Introduction:

This article explains the process of integrating Webex with Mindmatrix, configuring Webex settings, pulling webinar details and invitees into Mindmatrix, and creating email and web form templates for sending webinar invitations to contacts. The integration allows you to manage webinars, track invitees, and send registration invitations using automated templates.

Integration of Webex:

To integrate Webex at the company level:

1. Go to Site Admin and navigate to User Management.

2. Select the desired company and click on the Vertical Ellipses (three dots).

3. From the drop-down menu, select CRM Mapping.

4. Check the Webex option and click Save to confirm the integration.

Configuring Webex in User Profile:

After Webex is enabled for the company, follow these steps to configure it for individual users:

1. Switch to your user account.

2. Navigate to User Profile and click View.

3. Scroll down and click the Configure Add-On link.

4. You will be redirected to the add-on page.

5. Enter your Webex credentials and configure the sync settings.
   

6. Set the Webinar Start Date and specify the Time Interval to start pulling webinars and invitees into the Mindmatrix platform.
   

7. Click Save to store your settings.
   

Creating Webinars in Webex Application:

To create a webinar using the Webex application:

1. Log in to your Webex account via https://quantumtest.webex.com/.

2. Navigate to Webinars and click on Schedule a Webinar.

3. Enter the Topic Name, choose the Time Zone, set the Date, and click Save.

4. After creating the webinar, select Edit in the Attendees section.

5. Click Add Attendees and enter the details of the invitees, then save.

Pulling Webinars and Invitees to MM:

After syncing with Webex, the following data will be pulled into MM:

• Upcoming Webinars: Webinars that have not yet occurred.

• Historical Webinars: Webinars that have already taken place.

• Invitees as Contacts: Webex invitees will appear as contacts in MM.

Creating Email and Web Form Templates

A. Creating an Email Template for Webinar Invitations

1. Navigate to Asset Management > Templates under Set Up.

2. Select the Email Template option and click Create.

3. In the Info Tab, enter the necessary data and click Next.

4. In the Settings Tab, upload an image if needed and check the Link to Webinar checkbox.

5. In the Editor Tab, choose between HTML Code or Insert option, and add webinar fields.

6. Once the Add Button is included, double-click on it and select Register Webinar from the drop-down menu.

7. Save the email template.
   Note: The Link to Webinar checkbox is mandatory to check in the Settings Tab.

B. Creating a Web Form Template

1. Navigate to Asset Management > Templates under Set Up.

2. Select the Form option and click Create.

3. In the Info Tab, enter the required details and click Next.

4. In the Form Editor, add fields like First Name, Last Name, Company, Mobile, and Email.

5. Click Save to store the form template.
   Adding Form to the Web Page:

• Under the Web Tab, click Create and enter the details in the Info Tab.

• In the Settings Tab, select the Link to Webinar checkbox and proceed.

• In the Editor, add the previously created form by clicking Add Objects > Form Container.

• Double-click the form, select Connect with Webinar in the form container, and save the configuration.

6. Note: The Connect with Webinar checkbox is mandatory in the Form Container Object Section.

Sending Emails to Contacts for Webinars:

After setting up webinars and creating email templates, you can send invitations as follows:

1. Navigate to the /#manage/webinar-records page in MM.

2. Select the specific webinar for which you want to send invitations.

3. From the More drop-down menu, click Send Email.

4. Choose the Webinar Email Template or Web Form Template and send the invitations to contacts.

Invitees will receive the email and can register for the webinar by clicking the Register button, which will complete their registration.