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Patient Copilot Help Center

Webinar Funnels

This new addition allows users to create and manage both On-Demand and Live Webinars. The goal is to simplify the process of setting up engaging webinars that drive lead generation, boost engagement, and enhance conversions, all from within a single, integrated platform.

Key Features & Benefits Patient Copilot’s webinar funnels are built to streamline setup while giving you powerful engagement tools.

  • On-Demand Webinars → Pre-recorded content that can be accessed anytime, perfect for evergreen lead generation.
  • Live Webinars → Host real-time sessions with scheduled dates/times and live interaction.
  • Template Selection → Pre-built registration, confirmation, and broadcast pages to launch faster.
  • Automated Workflows & Reminders → Pre-configured automation recipes for email and SMS reminders and follow-ups, reducing manual work.

Getting Started

Accessing Webinar Creation

  1. Login to your Patient Copilot account: app.patientcopilot.ai 2. Navigate to Sites in the left sidebar 3. Click Webinars 4. Select New Webinar Funnel

Initial Setup Choose your webinar type:

  • On Demand Webinar → Pre-recorded, watch anytime
  • Live Webinar → Scheduled event with a set date/time

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Live Webinars

Overview Live webinars are real-time presentations where attendees join at a specific date and time.

4-Step Creation Process

Step 1: Webinar Details

  • Webinar Name (Required) — Example: Digital Marketing Mastery Webinar
  • Timezone (Required) — Default: America/New_York (changeable)
  • Date (Required) — Pick a future date
  • Time (Required) — Example: 2:00 PM _

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Step 2: Select Form

Attendees register via forms created in Sites > Forms.

  • Dropdown Options → Displays all available forms
  • Custom Forms → Create your own with fields like name, email, phone, etc.
  • Lead Capture → Forms sync with your CRM for tracking and automations
  • Automation Trigger → Form submissions also trigger reminder and follow-up workflows (see Automations & Reminders)

Enter your streaming link:

  • Zoom → https://zoom.us/j/123456789 - YouTube Live → [https://youtube.com/watch?v=ABC123](https://youtube.com/watch?v=ABC123) `

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Step 4: Templates

Choose from pre-designed funnel templates, such as:

  • Blank Live
  • E-Commerce Marketing Live
  • Financial Planning Live
  • DIY Home Remodel Live **

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On Demand Webinars

Overview On-Demand webinars are pre-recorded sessions that attendees can access anytime after registering.

4-Step Creation Process

Step 1: Webinar Details

  • Webinar Name (Required) — Example: Content Marketing Mastery - On Demand
  • Note → No timezone, date, or time needed.

Step 2: Select Form

Same as Live Webinars:

  • Choose a form from Sites > Forms - Default Example: Marketing Form - Claim Offer - Customizable fields to capture the data you need

Step 3: Select Video

Upload or select a pre-recorded video:

  • Supported formats: MP4, MOV, AVI, etc.
  • Upload from your computer or select from the media library
  • Required to proceed

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Step 4: Templates

Same template library as Live Webinars, optimized for on-demand viewing.

Automations & Reminders One of the most powerful features of webinar funnels is automation.

  • Pre-Built Workflow Recipe → Each webinar funnel comes with an automation recipe for reminders and follow-ups.
  • Triggers → Registrations (form submissions) automatically start the workflow.
  • Reminders → Email/SMS reminders can be scheduled for Live Webinars (for example, 24 hours before, 1 hour before, 10 minutes before).
  • Follow-Ups → Post-webinar workflows send thank-you emails, replay links, and nurture campaigns.
  • Customization → You can edit workflows via the three-dot menu on your webinar funnel to adjust timing, personalize messages, or add extra steps. Pro Tip: Align reminder timings with your audience’s habits (for example, B2B audiences respond better to morning reminders, while B2C may need evening prompts).

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Best Practices

Live Webinars

  • Test setup before the event - Schedule with audience timezones in mind - Promote early and often - Have a backup plan for technical issues - Encourage interaction (chat, polls, Q&A)

On Demand Webinars

  • Use high-quality recordings - Keep videos concise (30–60 minutes) - Structure content for self-paced learning - Keep your media library organized - Refresh content periodically

Troubleshooting

Live Webinars

  • Link not working → Verify format & test before event
  • Timezone confusion → Clearly display timezone on registration and confirmation pages

On Demand Webinars

  • Upload fails → Check format, file size, and internet connection
  • Poor video quality → Upload high-resolution versions

General

  • Form not capturing leads → Test form integration with CRM
  • Template not loading → Refresh or check connection

Conclusion Patient Copilot webinars let you deliver content live or on-demand, giving you flexibility to match your audience and strategy:

  • Live → Real-time engagement and interaction
  • On Demand → Evergreen, scalable, and flexible access With built-in templates and automation workflows, you can launch webinars quickly while ensuring attendees receive timely reminders, seamless confirmations, and personalized follow-ups — helping you maximize engagement and conversions with minimal effort.