Learn Through A Funnel: Live Webinar

The Learn Through A Funnel series is intended to guide you through the process of building out specific types of funnels. This is your roadmap through the steps in building. The roadmap is broken into phases and each phase has steps to complete the phase. The steps below cover the action items to be taken and lead to articles with more details on how to achieve each step.

In This Article:

Phase One: Live Webinar Account Prep

The live webinar funnel prep steps are listed in the Learn Through A Funnel: Account Prep article.

There are no additional steps for prep beyond that article. Once you have completed all the steps in this article, you can move to Phase Two: Live Webinar Funnel Build.

Phase Two: Live Webinar Funnel Build

As of early 2025, FG Funnels still recommends building your webinar funnel within Sites -> Funnels. You can learn more in the article Creating a Webinar in Funnels vs. Webinars.

  • Create an registration form (or duplicate an existing one) under Sites -> Forms -> Builder using any or all of the following fields. Make sure to include something about the webinar in the name so you can easily identify it.  How to Create a Form
    • Email Address (set as required)
    • Name (set as required)
    • Phone (Optional - must have A2P brand/campaign set up and approved first)

    • Checkbox Consent (Optional - only required if collecting phone numbers)


  • Create a five page funnel with required pages for Live Webinar or clone an FG Funnels webinar funnel. How to Clone and Share Funnels
    • All FG Funnels Design Collections come with a webinar funnel template. You can learn more about our design templates and how to request them at How to Request a Design Collection (Funnel/Website Templates).
    • Required Pages:
      • Registration Page
      • Thank You Page - This page is specific to a live webinar as you will need a place to send visitors to after they register before the live event.
        • If you are using an FG Funnels template, you can clone the registration page, rename it and then take out any extra sections you don't need. How to Clone and Share Funnels
      • Watch/Replay Page (If you are using one of the FG Funnels templates, you can rename the broadcast room page to be the replay page.)
      • Order Form

      • Order Confirmation


  • Style the funnel with your copy and branding
  • Setup the product in Payments and link it to your order form so it is available to purchase in your funnel. About Products + Order Forms


Phase Three: Live Webinar Funnel Settings

Phase Four: Live Webinar Product Setup

If you are selling a product or a course off of your webinar, you will need to build the membership area to hold that course/product.


Phase Five: Live Webinar Automation Prep

  • Create these tags. When creating tags, consider adjusting them to have the name and date of the webinar for clarity in the future: How to Create a New Tag ( under Settings > Tags )
    • Registered
    • Replay
    • Abandoned Cart
    • Purchased
    • Expired
  • Create a folder for your live webinar workflows under Automation -> Workflows. You will build 7 workflows, so creating a folder will help keep them organized.

Phase Six: Live Webinar Automation Build

You will build seven workflows for your live webinar. If you prefer to purchase pre-build automations, there is a link to the automation shop in the left hand menu of your FG Funnels dashboard. Look for the Webinar | Live + Evergreen Fulfillment + Watch Tracking Automation.


For each workflow, create a new workflow under Automation -> Workflows inside the folder you created in Phase Five. If you are brand new to workflows, the Workflow Builder Walkthrough will help you get acquainted with the builder.

Workflow 1: Webinar Registration Workflow

  • Trigger: Form Submission
    • Add Filters: Form is and select the name of your registration form you added to the funnel
  • Action 1: Assign User
  • Action 2: Assign Tag - Select your webinar registration tag you added earlier.
  • Action 3: Send Email - Create an email confirming that they have registered, reminding them of details and any other pertinent information.

Webinar Registration Workflow Screenshot


Workflow 2: Webinar Countdown Workflow

  • Trigger: Form Submission
    • Add Filters: Form is and select the name of your registration form you added to the funnel
  • Action 1: Assign User
  • Action 2: Set Event Start Date/Time
    • Type: Specific Date and Time
    • Enter Your Live Webinar Date and Time in Select Date
  • Action 3: Wait
    • Wait for: Event/Appointment Time
    • Before 7 Days
    • Skip All Outbound Communications
  • Action 4: Email Reminder
  • Action 5: Wait
    • Wait for: Event/Appointment Time
    • Before 1 Day
    • Skip All Outbound Communications
  • Action 6: Email Reminder
  • Action 7: Wait
    • Wait for: Event/Appointment Time
    • Before 1 Hour
    • Skip All Outbound Communications
  • Action 8: Email Reminder
  • Action 9: Wait
    • Wait for: Event/Appointment Time
    • Before 15 Minutes
    • Skip All Outbound Communications
  • Action 10: SMS (You could use email as well if you aren't using SMS)
  • Action 11: Wait
    • Time Delay
    • Wait 12 Hours
  • Action 12: Add Contact Tag
    • Webinar Name Replay (Make sure to use the tag you created in Phase 5)

Webinar Countdown Screenshot 1

Webinar Countdown Workflow 2

Workflow 3: Webinar Replay Workflow

  • Trigger: Contact Tag
    • Tag Added: Replay (Make sure to use the tag you created in Phase 5)
  • Action 1: Assign to User
  • Action 2: Send Email
  • Action 3: Wait
    • Time Delay
    • Wait 24 Hours
  • Action 4: If / Else
    • Branch 1: Contact Tag Includes Bought Offer
    • None Branch
  • Action 5: Differs Per Branch:
    • Branch 1: End Workflow - No Actions Needed
    • None Branch:
      • Send Email with Replay Reminder and Invitation
      • Within the none branch, repeat Actions 4-6 as many times as needed for the full replay time

Webinar Replay Workflow Screenshot


Workflow 4: Abandon Cart Workflow

  • Trigger: Order Form Submission
    • Add Filters
      • In Funnel/Website: Select Your Funnel
      • Page Is: Select the Page with the Order Form
      • Submission Type: Opt-In
  • Action 1: Assign User
  • Action 2: Add Contact Tag
    • Webinar Abandoned Cart Tag (Make sure to use the tag you created in Phase 5)
  • Action 3: Wait
    • Time Delay
    • Wait 1 Hour
  • Action 4: If / Else
    • Branch 1: Contact Tag Includes Bought Offer (Make sure to use the purchased tag you created in Phase 5)
    • None Branch
  • Action 5: Differs Per Branch:
    • Branch 1: Tag Includes Bought Offer (Make sure to use the purchased tag you created in Phase 5)
      • Remove Contact Tag: Abandoned Cart (Make sure to use the abandoned cart tag you created in Phase 5)
    • Branch 2: None Branch:
      • Send Email
      • Within the none branch, repeat Actions 4-6 as many times as needed for the full replay time

Webinar Abandoned Cart Workflow Screenshot


Workflow 5: Purchased Main Product

  • Trigger: Order Form Submission
    • Add Filters
      • In Funnel/Website: Select Your Funnel
      • Page Is: Select the Page with the Order Form
      • Product Is: Select Your Main Product
      • Submission Type: Sale
  • Action 1: Assign User
  • Action 2: Add Contact Tag
    • Webinar Purchased Tag (Make sure to use the tag you created in Phase 5)
  • Action 3: Remove Contact Tag
    • Abandon Cart (Make sure to use the tag you created in Phase 5)
    • Replay Tag (Make sure to use the tag you created in Phase 5)
  • Action 4: Remove from Workflow
    • Remove From: Another Workflow
    • Select the Name of Your Abandoned Cart Workflow for the Webinar
  • Action 5: Send Internal Notification
    • Select Email
    • Fill in the fields to notify yourself or another member of your team that the purchase has been completed. You can use custom fields in this email to populate based on the specific customer.
  • Action 6: Course Grant Offer
    • Select the Offer you set up in Phase Four that they should get access to.
  • Action 7: Send Email
    • Send them an email welcome and let them know that their login details will be coming in a separate email.

Main Offer Purchase Workflow 1

Workflow 6 & 7: Delivery of Username and Password Workflow

The delivery of username and password workflows are the same as our traditional username and password workflows and are shown in this article, How To Add Students To Your Course (Membership Automations).

Phase Seven: Test and Promote