08018 – How to setup a Multi Webinar

To Get Started
  • Go to Boosters in the left-sidebar menu, then select Auto Webinars
    In the next screen, you will see the Auto Webinar Dashboard
    Click on the + Auto Webinar button
  • The Auto Webinar settings pop-up will appear.
    Simply complete the Multi Webinar settings as follows:
  • Auto Webinar Name
    Add the name for your Webinar
  • Select Auto Webinar Type
    From the drop-down, choose Multi
  • For Time Zone:
    Select the relevant Timezone for your webinar.
  • Action
    From the drop-down, select one of the following actions:
    None | Send Webhook | Apply Infusionsoft Tag | Apply Active Campaign Tag
    Apply Drip Tag | Apply Ontraport TagThe above selection will update the Tag list available for each Time option you add to the multi webinar
  • Add Item
    Click on the Add Item button to create your first ‘Time’ Item for your webinar.
    This will open the settings fields for your first time slot.Type
    From this drop-down you have two options, select which one suits your needs best:

    • Evergreen
      The Evergreen option allows you to offer a time slot a certain number of days and hours from date the user lands on your registration page. If you choose this option the following field will appear: Add [ ] days to the current date
      Enter the number of days you want to add to the current date. This setting enables the date to change dynamically, depending on when the customer accesses the Webinar Registration page.
    • Just in Time
      The Just in Time option allows you to offer a time slot every 15min, 30min or every hour after a user lands on your registration page. If you choose this option, the following field will appear: Frequency
      From the dropdown, choose either 15min, 30min or 1 hour intervals for your Multi Webinar.

    Select Tag
    Depending on what option was chosen in the Action field above, you will see a 3rd drop-down option where you can select the relevant tag you would like to link to this particular Time slot.

    NOTE: Once your first time item is complete, simply click on the Add Item button again to add additional time slots for your Multi Webinar. Repeat the above steps till you have all the time slots that you need.

    TIP: Your time items don’t all need to be ‘Just in Time’ time slots or ‘Evergreen’ time slots. You can have a mix of both. For example, you can offer users the option to watch your webinar 15mins from now or 2 days from now. Making your webinar accessible to a broader audience.

    Store the webinar date in:
    Choose either Webhook URL, Infusionsoft Custom Field , Active Campaign Custom Field, AWeber Custom Field, ConvertKit Custom Field, Drip Custom Field or Ontraport Custom Field.

    Webhook URL
    If you are using an emailing system other than Infusionsoft, then you can use Webhook option.

    We recommend the platform Zapier.com, which allows you to set up webhooks that integrate with almost any Emailing system out there. If you choose webhook, simply add the Webhook URL where you would like the date for your webinar saved.

    Infusionsoft Custom Field
    If you choose Infusionsoft Custom Field, and you have integrated your Infusionsoft account with your site, your Custom fields will appear in the Infusionsoft Custom Field drop-down. Simply select the custom field you would like the date for your Webinar saved to.

    To create a new Custom Field, simply scroll down to the bottom of the Custom Field drop-down and select Create New Custom Field. Once saved, a new Custom Field will be created inside your Infusionsoft account.

    NB! Only Text type Custom Fields are supported by this feature.

    Active Campaign Custom Field
    If you choose Active Campaign Custom Field, and you have integrated your Active Campaign account with your site, your custom fields will appear in the Active Campaign Custom Fields drop-down. Simply select the custom field you would like the date for your Webinar saved to.

    NB! Only Text type Custom Fields are supported by this feature.

    TIP! If you want a different custom field to the ones available in the drop-down, then you need to create that custom field in your Active Campaign account first.

To do this:
  • Open your Active Campaign account.
  • Click on Lists at the top of your account dashboard
  • In the next screen, click the New Custom Field button in the top-left corner.
    A modal window will appear with options for the format of your custom field.
  • Select Text Input and click Next.
    Type the name of the custom field and when you are done, click Next.
    Once done, your new custom field will now appear in your site in the Active Campaign Custom Field drop-down.

AWeber Custom Field
If you choose AWeber Custom Field, and you have integrated your AWeber account with your site, your custom fields will appear in the AWeber Custom Fields drop-down. First, select the AWeber list, then simply select the custom field you would like the date for your Webinar saved to.

Tip! If you want a different custom field to the ones available in the drop-down, then you need to create that custom field in your AWeber account first.

ConvertKit Custom Field
If you choose ConvertKit Custom Field, and you have integrated your ConvertKit account with your site, your custom fields will appear in the AWeber Custom Fields drop-down. Simply select the custom field you would like the date for your Webinar saved to. You may also select a ConvertKit tag.

TIP! If you want a different custom field to the ones available in the drop-down, then you need to create that custom field in your ConvertKit account first.

Drip Custom Field
If you choose Drip Custom Field, and you have integrated your Drip account with your site, your custom fields will appear in the Drip Custom Fields drop-down. Simply select the custom field you would like the date for your Webinar saved to.

TIP! If you want a different custom field to the ones available in the drop-down, then you need to create that custom field in your Drip account first.

Ontraport Custom Field
If you choose Ontraport Custom Field, and you have integrated your Ontraport account with your site, your custom fields will appear in the Ontraport Custom Fields drop-down. Simply select the custom field you would like the date for your Webinar saved to.

TIP! If you want a different custom field to the ones available in the drop-down, then you need to create that custom field in your Ontraport account first.

  • Store the date in this format
    Choose a format for how the Date & Time should be saved in your system. For example, the selected format will determine how the webinar Date & Time will be displayed in your emails to registered users.
  • Days to allow user to re-register for the same webinar
    NB! If you add the number 15 in this field, for example, we will only allow the member to re-register for the same webinar if it has been 15 days or more since the previous registration.The reason for this is, if you are making an offer in the webinar, you don’t want the registered members to go back to the webinar the next day, re-register go through the webinar again and then see the offer. The feature enables you to have a true Evergreen Webinar.

Once done, click on SAVE.
Your new Multi Webinar will now appear in the Auto Webinars dashboard.

TIP! A great new feature has been added that allows your users to select their own timezone for the next available Auto webinar.

By simply selecting the timezone for your Auto Webinar (Boosters section), a Convert to Other Timezone link is automatically added just below the date setup for the Auto Webinar registration page.

 

Related Posts

Step 2 – Setup your Auto Webinar Registration Page
Step 3 – Create an Auto Webinar page
How to Register users to an Auto Webinar Page using a Webhook
Auto Webinar Page Customizations
Managing Your Webinar Questions
How to setup a ‘Just in Time’ Auto Webinar
How to setup an Evergreen Auto Webinar
How to setup a Weekly Auto Webinar