Setting Up a Webinar

Overview

Webinars are a powerful way to educate families and extend your workshop reach. In PXME, webinar setup follows three main steps: edit your marketing templates, update your webinar funnel(s), and adjust your custom values so automations pull in the correct details.

Step 1: Edit Marketing Templates

Email Templates

• Go to Marketing → Emails → Templates.

• Open the Webinar folder.

• Edit all templates labeled [EDIT].

• Replace placeholder text, adjust details, and swap out images to match your branding.

SMS Templates

• Go to Marketing → Snippets → Webinar Folder.

• Edit all SMS snippets labeled [EDIT].

Step 2: Edit the Webinar Funnel

Go to Sites → Funnels → Webinars.
You’ll see three main webinar funnels:

• Perfect Storm Webinar Registration – Evergreen (for automated/on-demand webinars)

• Perfect Storm Webinar Registration – Live (for live webinar events)

• Watch Perfect Storm Webinar (for the actual viewing page)

For each funnel you’re using:

1. Click Edit.

2. Update landing page content, images, and registration details.

3. Edit the thank-you page messaging.

4. When done:

   • Either click Publish → select domain → Save, or

   • Click Save → Funnel Settings → Add domain → Save.

Step 3: Update Custom Values

To keep automations and templates accurate:

• Go to Settings → Custom Values.

• Update the following:

  • Workshop Webinar Site → paste your webinar funnel link (evergreen or live).

  • Workshop Event Replay Video Link → add your replay video link (after live webinar).

  • Workshop Missed Survey Link → add your post-webinar survey funnel link.

Step 4: Optional Enhancements

• Upload a pre-recorded webinar video into your funnel if running evergreen/on-demand.

• Add a survey funnel and connect it with Workshop Missed Survey Link.

• Update automations to include Google Sheets or Slack actions, if used by your practice.

Key Takeaway

Setting up a webinar in PXME follows a simple flow:

1. Edit your templates.

2. Configure your funnels (live or evergreen).

3. Update custom values.

Once complete, all emails, SMS, and reminders will automatically display the correct webinar information.