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Automated Webinar Workflows with GoToWebinar and Marketo Increased Lead Engagement by 40% for a Growing Enterprise

Client Overview

The client, a growing enterprise focused on lead engagement through webinars, required a seamless integration between GoToWebinar and Marketo to automate their webinar workflows and improve lead engagement.

Challenges

1

Manual management of webinar registrations and follow-ups.

2

Limited ability to track attendee engagement and sync data with Marketo.

3

Lack of automation for confirmation and post-webinar follow-up communications.

Objectives

1

Real-time data syncing between GoToWebinar and Marketo.

2

Automated confirmation and follow-up emails.

3

Accurate tracking and reporting of webinar engagement metrics.

Solution Implementation

Step 1: Understanding the Client’s Objectives

We conducted a thorough discovery session to understand the client’s challenges and define the project’s scope. Key objectives included automating workflows, ensuring data accuracy, and optimizing engagement tracking.

Step 2: Setting Up GoToWebinar as a LaunchPoint Service in Marketo

We integrated GoToWebinar as a LaunchPoint service in Marketo to enable seamless data exchange.

1

Integration Validation:

Verified successful addition under LaunchPoint services and ensured accurate API credentials.

2

Field Mapping:

Marketo to pull essential fields from GoToWebinar, such as First Name, Last Name, and Email.

Step 3: Creating a New Event Program in Marketo

We set up a structured event program to manage webinars efficiently.

1

Event Program Setup:

Created a program with “Webinar” as the channel type and defined program statuses such as Invited, Registered, Attended, and No Show.

2

Webinar Association:

Selected GoToWebinar from the Event Partner List and linked it to the client’s webinar.

3

Syncing Changes:

Educated the client on using the “Refresh from Webinar Provider” option to ensure data consistency.

Step 4: Configuring Confirmation Emails

We optimized email communications for accuracy and personalization.

1

Dynamic Tokens:

Inserted {{member.webinar url}} tokens for unique webinar links.

2

Operational Emails:

Marked emails as operational to ensure delivery.

3

Workflow Testing:

Verified accurate confirmation email delivery through test registrations.

Step 5: Automating Campaign Flows

We designed and implemented a comprehensive campaign flow.

1

Pre-Webinar Automation:

Status updates to “Registered” and confirmation email triggers.

2

Post-Webinar Automation:

Syncing attendance data and updating lead statuses.

3

Follow-Up Campaigns:

Segmented attendees and no-shows for tailored nurture campaigns.

Step 6: Tracking Engagement and Reporting

We implemented Marketo tools for robust tracking and actionable insights.

1

Custom Dashboards:

Monitored registration and attendance trends.

2

Engagement Scoring:

Configured scoring based on post-webinar interactions.

Results Delivered

1

Automated Processes:

Eliminated manual efforts in managing webinars.

2

Enhanced Lead Engagement:

Personalized workflows improved attendee experiences

3

Streamlined Reporting:

Dashboards provided clear insights into webinar performance.

4

Increased Conversions:

Tailored follow-ups boosted conversion rates by 40%.

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