Webinar Playbook: Start to finish overview

Go to Websites and Funnels > Forms in Alvear.

Choose Add Form or open the available form templates.

Select Webinar registration Basic form if you want to embed the form on a funnel or registration page.

Name the form clearly, such as Demo Registration.

Edit the fields to collect the required information:

Add optional fields if needed, such as:

Update the button text to something action-oriented, such as Register Now or Save My Spot.

Adjust colors and background settings to match your brand.

Turn on notifications if you want to receive an alert when someone registers.

Leave autoresponder off here, since confirmation emails will be handled in automation.

Save the form when finished.

If you are using a non-Alvear website such as Squarespace or WordPress, choose Inline.

Copy the embed code.

Paste the embed code into your website or registration page.

If you are using Alvear pages, continue to the funnel setup instead.

Save your changes before moving on.

Go to Templates in Alvear.

Find the webinar registration funnel template.

Duplicate or clone the template so you always keep an original copy.

Name the new funnel clearly.

Set the webinar date and location/account details.

Confirm the duplication.

Open the new funnel and verify the pages included:

Open the registration page inside the duplicated funnel.

Review the page structure and ensure it includes:

Add or edit sections to include:

Remove any sections you do not need.

Use the provided swipe copy as a starting point and customize it for your webinar topic.

Update branding elements such as colors, images, and copy.

Add your logo at the top if desired.

Remove the header and footer if you want a distraction-free landing page.

Select the registration form you created earlier.

Confirm that the correct form is connected to the page.

Set the form action to go to the next step in the funnel.

Make sure the page is aligned with your brand and webinar topic.

Save the page once the form and action are correctly linked.

Verify that form submissions automatically create contacts in Alvear.

Confirm that registrants are added to your contacts list when they submit the form.

Set up a tag to identify webinar registrants, such as:

Use the tag to trigger the correct automation later.

Save the tagging action before moving on.

Go to Automation in Alvear.

Duplicate the webinar workflow template.

Open the cloned workflow.

Set the trigger to the specific registration form submission.

Confirm the workflow starts when the demo registration form is submitted.

Add the webinar registrant tag as the next action.

Save the action so registrants are properly identified.

Add the webinar event date and time in the workflow.

Use this date/time to control reminder timing later in the sequence.

Configure the confirmation email as the next action.

Update the sender name and sender email address.

Edit the subject line if needed.

Use swipe copy or a template to build the email content.

Include the webinar or Zoom broadcast link in the confirmation email.

Save the confirmation email action.

Add reminder email steps after the confirmation email.

Set delays based on your webinar schedule, such as:

Duplicate reminder actions as needed to create multiple reminders.

Adjust the delay timing for each reminder email.

Customize each reminder email with the correct sender details, subject line, and content.

Save each reminder step after editing.

Add follow-up emails after the webinar ends.

Start with a replay email sent after the webinar, such as 24 hours later.

Rename the action clearly, for example:

Insert the replay link into the email content.

Continue duplicating actions to build additional follow-up emails.

Adjust the timing to match your nurture plan, such as 1 day or 2 days after the webinar.

Save each email step as you build the sequence.

Open the registration page in an incognito window to avoid caching issues.

Submit a test registration using your own email address.

Confirm that the registration page works correctly.

Verify that the confirmation page appears if one is included.

Check your inbox to ensure the confirmation email arrives immediately.

Review your contacts list to confirm the test registrant was added.

Check the automation enrollment history to confirm the contact entered the workflow.

Review the execution log to see which step the contact is on.

If you do not want to wait for long delays during testing, temporarily change the workflow timing.

Replace long delays with short delays, such as 1–2 minutes.

Test the full sequence again to confirm each step works.

After testing, return the timing settings to the real webinar schedule:

Save the workflow after restoring the correct timing.

Confirm that the form, page, automation, reminders, replay, and nurture sequence all work correctly.

Once everything is verified, mark the webinar funnel as ready.

Begin promoting the registration page to:

Monitor registrations and automation performance after launch.

Do not enable the autoresponder on the form if confirmation emails are being handled in the automation workflow.

Make sure the correct registration form is connected to the funnel page before saving.

Confirm the webinar date and time are accurate, since reminder timing depends on them.

Always test the funnel in an incognito window to reduce caching-related issues.

If you shorten delays for testing, remember to change them back to the real schedule before launch.

Do not promote the registration page until the full funnel has been tested end to end.

Duplicate templates instead of building from scratch to save setup time.

Use swipe copy for page content and email content to speed up writing.

Keep naming consistent for forms, tags, and workflow actions so the funnel is easy to manage.

Use a webinar-specific tag if you run multiple webinars and need cleaner tracking.

If you need to test quickly, temporarily reduce delays to 1–2 minutes, then restore the original timing afterward.

Review enrolment history and execution logs to troubleshoot automation issues faster.