Automate every step of your webinar follow-up in Formaloo

Running webinars creates dozens of repetitive tasks, sending reminders, delivering replay links, following up with attendees, and handing hot leads to sales. With Formaloo, you can automate every step of this workflow using built-in logic, conditional emails, and smart redirects.
📘 Learn more: What is Formaloo?

Why this helps

• Eliminates manual follow-up work after each webinar.
• Ensures every attendee receives relevant, personalized communication.
• Automatically nurtures warm leads into next steps (demo booking, downloads, signups).
• Syncs your registrants with CRMs, Slack, and email platforms using webhooks.
• Helps you scale repeatable webinar funnels without expanding your team.
  📘 Learn more: Build personalized and time-saving flows with logic & automation

Step 1 — Create your webinar registration form

You can start from scratch, use Magic Create, or start from a template in the Template Gallery, such as the Event Registration Form.

Try Magic Create with this prompt:

“Webinar registration form with name, email, session time, reminders, interests, and post-submission automation.”

Essential fields to add:

• Full name
• Email
• Preferred session/date
• Interest level or topic selection
• Reminder preference (email/SMS)
• Consent checkbox
• Hidden field for internal tagging (e.g., Webinar: AI Demo)

📘 Learn more: Form editor & field types

💡 Tip: Use multi-step pages so the form feels lightweight and converts better.

Step 2 — Add On Submit logic to trigger instant actions

Once someone registers, automate the entire first touch:

• Send a personalized registration confirmation email
• Send a Slack notification to the team
• Redirect users to an “Add to Calendar” page
• Pass the data to your CRM through a webhook
• Tag the registrant with a hidden internal value
• Send different follow-ups based on their selected session time

📘 Learn more: What is “On Submit” logic and how it works

💡 Tip: Build multiple ending pages for different user paths (e.g., confirmed, waitlisted, VIP session).
📘 Learn more: How to set multiple ending pages with redirect logic

Step 3 — Trigger follow-up flows after the webinar (On Update logic)

Use On Update logic when you update the attendee’s status in your database:

• Mark as “Attended” → send replay + next step.
• Mark as “Did not attend” → send replay + alternative session.
• Mark as “Interested” → notify sales to follow-up.
• Mark as “Hot lead” → redirect to Calendly booking link.

📘 Learn more:
What is “On Update” logic & how it works

💡 Tip: Add a dropdown field named “Status” to your form base to trigger these automations.

Step 4 — Embed Calendly (optional) for automatic booking

After the webinar follow-up email, many users want to book a call immediately.
Use Redirect URL to send them straight into Calendly.

You can redirect:

• On form submission
• On field update (Status = “Hot lead”)

📘 Learn more: Calendly integration in Formaloo

💡 Tip: Enable “Send form data to redirect URL” to auto-fill their name & email in Calendly.

Step 5 — Connect your marketing tools with webhooks

If you want your registrants synced into:

• HubSpot
• ActiveCampaign
• MailerLite
• Slack
• Google Sheets
• Make.com / Zapier workflows

Use Formaloo webhooks to push data instantly.

Typical webinar webhook examples:

• Send registrants into “Webinar Nurture Sequence”
• Add attendees to “Retargeting Audience”
• Push hot leads into sales CRM pipeline

📘 Learn more: How Formaloo webhook works

💡 Tip: Set up webhooks for both On Submit and On Update for best segmentation.

Step 6 — Add a post-webinar feedback form (optional)

Use this to:

• Understand which segment they belong to
• Trigger personalized follow-up sequences
• Score user interest
• Recommend next steps

Include fields like:

• “How useful was the webinar?” (1–5)
• “What are you struggling with most?”
• “Do you want a follow-up call?”

💡 Tip: Use scoring or variable fields to auto-classify leads.

Step 7 — Track results with dashboards

Create a dashboard to monitor:

• Number of registrants
• Show-up rate
• Replay views
• Demo bookings
• Topic interest breakdown

📘 Learn more: How to create or edit an app (dashboards)

💡 Tip: Add charts showing attendee segments for future targeting.

Pro Tips

1. Build a reusable webinar automation template

Create one workflow and clone it for every future webinar.
📘 Learn more: Customize app layout & design

2. Use AI to auto-generate personalized replay emails

Formaloo AI can summarize each user’s registration data and generate tailored messages.
📘 Learn more: What is Formaloo?

3. Use Memory Forms for returning webinars

Auto-fill past attendee info to increase completion speed and reduce drop-off.
📘 Learn more: Memory Forms overview
(Feature included under “Memory Forms” section)

Real-world example

A digital agency automated its webinar workflow using Formaloo:

• Registration form → automatic confirmation
• Waitlist logic → custom ending pages
• Attendance imported → On Update sends segmented emails
• Hot leads automatically pushed to Calendly
• Dashboard shows conversion, retention, and topic interest

They reduced follow-up time from 7 hours per webinar to 0 hours.

📈 See more examples:
https://help.formaloo.com/en/collections/7489861-use-cases

FAQ

1. Can I send different follow-up emails to attendees vs. non-attendees?

Yes. Use the Status field + On Update logic to trigger unique emails for each group.
🔗 Learn more: On Update logic

2. How do I notify my team when a hot lead signs up?

Use conditional email notifications or Slack notifications via webhook.
🔗 Learn more: Email notifications

3. Can I push webinar data into my CRM automatically?

Yes. Use webhooks to sync all registration and attendance data.
🔗 Learn more: Formaloo webhooks

4. Can I reuse the same setup for multiple webinars?

Absolutely—duplicate the form and update the content.
🔗 Learn more: Create your first form or app

Build a fully automated webinar follow-up workflow

With Formaloo’s logic rules, email automations, webhooks, dashboards, and integrations, you can build a 100% automated webinar follow-up system that nurtures leads, delivers replay content, and accelerates bookings — all without manual work.

🎉 Learn more:
Explore more automation use cases here:
https://help.formaloo.com/en/collections/7489861-use-cases

Last updated: December 2025

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