Manage Partner-Hosted Event Campaigns

Overview

Partner Hosted Event Campaigns enable your partners to host their own events through the Unifyr One Partner Portal by integrating your Campaigns with the partners’ own video conferencing software accounts. You provide the Event Campaign to your partners, and they execute it as an external event via a video conference/webinar. You can give them campaign content such as emails, registration pages, and presentation materials to support them running their own event.

You could also create a Do it Yourself or Create Your Own Event Campaign which provides partners with the tools such as blank email, registration pages, and event workflows, so partners can create an event campaign that suits their needs.

The Unifyr One Partner Portal currently supports integration with Zoom and Webex. 

The instructions below will provide you with step-by-step instructions on how to create and manage Partner Hosted Event Campaigns for your partners to execute.

Before You Begin

Supplier requirements:

• Have the templates for any emails (including those for workflow steps), landing page or plugin you want to use in your campaign ready before creating the campaign - these are usually prepared with the Unifyr One team during your implementation phase. Submit a request to your Unifyr One team if you need further assistance.

Partner requirements:

• Partners must integrate their own Zoom/Webex account to Unifyr One before executing the campaign.
• Partners set up their own meeting/webinar in Zoom/Webex, with these settings, before activating the campaign you provide:
  • Requires registrations.
  • Occurs on a future date.
  • Is not recurring.
• If integrating with Zoom - partners need Zoom Pro or a higher plan.

Contents

Click on the + to expand the instructions for the desired task.

Create a Partner Hosted Event Campaign

Creating a Partner Hosted Event Campaign is a multi-step process in which you create the Campaign, a Virtual Event Workflow, and any associated Tactics, such as an Invite Email and a Web Plugin for lead generation.

1. Navigate to Partner Marketing > Campaigns.
2. Click Create > Create New Campaign.

3. For Type, choose Event - Partner Hosted.

   

4. All other fields in the form are standard fields for setting up any marketing campaign - complete them as required. For more information, see Create and Manage Campaigns.

5. Click Apply. The Campaign Details view opens, with a reference to it being associated with a Virtual Event:

   

6. Scroll down to Campaign Assets. A workflow named Virtual Event Workflow for <Campaign Name> has been automatically generated. This defines the actions that will be taken during the campaign's lifecycle and how/when the actions are triggered. A workflow is optional but is useful for helping partners follow up with registrants after the event.

   For information about working with Workflows, see Manage Workflows.

   1. Click on the workflow to open the Workflow Details page.

   2. Click Edit Details to edit the information about the workflow, if required - you can change the names and add a thumbnail image.

      

      Click Save when you've finished editing the details.

   3. On the top right-hand corner of the Workflow Details page, click Steps to edit the workflow as required.

      

      You will see a Conditional Step named Attended Event - this step is required and can't be edited. It forms the basis of the workflow - whether a contact attends the event, and what actions/communications will happen when they do or they don't.

      Note: Unifyr One gets the duration of the event from Zoom/Webex and triggers the Conditional Step based on the duration - +15 minutes for Zoom, +24 hours for Webex.

      You also see a Final Step on the Yes and No pathways - these are Unifyr One system steps to close the workflow and can't be edited.

   4. We recommend adding Thank You for Coming and Sorry We Missed You emails between the Conditional Step and each Final Step in the workflow.

      • Thank You For Coming email:

        1. Click the + between the Attended Event > YES and the Final Step on the pathway.

           

           The Add New Step window opens.

        2. Under Actions, click Send Mail.

           

           The Send Mail window opens.

        3. In Email Template, search for and select the template for the Thank You for Coming email.

           Note: The name of the template may be different in your account. If you are having trouble finding the template, or one does not exist, please reach out to your Unifyr One point of contact.

           Configure the other settings for the step as required.

           

        4. Click Save.
      • Sorry We Missed You email:

        1. Click the + between the Attended Event > NO and the Final Step on the pathway.

           

           The Add New Step window opens.

        2. Under Actions, click Send Mail.

           The Send Mail window opens.

        3. In Email Template, search for and select the template for the Sorry We Missed email.

           Note: The name of the template may be different in your account. If you are having trouble finding the template, or one does not exist, please reach out to your Unifyr One point of contact.

           Configure the other settings for the step as required.

           

        4. Click Save.

      You could also add a reminder email or alert to attendees before the event - add before the Date to be set by Partner step.

7. Click Done to return to the Campaign Details page
8. Build the other tactics for your Partner-Hosted Event Campaign.

   • For partners to market your event properly, include an invitation email and a landing page for registrations that they can use to generate leads for their event.

     Use a microsite template to build a Web Plugin that partners can use to generate and track registrations for this event. When added to the campaign, it will automatically track form submissions for each partner and connect registrants to the event. If you have questions about your microsite template or do not have one, submit a request to your Unifyr One team.

   • We recommend adding any Reference Materials (Print, Multimedia or Library Assets) your partners would find helpful to execute this campaign.
9. Package the tactics into the Partner-Hosted Event Campaign. For more information, see Create and Manage Campaigns > Add Content to a Campaign.

10. Click Publish in the top right-hand corner of the Campaign Details page. This makes the campaign available in the portal, if either the Browse Campaigns or the Virtual Event Center feature page is included in the site navigation.

    For more information, see Adding Feature Bundles/Pages to a Partner Portal.

Event Registration/Attendee Reporting

As partners share the event with their contacts and they register for it, then attend it, the information is available in these places:

• Registrations from the portal appear in the 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.

• Registrations captured through the Unifyr One Partner-Hosted Event Campaign are listed in the campaign in Unifyr One Admin, under the Campaign Summary Report.

  

• Attendees are also listed in the Campaign Summary Report. Unifyr One pulls this information from the video conference software API - 15 minutes after the event for Zoom, and 24 hours after for Webex.

• Registrations and attendees are listed as leads in the portal, in the campaign's Leads tab.

  Go to the tab and select Event Registrations or Event Attendances from the Events drop down.

  Contacts receive lead scores for registering / attending:

  • Register for the event - 60 points
  • Attend the event - 40 points

  

 Training

Learn more with our training course:

• Partner Marketing - Partner Hosted Event Campaigns

You will be prompted to log into your CustomerONE account to access the link.

Related Topics

• Create and Manage Campaigns
• About Workflows
• Campaign Summary Report