MailBlue is a CRM software. Connecting WebinarGeek with MailBlue means information will be synchronized, allowing you to, for example, send personalized confirmation emails or arrange your own email campaigns based on viewer behavior.
Connecting MailBlue
Follow these steps to connect WebinarGeek with MailBlue:
Click ‘Account’ in the top right
Click ‘Integrations’
Choose ‘ActiveCampaign’
Fill in the ‘API URL’ and ‘API key’ of your MailBlue account
Click ‘Connect’
Click here for more information about where you can find the 'API URL' and 'API key' in your MailBlue account.
Your MailBlue and WebinarGeek accounts are now connected, but you still need to create triggers to make use of the connection. Read on to find out how.
Please note! Disconnecting MailBlue and/or connecting a different account means the loss of your configured triggers.
Triggers
Triggers are what order the integration to synchronize data between WebinarGeek and MailBlue. When a certain event is triggered, this trigger will ensure that a process is executed afterwards.
List of available triggers
The following triggers are available for MailBlue:
New registration
Unsubscribed from webinar
New webinar payment
New viewer
New live viewer
New replay viewer
New viewer started watching
No show
New channel lead
Assessment successful
ActiveCampaign: Contact added to a list or tagged within a list
You can check out our ‘Triggers’ article for more information about these triggers.
Click here for more information about the ‘Contact added to a list or tagged within a list’ trigger.
Actions
Actions are what the software is ordered to do when a trigger is fired. You can, for example, configure that a contact is added to a mailing list when they sign up for a webinar.
List of available actions
The following actions are available for MailBlue:
Add to mailing list
Participant is added to a mailing list unless the email opt-in permission field is not checked.
Add a tag
The chosen tag will be added to the contact in MailBlue. If the participant isn’t present in your MailBlue lists, they will be added separately from a mailing list.
The ‘ActiveCampaign: Contact added to a list or tagged within a list’ has different actions because it’s a trigger based on something happening in MailBlue. They are:
Subscribe to a single webinar
Subscribes the contact to a single webinar in WebinarGeek.
Subscribe to a webinar series
Subscribes the contact to a webinar series in WebinarGeek.
Read more about configuring triggers in our ‘Triggers’ article.
Fields sent to MailBlue
The following information is sent to MailBlue if provided on the participant’s registration form:
First name
Last name
Email address
Phone number
We also include the date and time of the webinar and the participant’s unique watch link.
If you need more data to be sent to MailBlue, you can do this with our Zapier integration.
WebinarGeek tags
Every registration that’s added or updated in your MailBlue will receive a set of WebinarGeek tags. These tags contain information about the registration that can be used in MailBlue as information in emails to the contact or as a means to arrange campaigns. These fields are:
WebinarGeek watch date
The date of the webinar for which someone registered, e.g. 01/03/2019 (WDATE).WebinarGeek watch time
The time of the webinar for which someone registered, e.g. 20:00 (WTIME).WebinarGeek watch link
The unique viewing URL of the webinar subscriber (WLINK). The watch link is the same as the replay link.webinarweek_webinar_date & webinargeek_webinar_time
The date and time of the webinar in the viewer's time zone (WDATE and WTIME).webinargeek_webinar_time_zone
The time zone of the viewer (WTZONE).webinargeek_custom_registration_link
The custom link the registrant used to subscribe to a webinar (WREGLINK).
This information can be used in emails to your contacts as custom fields. For example, you can use the tag *|WDATE|* to include the date of the webinar in the email.
You can also arrange email automations and campaigns based on tags. For example, sending your own confirmation and reminder emails. Remember to turn the confirmation email off in WebinarGeek when you’re using MailBlue for confirmation emails. You can read how to do this here.
Please note! Tags are updated when the same contact registers for another webinar. That's not an issue if you've got a single continuous webinar, but it is if you have more than one. When using the MailBlue integration, subscriptions are added to a list. Having multiple lists does not make a difference, as the tags are overwritten for the contact itself. No matter how many lists a contact is in, they will always only have one active 'WLINK'. If you'd like more flexibility, consider setting up the connection using Zapier. Alternatively, you can create additional fields and place the right tags in the right fields through the use of automations.
Tip! If you would rather have one field containing both webinar date and webinar time, you can configure this using Zapier. Read this article by Zapier to learn how to configure this.
MailBlue tips & tricks
Subscribe contacts from an MailBlue list
The ‘Contact added to a list or tagged within a list’ trigger allows you to easily subscribe contacts from an MailBlue list to your webinar.
When this trigger is set up, any contact added to the chosen list or tagged within the chosen list is automatically subscribed to your webinar. This allows you to subscribe contacts to a webinar from MailBlue without needing to export/import any data. WebinarGeek checks MailBlue every 5 minutes.
If you only select a list, any contact added to that MailBlue list will be automatically subscribed to the webinar this trigger is configured for.
If you select a list and a tag, contacts must be in the MailBlue list and have the correct tag within the list to be subscribed to the webinar.
There is a third option, ‘Which contacts should be included?’, to decide whether you want to add all existing contacts from the list or only the contacts that are added after setting up the trigger.
We take the following fields from an MailBlue contact:
:contact_id maps to Subscription :integration_key field
:firstname
:lastname
All subscriptions created via this trigger will receive a registration_source value of “active_campaign”.
Please note! This trigger cannot be edited after it has been created. If you need to change the trigger, please delete it and create a new one.
Contacts must have the ‘active’ status to be imported to WebinarGeek.
Sending confirmation or reminder emails using MailBlue
You need to create a new email automation in order to send confirmation and/or reminder emails using MailBlue. Set a trigger that sends out an email as soon as someone is added to the list. You can also use a tag as a trigger, or a field update.
Please note! The watch link is the same as the replay link.
It’s important to set a condition to prevent the watch link from being empty, so that people that get added to the list always receive a link. In our example, we set a ‘If/Else’ condition for the watch link to at least contain the value "https", which every link will always have. This means a watch link will always be present when an email is sent.
You can now add a (confirmation) email to the automation. Your automation will look similar to this:
In the email itself, you can use merge tags to optimize even further:
As a link for the 'View my webinar' button you can use the watch link merge tag:
If you want the link to redirect on the 'add to calendar' page, use another tag: ?add_to_calendar=1.
Which means you should link to: %WLINK%?add_to_calendar=1
When the email is actually sent from your email software, all details will be filled in automatically.
Finally, you also have the ability to see if the automation was was executed successfully in your contacts:
These automations can also be arranged or expanded to configure reminder and follow-up emails. The possibilities are practically endless!
Please note! These tags are updated when the same contact registers for another webinar. That's not an issue if you've got a single continuous webinar, but it is if you have more than one. When using the MailBlue integration, subscriptions are added to a list. Having multiple lists does not make a difference, as the tags are overwritten for the contact. No matter how many lists a contact is in, they will always only have one active 'WLINK'. Remember to turn off confirmation emails in WebinarGeek if you’re using MailBlue for confirmation emails. You can read how to do this here.
Automations based on different broadcasts of the same webinar
If you create a webinar with multiple broadcasts you might want to add the registrations of each broadcast to a different list in MailBlue. You’ll need to create an automation to do this. You can use the ‘WDATE’ field to filter the registrations, allowing you to add registrations from different dates to separate lists. For example, you could make an automation that if ‘WDATE’ is the 3rd of February 2021, subscribers will be added to a specific mailing list if their WDATE matches that. Other customers use ‘Goal steps’ based on “WDATE“ in MailBlue automations.
Please note! These tags are updated when the same contact registers for another webinar. That's not an issue if you've got a single continuous webinar, but it is if you have more than one. When using the MailBlue integration, subscriptions are added to a list. Having multiple lists does not make a difference, as the tags are overwritten for the contact. No matter how many lists a contact is in, they will always only have one active 'WLINK'. Remember to turn off confirmation emails in WebinarGeek if you’re using MailBlue for confirmation emails. You can read how to do this here.