Webinar and Event Components

Click here to go back to the main article, detailing how everything works together.

The List

Create a new Manual list using the green New button at the top right

The Custom Field

Create a Date-Time Picker type custom field.

Optionally make visible and available in the Contact Manager

The Emails

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

Setting up the Task:

Use the trigger fills out the form

Setting up the Action Group:

  1. Set the webinar Date
  2. Add to the webinar List
  3. Send the Auto-Response Email

The Automation - REMINDers & Drip

Setting up the Task:

Use the trigger has the date field


Setting up the Action Group:

Make sure to select the option Create a time-based action group utilizing the custom field

The attached Action Group