Activating a Partner-Hosted Webex Event Campaign

Activate the Partner-Hosted Event campaign to continue your Webex meeting or event integration.

1. Before continuing, make sure you have created a webinar or meeting in Webex that corresponds to the campaign you’d like to activate. For more information, see Partner-Hosted Webex Events.
2. Navigate to the Browse Campaigns or Virtual Event Center page (or equivalent) in your portal.
3. Filter the list of campaigns to Campaign/Event Type: Partner Hosted Event, if required.

4. Find the campaign you’d like to activate.

   

5. Click Details to see more information about the campaign, and the materials it includes.
6. Review the activities/tactics that are included in the campaign, and select which you want to include in this execution of the campaign. All activities are selected as a default. You can preview the items here, and get more details about each one.
7. [Optional, only required if multiple integrations/meetings are configured] Click in the Type dropdown and select Webex as the meeting platform.

8. Click in the External Event dropdown and select the webinar or meeting you created in Webex for this campaign. 

   

9. Click Continue. You have a chance to review the list of activities you've selected. Click the X in the top right corner of an activity to remove it from the campaign.

10. Click Continue to activate the campaign. This takes you to the Campaign Dashboard, where you review and personalize each activity for your own use. You can also use the Add Activity button to add further tactics provided by the Supplier to the campaign. For more information, see Manage Campaigns > How to Add Activities to Campaigns.

    

11. Click Review against each of the activities in the campaign.
12. Click Review against the tasks for the activity - for example, an email might have Complete Details and Settings, Review Personalization, Specify Recipients, and Select Send Date/Time tasks. Use Save & Next or Previous to move between the tasks for each activity.

    • Email

      The email(s) will be used to invite your contacts to the Partner-Hosted Event, or follow up with them about it. Use the Recipients tab to add your contact lists or individual contacts to the email.

      The email is usually connected to any Web Plugin included in the Partner-Hosted Event Campaign.

    • Web Plugin

      [Optional] You may want to capture the sharable link for a web plugin or email by copying the URL under Standalone URL.

13. Complete all the tasks for each activity, to add your own personalization, branding, configuration, contact list, and other details to the campaign. For more information, see Manage Campaigns and Activate Campaigns.
14. To personalize a workflow, open it from the event campaign. On the Workflow Activity dashboard, click Edit.
    1. Review your information and click Save and Next on each step to complete the personalization for the workflow. 

       • [If Applicable] Personalization step

         If there are emails in the Workflow, click Edit, personalize any information available to you and click Save for every one.

       • Participants step

         Rules determine which contacts will be added to the workflow. Click Add new rule to add your filtering rules.

         To ensure that registrations for the event are gathered from Webex via the registration form web plugin/microsite provided in the campaign (if there is one), include the rule Actions > Event Registration > Is > <website plugin name>. 

         

         Use Add new group of rules button to set additional criteria for contacts to be added to your workflow.

         Once you have added your rules, click Save and Next.

    2. Click Start Workflow. Registrants will automatically receive any communication emails configured in the workflow.

As you share the the web plugin link and/or the invitation email with your contacts and they register for the event, information is used as follows:

• Registrations from the portal appear in your Webex account as registrations against the event or webinar.
• Registrants receive emails from your Webex account before and after the event, when their registration is approved.
• Registrants are added to the campaign workflow, based on the rules configured for including participants.
• Registrants and attendees will receive the communications configured in the campaign workflow, for example a Thank You for Coming email after they attended the event. Note: the campaign workflow may be different for every event.