Pre & Post Webinar Workflows

[HTeter]

Hi Hubspot community,

I run a webinar and media company, where we host 1-2 webinars per week, and am looking to create the best campaign setup to report and track their performance.

It doesn’t look like Hubspot has the easiest setup for this and any advice would be welcomed!

Here’s what I’m looking to do:

1. Create an automatic list update when someone registers, attends, no-shows, and watches on-demand (the recording).

2. Trigger workflows based on those event statuses

2a. Follow-up thank you email post event

2b. Send automated email to survey respondents with a specific answer

2c. Send alert to our sales team

3. Report on the data:

- What webinars are ebing watched on-demand

- Can we captuer the data to see how many people “watch the recording”

- And who they are

Has anyone been able to solve this?

Greatly appreciated!

[karstenkoehler]

Hi @HTeter,

What you’re describing is typically possible but the implementation depends on which webinar tool you’re using. Which tool are you using?

To go a bit more in detail:

• Lists are typically not auto-created by integrations
• Tracking capabilities and reporting depend on the exact properties and objects the integration is populating

Best regards

[HTeter]

Hi Karsten,

We are using Zoom which is integrated and populating events, adding contacts, and updating registered, cancellations, and attendees.

[karstenkoehler]

@HTeter in that case, you can build lists (your point 1) by using this list filter:

The same filters would be available in workflows (your point 2). Here you would use delays and branching logic to achieve the desired behavior: Choose your workflow actions

Regarding point 3, marketing events are a data source in the custom report builder: Create reports with the custom report builder

Generally you’re correct, HubSpot is not necessarily spoon-feeding on how to set this up. With lists, workflows, reports, you’re starting with a blank page and setting these processes up on your own.

Have a look at the resources I shared, give it a try and let me know if you have any follow-up questions!