’ and ‘New replay viewer’.

New viewer started watching

Available for: ActiveCampaign, Autorespond, ConvertKit, Enormail, HubSpot, KlickTipp, MailBlue, Mailchimp, Salesforce, Pipedrive, Webhooks

The ‘New viewer started watching’ trigger is available for each webinar type. It triggers as soon as someone begins watching a webinar or replay. The trigger will go off the moment someone opens the webinar 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.

Tip! If 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

Available for: ActiveCampaign, Autorespond, ConvertKit, Enormail, HubSpot, KlickTipp, MailBlue, Mailchimp, Pipedrive, Webhooks

The ‘No show’ trigger is available for live and automated webinars. It triggers when a subscriber doesn’t watch the webinar’s live broadcast. The trigger will go off within 2 hours after the live or automated webinar ends.

You can also configure a maximum watch time so that anyone who has watched less than that percentage of the webinar is considered a no show. All participants that didn’t attend or watched less than that percentage will be considered a no show.

Assessment successful

Available for: ActiveCampaign, Autorespond, ConvertKit, Enormail, HubSpot, KlickTipp, MailBlue, Mailchimp, Salesforce, Pipedrive, Webhooks

The ‘Assessment successful’ trigger is available for each webinar type. It triggers when someone passes the webinar’s assessment.

New channel lead

Available for: ActiveCampaign, Autorespond, ConvertKit, Enormail, KlickTipp, MailBlue, Mailchimp, Pipedrive

The ‘New channel lead’ trigger can only be added on account level. It triggers when someone registers for your channel updates.

Broadcast canceled

Available for: HubSpot, Salesforce, Webhooks

The ‘Broadcast canceled’ trigger is available for each webinar type. It triggers when you cancel a webinar’s broadcast.

New Q&A question

Available for: HubSpot, Salesforce, Webhooks

The ‘New Q&A question’ trigger is available for live and automated webinars. It triggers when a question is posted.

New poll vote

Available for: HubSpot, Salesforce

The ‘New poll vote’ trigger is available for all webinar types. It triggers when a viewer answers a poll.

New quiz answer

Available for: HubSpot, Salesforce

The ‘New quiz answer’ trigger is available for all webinar types. It triggers when a viewer answers a quiz.

New call to action

Available for: HubSpot, Salesforce

The ‘New call to action’ trigger is available for all webinar types. It triggers when a viewer interacts with a call to action.

New evaluation form

Available for: HubSpot, Salesforce

The ‘New evaluation form’ trigger is available for all webinar types. It triggers when a viewer answers an evaluation form.

New webinar question box message

Available for: HubSpot, Salesforce

The ‘New webinar question box message’ trigger is available for on demand webinars and replays. It triggers when a viewer asks a question in the question box.

New chat messages after webinar

Available for: HubSpot

The ‘New chat messages after webinar’ trigger is available for live and automated webinars. It triggers when a viewer sends a chat message during a webinar. The trigger will go off after the webinar ends.

Webinar ended

Available for: Webhooks

The ‘Webinar ended’ trigger is available for live and automated webinars. It triggers when a webinar ends.

ActiveCampaign: Contact added to a list or tagged within a list

Available for: ActiveCampaign, MailBlue

The ‘ActiveCampaign: Contact added to a list or tagged within a list’ trigger is available for all webinar types. It triggers when a contact is added to a list or tagged within a list on ActiveCampaign/MailBlue.

HubSpot: New form submission

Available for: HubSpot

The ‘HubSpot: New form submission’ trigger is available for all webinar types. It triggers when someone submits your chosen HubSpot form.

Minimum watch duration on ‘viewer’ triggers

Triggers that activate based on viewers (‘New viewer’, ‘New live viewer’, etc) allow you to set an optional custom watch duration for someone to be considered a viewer. You configure this using percentages of the webinar duration. Minimum watch duration on ‘viewer’ triggers doesn’t apply to the ‘No show’ trigger; that trigger has to be configured separately and uses a maximum watch duration instead.

For example, if you have a webinar that lasts 60 minutes and you set a minimum watch duration of 50%, participants will have to have seen at least 30 minutes of the webinar before being considered a viewer.

Important information regarding minimum watch duration

  • Viewers that watched for 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'.

  • Replay viewers are excluded from 'New viewer' triggers with a minimum watch duration if they already watched the live webinar.

Actions

The process that should take place after a trigger fires is what we call an action. After choosing a trigger, you have to also choose an action. Each integration has its own actions, and they can even depend on the selected trigger. Please check our individual integration articles to read more about the available actions for that integration.

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

Triggers on account level

WebinarGeek offers two ways of adding triggers: on account level and per individual webinar. Triggers on account level apply to all webinars in the account. This allows you to configure a trigger for all webinars at once, instead of needing to configure them one-by-one.

Adding account-level triggers

Follow these steps to add a trigger on account level:

  1. Click ‘Account’ in the top right

  2. Click ‘Integrations’

  3. Click the connected integration

  4. Click ‘New trigger’

    The 'New trigger' button as seen in the WebinarGeek interface

  5. Choose the desired trigger

  6. Select the desired action

  7. Click ‘Add trigger’

This trigger will now automatically be applied to all webinars in your account.

Disable an account-level trigger for an individual webinar

Triggers added on account level automatically apply to each webinar in your account, but can be disabled for individual webinars. Follow these steps to disable an account-level trigger for a webinar:

  1. Edit the webinar you want to disable the trigger for

  2. Go to ‘Registration’

  3. Go to ‘Integrations’

  4. Click on the integration the trigger was configured for

  5. Click ‘Options’ next to the trigger you want to disable

  6. Click ‘Disable for this webinar’

Disabling an account-level trigger for an individual webinar

Removing account-level triggers

Follow these steps to remove a trigger on account level:

  1. Click ‘Account’ in the top right

  2. Click ‘Integrations’

  3. Click on the integration the trigger was configured for

  4. Click ‘Options’ next to the trigger you want to remove

  5. Click ‘Remove’

Removing an account-level trigger

Triggers per webinar

You can also add triggers on webinar level, making that trigger available exclusively for that specific webinar. This is perfect for triggers you only want to use once.

Adding a trigger for an individual webinar

Follow these steps to add a trigger to a specific webinar:

  1. Edit the webinar you want to add the trigger to

  2. Go to ‘Registration’

  3. Go to ‘Integrations’

  4. Click on the integration the trigger should be configured for

  5. Click ‘New webinar trigger’

    Adding a trigger for an individual webinar

  6. Choose the desired trigger

  7. Select the desired action

  8. Click ‘Add trigger’

The trigger is now active for the webinar.

Removing a trigger from an individual webinar

Follow these steps to remove a trigger from a webinar:

  1. Edit the webinar you want to add the trigger to

  2. Go to ‘Registration’

  3. Go to ‘Integrations’

  4. Click on the integration the trigger was configured for

  5. Click ‘Options’ next to the trigger you want to disable

  6. Click ‘Remove’

Removing a trigger from an individual webinar

FAQ

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

Each trigger takes a different amount of time to be executed. Please read the trigger descriptions earlier in this article to find out how long your trigger takes.

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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