The user interface of the "Lead Generation" element has been upgraded! Please, check out the changes here, before using the element.
Thrive Themes products integrate with Webinar Jam through the API. Watch the video below to learn more:
In order to create and set up an API connection with WebinarJam, you need to do a few steps in order to achieve an API key, that you can later use in your Thrive Dashboard. Here is how you can do that:
How to set up the connection
Get an API key from WebinarJam
First, you need to get the API key from the WebinarJam website. On their homepage, access “WebinarJam”:
Then, once you open the webinars page, if you have not created any webinars yet, click on “Add New” and create one:
If you already have the webinar, or have just created it, locate it in the list of webinars. Once you find it, go to its “Advanced” settings:
A pop-up will open, from where you have to choose “API Custom Integration”:
When you select that, a few fields will appear below, like so:
The API key will be the one from the “API key” field. Select it and copy it into your clipboard:
Then, you can move on to the next step, which is to insert the key into the Thrive Themes Dashboard. Keep reading to find out how to do that.
Add the API key to your Thrive dashboard
After you have found and copied the API key, head over to your WordPress admin dashboard, and click on “Thrive Dashboard” from the left sidebar:
Here, scroll down to find the “API Connections” card, and click on “Manage Connections”:
You will see a list with the active connections that you have already set up. Look for the “Add new Connection” section and click on it:
Then, click on the down arrow, in order to open the list with all the supported third party connections:
Look for “WebinarJam Studio”, or search for it in the search bar:
Once you have selected “WebinarJam Studio”, you can paste the API key into the “API key” field:
Important!The 3.0 Version of the WebinarJam platform is closing on March 31st. On this date, the systems will be wiped and any replays or information you have will be permanently deleted.This is why it is crucial for you to migrate all your content to the 4.0 Version before then.
- After upgrading your WebinarJam account, please make sure to delete and re-add the WebinarJam connection, within your Thrive Dashboard, using the "Version 4" option.
- Then, you will have to update the connection for all forms on your website that you have previously connected to WebinarJam."
After inserting the API key that you have previously copied from the webinar's advanced settings, click on the green "Connect" button:
After doing this, you will be shown a success message. This means that the connection has been set and ready to use:
How to use the connection
After the connection between WebinarJam and your Thrive Themes account has been set up, it will be available for your website. In order to use this connection you will have to connect one of the “Lead Generation” elements you have on your website, to the connection you just set up.
There are three situations where you might need to use the connection:
- while editing your page/post with Thrive Architect and creating a form using the "Lead Generation" element;
- while customizing the "Lead Generation" elements from your opt-in forms in Thrive Leads;
- while editing Thrive Theme Builder templates with "Lead Generation" elements.
If you connect a "Lead Generation" element to WebinarJam, when someone will subscribe through it, they will automatically be added to one of your webinars from their website.
Here are the steps to connect a "Lead Generation" element to WebinarJam.
Both in the Thrive Theme Builder editor or Thrive Architect editor, you have the possibility to add new elements to the post or page that you are editing. Thus, click on the plus sign from the right sidebar of the editor, and look for “Lead Generation”, and then drag and drop it on your post or page.
Once you have the "Lead Generation" element, click on it to select it. This will open its options in the left sidebar. Make sure that, in the "Connection" section, "API" is selected:
Then, click on the blue “Add Connection” button:
1. Add & Setup the Connection
After you click on "Add Connection", a small pop-up will open, where you have to choose the API Connection that you want to use, which in this case is "WebinarJam".
The first option of this pop-up is called "Connection". This is where you will choose the actual service provider from. After you do that, more options will appear, specific to the service provider that you have chosen. Firstly, click on the "Choose connection" field:
This will open a list with all the available connections. Here, look for “WebinarJam Studio” and click on it:
Choose your mailing list
After establishing the provider, some options will appear in the same pop-up, depending on the API connection that you are using. In this case, there is only one field to be completed, which is the mailing list. You have to choose which mailing list you want to use. To do that, click on the field with the option:
This will open a list with all the available webinars that you have created on their website. Choose the one that you want to use by clicking on it. After that, you can click on “Apply” in order to save the changes:
2. Set Form Fields
The next step consists of establishing the fields of your form. You will notice that, by default, you already have a "Name" and "Email" field set:
Then, you can manage the fields as you wish. You can edit the existing ones, delete them or add new fields.
All of the fields can be customized. In order to edit a field, click on the pencil icon next to the field's name:
Then, a small pop-up will open. You can change the name of the field, as well as the placeholder.
- Field Type
In order to change the type, click on the field next to the option:
Then, a list with all the types of form fields will open. From there, choose the one that you want to use:
After choosing a type of field, some more options will appear in the pop-up.
Note: Depending on which type of field you have selected, the options that appear below it can be different. You can find the options for each type of field here:
After choosing the field type, you can change the placeholder, as well. To do that, simply delete the current text from the "Placeholder" field, and write in your own:
Then, there are two more options under the two fields: the “Required” check box, as well as the "Autofill" settings. You can find both of these options described in this article.
After you finish editing a form field, make sure to click on "Apply":
If you want one or more fields to be removed from the form, you can easily do that. In order to delete a field, you have to simply click on the trash can icon, like so:
Note: The reason why the "Email" field can not be deleted is because there is no actual purpose in using a "Lead Generation" element without asking the user for an email. Providing their email is the way they subscribe to the mailing list.
If you want to add new fields to the "Lead Generation" element, click on "+Add new":
A pop-up will open, and you can edit the new field form just as you would edit any new field, described above. Don't forget to click on "Apply" when you finish customizing the new field.
3. After Successful Submission
After setting up the fields, you can choose what happens after someone submitted their info. With the WebinarJam connection, there are two options that you can choose from: "Redirect to custom URL" or "Show a Success Notification". Click on the field below the option in order to choose the suitable action:
You will see that a pop-up opens, with the two available options. Click on the one you prefer, and then click on “Apply”:
Redirect to custom URL
If, after someone filled in the form, you want to redirect them to a custom URL, choose the first option, and then click on "Apply":
If you choose this option, the URL field will be available:
You can either insert the URL of the page that you want the users to be directed to, or you can start typing the name of a page from your website. A list of the search results will appear. You can then select the page that you want from the list, and it will be added as the "Target URL".
Autofill form inputs on target URL
If you choose the “Redirect to Custom URL” option, you can activate the “Autofill form inputs on target URL” option, under the “Target URL” field. To do that, check the box next to it:
This option is useful if you have chosen the “Target URL” to be a page from your website that also has a “Lead Generation” element on it. If you activate the “Autofill form inputs on target URL” option, whenever someone signs up and they will be redirected to the other page, they will not have to enter their details again.
The other “Lead Generation” element, from the second page, will be filled in automatically with their details: Name, Email address and/or Phone number, depending on your setup.
Show success notification
The next available action is to show a success message after someone has successfully submitted the information. For that, go back to the "After successful submission" option and click on the field. From the pop-up that opens, choose the “Show Success Notification” option and click on “Apply”:
Then, you will notice the field where you can insert your success message. The default is “Success!”, but you can delete that and write your own in the field:
4. Advanced Options
Lastly, you can use the “Advanced Options” section in order to further set up the connection. If you want to find out how to set up the advanced options, you can read this article.
After using all the options to set up the connection, make sure to save all the changes, so that the API connection to be saved as well. To do that, click on the green "Save Work" button from the bottom left side of the screen:
These were the options to set up when connecting WebinarJam to a "Lead Generation" element.
If you need more information about various aspects of Thrive Leads, please check out this Knowledge Base section.
Hopefully, this article was useful for you. If so, please give it a smile below :)