Integrations
Connect your external event platform with your event on Roger to automate guest registrations.
Tutorial Videos
Step-by-Step Guides
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 | RegFox
Once you are signed-in to RegFox, select Integrations from the extras menu.
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 | Microsoft Dynamics 365
On the events page, click Flow from the menu and then Create a Flow.
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 | HubSpot
On your HubSpot account, navigate to Automation > Workflows.
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.
9.2 | Connect with OKRoger
Enter the webhook URL from your event on Roger. Then click Save.
9.2 | Done!
Invitees will be added to your event as soon as they register!
10 | Cvent
Coming soon....
Need help or have a suggestion? Send Roger an email: info@okroger.ai