--- title: "Webinar Funnels" description: "Build live and on-demand webinar funnels in Aesthetix CRM to educate patients on treatments, capture registrations, and automate reminders and follow-ups." url: https://help.aesthetixcrm.com/en/articles/1564-webinar-funnels collection: "Funnels" updated: 2026-07-03 language: en --- # Webinar Funnels Build live and on-demand webinar funnels in Aesthetix CRM to educate patients on treatments, capture registrations, and automate reminders and follow-ups. Webinar funnels let your practice host educational sessions that generate leads, build trust, and convert interested patients into booked consultations. Whether you run a live event on a new injectable or offer an evergreen recording explaining a procedure, Aesthetix CRM lets you create and manage both On-Demand and Live webinars from a single, integrated platform, complete with registration pages, confirmation pages, and automated reminders. ## Key Features & Benefits - **On-Demand Webinars**: Pre-recorded content patients can watch anytime, perfect for evergreen education and lead generation. - **Live Webinars**: Host real-time sessions with a scheduled date and time and interact with attendees as they join. - **Template Selection**: Pre-built registration, confirmation, and broadcast pages so you can launch faster. - **Automated Workflows & Reminders**: Pre-configured automation recipes send email and SMS reminders and follow-ups, reducing manual work. ## Getting Started ### Accessing Webinar Creation 1. Log in to your Aesthetix CRM account. 2. Navigate to **Marketing** → **Landing Page Builder** 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 and time. ![](https://staticfiles.us.gleap.ai/g/xaAtqN6fGfkgAZKbswbvFANbLGTs5qumlw71tjTkVSGVYgArtGVC98uKETvGzWesZxyAqhIxPZS.png) ## Live Webinars Live webinars are real-time presentations where patients join at a specific date and time, ideal for treatment Q&As, product launches, or seasonal promotions. Creating a live webinar takes four steps. ### Step 1: Webinar Details - **Webinar Name** (Required), For example, _Botox & Beyond: Your Guide to Injectables_. - **Timezone** (Required), Defaults to your local timezone and can be changed. - **Date** (Required), Pick a future date. - **Time** (Required), For example, _2:00 PM_. ![](https://staticfiles.us.gleap.ai/g/PScrRm9P2Ka1AjNaGucWs4yVGJ0h6Zb5Dmhe53UdqUSLqHdeTat76GHFnYnAe13choMRTLRsjCp.png) ### Step 2: Select Form Patients register through forms created in **Web Tools** → **Forms**. - **Dropdown Options**: Displays all available forms. - **Custom Forms**: Build your own with fields such as name, email, and phone. - **Lead Capture**: Registrations sync with your CRM for tracking and automations. - **Automation Trigger**: Form submissions also trigger reminder and follow-up workflows. ### Step 3: Live Webinar Link Enter your streaming link, such as a Zoom meeting link or a live video link from your streaming platform. ### Step 4: Templates Choose from pre-designed funnel templates to give your registration and broadcast pages a polished look, then customize them to match your practice's branding. ![](https://staticfiles.us.gleap.ai/g/2PeVnWp5MLcTn9W3HvOf8E250iPbPTOqY2YBTfH5EQD79JpKWGLfK4fuf7CtUMebPSWERNoy2Yn.png) ## On-Demand Webinars On-demand webinars are pre-recorded sessions patients can access anytime after registering, making them perfect for evergreen education on procedures, aftercare, or membership programs. Creating an on-demand webinar also takes four steps. ### Step 1: Webinar Details - **Webinar Name** (Required), For example, _Understanding Your Treatment Options - On Demand_. > **Note:** On-demand webinars do not require a timezone, date, or time. ### Step 2: Select Form Just like live webinars, patients register through a form. - Choose a form from **Web Tools** → **Forms**. - Customize the fields to capture the information you need. ### Step 3: Select Video Upload or select your pre-recorded video. - Supported formats include MP4, MOV, and AVI. - Upload from your computer or select from the media library. - A video is required to proceed. ![](https://staticfiles.us.gleap.ai/g/5L1nthEmKwgQLS9w0yl0YKNKKbRozAPq60Yi3dHJlwlSft4zR6HRhkqaUh1JaOnv6tZKORVuD2C.png) ### Step 4: Templates Choose from the same template library used for 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**: Schedule email and SMS reminders for live webinars, for example 24 hours before, 1 hour before, and 10 minutes before. - **Follow-Ups**: Post-webinar workflows send thank-you emails, replay links, and nurture campaigns. - **Customization**: Edit workflows from the three-dot menu on your webinar funnel to adjust timing, personalize messages, or add extra steps. > **Note:** Align reminder timing with your patients' habits. Many practices find that evening reminders reach patients after work, when they are most likely to register or attend. ![](https://staticfiles.us.gleap.ai/g/LX7EZbMoXXqVNV54u8sudThD3y6fwidSb5SjqBY5tSx7oSnP5DDGtF6x5nSvvahjXwPBA4fmtPW.png)![](https://staticfiles.us.gleap.ai/g/nEY8DuPUiaEmWtn9V52EvNRIHAftJWFIIKXN7X9vD4uxeP9kHObdj9Qu0V9MfbWWtq8JeOCfrRe.png) ## Best Practices ### Live Webinars - Test your setup before the event. - Schedule with your patients' timezones in mind. - Promote early and often across email, SMS, and social. - Have a backup plan for technical issues. - Encourage interaction through chat, polls, and 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 the format and test it before the event. - **Timezone confusion**: Clearly display the timezone on your registration and confirmation pages. ### On-Demand Webinars - **Upload fails**: Check the file format, file size, and internet connection. - **Poor video quality**: Upload a high-resolution version. ### General - **Form not capturing leads**: Test the form's integration with your CRM. - **Template not loading**: Refresh the page or check your connection. ## Conclusion Webinar funnels let your practice deliver education **live or on-demand**, giving you the flexibility to match your audience and strategy. Live sessions drive real-time engagement, while on-demand recordings offer evergreen, scalable access. With built-in templates and automation workflows, you can launch webinars quickly while ensuring patients receive timely reminders, seamless confirmations, and personalized follow-ups, helping you maximize engagement and conversions with minimal effort.