Learn how to create an automated webinar along with all of the necessary reminders and follow up sequences to maximise conversions.
1. Building Webinar Funnels and Automations:
- Access the training resources on funnels to understand the process.
- Create a pipeline within your lead management system to manage webinar leads effectively.
2. Creating Webinar Registration Forms:
- Navigate to "Websites and Forms" and access the form builder.
- Duplicate an existing lead magnet form and customize it for the webinar registration.
- Edit the form fields, including enabling the country picker for phone numbers and adding custom fields if needed.
- Adjust the layout and styling of the form, including button colors and text.
3. Adding Forms to Funnels:
- Follow the funnel building steps outlined in the training to incorporate the webinar registration form into your funnel.
4. Setting up Automations:
- Access the automation section and locate the "Lead Magnets" folder.
- Create a new workflow specific to webinar registrations.
- Choose the trigger for the automation, such as when leads opt into the webinar form.
- Configure filters to ensure the automation triggers only for webinar registrations.
5. Sending Instant Emails and SMS:
- Set up instant email and SMS notifications for new webinar registrants.
- Customize the content of the emails, including dynamic tags for personalization.
- Optionally, integrate WhatsApp messages if applicable by following additional instructions.
6. Scheduling Webinar Events:
- Set the start date and time for the webinar event within the automation workflow.
- Configure wait steps to send reminder emails or SMS messages before the webinar starts.
- Ensure the timing of reminders accounts for different time zones and late registrations.
7. Handling Timing Variations:
- Adjust wait steps based on the time remaining until the webinar starts.
- Set conditional paths to account for last-minute registrations and avoid sending irrelevant reminders.
8. Creating Opportunities in the Pipeline:
- Integrate lead opportunities into your pipeline for effective management.
- Assign appropriate details to the opportunity, such as contact name, webinar source, and status.
- Tag leads with webinar-specific identifiers for easy tracking and segmentation.
9. Saving and Activating the Workflow:
- Review and save the completed workflow.
- Ensure all settings are configured correctly before activating the automation.
- Monitor the workflow's performance and adjust as necessary to optimize webinar registrations and engagement.
