Automations allow you to assign tags to your webinar registrants, subscribe them to lists and sequences, and set up additional actions triggered by attendee’s choices.
Tags and lists serve to organize your leads into groups for easier communication.
Sequences are a series of emails meant to help you establish a connection with your lead.
Advanced automations make it possible to cause a follow-up action based on how a lead interacted with your webinar. Use automations to apply a tag, grant access to a Membership area, or a variety of other actions in your account.
Assign tags
To assign tags to webinar attendees:
Go to Basic automations in the webinar settings
Select the tag category and name from the drop-down menu or click create new tag link on the right
Click Add
Subscribe to lists
To subscribe webinar attendees to a list:
Go to Basic automations in the webinar settings
Select the list from the drop-down menu or click create new list link on the right
Click Add
Subscribe to sequence
To subscribe webinar attendees to an existing sequence:
Go to Basic automations in the webinar settings
Select the sequence and the desired step from the drop-down menu
Click Add
Basic automations
Automations make it possible to attach an action, from tagging to revoking membership access, to a lead based on how they interacted with your webinar.
To set up a Basic automation:
Go to Basic automations in the webinar settings
Click + New automation
Select the desired IF and THEN statements and click Save
