By using this website, you agree to our Terms of Use (click here)
- Build a registration form to be stored in the website of www.intercs.com
- Send out a mass email to a marketing list, that has the weblink to the registration form in the website of intercs.com
- When a person sees the email, completes the registration form and submits it, that person receives a confirmation email with all the information for attendance
- Build a registration form using the acumatica web services as shown in your old video (link a webform to Acumatica using web services):
, and store in the website of intercs.com
- Do you have an updated video?
- Sending out a mass email using Acumatica CRM marketing campaign: no problem. easy to do
- When a person submits his/her registration, email a confirmation
- For a CRM contact, create a business event that triggers a confirmation email
- Not so easy to do. Will require some programming
- For a CRM contact, create a business event that triggers a confirmation email
- MS Teams or Zoom or .. gives the weblink
- Send out emails with that weblink via Acumatica using mass email
- That weblink takes the recipient to a MS Teams or Zoom or .. registration webpage in MS Teams or Zoom or..
- Recipient registers, and gets a confirmation email from MS Teams or Zoom or ..
- Import all those registrants into Acumatica CRM contacts, and create an event for that webinar registration.
- Do they use Hubspot?
Hi Toon,
It should be straight forward, use HubSpot to capture the interest, lead information and import into Acumatica using the Hubspot data provider out of the box, next would be to push the data into say Mailchimp to send out details for the webinar, this can be used https://www.piesync.com/acumatica/ . Seems pretty straight forward using the connected applications screen.
Mailchimp sends the invite out, upon receiving the email the contact will register for the event using the tools in your webinar tool, this is available in Zoom and Gotomeeting.
Hold the webinar and you would have to reconcile who actually attended versus those registered but send a video link to those who did not attend.
Makes sense?
Carl, thanks a lot. I knew about this but hate to use different systems. Yes, I agree I will have to use HubSpot and Mailchimp.
Thanks for your help.
Toon
Online Members
