Lists, Lead Scoring & Workflows

SSANDERS
Participant

Webinar Reminders Workflow

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?

7 Replies 7
afarnen
Participant

Webinar Reminders Workflow

I am also wondering about timezones? When I want to send out a reminder an hour before my event starts, it only gives me a set time option. Ideally i would be able to select "1 hour before event time"... 

 

Please let me know if there is a solution for this.

 

Thanks,

Allie

0 Upvotes
YTopor
Participant

Webinar Reminders Workflow

what about timezones? I can't follow the same logic if my webinar takes place in a different time zone, not the same as the account. Right? What is the solution for that?

 

Thanks,

Yulya

 

EmmaWashington
Top Contributor

Webinar Reminders Workflow

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

erzaga20
Participant | Elite Partner
Participant | Elite Partner

Webinar Reminders Workflow

Super helpful - Thank you, Emma!

0 Upvotes
JonPayne
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Webinar Reminders Workflow

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

Have you booked your space for Sales Enablement Office Hours - Live Q&A?

Jon Payne - Founder & Technical Director of Noisy Little Monkey
About Jon
SSANDERS
Participant

Webinar Reminders Workflow

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

EmmaWashington
Top Contributor

Webinar Reminders Workflow

@SSANDERS you got this!!!