Webinars and Events
Creating Webinar/Event Automations
Creating Automations for an Event or a Webinar is essentially the same, so all examples below will refer to a Webinar for simplicity.
A webinar Automation consists of two parts:
The Auto-Response (with a few other actions)
The Reminders / Follow-Ups, normally along with a content drip
How this works:
When someone signs up for a Webinar, a workflow is triggered and sends the auto-response email, adds the lead to a registration list, and sets the webinar date in a custom field.
When the custom field is set to the webinar date, this triggers a time-based Action Group. This sends the reminder emails and a set of follow-up drip emails, relative to the webinar date (instead of immediately sending the emails, as a normal action group would).
Make sure you have a date custom field
If you have a field already that you can reuse, you don't need to create a new one. To create a new one:
Create a Date-Time Picker type custom field.
Name it: Webinar Date.
Optionally make visible and available in the Contact Manager.
Create a list
Make a new Manual List: Webinar Registration.
Create your Emails
Create all your emails and put them in a folder for this event.
1. Auto-Response
2. The Reminders
You can set up 1 or more reminders, we recommend no more than 3
3. The Drip
You can create any number of emails that are sent after the webinar. These emails can thank the lead for attending (and optionally link to a recording of the webinar if they missed it), send related content and offers of products/services related to the event. Following general content marketing best practices is important, every email (including offers) should be valuable independently from the product/service offering. This value is normally in the form of industry advice/best practices.
Your Webinar Email folder may look like this.
The Automation - SiGNUP
Visual Workflow: Webinar Signup
Trigger: When a contact Fills out the form Webinar Registration 1 time or more
Action Group: Webinar Signup
Set the Webinar Date field to the date and time of the Webinar
Add to the webinar List
Send the Auto-Response Email
Optional:
Send a notification to someone
Click Here for Screenshots
The Automation - REMINDers & Drip
Visual Workflow: Webinar Reminders & Drip
Trigger: When a contact Fills out the form Webinar Registration 1 time or more
Action Group: FunnelBud Webinar Startup
Settings:
Make sure to select the option Create a time-based action group utilizing the custom field.
Actions:
Send the Reminder emails before the webinar date
Send the Drip emails after the webinar date -Â
We recommend anywhere from 2 days to 1 week between emails. If you plan to send more than 5 emails, it may be a good idea to send the 6th email and onward 2+ weeks apart. In general, your time spacing should be longer for a longer sales cycle.
Optional:
Send a notification to a user
Click Here for Screenshots
