Knowledgebase
How can you integrate your autoresponder, CRM and Webinar with the VidMozo software?
Posted by BizOmart HelpDesk - Manish Parihar on 19 July 2018 12:55 PM

you need to first click on the Settings icon which is available on dashboard:

It will redirect you to this page:


Here you will get four sections: 

  • User
  • Social Setting
  • Integration
  • Recent Activity

In the Integration section, you can integrate your autoresponder, CRM and webinar with VidMozo.

For that, first select the Integration Type from the given options: 

Autoresponder, CRM and Webinar.

 

If you select Autoresponder, it will give you some autoresponder list like: MailZingo, MailChimp, iContact, GetResponse, Aweber etc. 

 

Choose the autoresponder and then enter its required credentials and click on “Save API Credentials”. Your autoresponder will be set.

If you select Integration Type “CRM”:

Here you need to select the CRM service and then enter its required credentials.

And click on “Save API Credentials”. 

If you select integration type “Webinar”:

 

Here you need to enter the “Go to Webinar” API key and click on “Save API Credentials”.

In the USER section, you can create the user for your VidMozo account: 

In the “Team” user type, you can see your user’s details and its roles.

You can create a user by clicking on “Add New User” button:

Enter the Name and Email of the User and select the User level:

When you select the user level, it will show you its privileges.

You can create the user type by your own using the custom user type option:

 

Here you can set the role of the user.

And click on “Create” button.

In the “Subscriber” user type, you can see the details of your video subscribers here:

 Now, next is Social Setting. We have created a separate training PDF for the Social setting. I request you to please go through that social setting guide.

 

 

 

 

 

 

Last, in the “Recent Activity” section, you can check out all your recent activities:

Here you can download the list of your account activities using the “Export” button given in the top- left side. It will be saved in the Excel sheet. 

You can search and sort the record of your activities record using “search” and “sort by” options. 

Hence, this is the way you can integrate your autoresponder, CRM and Webinar with the VidMozo software.

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