How do I create a webinar reminder automation?

You can use the free "Webinar Reminder Series" automation recipe to create a webinar reminder automation. This recipe is in the "Create an Automation" modal on the Automations Overview page. Once you add the recipe to your account, you can customize it to best fit your needs.

Take note

• This automation uses a "Subscribes to a list" trigger and will send a reminder email 30 days, 2 weeks, 1 week, 1 day before, and day of the webinar date
• You can modify the trigger and timing of the reminder emails to whatever works best for you
• This automation will require you to have a custom date field that is populated with the webinar date
• You will need to create automated campaigns for each "Send Email" action in this workflow

Add the "Webinar Reminder Series" automation to your account

1. Click Automations on the left menu.
2. Click the "Create an automation" button.
3. Type "webinar" into the search field.
4. Click "Webinar Reminder Series," then click the "Continue" button.
5. The automation builder will load. A preview of the automation recipe will appear. Click the "Get Started" button in the "Automation Setup Wizard."
6. Follow the prompts from the Wizard to complete the setup of each "Goal" action in your automation. For each "Goal" action, you'll need to select your custom webinar date field.

Once you finish each prompt, you will be redirected to the Automation Builder, where you can complete your automation setup.

Add emails to the "Webinar Reminder Series" automation

The "Webinar Reminder Series" automation contains five "Send Email" actions. You will need to create a campaign for each action.

1. Click the first "Send an email" action that appears in your automation.
2. On the next screen choose between "Create a new email" or "Start from an existing email."
   • "Create a new email" lets you generate an email with AI or by using a predesigned template. You can also create an email from scratch with this option
   • "Start from an existing email" lets you create a new email based on a campaign (direct or automated) that you've already created
3. Once you make your selection, you'll be redirected to the campaign templates page. Click on the drop-down menu under "Or select a template" and choose your preferred email designer.
4. Hover your mouse over the specific template you want to use, then click the "Select" button that appears. 
5. A modal window will appear containing your email's details. To edit your email, hover your mouse over the preview image and click "Edit Design." This will open the email designer, where you can begin adjusting the email's layout and adding images and messaging. 
6. Once you have finished editing your email, click the “Next” button in the upper right corner of the screen.
7. The email's summary page will load. From here you can: 
   
   • Create/edit the message name, subject line, preheader text, and sender information
   • Send test emails to yourself or other people on your team
   • See previews of your message
   • See notifications of potential issues with your campaign that might trigger spam filters
   • Enable/disable your email's Tracking options:
     • Turn on or off “Open/Read Tracking”
     • Turn on or off “Link Tracking”
     • Turn on or off “Reply Tracking”
     • Turn on or off “Google Analytics” tracking
8. Once all of the required fields have been filled out, click the "Finish" button.
9. Follow steps 1-8 for the rest of the reminder emails in your automation.
10. When finished customizing your automation, click the "Active" button.

Adjust the timing of the "Send an email" actions

The timing of each "Send an email" action depends on both the "Goal" action and the conditional "Wait" actions that sit above it. If the schedule set in the "Goal" or "Wait" does not best fit your needs, you can change them.

Change the date-based condition in a Goal

Changing the date-based condition in a Goal changes the number of days a reminder email will send before the webinar date.

Note that the date-based condition uses the "Plus" and "Minus" options. “Plus” translates to “X amount of days BEFORE the date stored in your custom date field,” while “minus” means “X amount of days AFTER the date stored in your custom date field.”

The number in this specific example is the number of days a contact(s) will wait in a "Goal" action before moving to the conditional "Wait" (wait until 9 am), which is the next step in your automation. At 9 am, queued contacts will move to the "Send Email" action.

Read more about the plus/minus date-based wait conditions featured in these goal actions.

1. Click the "Goal" action you wish to update.
2. Under "Jump to this action when the goal conditions are met," click the number field on the far right.
3. Type a different number into the field.
4. Click the "Save" button.

Change the time of day that an email will send

1. Click the conditional "Wait" action you wish to update.
2. A "Wait until specific conditions are met" modal will open. Click the time field on the far right.
3. Select a new time from the drop-down menu.
4. When finished, click the "Save" button.