Using Infusionsoft’s feature on email and marketing automation software, it expanded its range of features to facilitate steps in the sales funnel as well. As such, it can be present in many steps of a company’s funnel, from lead capturing and nurturing to sales discussions and even invoicing and payment reminders in webinars that small businesses need to expand their reach and audience.
When using Infusionsoft, the integration allows you to host webinars for marketing, sales, and customer success without really changing your set up between each type. You will be able to retarget the most engaged attendees, offer VIP video sales calls to most qualified leads, or follow up with existing customers. You can also reverse the journey and handle all the webinar registrations and emails with your process set up on Infusionsoft.
Infusionsoft provides a single database for all leads and clients to offer a global view of your business’s ongoing activities and discussions with stakeholders. It allows you to host webinars and online meetings as it connects you to your participants where it ensures that all the data flows between the two apps.
Using the Zapier integration, you will be able to push your registrant’s data from your webinars and into your Infusionsoft database. Then you’ll be able to create complex journeys for each lead and even lead-turned-customers within Infusionsoft.
Setting up an Automated Webinar through Infusionsoft
In general, it’s best to run live events, record them, study the metrics, and then convert into automated events. This will help make sure you’re not running paid traffic to a webinar that didn’t convert well.
If you’re running live webinars and not using high-converting events to create an automated webinar funnel, you’re probably missing out on a ton of leads and sales.
Time Zone and Webinar Schedule
The main things you need to schedule are:
- Event time zone
- Choose a one-time or recurring event
- Choose event frequency (every day, specific dates, or selected days of the week)
- Start date and end date (if needed)
Some of the advanced settings with Infusionsoft include:
- Split date and time
- Enable in-time registration
- In-time registration intervals
- Event language
- Date format
- Number of schedules available for registration
All of these features give you a ton of control over your automated schedule. Once all of these features are set, it’s time to get people to your registration page. Make sure to always measure your results so you can review the metrics so you can learn from your webinars and tweak as needed.