How to Set Up Your Webinar Automations

Your webinar is only as profitable as the automation systems supporting it. While most people focus on creating great content, the real revenue comes from the automated sequences that nurture prospects before, during, and after your presentation.

Here are the essential automations every webinar funnel needs, plus exactly what to include in each one.

Good news! Your webinar funnel comes with these automations. You can conveniently customize them on your CRM!

1. Registration Confirmation Automation and Reminders

Purpose: Confirm attendance and build anticipation

What to Include:

  • Registration confirmation with webinar details (for Live Webinars only)

  • Calendar links (Google, Outlook, Apple) (for Live Webinars only)

  • What they'll learn preview

  • Tech requirements and backup access (for Live Webinars only)

  • Social sharing buttons

  • Email reminders

Timeline: Immediately after registration

2. Attendance Tracking & Segmentation

Purpose: Tag prospects based on engagement level for personalized follow-up

What to Include:

  • "Attended" vs "No-Show" tags (for Live Webinars only)

  • Engagement duration tracking (25%, 50%, 75%, or 100%)

  • Order page visitor tracking

Timeline: Real-time during webinar

3. Post-Webinar Sales Sequence (Attendees)

Purpose: Convert engaged attendees into customers

What to Include:

Email 1 - Immediate (0-2 hours):

  • Thank you + replay link

  • Key resources mentioned

  • Soft offer reminder with bonus

Email 2 - Day 1:

  • Client transformation story

  • Specific results and timeline

  • Clear purchase CTA

Email 3 - Day 2:

  • Handle main objections from Q&A

  • Risk reversal elements

  • Limited-time incentive

Email 4 - Day 3:

  • Social proof compilation

  • Multiple testimonials

  • Urgency building

Email 5 - Day 4:

  • Personal story/behind the scenes

  • Cost of inaction

  • Final offer presentation

Email 6 - Day 5:

  • Last chance messaging

  • Cart close/bonus expiry

  • Final deadline

4. No-Show Recovery Sequence

Purpose: Re-engage registrants who missed the live event

What to Include:

Email 1 - Immediately After:

  • "Sorry we missed you" message

  • Replay link (shorter availability)

  • Key highlights they missed

Email 2 - Day 1:

  • Abbreviated value content

  • Different angle on main problem

  • Replay reminder

Email 3 - Day 2:

  • Case study or success story

  • Alternative entry-point offer

  • Final replay notice

5. Customer Onboarding Automation

Purpose: Ensure new customers get started and stay engaged

What to Include:

Immediate:

  • Purchase confirmation

  • Access credentials

  • Welcome video

  • Quick-start guide

24 Hours:

  • Personal congratulations

  • First steps checklist

  • Support contact info

3 Days:

  • Progress check-in

  • Common questions answered

  • Community access

1 Week:

  • Success tips

  • Advanced resources

  • Engagement encouragement

6. Cart Abandonment Recovery

Purpose: Capture sales from interested prospects who didn't complete purchase

What to Include:

1 Hour After Page Visit:

  • Gentle reminder about their interest

  • Address common hesitations

  • Easy purchase link

24 Hours Later:

  • Different angle or additional bonus

  • Payment plan options

  • Testimonial focus

3 Days Later:

  • Final reminder with urgency

  • What they'll miss out on

  • Last chance messaging