Webinar Automation - newbie

Hello Folks, I just signed up a couple weeks ago so this platform is really new to me.

I plan to use Active Campaign to run an automated 4 email sequence for a webinar I am running. If they subscribe to the webinar I want to end the email sequence and start another email sequence.
How do I stop the 1st sequence when the person registers for the webinar?

Once registered for the webinar I plan to send about 5 time based emails leading up to the Webinar. If someone registers say 1 day before the webinar how I ensure all the additional 4 emails are not sent?

The platforms I am using are: Leadpages and Goto Webinar

What is the best practice to trigger an automation to an existing list?

Thank you.

Hi @patrickwilliams,
We’ve used AC to handle exactly what your talking about.

I would use Zapier to create a zap that adds a tag to a contact when they register like ‘Registered for Webinar.’ Then have an automation that checks for this tag and removes them from the 4 email sequence.

In regards to the time based emails before the webinar, it’s hard to do this in an automation because AC automations will count days from an event (send 3 days after contact subscribes), not down to an event (so you can’t say send 3 days before the 7th Jan).

Best way to do this is to set up these 5 emails as campaigns (rather than in automation). Then you can use a segment to send the emails only to those who have registered at the time you are sending the email. Anyone who registers after that, will not receive those emails.

You can also use Zapier to send tags into AC campaign for those who attended and did not attend the webinar and send campaigns based on those tags.

Hope that helps.

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Sucks that AC can’t do this, but I was recently watching a ClickFunnels webinar where they launched a product that’s called Actionetics. In that video, I saw there was an option to “remove from all lists” when a new tag gets added and I thought that was ingenius but didn’t know what it would be used for lol.

Your question @patrickwilliams seems like a good fit for what that feature would have done.

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Thank you @mavndigital that was very helpful.

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Thanks for the reply @mham. I actually tested that system, it was much more than what I wanted to invest in right now.

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Hi all,

@breakthroughemailmar, @mham, @mavndigital, @patrickwilliams

I’ve gone ahead and deleted the last post in this thread as it does not align with our community guidelines and goals. If a user decides to withdraw their comments, it’s their prerogative. We’re all here to help, so let’s keep it friendly. If you have an issue, please contact me first, and I will take the appropriate course of action.

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@mavndigital question for you on this:

There’s 2 types of time delay, + X time period from now and “wait until X” (where X can be a combination of factors including year, month, day). With this recent change AC introduced now being able to key timers off your own timezone rather than your contact’s timezone, I’m trying to determine if the method you propose via creating the sequences as campaigns is necessary:

I know there are always a million ways to skin the cat in AC but in pursuit of the most simplest method, wondering here if you couldn’t simplify this and keep it all in an automation using the wait-until timer keyed off your webinar date (and using your account’s timezone). thoughts?

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Hi @grid7. Interesting, I may have missed that update. Yes, definitely being able to use your own timezone would definitely work. You would just need to schedule the emails in the automation at the times you would want them to go out. And it really solves the problem of keeping everything in the automation, rather than having campaigns and automations.

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Would it be possible to use site tracking to add people to the email sequence? Possibly tracking their visit to a thank you page? The webinar invitation series could end when a tag “webinar-registered” is added (based on their visit to the thank you page)

It’s just an idea - if I can avoid setting up an extra zap, I usually try.

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Hi @askloralee. I think you can use a if/else statement in the automation to check whether someone has visited the thankyou page. Then end the automation if they have, and if not, send another sequence of emails.

I agree, much better keeping all the automations in one system, rather than adding zaps.

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@askloralee you can do as @mavndigital is suggesting inline with “if” logic checking for the page visit condition within your automation. Another approach (and the way I would likely attack this) is to create a standalone automation with the trigger of that automation being the visitation of the webinar registration thank you page:


Then you can perform whatever actions you need to from within that standalone automation. The benefit is this approach is modular so it can be used outside the conditional step within your other automation. It can be called anytime and also can wrap other logic. This concept is very powerful as a more general design pattern within AC. If you’re interested we covered this practice of making your automations more modular at the 2nd PhxACUG.com meeting. you can find that here along with the Google Hangout video capture of that meeting if you’re interested. good luck

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Using the wait until block is certainly an option. The only issue with this is that you have to change the date whenever you have a new webinar. That might be a small issue though if you want to keep everything in one automation.

Another option is to create date based campaigns on the Campaigns page. You would create a message per interval (2 weeks before, 1 week before, 3 days before, etc). The campaign would use a custom date field that you can fill with the date of the webinar when each contact registers.

We are considering adding something like this on the automation but there are no definite plans yet.

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Just an update here. We released a new trigger last month if you haven’t heard yet. It’s the date based trigger. This should address @patrickwilliams’ initial question.

You can learn more Date based trigger

Can we combine both date and event (webpage visited) triggers in a single automation?

Eg.

  1. Email sent upon registration for webinar (visit registration thank you page)
  2. Email sent two weeks before (date minus 14)
  3. Email sent one week before (date minus 7)
  4. Email sent one day before (date minus 1)

If someone registered 8 days prior they would receive emails 1, 3, 4 (but not 2 as they are less than 2 weeks)