Setting up Webinars

Pre-Webinar Tasks

  1. Create Zoom Link
  2. Set up Webinar on CRM > View Tutorial
  3. Create Landing Page
  4. Embed Webinar Registration Form from CRM on Landing Page
  5. Embed CPD Certificate Form on Landing Page
  6. Set up Webinar as Event on Facebook
  7. Send out Invitation Email in CRM

Post-Webinar Tasks

  1. Export Zoom Participant Data and check-in contacts in CRM
  2. Edit Recording, upload to Vimeo and embed on Landing Page
Setting up SDA Courses
  1. Set up SDA Course on EventBrite
  2. Set up SDA Course in CRM
  3. Set up SDA Course on WordPress
  4. Add unique URL to Customer Voice