Note: This is an update to an earlier post on the same topic.
Have you ever been really interested in a ClickDimensions feature, but not sure how you could use it at your company? In this post, we are going to show you how we use our GoToWebinar integration at ClickDimensions, which may inspire you on how your organization can use it too.
All ClickDimensions customers and partners have unlimited access to our training classes through ClickDimensions Academy. Since we deliver all of our training via GoToWebinar, we can take advantage of the ClickDimensions GoToWebinar integration. By using this integration, we can easily see if our customers are taking advantage of our training. Doing so helps us get a sense of how engaged they are with our company and product, and tells us when we should extend new invitations to join our training. We can even see which individuals at each company have participated in each training session.
The ClickDimensions GoToWebinar integration creates event participation records in CRM when someone registers for an event, such as our Academy training. Event participation records are automatically linked to an individual’s contact record in CRM. You can view all event participation records by navigating in CRM to Marketing > Event Participations.
After every webinar, event participation records are updated to show whether the individual attended or not, and if so, how long they attended the session:
This is great if you are looking at individual contacts and want to see their attendance, but we like to also look at things at the account level in CRM.
Unfortunately, custom entities in CRM, like the event participation record, do not “roll up” to the account level. To overcome this, we developed a workflow that creates a new connection record whenever someone has attended one of our Academy training sessions:
This shows how we set up the Create Connection step in our workflow:
We show the connections on each account so we can see at a glance who has attended the Academy:
To view this information in aggregate, we created another workflow rule that increments a score in a custom whole number field on the account that we call the Academy Training Score:
We also created the trainee connection. When a trainee connection is created for an account, the account’s Academy Training Score increases by 10 points.
Here, you can see how we set up the Academy Training Score update on the account:
Now, we can easily view which customers have not gone through training by running an Advanced Find for active customers whose Academy Training Score is less than or equal to 20. These individuals should be invited to attend our ClickDimensions Academy again!
ClickDimensions offers multiple event integrations that allow you to track participation in your webinars and in-person events. The integrations will generate these records automatically once you set up your connections!
Make sure you check out all of our event integrations:
- GoToWebinar: used for web-based training, meetings and seminars with up to 1,000 attendees
- WebEx: used for hosting webinars with up to 3,000 attendees or smaller online events
- Eventbrite: online ticketing platform used to create events, sell tickets and manage registrations for events of all types and sizes
- Cvent: cloud-based event management platform used for online event registration, venue selection, event management and more
Written by Kellany Mathis, ClickDimensions Marketing Success Manager