Webinar Funnels
This new addition allows users to create and manage both On-Demand and Live Webinars. The goal is to simplify the process of setting up engaging webinars that drive lead generation, boost engagement, and enhance conversions, all from within a single, integrated platform. * * * ## Key Features & Benefits Patient Copilot’s webinar funnels are built to streamline setup while giving you powerful engagement tools. - On-Demand Webinars → Pre-recorded content that can be accessed anytime, perfect for evergreen lead generation. - Live Webinars → Host real-time sessions with scheduled dates/times and live interaction. - Template Selection → Pre-built registration, confirmation, and broadcast pages to launch faster. - Automated Workflows & Reminders → Pre-configured automation recipes for email and SMS reminders and follow-ups, reducing manual work. ## Getting Started ### Accessing Webinar Creation 1. Login to your Patient Copilot account: app.patientcopilot.ai 2. Navigate to Sites in the left sidebar 3. Click Webinars 4. Select New Webinar Funnel ### Initial Setup Choose your webinar type: - On Demand Webinar → Pre-recorded, watch anytime - Live Webinar → Scheduled event with a set date/time!(https://assets.patientcopilot.ai/f2d6932cd3ee41d2.png) ## Live Webinars ### Overview Live webinars are real-time presentations where attendees join at a specific date and time. ### 4-Step Creation Process #### Step 1: Webinar Details - Webinar Name (Required) — Example: Digital Marketing Mastery Webinar - Timezone (Required) — Default: America/New_York (changeable) - Date (Required) — Pick a future date - Time (Required) — Example: 2:00 PM !(https://assets.patientcopilot.ai/137a1ea6d7cd0068.png) #### Step 2: Select Form Attendees register via forms created in Sites > Forms. - Dropdown Options → Displays all available forms - Custom Forms → Create your own with fields like name, email, phone, etc. - Lead Capture → Forms sync with your CRM for tracking and automations - Automation Trigger → Form submissions also trigger reminder and follow-up workflows (see Automations & Reminders) #### Step 3: Live Webinar Link Enter your streaming link: - Zoom → https://zoom.us/j/123456789 - YouTube Live → [https://youtube.com/watch?v=ABC123](https://youtube.com/watch?v=ABC123) !(https://assets.patientcopilot.ai/8ae99af105d0c354.png) #### Step 4: Templates Choose from pre-designed funnel templates, such as: - Blank Live - E-Commerce Marketing Live - Financial Planning Live - DIY Home Remodel Live !(https://assets.patientcopilot.ai/b6a7334505cadcbf.png) ## On Demand Webinars ### Overview On-Demand webinars are pre-recorded sessions that attendees can access anytime after registering. ### 4-Step Creation Process #### Step 1: Webinar Details - Webinar Name (Required) — Example: Content Marketing Mastery - On Demand - Note → No timezone, date, or time needed. #### Step 2: Select Form Same as Live Webinars: - Choose a form from Sites > Forms - Default Example: Marketing Form - Claim Offer - Customizable fields to capture the data you need #### Step 3: Select Video Upload or select a pre-recorded video: - Supported formats: MP4, MOV, AVI, etc. - Upload from your computer or select from the media library - Required to proceed!(https://assets.patientcopilot.ai/0240cfb070f2f5e4.png) #### Step 4: Templates Same template library as Live Webinars, optimized for on-demand viewing. ## Automations & Reminders One of the most powerful features of webinar funnels is automation. - Pre-Built Workflow Recipe → Each webinar funnel comes with an automation recipe for reminders and follow-ups. - Triggers → Registrations (form submissions) automatically start the workflow. - Reminders → Email/SMS reminders can be scheduled for Live Webinars (for example, 24 hours before, 1 hour before, 10 minutes before). - Follow-Ups → Post-webinar workflows send thank-you emails, replay links, and nurture campaigns. - Customization → You can edit workflows via the three-dot menu on your webinar funnel to adjust timing, personalize messages, or add extra steps. Pro Tip: Align reminder timings with your audience’s habits (for example, B2B audiences respond better to morning reminders, while B2C may need evening prompts).!(https://assets.patientcopilot.ai/ed43a7b5cc273ac0.png)!(https://assets.patientcopilot.ai/aa50e37889997cff.png) ## Best Practices ### Live Webinars - Test setup before the event - Schedule with audience timezones in mind - Promote early and often - Have a backup plan for technical issues - Encourage interaction (chat, polls, Q&A) ### On Demand Webinars - Use high-quality recordings - Keep videos concise (30–60 minutes) - Structure content for self-paced learning - Keep your media library organized - Refresh content periodically ## Troubleshooting ### Live Webinars - Link not working → Verify format & test before event - Timezone confusion → Clearly display timezone on registration and confirmation pages ### On Demand Webinars - Upload fails → Check format, file size, and internet connection - Poor video quality → Upload high-resolution versions ### General - Form not capturing leads → Test form integration with CRM - Template not loading → Refresh or check connection ## Conclusion Patient Copilot webinars let you deliver content live or on-demand, giving you flexibility to match your audience and strategy: - Live → Real-time engagement and interaction - On Demand → Evergreen, scalable, and flexible access With built-in templates and automation workflows, you can launch webinars quickly while ensuring attendees receive timely reminders, seamless confirmations, and personalized follow-ups — helping you maximize engagement and conversions with minimal effort.
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