With processes, it is possible to send information about the subscriber and their order from GetCourse to BotHelp to interact with the subscriber via the bot. For example, the bot process and settings can be used to track webinar attendance.
GetCourse setup steps
1. Product creation
- Go to the Sales - Products section and click the Add Product .
- Give the product a name.
- The bid price must be 0.
- Hereinafter, we will call such an offer a “zero offer”, and orders for this offer will be called “zero orders”.
- After saving the product, go to the "Offers" tab and open the created offer (its name matches the product name).
- Make sure that the offer has the "Complete order automatically upon receipt of payment" checkbox enabled.
- Then orders for this offer will automatically move to the "Completed" status.
2. Creating a process
- Go to the "Tasks" - "Processes" section and click on the Create process .
- Please specify the name of the process.
- Select the object type "Orders".
- There is no need to specify anything in the “template” field - the “no template” option.
- Click the Create .
3. Setting up the process
- In the settings of the created process, in the "Bulk task creation" section, select "Disabled".
- We will automatically trigger this process from the pre-webinar registration form (see below).
4. Creating process logic
- In the settings of the same process, go to the “Process” tab to configure the logic of the process itself.
- Add the Operation block.
- Please specify the block name.
- The block must work according to the "Order".
- Operation type: "Call URL".
- In the block settings you need to select the “POST” method.
- In the URL field you need to insert the link:
https://gc.bothelp.io/callback?email={object.user.email}&phone={object.user.phone}&order_status={object.status}&offers={object.offers}&domain_name={%Your domain in Bothelp%}
- What is this link for?
- Using this link, GetCourse sends data about the subscriber and their order to BotHelp so that the bot can then check the condition.
- This link contains the necessary information about the subscriber and his order:
- email — subscriber's email. BotHelp uses it to find a specific subscriber in its database. This is a required field.
- domain_name — the name of your account in BotHelp. This field helps BotHelp understand in which account to look for a subscriber with such an email. This is a required field.
- phone — subscriber's phone. BotHelp can also use it to find a specific subscriber in its database if there are several subscribers by email. This is optional field.
- order_status — the subscriber's order status. This is a required field.
- offers — the number of the offer for which the subscriber placed an order. This is a required field.
- Important! In the domain_name field, instead of the text
{%Your domain in Bothelp%},you must specify the domain of your BotHelp account.
- Save the block.
- Add a "Process Completion" block and draw links between the blocks.
- The final process should look like this:
5. Creating a webinar
- Go to the section "Website" - "Webinars".
- Click Create Webinar .
- In the webinar settings, you can uncheck the box next to "Require viewers to enter their name."
- If you leave the checkbox checked, GetCourse will ask for the subscriber's name before entering the webinar room. This name will be displayed in the webinar chat.
- Fill in the required fields in the webinar settings.
- After creating a webinar, select the "Link for viewers" option in the settings and copy the received link. Then you will need to add it to the registration form settings.
6. Create a registration form to enter the webinar
- Go to the "Site" - "Pages" section.
- Add a new page.
- Go to the page editor and add a standard block "Normal Form".
- Go to form settings.
- In the Form Handler section, add the following actions (in the same order):
- "Authorize user".
- "Create a request/order".
- "Run the process on order."
- "Forwarding".
- In the "Authorize User" action, you must specify "Partial Authorization".
- In the "Create Request/Order" action, specify the zero offer that was created to check webinar attendance.
- Be sure to activate the checkbox "Do not duplicate orders with the same content".
- In the "Run process on order" action, specify the process that was created earlier.
- Activate the checkbox "Restart if the task for this order has already been started".
- In the “Redirect” action, specify the link to the previously created webinar.
- Save the form and publish the changes to the page.
- Done! You can send your subscribers a link to a page with a form so that they can join the webinar.
Important! If the subscriber has already logged in to GetCourse from their device, they will not need to fill out the form again before the webinar — it will be filled in automatically. If the user goes to the webinar from another device, they will need to log in again via the form.
Setting up a funnel in BotHelp
To start, you should create a standard warm-up chain. Send useful content and take other engaging steps.
At the moment when the webinar is scheduled, set the webinar link in the bot step or send it in another way convenient for you. Using delays, you can send messages at a precise time.
After the webinar starts, set a condition with order status tracking in GetCourse, specify the zero offer ID and the order status “Completed”.
Set up transitions from the condition on the "Yes" and "No" branches to different steps. On the "No" branch, you can set up a similar condition again after a while to track users who came a little later.
The basic branch with webinar attendance check will look like this:
If you have not found the answer to your question, ask us in the chat inside your account or write to BotHelpSupportBot or to hello@bothelp.io
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