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. ## !(https://assets.patientcopilot.ai/75a1cfada91d0dc5.png) 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 ### Step 3: Add Webinar Link Add your webinar streaming URL. Supported platforms include: - 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 * * * ## !(https://assets.patientcopilot.ai/38b0987c7464c00d.png) 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. ##!(https://assets.patientcopilot.ai/a7aaecf4530126da.png) 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 ### Webinar link not working 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. * * * ## Related Articles - Recurring Webinar Settings
Webinar Funnels