In this case review, we will show you how to bring visitors to a webinar using the Sales Jet platform.

First you will need to determine whether you will create a new project for the webinar or use an existing one. Contacts are divided by project so if you use an existing project the webinar contacts will be in the same database as your current project. If you already have a project with a webinar, you can continue using your existing project. But if the webinar is for a different project or a different subject, then create a new project so that your contacts are not intermingled.

Let us consider in detail what needs to be done in order to generate webinar registrations and set up email distribution to attendees.


Create a new project for the webinar

You can create a new project through the Project button at the top of the page. If you are editing an existing project you may do so through the Project Settings tab on the left. In the Create New Project window fill in the required information and select your plan option for this project.

This step is only necessary if you are creating a new project. If you are using an existing project you can go directly to the creation of a funnel.


Creating a funnel

To allow visitors to discover and register for your webinar you will need to create a web page. This is done inside a funnel. In the Sales Channels section, select Websites and click the Create a Funnel button.

Set up your funnel: name, description, create a page address and choose the language. You can add an image if needed. Click the Create a Funnel button when complete. Now you can create your web page.


Creating a page

Click on Create New Page. You can use the Blank Page option or select a pre-made template. In our example, we used the Webinar Registration templates. Click on the Select button when you have found the option you want to use.

Fill in the fields in the Page Creating window. The information you provide here will be displayed in the browser and search engines, so be sure to use wording that will be informative and attract the attention of potential visitors.


Page design

Once you have created the page go to the Design section to make changes to the page template. All your edits to the page are made through the Page Editor. For more informatino on how to use this editor, see the article "Page Editor."

Since we used a ready-made template, we only need to make changes to it. First, set the background image. To do this, select the Section element from the settings on the right and then click Background Image. Upload an image from your computer. By default, the background image will be set with the Parallax effect. You can change the settings of the background image or leave it unchanged.

Next, you will need to edit the text on the page. To do this, click on the template text section and remove any text you don't want and then write new copy that corresponds to your webinar. In this case we are promoting a webinar on the topic "5 ways to drive traffic." So we will add the webinar title, description of the webinar, date and registration button.

To finish, we added an image on the left. This can be a picture of the speaker, a specially created image connected to the webinar theme, or any other kind of image. At the top we put our company name and logo.

At the bottom of the page you can attach documents, such as your privacy policy or user agreement. To do this, return to the funnel page by clicking the Save button and then the Return to Funnel button.

In the menu at the top, find the Documents tab and click Create a new document. Complete the fields: title, page address, text of the document and click save. Now you will see the document in the list of available documents that can be added to your page. Copy the public link of the document you wish to add.

In the top menu, click on Pages and go back to Design. At the bottom of the page, select the text and click the Link button. In the window that opens, name the document and paste the link in the Link field. Click OK. Now when a visitor clicks on Privacy Policy they will be redirected to another page with the terms of the agreement.

Finally, you can customize the registration button. You are able to change the text itself, text color & font, add or change icons and set the click action to Form Submit.

The page is now ready. Click Publish and you will see a page confirming the publication. After it is published a window will open with a link to the page. Follow the link to review the page you created. If necessary, go back to the page editor and edit the page.

After you are done editing and publishing the page, click on the Return to the Funnel button and create the page flow to set the events and response actions from the page.


Creating Page Flow

Click on Page Feed. In the window that opens, click Create New Event and select the event Submit Form. Now when a visitor clicks the Sign Up button it will trigger an event connected to the page flow. Read more in the article "Page Flow".

Now we need to add an action for this event. Before clicking the button, the visitor had to enter an email address as a required field to register for the webinar. So we will add the action Send e-mail. After choosing the action a window will open to configure the email Settings. If you need to know how to create an email, read the article "E-mail Templates". For more data on setting up your email read the article "E-mail Settings". After you have created and saved your email you will be able to Send e-mail in the page flow.

On the flow page, you can create any actions you need. For example, you an add more emails to the client.

We will create a second reminder email. Hover over the Add Action button and select Send E-mail. You have opened the Settings for Sending Email window. You already know how to fill in the fields: create a new template, choose an SMTP connection. Next, write the email subject line: “Don't forget our webinar '5 ways to attract traffic' today!" Then write the body of the email and click the Save and Close button.

After you have created the second email in the flow, you need to configure it. Select the When to run - Immediately link and choose Date and time. Now you will set the date and time when hou want the email sent. In our example, we set it for April 21 at 10:00am. Click Apply to save your settings, then click Save.

From our flow thus far, the user receives a thank you email immediately after submitting the form, and he receives the second email on the day of the webinar to remind him to tune in at the correct time.

Create a third email to announce that the webinar is live with a link to watch. Do this in the same way as the previous ones: Add action, select Send e-mail, fill in the email template. When you write the copy of the email insert the link to the webinar. Save the email and set the send time for the start of the webinar. For our example, this is April 21, 6:30pm.

After the webinar we will send a bonus to all who attended. During registration, we promised our clients a bonus for attending - a free book "5 ways to drive traffic".

To send an e-book to our attendees, you need to create a digital downloadable product. Go to the What to Sell section and select the Products tab. Click Add Product and fill in the fields: product name, description, price (in this case, leave at 0 since the book is free), select Free Download so all attendees can download the book and attach the file by clicking Add File to upload the ebook from your computer.

Click Save and Exit. Your book will now show up in the list of products.

Now return to the Page Flow to set up the e-book email. Go back to the funnel and open the stream. Create another email in which we send the file to download. The letter is created in the same way as the previous ones: Add action, then select Send e-mail and fill in the fields. To add the e-book download link click the [P] symbol and then select Link to the product file. A list of your created products will automatically open. Select the book and click the Insert button. A special link will have appeared in the email, which will be automatically replaced by a download link in the attendee's email. Do not change the characters in the created link! Read more about variable values [P] in the article "E-mail Templates". Be sure to save the email when you are done.

NOTE: Creating a digital product is necessary in order to track the number of downloads. If you simply attach the file to the letter, then you will not know whether the user has downloaded it or not. Downloading a digital product (in our case, an e-book) does not guarantee that the user will read it, but you get statistics and you can analyze the data: how many users attended the webinar and how many users downloaded the book.

We adjust the time of sending for April 21 at 22:00. All users will receive this email with a link to download. But if we want only those users who attended the webinar to receive this letter, then we can set the condition for sending the letter.

Terms of sending. Click the Run if - No conditions link.

In the field that opens, click Add condition. A list opens with options for conditions that can be set for the recipients of the email. We selected the condition Clicked Link in Email and chose from the list the email that contained the link to webinar.

Now that the condition is created, click Save.

Now we have limited the recipients list to only those who attended the webinar. Note that setting this condition will only guarantee that the user entered the webinar, but it doesn't guarantee he watched the webinar in part or full. It isn't possible to create such a condition. But we can limit the sending of e-books to users who have at least followed the link.


In this article, we told you in detail how to use Sales Jet to conduct a webinar. We created a page to attract customers to the webinar and set up the flow of the page. And we also created a digital downloadable product to send to our customers.

After we have completed all these actions, we can set up advertising on the web page and attract customers to the webinar.

NOTE: The page flow must be created before users begin to register for the webinar (that is, before you start an advertising campaign). If you create a page flow after a user has submitted his registration, thus creating an event - Submitted Form, then the user will not receive an email as the flow was not set when the event was created. You can always edit the emails you create in the page flow: change the text, add or replace links, change the time of sending and the conditions of sending, as well as remove steps from the stream.