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Automation templates

Webinar invitation workflow

Advanced plan

This advanced template can be used to invite subscribers from multiple signup sources to your webinar event. Send an automated RSVP email to your subscribers on a specific date and time. Then, send your webinar invitation link to those who accepted the RSVP. After the event, send them a survey email so they share their feedback. 

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Webinar invitation workflow

Setup

This workflow uses multiple triggers, a feature available on any Advanced plan. Multiple triggers allow you to create up to 3 ways for subscribers to enter the workflow.

How do I use this template?

  1. Go to the Automation page and click New automation

  2. Select the Webinar invitation template

  3. Choose a group for the When a subscriber joins a group trigger, add select a form for When a subscriber completes a form trigger

  4. Click the Email step and design an RSVP email for your subscribers

  5. Click the next Email step and design it to share your webinar details

  6. Click the final Email step to send an email asking for feedback about your webinar

  7. Save the step and turn ON your workflow

Note: You can also use another set of multiple triggers


This is just one great example of how you can use this template. You can edit this template as much as you want to make it work for you. The sky is the limit!

Note: You can only use this template when you have an Advanced plan in your account.
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