New leads generated for your AEvent timelines can be sent via API to your HubSpot account at time of registration.
Then through AEvent you can initiate timeline actions, triggering the right message for the right audience at the right time. With your email sequences fully customized and dynamic, unlocking full evergreen automation potential.
|
Timeline Actions:
|
Adding your HubSpot Account to AEvent
Adding your HubSpot Account to AEvent
In order to add your HubSpot Integration you will need to first navigate to Integrations within AEvent, click Add Integration and then search / select HubSpot.
Then name your integration as you see fit, and click 'Add'
When you click on 'Add' a pop-up from HubSpot will appear. Please login to your HubSpot account.
Once logged in, if you have sub-accounts, you will need to choose the one you with to work with.
Then click on grant access.
Once your HubSpot account has been successfully added, you will be see it's Connected state, and you are able to click on 'Test'.
A successful connection will yield a positive test result. Congratulations, your HubSpot account is now successfully connected to AEvent!
Configuring your HubSpot Integration within a Timeline
Configuring your HubSpot Integration within a Timeline
In order to utilize your HubSpot Integration within AEvent, you need to activate it within the timeline you are working with. To do this, open the timeline you are working with.
Then select Integrations, set your HubSpot Integration as Active, then click on the cogwheel to define your settings
Within the Integration Settings, we can select either a Campaign, Workflow, or Tag to add the registrants to (when they register).
We HIGHLY RECOMMEND clicking on Custom Fields (Personalization) - Show, and setting up some custom personalization fields.
These are values that include not only email and name, (Join Link, Replay Link, Day of Webinar, Day of Week, Time, UTM Tracking Parameters, ETC), and are sent along with the new subscriber information to HubSpot.
We've made the creation of these fields easy, and by clicking the 'Create System Fields button', AEvent will automatically create within HubSpot the needed Custom Fields, while selecting those values within AEvent.
You can also use the Create Single Field, to create a single Custom Field within HubSpot. OR you can manually create fields / use pre-created fields. If you manually create a new field within your HubSpot integration, you will need to click on Refresh for it to appear here.
Once you create your custom fields, you can click out of the pane, as the initial setup of your HubSpot integration within THIS AEvent timeline is now complete!
Creating a Timeline Action to Add Contact to (or Remove) from a List
Creating a Timeline Action to Add Contact to (or Remove) from a List
Setting up a timeline action to Add or to Remove From an HubSpot List is easy.
Within the timeline builder start by creating an action, selecting the date and time that you wish the action to occur. Select the audience you are targeting, then select your HubSpot Integration, and Add to Campaign (OR, Pause, OR Remove From).
If you have created the automation since your last integration refresh, you may need to refresh your integration before finding the newly created automation. (you can do this within Integration ➜ HubSpot Settings.
Once you've selected the HubSpot Campaign that you wish to Add To, Or Pause, Or Remove From, just click on Create.
Your HubSpot Campaign Action has now been created, and you can view it on your timeline. At the date/time you selected, the subscribers matching the audience you selected, will now be added to this campaign.
Creating a Timeline Action to Start a Workflow (or Remove From Workflow)
Creating a Timeline Action to Start a Workflow (or Remove From Workflow)
In this example we will add a registrant to a workflow 1 day after the event at 8:00AM EST. The steps to Remove a registrant from a workflow as essentially the same as outlined below.
First, Within the timeline builder start by creating an action, selecting the date and time that you wish the action to occur. Select the audience you are targeting, then select your HubSpot Integration, and Start Workflow.
After clicking on Create your action will be created and viewable on your timeline
When this action occurs, it will now add all registrants that are matching the Non-Attendee Audience to will be added to the the AEvent Non Attendee Workflow. Had I wanted to remove a registrant from a workflow, I would have just selected 'Remove from Workflow'
Creating a Timeline Action to Delete a Subscriber
Creating a Timeline Action to Delete a Subscriber
If you wish for an automation action to occur that will delete a certain audience at a certain time from your HubSpot account, these are the steps
Within the timeline builder start by creating an action, selecting the date and time that you wish the action to occur. Select the audience you are targeting, then select your HubSpot Integration, and Delete Subscriber
After clicking on Create your action will be created and viewable on your timeline.
When this action occurs, it will delete all subscribers matching the audience selection from your HubSpot Account. DO NOTE: This does not remove the registrants from your AEvent account.
Using AEvent Custom Fields as Personalization values inside your Emails
Using AEvent Custom Fields as Personalization values inside your Emails
When registrant information is sent to HubSpot on registration, any custom fields that you have setup will be sent along as 'Personalized Content' or 'Personalization Tags'. You can use these dynamic tags to not only populate the normal stuff like First Name, but you can use Join URL, Replay URL, Day of Webinar, Time of Webinar, ETC.
Below, we are in the HubSpot email editor, and here using the Personalize Option, we can search out all of the fields that are being sent at time of Registration.
Once I select one of these values, it will be available for use within the email editor. (In the example below, we've selected both the First Name, as well as the registrants Dynamic Join Link.
And that's it! You can pass any value into AEvent on registration, all the way into HubSpot, and then use that value in your email sequences!
How to reconnect your HubSpot Integration
How to reconnect your HubSpot Integration
If you are encountering issues with your HubSpot integration it is possible that the API key issued from HubSpot has been reset, or changed. If you click 'Test' and it is NOT successful, first step we recommend is reconnecting your integration.
By clicking Re-Connect you will be prompted to Login to HubSpot account.
Once logged in, if you have sub-accounts, you will need to choose the one you with to work with.
Then click on grant access.
Once reauthorized, your integration will shows as Connected, and you are able to click on 'Test'.
A successful connection will yield a positive test result. Congratulations, your HubSpot account is now successfully Re-connected to AEvent!
How to remove your HubSpot Integration from AEvent
How to remove your HubSpot Integration from AEvent
If you want to remove your HubSpot integration from AEvent, you need to navigate to Integrations, locate your HubSpot integration and click on the trashcan icon.
You then will be prompted to confirm deletion.
(NOTE: Removing this integration will immediately effect it's use with any timelines that it is active in.)
IF you are experiencing issues with this integration, but do not desire to REMOVE it, we recommend on reconnecting it instead. This will allow it's configuration to
continue as set within your timelines.
Once you confirm removal, the integration within AEvent no longer exists.