Full Demio Walkthrough

1. Go the Account Dashboard and select Integrations from the left-hand menu. Scroll down until you see the Demio option and then click on it.

2. This will open and you’ll see two boxes you need to fill out. Log into your Demio account in a separate tab.

3. Click on your profile avatar in the top right-hand corner and then from the drop-down menu select Settings. In Settings, you will see a top toolbar which contains the option ‘ API’. Click on this and you will be shown your API Key and API Secret. Paste these back into their respective boxes within Convertri and click Save.

4. Once you’ve done this, there will be a green tick next to the Demio integration option, showing the integration was successful.

5. Go back to the tab where you were logged into Demio. To edit the different scheduled webinar which you will be able to select within Convertri, open the main account dashboard and then click on Events. You will see this screen: 

6. Here you will able to see the webinars you have scheduled in your account. You can manage your webinars and create new ones using the icon labelled ‘ Add New Event’. When we get to Convertri’s page builder in the next few steps, you will be able to select one of these scheduled webinars to connect to your page.

NOTE: Please be aware that if you don’t set a time in the future for your webinar in Demio, Convertri won’t be able to recognize your webinar.

7. Once you have set up your webinar, go back to Convertri and open the Funnel and then Page where you wish to add in the form.

8. The minimum two elements you will need to create a form is an Email Input Box and a Sign Up Button. You can add these to the page by going to the Elements tray and clicking on Form Elements. In here is an Email element and Submit element you can add to the page. You can then change the Submit button’s mode to Sign Up.

9. Once you have these, select Forms from the top menu bar. Next, select Webinars and then Demio. You will see the box below: 

10. You can see the Fields which you added in on your page, such as Email and First Name. At the top, you have the option to select one of the scheduled webinars from the drop-down menu. These are the ones we made earlier, they must be scheduled to occur within the future.

11. Here you need to map the Form Fields which you added on the page. This ensures that your autoresponder service understands the information which the user is giving it. This means using the dropdown next to the Form Fields to select the kind of information they are, such as the respondent's First Name. For more information on this, go here. When you are happy with this, click Next.

12. You will be taken to this box where you can decide if you want the user to be sent to a Thank You page when they have filled in your form. If you don’t want this, toggle on the ‘ Stay On Page’ option. If you do want this, enter the URL of a Thank You page you have made so they can be taken there.

13. Click Done and a red tick will appear near to the Forms icon, showing you that your form with Demio is set up and ready to be published.