Please note: there must have an active event with Roger in order to set-up our integration with an external platform.

1 | Create New Event

On the Events Dashboard, click Create New Event or drop a guest list file onto the box.

2 | Select Event method

Proceed to fill-out the Event Details and once you reach the event type page select either Basic or Pro.

3 | Select Guest List Method

Once you reach the guest list page, select External Platform (for Basic events) or Through external registration' (for Pro events)

4 | Select an External Platform

Select a platform.

5 | Finalize your event

Proceed to finalize the event then head to the Preference section and then Integrations to get the information required to set-up our integration.

6.1 | RegFox

Select Add Integration and then Webhooks.

6.2 | RegFox

Enter a name for the webhook, paste the copied Webhook Endpoint URL from the event on Roger and click Add Integration.

6.3 | RegFox

Paste the copied App Key from the event on Roger and switch the webhook on to activate.

7.1 | Set-up New Webhook

Enter a name for the Webhook and the Webhook URL copied from your event on Roger (integrations tab).

7.2 | Set-up New Webhook

Enter Post as Request Type. Enter a Payload Template.

Here is the payload template from the screenshot below. It uses lead-level first name, last name, email address and city tokens.

7.2 | Trigger Smart Campaign

Smart List is Form submit. Flow Step is to Call Webhook to OK Roger.

7.2 | Verify it works

8.1 | Create a New Flow

Select +Automated-blank from the dropdown list.

8.2 | Build an automated flow

Enter Flow name: 'OK Roger Registrations with Webhooks'.

Choose your flow's trigger which is 'When a record is created'.

Click Create.

8.3 | Connect with OKRoger

Complete the next two sections as shown below and once you reach the HTTP Webhook section, enter the URL copied from your event on Roger (integrations tab).

9.1 | Trigger Webhook

Click the name of the workflow and click the + icon to add an action. In the right panel, select Trigger a webhook.

Need help or have a suggestion? Send Roger an email: info@okroger.ai