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Patient Copilot Help Center

Complete Guide to Creating Webinars in Patient Copilot

Webinars help businesses generate leads, educate audiences, and drive conversions through live or on-demand presentations.

  • Live Webinars for scheduled real-time events
  • On-Demand Webinars for evergreen automated viewing experiences This guide covers webinar setup, scheduling, templates, cloning, automations, reminders, and webinar management best practices.

Webinar Types in Patient Copilot

Live Webinars

Live webinars are scheduled events that attendees join at a specific date and time.

  • Product launches
  • Live training
  • Q&A sessions
  • Workshops
  • Coaching sessions

On-Demand Webinars

On-demand webinars use pre-recorded video content that attendees can watch anytime after registration. Use on-demand webinars for:

  • Evergreen lead generation
  • Automated sales funnels
  • Training libraries
  • Self-paced education

Key Features and Benefits

Patient Copilot webinars include:

  • Live and on-demand webinar support
  • Pre-built webinar funnel templates
  • Registration and confirmation pages
  • CRM lead capture integration
  • Automated reminders and follow-ups
  • Webinar cloning and reusable templates
  • Workflow automation support

Create a Live Webinar

Sites → Webinars → New Webinar Funnel

Step 1: Webinar Details - Webinar Name

  • Timezone
  • Date
  • Time Validation prevents webinars from being created with incomplete information.

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Screenshot

** Place the live webinar setup screenshot directly below this section. This screenshot demonstrates:

  • Required webinar fields
  • Improved date/time/timezone pickers
  • Webinar setup validation

Webinar Setup Improvements

The webinar setup flow now includes:

  • Improved date and time pickers
  • Better timezone selection
  • Required field validation
  • Auto-saving webinar entries These improvements help reduce scheduling errors during webinar creation.

Step 2: Select Registration Form Choose a form from: Sites → Forms - Capture attendee information

  • Trigger workflows
  • Start reminder automations
  • Sync leads into the CRM
  • Zoom
  • YouTube Live
  • WebinarJam
  • Custom webinar links

Step 4: Select Webinar Template Choose from pre-built webinar funnel templates or build your own. Templates typically include:

  • Registration page
  • Confirmation page
  • Broadcast page

Webinar Templates and Funnel Pages

Webinar funnels automatically generate webinar pages for attendee registration and viewing.

  • Webinar Registration
  • Webinar Confirmation
  • Webinar Broadcast

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Screenshot

** Place the webinar funnel pages screenshot directly below this section. This screenshot demonstrates:

  • Webinar funnel pages
  • Registration page
  • Confirmation page
  • Broadcast page

Create an On-Demand Webinar

Required Fields

On-demand webinars require:

  • Webinar Name
  • Webinar Video or Link Date, time, and timezone are not required for on-demand webinars.

Upload Webinar Video

Upload a pre-recorded webinar video or select media from your library. Supported formats include:

  • MP4
  • MOV
  • AVI

Webinar Cloning

Patient Copilot allows users to clone existing webinars for faster setup and reuse. When cloning a webinar, users can now:

  • Edit webinar date
  • Edit webinar time
  • Reuse webinar templates and settings This helps simplify recurring webinar scheduling.

Screenshot

Place the webinar cloning screenshot directly below this section. This screenshot demonstrates:

  • Clone Webinar modal
  • Editable date and time fields
  • Webinar duplication workflow

Webinar Automations and Reminders

Webinar funnels support built-in workflow automation. Common automations include:

  • Registration confirmations
  • Reminder emails and SMS
  • Webinar follow-ups
  • Replay delivery
  • Post-webinar nurture campaigns - 24 hours before
  • 1 hour before
  • 10 minutes before

Webinar setup tooltips now provide clearer guidance during webinar creation. If tooltip content fails to load, fallback guidance is displayed automatically to help reduce setup confusion.

Best Practices

Live Webinars - Test webinar links before launch

  • Schedule with timezone awareness
  • Promote early
  • Prepare backup streaming options
  • Encourage attendee interaction

On-Demand Webinars - Use high-quality recordings

  • Keep webinars concise
  • Refresh content regularly
  • Organize media library assets

Webinar Automations - Enable reminder workflows

  • Personalize messages using merge fields
  • Add replay and follow-up sequences
  • Test automations before publishing

Troubleshooting

Live Webinar Issues

Verify the webinar URL before publishing.

Incorrect timezone

Double-check webinar timezone selection during setup.

On-Demand Webinar Issues

Video upload failed Verify file format and upload size.

Poor video quality Upload higher resolution media files.

General Webinar Issues

Webinar not saving

Verify all required fields are completed.

Registration form not working

Confirm form integration and workflow setup.

Frequently Asked Questions

Q: What fields are required for live webinars?

A: Live webinars require a title, date, time, timezone, and webinar link or video. Q: What fields are required for on-demand webinars? A: On-demand webinars require a webinar title and video or webinar link. Q: Can webinar dates and times be edited during cloning? A: Yes. Webinar date and time can now be updated during the cloning process. Q: Do webinar entries save automatically? A: Yes. Webinar entries are auto-saved and appear immediately in the webinar list. Q: Can webinar registrations trigger workflows? A: Yes. Webinar forms can trigger workflows for reminders, follow-ups, tagging, and CRM updates.