Last week we posted our first blog post on how to use Zapier to create marketing automation workflows for your webinars.
This week, I decided to publish a small experiment I did while playing around with Zapier.
If you are a spreadsheet nerd like me, you are probably going to like this.
Long story short, I created a very rough webinar dashboard inside a spreadsheet based on the data fetched via Zapier.
In this post, I’ll show you step-by-step how to achieve this.
Feel free to copy the spreadsheet and reuse it for your own webinars.
Let’s get to it.
As I said the easiest way to get started is to copy the spreadsheet. I won’t get too much into the formulas details, but I’ll give you a quick tour.
You have 4 sheets in the file:
So far, I gathered a few very basics metrics:
You can add a lot more metrics like: the number of webinars per month (probably require a pivot table) or the best performing webinar based on the number of leads.
If you have a Google Analytics integration on your webinar registration page, you can fetch your pages data on Google Sheets with the GA extension.
And, BTW we wrote an email crash course recently in case you missed it, in which we mention how to monitor your webinar performance.
To make this webinar dashboard you will need three zaps:
First, let’s set up a Zap with our trigger “when an attendee registers” to a webinar.
Now, we need to add a filter. Livestorm is sending me timestamps and I need to format that date in order to reuse it in my dashboard.
Third step, let’s template the spreadsheet. Just paste the right data in the right columns. Remember, you can add as many columns as you want. The idea is to create a a very detailed log sheet of all your attendees.
Now your data is flowing from your webinars to your spreadsheet. All you need to do now is:
There’s several ways push this dashboard even further. Using Zapier, there are a bunch of apps that can push this webinar way beyond my very rough example.
I mentioned Clearbit in my previous post but what I forgot to tell you guys is that Clearbit has an official Zapier app!
So, basically if you want to enrich your leads before sending them to your dashboard, all you have to do is add a step before the Google Sheet action. Then add Clearbit and choose “Find Person and Company information.”
This can be helpful if you don’t want to add profiles that already exist in your user base.
The logic is simple:
Sync your dashboard with your CRM by doing scheduled syncs everyday after work between your CRM and your webinar dashboard spreadsheet.
This is pretty cool for two reasons:
First, create a Google Sheet trigger that will look for new updates on your leads sheet.
Now, you want to to delay those updates by 12 hours. Make sure to push everything when you’re done working on it.
This is really advanced, but let’s say you want to display your spreadsheet data on a TV screen with a cool dashboard. To do so, you a need a real DB in which you will be able to perform complex queries.
Fortunately, Zapier provides an integration with SQL databases, Postgres, MongoDB, and even Amazon DynamoDB.
From there you can add a step to create an item in your DB of choice.
Another trick if you want to push this data to another app, or an app that does not integrate with Zapier (Customer.io is a good example), is to use the app’s incoming webhook an push everything in there.
Perform a POST request to your webhook and send you webinars data in there.
Here's one final use case. Let’s use our webinar dashboard to retarget leads in whatever channel.
I could use Zapier to retarget directly, but the paltform can only handle a certain level of complexity.
So let’s just push the lead to your marketing automation software and create your own powerful retargeting process. Use Zapier to push your leads from one software to another.