WebinarJam + ActiveCampaign Integration Tutorial | Complete Automation & Tag Setup

Aaron LeBauer shows how to clone a WebinarJam automation, set up custom tags in ActiveCampaign, and configure rules that fire on webinar events like registration and replay views. He edits confirmation and thank-you emails, tests the registration flow, and activates the automation.
Chapters
Hey, what's up? It's Aaron. What I'm going to do is show you and walk through how to duplicate a webinar automation and set up for the new webinar. So I've got a couple different ones in here. They're a little bit different, but I'm going to take the last webinar that I've done, like Live Webinar Income Impact Academy Webinar. Welcome. So I'm going to take this one and I'm going to go down here. I'm just going to duplicate it or copy and say, yes, copy. And then it's all done and we really should close it because it's going to take a minute because if we open it, I think right away nothing's going to happen. We got to give it a minute. See, it's like you show up and there's nothing there. So what we have to do is we have to go back and just give it a minute. So sometimes I'll do is I'll come in and just refresh, then I can go and edit. There it is. Okay, so this is for my webinar running Facebook ads in house for your physical therapy business. I'm going to put it a Facebook ads. I'm just going to call it. Get this out of the way and call it. There it is. We're going to take off copy. We're going to rename it Webinar Welcome. So I'm going to put Facebook ads, Facebook ads, Webinar welcome sequence, save and then I'm going to tag. So what we do is we're going to create tags. How we do that is we open up contacts and then I need a few different tags. So let's go to manage tags and we're going to say Facebook Ads Webinar. And then you'll see in here overnight Webinar jam. We're going to edit. I'll show you some of the tags we're going to need go to Integrations and activecampaign. And we need if they register. So this is the tag for if they register Facebook Ads Webinar. So that's what happens if they register. So I'm going to copy that one. We also need one when they attend live, if they missed it for the replay. So I'm going to do Facebook ads webinar. I'm going to say Facebook ad webinar live replay. Because I'm also going to send Want to know Facebook ads Webinar missed and Facebook ads Webinar Early Left early. I May not do anything with that yet. Facebook ads webinar and I'll say late because I can tag them if they joined after a certain time or if they stayed until at least. So if they stayed, if they leave before, let's say they leave before the pitch or they leave in the first 30 minutes, we can send them a quick email that says hey, sorry you missed it. Here's the replay. Different things like that if they purchase the product. So we can do that sometimes that doesn't always happen because we would add that as Facebook ads purchased. All right, and now I can come over here. So now we've got the automation and it's a brand new one. So I'm gonna come back here. Let's go here. And Facebook ads webinar. And this is going to trigger the webinar welcome. And I have it as multiple times because if we take it off and they join again, they'll come again. But if it never gets taken off, they won't join again. And then this one is just when I did this last webinar I did as a specific date. So I'm just going to take that off because we're not. We don't need that. There it is. Okay. All right, subscribe to the list. So subscribe into my labourer consulting blog. We'll add some engagement and I will come back in and update this sequence. But that's how you duplicate the sequence. And so even like this is a nine word email and it's not going to populate but this needs to get updated to be relevant to the webinar and the podcast. So if I was going to look at that one, I'm probably going to update or maybe even take that out. But you can see where this needs to now say update this guy. Thank you for registering for the webinar. And so I need to update this. So the webinar name is. Okay, so we'll come back. Okay, so let's do this. Going to come and update these emails either in another video. So we've duplicated. Let's go back. So we've duplicated the automation and I've added the tags and we've got the automation. So let's go back in. And that's integrating webinar jam. So now I'm going to integrate webinarjam. I'm going to come in and edit. If they register, I'm going to add a tag and then we just. There's no search, which is kind of a bummer. I just got to scroll down and Facebook ads webinar create an integration rule and then if they attend live only if they attend live do I want to send them to the follow up sequence. Or I could say only if they watch the very end do I want to send the follow up sequence. So that's. We can do a lot of different things. Facebook ads webinar live so what I'm going to do is I'm going to add all these tags and later on I'll decide if I want, how I want to use them, if I want to use them at all. But it's just easier to do this at this point. Add a tag and scroll down to Facebook ads webinar replay. Purchased. I can also add them to lists, take them off list. I can take tags off. So add tag. I can say Facebook ads webinar purchased. I can also more easily manipulate the tags and lists over an activecampaign. So I really just add tags over here purchased. If they leave before so typically the pitch is around 45 minutes if there is one. So if they leave before 45 minutes, I can add the tag. Facebook ads webinar left early. I have to put a zero in right there. I could add multiple tags at different times. If they. So they stayed until at least an hour and 20 minutes. I know they saw the pitch and they didn't buy. So I can add a tag. And then I don't think I made that tag where it was, you know, Facebook ads missed. I didn't add the missed one in there. So I can put like stayed until the end as a tag. And I do that sometimes times too. Let's see. Join the live room after they missed the live webinar. I didn't add that one. So let's see. Facebook ads webinar missed. And then I could, you know, I had the late one. So if they join after, you know, 0, 30, you know, or even 15, they were late. I mean whatever. They join after 30 minutes. Most people don't join that late. Um, I can say I really don't ever use this one. So I might even say like if they join after 15 minutes, I know they didn't see my intro and they may not know who I am because they didn't see like my intro. So I can always reroute them somewhere else later on. Okay, confirm next. Okay, we're done there. So now I've got this automation and I just have to update it and that actually want to swap these two around. I want to put the thank you for registering here and I'm going to put this shortcut right to a call right here. If you got the PT email engine you don't really have that but the webinar welcome sequence over there. Let me show you what that. Oh it's probably this one. So in the PT email engine which is the done for you active get preloaded activecampaign software that we have. If you go to automations. Let's see it'll. Oh here it is. I'm already there. The webinar welcome sequence is. Is this one that working with. So in the webinar welcome sequence this is the one that you would do and you would update your tag. You would subscribe them. It's already subscribes them to your leads list or and or your blog list if you want to do that. And then, and then thank you for registering for the webinar which is what I have right here. This is just another shortcut email message and then I put them through some other automations that I have and then this is a nine word email and you'll see I have this written out for you already. Nine word email in this. So this is the starting point, this is the more advanced point where I've built out other automations and attractive character soap opera sequence, a strategy call sequence, a launch sequence for my free plus shipping book. A webinar for how to start a business and then the nine word spear email and then a nine word email sequence. So you see the back end of mine. That's if I made this public. But that's also if this is if you're watching this for training in my system. So now I'm going to update the thank you for registration email and I'm going to go to the webinar. Let me just go here your links. I can open the registration page and I'm just going to copy and paste this. Move that out of the way. Here it is. Okay. Five easy steps to running Facebook ads in house. Five easy steps to running Facebook ads for your physical therapy business without hiring an expensive ad agency. Your unique webinar is separate email. Please be sure you should look here. Be sure to add my email to your contacts list trainings podcast. Be sure to set a calendar reminder even outside of pt. You need to please send them this link and copy paste. Please send them. I'm actually going to take this out. Please send them the link below. So I'm going to remove that link. Please send them the link below and share it on social media. Thanks. So I'm going to Make a new webinar link. So let's go get our registration link. Copy. Actually, actually just drop this right there like that. But I'm going to make a Facebook ads training link. So I go to WordPress target, I'm going to do Facebook add training, create and now I'm going to copy. I go here and what I'm doing is I'm just trying my best to have like one link in this email. So I'm actually going to remove that link so that it's more likely to hit their inbox. I'm just going to underline that. It's not underline. Okay, there it is. And then I can go and say thanks for registering for the webinar instructions inside. Aaron, next. Finish. Great. Now this one is a cool little email. It's a shortcut to a call because I do strategy calls and I'll just make sure I update this one, see how it works. But hey, it's Aaron. For the Facebook ads training, I've already sent your unique webinar registration, your webinar not registration link, but your webinar link and confirmation. And looking forward to seeing you on the training soon. In the meantime, you registered because you're interested in learning how to grow and scale your physical therapy business. Generating more new leads and clients with Facebook marketing. If you want to learn how to grow and create alternative streams of revenue, you want to learn how to. To get more new patients and clients with your paid. Already started a business and want to grow it even faster. Have a proven offer and want to grow it even faster. I would like to invite you to join us for a free stream. Fill out the form at the bottom of this page. Just make sure this goes the right page. Session's free. We're happy to help. I'm gonna take this link off here. There it is. So this is just a direct to a strategy call instead of the webinar. So let me just. I just made a few little tweaks to this. You're confirmed. You're confirmed. I want to say. Okay, let's just do. I just kept the. You are confirmed and we're going to finish this up. Save and exit. I just need to update that. This is a little experimental email. Seeing how this works. And I've got these other automations set three days 14. We're good there. Let me just go update this guy. All right, I'm going to rename this because this isn't. This is the EKC email to the Facebook ads webinar. Why is that off? Oh, because there's no links in there. Let's turn on reply tracking. Finish. Let's go update the names of these. I forgot to do that part. So this is minor. But think. Oh, message name. I'm gonna put Facebook ads. This is message name. So we can find it if we want to send it to them later or pull it into an automation firmware later and shortcut the call. Message name, Facebook ads. And now the last thing I gotta do is activate the automation boom. And I can double check that if we go over here and we register. Watch this. I'm gonna register. This is the best part. Aaron LeBauer Aaron plus Facebook ads. Webinarbauer consulting.com oh, that was my email address. Last name, phone number. Well, I'm gonna put in my phone number without showing it. Okay. Then I register. I didn't want to give up my phone number, but then I register and I get this. This is the link so I can set a reminder for the calendar. It's so cool. And then I can go to close that and go to my automation and all I have to do is refresh and we should see if it worked. Right there. I am right there. Boom. So it works. Now the webinar is ready to go. We can always go back and refine some of these little pieces. But that's the main part. I could go in and put our bios in there like I had when we created the the beginning of the webinar. But that's it. All right, thank you so much. Enjoy this video. If you're watching this on YouTube, please comment. What was most helpful for you. If you're looking for a free trial for Webinar Jam, you can find the link below. If you would like us to set up these emails for you and hand off a pre built done for you ActiveCampaign account, go to PT Email Engine and the link should be below that. Otherwise, subscribe hit the notification bell. Share this with your friends and let us know what was most helpful for you. We'll see you on the next one. Thanks.
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