Activating a Supplier-Hosted Event Campaign

In the partner portal, you can activate an Supplier-Hosted Event Campaign to invite your contacts to your Supplier’s virtual event or webinar. For more information about activating campaigns, see Activate Campaigns.

1. Navigate to the Browse Campaigns or Virtual Event Center page (or equivalent) in your portal.
2. Filter the list of campaigns to Campaign/Event Type:  [Supplier Name] Hosted Event, if required.

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

   

4. Click Details to see more information about the campaign, and the materials it includes.
5. 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.

6. 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 Adding Activities to a Campaign.

   

7. Click Review against each of the activities in the campaign.
8. 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 Supplier 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 the Web Plugin included in the Supplier-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.

9. 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.
10. 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 Zoom or 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 Supplier's event, information is used as follows:

• Registrations from the portal appear in the Supplier's Zoom/Webex account as registrations against the event or webinar.
• Registrants receive emails from the Zoom/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 will differ per Supplier.