Webinar Reminders Workflow

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New Contributor

If I want to base a workflow around the date of a webinar and have reminders sent out who signed up 5 days before, 24 hours before, and one hour before. I'm new to workflows and was wondering if anyone has any recommendations or best practices with something like this?

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Regular Contributor

Hi @SSANDERS! You can absolutely base workflows around a webinar date. 

 

A good start is to create an Active List, especially if there is more than one way to register > Form Submission = has filled out ABC Webinar  OR  GoToWebinar = has registered for ABC webinar.

 

Then create a workflow *centered on a date* and follow these steps:

  • enrollment trigger > List Membership > Member of ABC Webinar List
  • Specify a date > the date of your webinar
  • Delay schedule and timing > 5 days before webinar
  • Send email > reminder email #1
  • Delay schedule and timing > 1 day before webinar
  • Send email > reminder email #2

See example below:

 

EmmaWashington_0-1599680408864.png

 

 

Good luck!

Emma

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New Contributor

This is super helpful, thanks for the visual! It looks pretty straightforward so I'll give this a go. 🙂

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Regular Contributor

@SSANDERS you got this!!!

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Regular Contributor | Diamond Partner

Emma - I didn't know I needed this, but I do. Thanks! It's simply brilliant in all the ways,

Jon Payne

"Totally unemployable" but in a good way.