To set up the integration for the first time:
Setting up the integration for the first time also becomes the default for all of your existing and upcoming webinars.
Step 1: Click Integrations from the left menu.
- Go to 3rd Party Apps.
Step 2: Click Connect under Drip.
- Log into your Drip account by entering your email address and password.
- Allow integration permissions by clicking Authorize on the next page.
- You will get a message that the connection was successful. Drip will now appear Connected.
Step 3: Select the Drip account you want to use with this integration then click Update.
- Choose an existing tag you want to use then click Update. These settings will apply to all registrants- attendees or non-attendees.
- Once done, the integration will appear Active.
You're all set! Your webinar registrants will now be synced with Drip. The integration that you set up becomes the default for all of your webinars.
To change the default setting:
Go back to Integrations > 3rd-Party Apps, then click the gear icon under Drip. You can also disconnect the integration from here by clicking the power icon.
To set a specific setting for a particular webinar:
Step 1: Click My Webinars from the left menu.
- Find the webinar for which you want to change settings, click Options to the right of it, then click Email Integrations.
- Here you will see all CRMs currently connected to your account. Choose Drip or any one of the CRMs and click the gear icon to the right of it.
Step 2: Here you may see "Active (account settings)" which means that this webinar currently follows your account default settings.
- You can now choose another tag for this particular webinar then click Create for Webinar.