Please Note: When we refer to WebinarJam in this article, unless we state otherwise, we’re referring to WebinarJam AND EverWebinar. Additionally, because the control panel designs for WebinarJam and EverWebinar are so similar, screenshots are only taken from WebinarJam.
So, you’re a Kartra user AND a WebinarJam (WJ) user? Congratulations! You’re clearly a highly-discerning consumer. Now let’s get these babies talking to each other.
In this article we’ll cover three smart techniques that are only possible when you link Kartra with WJ or EverWebinar. Specifically…
- How to use Kartra to create improved webinar registration pages.
- How to put WJ registrants into your Kartra autoresponder.
- How to use Kartra to send “smart” emails, based on WebinarJam activity.
These great features are only possible when you integrate Kartra and WJ, but fortunately the process is delightfully straightforward. This article is a step-by-step guide to the process, so give it a try. But, as always, if you have any questions or run into any problems, don’t hesitate to contact our support team.
Getting Started: Kartra and WebinarJam Integration
Kartra, for all intents and purposes, already has WJ integration built in, so the setup only requires adding your Kartra API to WJ.
Step One: In Kartra, go to the “My Integrations” (1) area, select “API” (2) from the top menu and then “API” (3) from the drop-down menu.
Step Two: Make a note of your Kartra API Key and API Key Password.
Step Three: In WJ, go to “My Account,” (1) select “Integrations” (2) and go to the “Autoresponders” (3) section (this is usually the first section to appear, by default).
Step Four: Click on the Kartra logo (1), enter your Kartra API Key (2) and Kartra API Password (3), and hit the “Connect” button (4).
Step Five: If the Kartra API has been successfully connected, a check mark appears next to the Kartra logo.
How to use Kartra to create improved webinar registration pages
Step One: Create a new webinar inside WebinarJam. You don’t need to fully customize every element yet, but you need to get to the point where the new webinar is saved and appears inside the “My Webinars” section. Click on the “Advanced Settings” button (1).
Step Two: Select “API custom integrations” (1) on the right-hand side and make a note of your “Member ID” (2) and “Webicode” (3).
Please Note: The “Member Id” number may be longer than the field in which it is displayed. You will likely find it easier to highlight the number with your mouse cursor and copy and paste it somewhere safe.
Step Three: In Kartra, in the “My Pages” (1) section, click the green “Create new page” button (2), and create your WJ registration page using any of the Kartra-specific web page-building features you wish.
Step Four: Your newly-created page must include a button that the visitor must click if they wish to register for your webinar. Edit the button by clicking on the pencil icon (1) and then, from the left-hand menu, select “Link” (2), “Pop a webinar registration form” (3), and then WebinarJam (4).
Step Five: Enter the “Member ID” (1) and “Webicode” (2) for the webinar you’re promoting (see Step Two) and hit “Apply” (3). Once the page is published, clicking on the “Register” button will open the corresponding WJ registration form.
Please Note: This feature is purely for customizing your webinar registration page and will not add your webinar registrants to your Kartra autoresponder. See below for instructions on how to link your webinars to your Kartra autoresponder.
How to put WJ registrants into your Kartra autoresponder
Step One: Make sure you’ve added your Kartra API Key to your WJ account (see the first section in this article – “Getting Started: Kartra and WebinarJam Integration”).
Step Two: In Kartra, go to the “My Campaigns” (1) area, go to “Leads” (2), select “Lists” (3) and click on the green “Create new contact list” button (4).
Step Three: Create a name for the list (1), a public name for the list (2), and then click the green “Next” button (3).
Step Four: Next, still In Kartra, go to the “My Campaigns” (1) area, go to “Leads” (2), select “Tags” (3) and click on the green “Create new tag” button (4).
Step Five: Enter a name (1) and description (2) for your Tag. If you don’t already have a suitable category for your tag, you can create it from within this form (3). Finally, click on the “Create” button (4).
Step Six: In WJ, create (or edit) your webinar, and select “Full Configuration.”
Step Seven: Navigate to the “Integrations” (1) section and click the pencil icon next to “Email autoresponder integration” (2).
Step Eight: Click on the Kartra logo.
Step Nine: Under the “IF THIS HAPPENS” header, select the trigger event: “When they register.”
Step Ten: Under the “THEN DO THIS” header, select “Add to List” from the first menu (1), in the second menu select the list (2) you created in Steps 2-3, and then click the “Create integration rule” button (3).
Step Eleven: Repeat Steps 9-10, but this time select “When they register,” (1) “Add Tag,” (2) and then the tag (3) you created in Steps 4-5. Again, click the “Create Integration Rule” button (4), to confirm the new rule.
If this process is completed correctly, WJ will show the rules you created below the form.
And registrants to your webinar will be added to your Karta autoresponder with the corresponding tag.
How to use Kartra to send “smart” emails, based on WebinarJam activity
Step One: Follow the steps in the above section, “How to put WJ registrants into your Kartra autoresponder,” but create multiple tags, one for each significant customer action.
Step Two: In WJ, create an integration rule as per Steps 9-11 in the previous section. After clicking the “Create Integration Rule” button, keep adding additional “IF THIS HAPPENS” rules based on the tags you want to be connected to specific actions.
DON’T FORGET to add a rule that adds new webinar registrants to your autoresponder list (1).
Step Three: In the “My Campaigns” (1) section of Kartra, select “Campaigns” (2), “Broadcasts” (3), and then click the green “create new broadcast” button (4).
Step Four: Enter a name for your broadcast (1), select (or create) an appropriate category (2), and click the “Create” button (3).
Step Five: Select “Send by email” (1), click the green “Save” button (2), and then click “Save and next” (3).
Step Six: In the “Recipients” section, click on the first drop-down menu, scroll down, and select “Subscribed to list…”
Step Seven: In the second drop-down menu, select the list to which your webinar is connected.
Step Eight: Click the “Add button (1) and then repeat the process for every action-related tag you want to apply. For instance, you could send an email to every registrant who attended your webinar but didn’t make a purchase.
Step Nine: Click the “Save and Next” (1) button to confirm your setup (if the button is greyed out, this is because you don’t have any leads that fit the criteria you’ve set).
DON’T FORGET to include a rule that includes a specific list (2). Sending a broadcast that only specifies tags is risky because you could be sending emails to leads that have previously unsubscribed.
This feature can also be used with Kartra’s “Sequences” tool so that “smart” emails go out automatically, depending on your webinar registrants’ actions.
Do you have any comments, or have you come up with your own Kartra / WJ integration strategy that you’d like to share with us? Please post it in the comments below.