How to Set up an Automated Webinar: Step-by-Step Guide!

Webinar funnels have become a game-changer when it comes to scaling the business.

But the challenge is time. With webinars, you’ll have to be LIVE, and that’s not an effective method when you want to scale your business.

What’s the solution?

Automated webinars.

Everything will be the same, but it’s 100% automated.

Today, I will tell you the ins and outs of automated webinar funnels, their benefits, and essential steps to set up a successful one.

You’ll get to know a simple hack that will boost your automated webinar conversions.

So let’s dive in!

What is an Automated Webinar Funnel?

Automated webinar funnels are marketing funnels that use pre-recorded webinars/presentations to guide prospects through a sales process by educating them.

The webinar funnel contains many stages, from creating awareness and capturing leads to nurturing those leads and converting them into customers.

By automating the process, you can reach more prospects and achieve consistent results.

Benefits of Having an Automated Webinar Funnel

Scalability. That’s the biggest reason business owners and marketers LOVE automated webinar funnels. You can reach large audiences without the need for multiple live presentations and grow and scale operations.

Time efficiency. By using pre-recorded content, you save time on repetitive presentations. Then, you can invest the same time in providing better customer service or enhancing your product quality.

Consistency. Automated webinars ensure a consistent message and quality every time, eliminating the risk of human error or discrepancies between webinars. Webinar conversions are way better than any other form of the sales process. You can generate predictable sales through webinar funnels.

Flexibility. Attendees can watch webinars at their own convenience, increasing the chances of engagement and conversion. Most importantly, they learn something from the webinar. It’s a win-win for everyone!

Disadvantages of Automated Webinar Funnel

Limited interaction. Pre-recorded webinars lack real-time engagement with attendees, which can result in a less interactive experience.

Lack of personal touch. Automated content may seem less genuine or personable, which could impact the connection with potential customers.

I will tell you how you can overcome these issues. Despite disadvantages, automated webinars are one of the best methods to convert prospects into customers quickly.

How to Set up an Automated Webinar Funnel

Step 1: Choose a Webinar Platform

Select a platform that supports automated webinars and offers the features you need. Some popular options are WebinarKit, EverWebinar, EasyWebinar, and Demio.

I’ll use WebinarKit because it’s an affordable, easy-to-use tool and has all the features that you need to run automated webinars.


Step 2: Create Your Registration Process

WebinarKit offers an in-built page editor. But if you’re not satisfied with the WebinarKit page editor, then you can embed the registration form on your website.

You need to set up three pages:

1. Registration page

2. Thank you page

3. Replay page

Registration page is super important; aim for at least 30% conversion on the registration. For my webinars, registration page conversion goes as high as 55%.

Webinar Registration Page Conversion

Check the screenshot!

I used a third-party landing page builder SwipePages.

Step 3: Set Up Your Webinar Offer

Once your essential pages are up. Now it’s time to set up the webinar offer. At a certain point in the webinar, you’ll pitch your product or services, right?

Webinar Offer Setting

At that exact moment, you can show your offer or motivate the audience to buy your offer.

Here’s how you can set up the offer inside WebinarKit.

  • Choose the webinar, and click on edit.
  • Go to the “LIVE” section
  • You’ll see “Webinar Offer Settings” Click that
  • You can enter the offer headline, description, image, price, CTA, and URL.
  • Set the offer start and end time
  • You can have a maximum of two offers
  • You can show a timer to create urgency

If you have promised something at the beginning of the webinar, like an ebook or anything. You can give that as well.

Webinar Handouts

In the Webinar Handout Settings, you can share the freebie. Enter the details and choose the Handout start and end time.

During that time, handouts will automatically appear in the webinar room.

Step 4: Promote Your Automated Webinar Funnel

A successful automated webinar funnel requires promotion to attract the right audience. Without promotion, nothing will happen.

Here are a few ways to promote the automated webinar:

1. Social Media Marketing. Promote your webinar on social media platforms such as Facebook, Twitter, LinkedIn, and Instagram. Use eye-catching visuals and compelling headlines to engage your audience. I would recommend you use paid ads for quick results.

2. Email Marketing. Send personalized email invitations to your existing subscribers and use email automation to follow up with registrants. Email Marketing is one of the best and fastest ways to get traffic. You can offer exclusive bonuses for those who attend the webinar.

3. Search Engine Optimization (SEO): SEO takes time, but it’s worth it. If you have a website, put about the masterclass on your website. You can get a high-quality audience.

4. Retargeting Ads. Create retargeting ads to show your webinar promotion to users who have previously visited your website but didn’t register for the webinar. This is a super effective method, and you don’t have to spend too much money on ads. As your ads will be shown to limited users.

There are a hundred different ways to promote your webinar. But these are some easy methods, and it will give you quick results too.

Prepare Your PERFECT Automated Webinars

What if I tell you that creating the “Perfect” webinar is easy?

Hack your competitor’s webinars. See what they are doing.

  • What’s the structure of their webinars?
  • What type of examples do they use?
  • What is their offer?
  • Webinar duration
  • Registration page

Now, you know what’s working in the market. Your job is to come up with and create better offers and webinars.

For this, you’ll have to talk to the target audience. You can use surveys and go to different forums and see what problems your target market is facing.

Cover those problems in your webinar. I recommend you to take a LIVE webinar, you can see the conversion rate of your webinar, and when you run the same webinar, it will feel like a LIVE webinar.

I know it’s not easy, but when you record a presentation and take a LIVE webinar, there is a difference. If you can use one of your LIVE webinars in the automated webinar funnel, you may get higher conversions.

Essential components of a successful webinar:

A. Establish trust and credibility with your prospects. Showcase your expertise, testimonials, case studies, and certifications to build credibility with your audience.

B. Use visuals to enhance users’ experience. Incorporate visuals, such as slides and images, to support your message and maintain audience engagement.

C. Ask questions and engage with your audience. Encourage audience participation by incorporating polls, Q&A sessions, and chat features. This helps maintain engagement and creates a two-way learning environment.

D. Clear call-to-action (CTA). Use a clear CTA at the end of your webinar to guide attendees to the next step, whether it’s signing up for your product or service, downloading a resource, or asking for reviews.

#1 Simple Hack to Make Your Webinar Effectiveness

Conduct hybrid webinars. This means most of the contents will be recorded, and at the end of the masterclass, you’ll be LIVE and answer users’ questions.

Hybrid webinars are a combination of recorded and LIVE. This simple thing can increase your webinar effectiveness 10 times.

Plus, interacting with your targeted audience will help you understand their problems and how your products/service can solve them.

Track the Performance of the Automated Webinar Funnel

Track your funnel’s performance using analytics tools like Google Analytics and Howuku to identify areas for improvement and optimize your webinar funnel.

Tools like WebinarKit have an in-built tracking system. It will show you all the essential data of your webinar.

Webinar Analytics

Track metrics like attendance rate, conversion rate, and engagement to gauge success and make data-driven decisions.

You can even install your tracking scripts, such as Facebook Pixel or any other third-party code for tracking.

Retargeting and Follow-up Strategies

After conducting your automated webinars, it’s important to follow up with attendees and non-attendees to keep them engaged and move them further down the funnel. There’s a saying, “Money is in the Follow-ups.”

Use the following strategies:

1. Retargeting Ads Campaigns. Launch retargeting campaigns using platforms like Google Ads or Facebook Ads to remind non-attendees about your webinar and encourage them to sign up for future sessions. And it won’t cost you a lot. Remarketing campaigns give high returns.

2. Email Follow-ups. Send follow-up emails to attendees, offering additional resources like eBooks and free courses. For non-attendees, send reminders about the webinar and offer them another chance to watch it on-demand.

3. Segment Your Audience. Divide your audience into segments using tags and lists based on users’ interactions with your webinar (e.g., attended, engaged, converted), and create your follow-up messages accordingly. This approach will help you better address their needs and improve conversion rates.

Optimize Your Automated Webinar Funnel

Continually analyze your funnel’s performance and make tweaks to improve its effectiveness.

Here are some optimization methods:

1. A/B Testing. Test different aspects of your webinar, such as headlines, registration page design, or CTAs, to determine which version performs best. You can use A/B testing tools like Howuku or Google Optimize (Free tool).

2. Update Your Content. Keep your webinar content fresh and up-to-date to maintain relevance and value. From time to time, review and revise your content to ensure it meets the needs of your audience.

3. Enhance User Experience. Continuously improve your attendees’ experience by optimizing your landing pages, registration process, and webinar room. Make it easy for them to engage with your content and take the desired action.

Leverage Social Proof

Use social proof to build trust and credibility with your audience. Some effective ways to use social proof in your automated webinar funnel are:

1. Testimonials. Feature testimonials from satisfied customers or clients within your webinars to increase your offerings perceived value.

2. Case Studies. Share case studies that showcase the success of your product/service and how it has helped others achieve their goals.

3. Influencer Endorsements. Partner with industry influencers or experts to endorse your webinars, leveraging their credibility to boost your own. I know this won’t be easy. But you can target micro-influencers in your niche.


Mastering automated webinar funnels require a deep understanding of each stage in the process, from initial registration to optimization and promotion.

By following the detailed steps outlined above and continuously refining your strategies, you can create highly effective automated webinars that drive engagement, generate sales, and ultimately help you grow your business.

To get started with the automated webinar, you’ll need a tool. I have used WebinarKit to automate my webinar.

You can read an in-depth review of WebinarKit.

FAQs on Automated Webinar Funnel

What is an Automated Webinar?

An automated webinar is a pre-recorded video presentation that simulates like a live webinar, allowing viewers to watch it at scheduled times or instantly.

How do I automate a webinar on Zoom?

Zoom has a feature for on-demand webinars. It’s like an automated webinar, but the process is different. There are much better platforms for running automated webinars such as WebinarKit, EverWebinar, eWebinar and more.

What is an automated vs. live webinar?

An automated webinar is a recorded presentation of a LIVE webinar, while a live webinar is conducted in real-time.

Automated webinars enable scalability and consistency, whereas live webinars provide real-time interaction and a more personalized experience for webinar attendees.

What are the 3 types of webinars?

The three main types of webinars are:

  • Live webinars. Real-time presentations that allow for direct interaction with the audience.
  • Automated webinars. Pre-recorded presentations that simulate a live webinar offer scalability and flexibility.
  • Hybrid webinars. A combination of live and pre-recorded elements, provides the best of both worlds.

What are the benefits of automated webinars?

The key benefits of automated webinars are scalability, time efficiency, consistency, and flexibility. You can reach a larger audience without hosting multiple live sessions. You’ll save time by using pre-recorded content, ensuring a consistent message and quality every time.

How do I make my webinar more interactive?

To make your automated webinar more interactive, consider implementing a live chat feature, using polls and quizzes, using eye-catchy visuals, and providing downloadable resources. Above all, teach what your audience wants to learn.

The best way to decrease webinar engagement is to teach about a topic that your audience is not interested in.

What is the difference between an online meeting and a webinar?

An online meeting is an interactive gathering designed for collaboration and discussion, whereas a webinar is a larger-scale, presentation-style event intended to educate a large audience.

Webinars often have more limited interaction and are more focused on delivering content than discussion.

Do webinars end automatically?

Yes, webinars typically end automatically once the presenter concludes the session or reaches the maximum allowed time. In automated webinars, the pre-recorded content will play until it finishes, at which point the webinar will end.

Does the Zoom webinar start automatically?

No. You’ll have to start the webinar. Automated webinars start automatically.

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