✅ Automatically create Univid webinars, invitations, and registrations directly from Upsales
✅ Send personalised email invitations with direct links to Univid
✅ Sync engagement data back to Upsales, including CTA clicks
✅ Automatically check attendees into the Upsales Event module
✅ Collect new leads or invite existing leads through Upsales
✅ Supports Upsales Events (including on-demand mode)
To get quickly started, check out the video summary below, giving you an overview of connecting, and creating a connected Univid Webinar to an Upsales Event.
Table of contents
1. Setup
1.1 Install Univid in your app directory
1.2 Insert Organization API key into Upsales App
2. Checklist
When creating an Upsales Event there are 3 key steps to remember when creating a Univid webinar.
2.1 Using a preconfigured Univid webinar?
If you want to reuse settings, remember to use a Univid template.
2.2 Check Univid as the Webinar type
Remember to enable on-demand if you want to provide access after the webinar’s scheduled start time.
2.3 Include automated emails
Registrants need a personal link to the Webinar. This is sent via the "booking confirmation", remember to include the "on demand" email if on demand is enabled.
