Editing
Webinar Reminder Automation
(section)
Jump to navigation
Jump to search
Warning:
You are not logged in. Your IP address will be publicly visible if you make any edits. If you
log in
or
create an account
, your edits will be attributed to your username, along with other benefits.
Anti-spam check. Do
not
fill this in!
== Step-by-step instructions == Creating a Webinar Reminder Automation involves several key steps: ### Add the "Webinar Reminder Series" automation to your account 1. **Click** the '''Automations''' menu on the left. 2. **Select** the '''Create an automation''' button. 3. **Input** "webinar" into the '''Search for a recipe''' field. 4. **Choose** '''Webinar Reminder Series'''. 5. **Load** the automation builder by clicking the '''Get Started''' button. 6. **Follow** the prompts to set up the '''Jump To''' actions. For each action, select the corresponding custom webinar date field. ### Add emails to the "Webinar Reminder Series" automation This automation consists of five '''Send Email''' actions, requiring a campaign for each one. 1. **Click** the first '''Send an email''' action in your automation. 2. **Choose** to either '''Create a new email''' or '''Start from an existing email'''. - '''Create a new email''': Use AI or a predesigned template or create from scratch. - '''Start from an existing email''': Select a campaign you've previously created. 3. Once chosen, **select** your preferred email designer from the drop-down menu under '''Or select a template'''. 4. **Hover** over your desired template and **click** the '''Select''' button. 5. **Edit** your email by hovering over the preview and clicking '''Edit Design'''. 6. **Adjust** the emailโs layout, including images and messaging, then **click** the '''Next''' button in the upper right. 7. On the summary page, you can: - Create/edit the message name, subject line, preheader text, and sender information. - '''Send test emails''' to preview. - Review notifications of potential spam triggers. - Enable/disable email tracking options like '''Open/Read Tracking''', '''Link Tracking''', '''Reply Tracking''', and '''Google Analytics''' tracking. 8. Once all required fields are completed, **click** the '''Finish''' button. 9. Repeat steps 1-8 for the remaining reminder emails. 10. After customizing your automation, **click** the '''Active''' button. ### Adjust the timing of the "Send an email" actions The timing for sending each reminder email can be modified based on both the '''Jump To''' action and the conditional '''Wait''' actions above it. 1. **Click** the '''Jump To''' action to update its date-based condition, which determines how many days before the webinar the reminder email will send. 2. **Type** a new number into the designated field and **click** the '''Save''' button. 3. To change the time of day emails will send, **click** the conditional '''Wait''' action. 4. In the modal, select a new time from the drop-down menu and **click** '''Save'''.
Summary:
Please note that all contributions to Activepedia may be edited, altered, or removed by other contributors. If you do not want your writing to be edited mercilessly, then do not submit it here.
You are also promising us that you wrote this yourself, or copied it from a public domain or similar free resource (see
Activepedia:Copyrights
for details).
Do not submit copyrighted work without permission!
Cancel
Editing help
(opens in new window)
Navigation menu
Personal tools
Not logged in
Talk
Contributions
Create account
Log in
Namespaces
Page
Discussion
English
Views
Read
Edit
Edit source
View history
More
Search
Navigation
Main page
Recent changes
Random page
Help about MediaWiki
Tools
What links here
Related changes
Special pages
Page information