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.

TABLE OF CONTENTS

• Key Features & Benefits
• Getting Started
• Live Webinars
• On Demand Webinars
• Automations & Reminders
• Best Practices
• Troubleshooting
• Conclusion

Key Features & Benefits

SourCherry’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 SourCherry account: app.SourCherry.com

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

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

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)

Step 3: Live Webinar Link

Enter your streaming link:

• Zoom → https://zoom.us/j/123456789

• YouTube Live →

Step 4: Templates

Choose from pre-designed funnel templates, such as:

• Blank Live

• E-Commerce Marketing Live

• Financial Planning Live

• DIY Home Remodel Live

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

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).

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

SourCherry 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.