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Webinar Funnel Overview

This is a detailed view of the actions a lead will take when they sign up for a webinar.

Written by Chris Ross

Webinar Funnel Overview

In this article, we’ll explain the steps involved in our webinar funnel and the corresponding actions taken at each stage. Below is an illustration of the funnel for reference.

📌 The messages described here are our standard set. If you've asked us to reword, add, or remove any of the emails or texts on your account, what actually goes out to your registrants will differ from what's below. For the exact wording of every message, see What Your Registrants Receive: Emails and Texts.

Funnel Stages and Actions:

1. Facebook & Instagram Ads

  • What Happens: Ads are displayed on social platforms to capture interest.

  • Action: Direct leads to the webinar landing page.

2. Landing Page

  • What Happens: The landing page invites attendees to register by providing their name and email.

  • Action: Collect registrant information and trigger the confirmation process.

  • Tool: Data is sent to ActiveCampaign for further automation.

3. Confirmation Page

  • What Happens: After registration, attendees are redirected to a confirmation page.

  • Action: Confirm their spot for the webinar and provide additional details.

  • Tip: Ensure the page includes key details like webinar date, time, and how to join.

4. Emails and Texts

  • What Happens: Attendees receive a series of automated emails and text reminders.

  • Actions:

    • Welcome Email/Confirmation Email: Sent immediately after registration to confirm their attendance.

    • Reminder Emails/Texts: Sent at intervals (24 hours, 1 hour, and 15 minutes) before the webinar to remind attendees of the event.

  • Tool: Emails can be sent using ActiveCampaign or integrated through Demio.

5. Webinar Broadcast

  • What Happens: The webinar is broadcast via Demio.

  • Action: Attendees join the live session, with an option to participate in a conversation via the chat.

  • Tip: Ensure a smooth transition into the webinar platform by testing the links and reminders.

6. Webinar Replay

  • What Happens: A replay is made available for those who missed it. For a live webinar, the replay is ready shortly after the event ends. For an automated webinar, it goes out the next day at 10:00 AM local time.

  • Action: Provide a link to the replay page in follow-up emails.

  • Tool: Host the replay on a dedicated page for easy access.

7. Post-Webinar Follow-Up

  • What Happens: Attendees receive follow-up emails and texts encouraging them to book a consultation.

  • Actions:

    • Follow-up email and text: Sent the day after the webinar at 10:00 AM local time (so, not exactly 24 hours later), with the replay link and a next-step call to action.

    • Consultation Link: Include a call-to-action (CTA) to schedule a consultation.

  • Tool: Integrate a scheduling tool (e.g., Calendly) in follow-up emails.

8. Consultation Scheduling

  • What Happens: Attendees can schedule a consultation.

  • Action: Collect name, email, and meeting details via an online calendar.

  • Tool: Use a calendar scheduling tool to facilitate bookings.

This flow is designed to guide potential clients through the entire process, from initial registration to scheduling a consultation after the webinar. If you have any further questions, feel free to reach out via the chat.

How the 24-hour reminder and RSVP column work: see RSVP Reminders and the RSVP Column.

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