Track Webinar Attendance on Leads, Contacts, Account Objects

Yes, our GoToWebinar Integration enables you to track the Webinar Attendance, no matter how many webinars a specific Lead or Contact has Registered for and or Attended a Webinar. Your Salesforce Users will gain full insight into any Lead or Contacts entire Webinar History, in the following ways:

1. Go to the Lead or Contact or Account Object, open any record, then look for the related list named “Webinar History”. Once you’ve located this section, you can see who attended a Webinar by looking at the column named “Attended”.Only the Registrant names where “Attended” equals “True” have attended the Webinars.

2. Go to the “GoToWebinars” tab, then clicking on the sub tab named “Past Webinars”, then clicking on the “Webinar “Title”, then clicking on the “Registrants” sub tab. In the “Search for Registrants” section, select “Show Only Attendees” then click on the “Search” button. The results will show only the Registrants who actually attended this Webinar.

   NOTE: By clicking on the column labeled "Link" , the user is directed to that Contact or Lead record where that records entire Webinar History .  

This view is available in Salesforce Lightning, just as it is in Salesforce Classic

Syncing GoToWebinar to Salesforce

Yes. There are multiple different ways for you to view your Attendee Q&A, Poll and Survey Results:

Every Webinar automatically tracks your Attendee Q&A, Poll and Survey Responses.

1. We've included multiple out-of-the-box Salesforce Reports with our App. Go to Reports tab > Search for the folder titled "GoToWebinars". Once you’re there, you’ll see more than 20 out-of-the-box reports, including 1 each for Surveys, Polls and Q&A.

2. Go to the "GoToWebinars Tab > Click on the “Past Webinars” sub tab > Click on any Webinar Title. Once you’re here, there are several ways to view these results. Holistic view of all Responses related to this exact Webinar. If you look at the bottom part of this page you’ll notice the Poll, Survey and QA sub tabs. Click on either of these tabs to see a collective view of all Attendee Responses. Use the green highlighted sub tabs to navigate between Q&A, Poll and Survey Responses. Also notice in the mid section of this page titled “ "Webinar Details" that you can see the a high level record count view of the total number of responses for Surveys, Polls and Q&A.

3. From this same page, click on the “Registrants” . Once again, notice the Results” section near the bottom of the page (Webinar Q&A, Poll Results and Survey Results). Look in the left column for Registrants where the “Attended” field has been selected. Then click on the corresponding Name > If this Attendee had and questions, or answered your Survey or Polls, you will see their results on the lower portion of this page.

Can we bulk register/invite Leads and Contacts to our Webinars?

Yes, your Salesforce Users will have the ability to BULK REGISTER and BULK INVITE Leads and Contacts with the click of a button from within Salesforce. Using the List View, a user can define the criteria, select the list of Leads/Contacts, then click on “Register” or “Invite”. Once the user clicks on the Register or Invite button, choose from your list of f upcoming Webinars, then click on “Register” or “Invite.

When clicking on the “Register” button, those Leads/Contacts will receive the exact same GoToWebinar confirmation that they would have received had they personally gone to the Registration page and signed up themselves.

Can your App add our Registrants to our Campaigns?

Yes, you will have the ability to configure this integration to:

1. Create a Campaign record" for each Webinar Title

2. Add registrants as Leads or Contacts to the Campaign Members for each Campaign, as they Register

3. Update Campaign Member Status from “Registered” to “Attended” once they’ve attended your Webinar 

Can your App sync ALL of our old Webinars?

Yes, it can. You actually have the ability to define how far back we're syncing your Webinars. Whether you have one GoToWebinar account or multiple, you have the ability to define (By Webinar Account), what date range of old webinars you wish to sync with Salesforce. 

To define a time range, go to the “GoToWebinar Users” tab, open a record, click on “Edit” then insert the date range in the “From” and “To” fields in the right column. After clicking on “Save”, click on “Get Webinars”.

NOTE: If you have hundreds and hundreds of old Webinars to sync (or thousands of “Registrants and Attendees”, to avoid Salesforce limitation errors, you’ll need to click on “Get Webinars” multiple times, each time resetting the "data range ot a different period, and keeping the date range to one or two months until you’ve completed synchronizing all of your old webinars to Salesforce.