Library / Lead nurturing / lead-nurturing-003

Webinar registration confirmation and reminder sequence

Lead nurturing Marketing Hub Professional Contact Simple ~25 min to build

Outcome. Webinar registrants automatically get a confirmation email plus two time-anchored reminders before the live date, with no one manually scheduling sends per session.

Workflow mapEnrollment, branches and actions at a glance
flowchart TD
    A[Form submission: webinar registration] --> B[Set webinar_date]
    B --> C[Set webinar_name]
    C --> D[Send: registration confirmed]
    D --> E[Delay until: 1 day before webinar_date]
    E --> F[Send: reminder tomorrow]
    F --> G[Delay until: 1 hour before webinar_date]
    G --> H[Send: starting soon]
    H --> I[Add to list: awaiting attendance classification]

When to use it / when not to

What the full spec adds

  • Prerequisites: 3 items, every property with its internal name, type and options
  • Enrollment: trigger, criteria as ticked in the UI, re-enrollment rule, suppression
  • Steps: 8 numbered actions with their parameters, branches and delays
  • Known pitfalls: 4 traps seen in production
  • Test plan, Variants and the YAML build spec
  • Files: PDF, Markdown, properties JSON to create the fields in one API call

One-time payment. Includes every spec added to the pack later, up to the full 500. Consultants: Everything, forever adds the agency licence for unlimited client portals.

Everything add-on Install this workflow in my portal Two clicks: authorise your portal, confirm. Properties created, workflow delivered switched off, ready to review. Coming to Everything and Pro buyers first.