Create a Zoom Webinar & send email from Ontraport

SECTION ONE: PROCESS OVERVIEW

TITLE: What are you calling this process?

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SUMMARY: A one-sentence description of the process.

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WHY: Briefly explain why the process is important.

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INTERVAL: How often does this process need to be complete?

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SECTION TWO: PROCESS EXECUTION

STEP #1

Log in to zoom account at zoom.us

STEP #2

Click on "My webinars"

STEP #3

If possible, already use a template and schedule a webinar with this template or click on the previous webinar and use "schedule a webinar with the same setting"

STEP #4

Scheduling a webinar:

1. Enter the topic, description, date and time (almost always it will be -6 GMT - US Central time zone)

2.  Unless specified otherwise, webinar will not be recurring, registration is required

3. host and panelists by default off - it is the initial video sharing option

4. Audio both, but for US only

5. Does not require a password

6. No Q&A, enable practice session

7. Record webinar automatically in the cloud

8. If the main host is support@bettertraderacademy, use andrew@bettersystemtrader.com as an alternative host.
   

STEP #5

Save

STEP #6

After saving, you will be given more options to edit:

1. Add tomas@nesnidal-financnik.cz as a panelist
   


2. Check 'approval options' and 'manage attendees sections' - they should look the same as on the screenshot below

STEP #7

Check email settings:

1. The email contact should Better Trader Academy, the email info@bettertraderacademy.com
   

2. Check all settings, If using a template, you will still need the update the reminder email settings to 1 day and 1 hour before the webinar

STEP #8

Brading

At the moment we only use the banner, nothing else.

STEP #9

Polls, Integration and Live streaming

Unless otherwise specified, no polls, no integration, no live streaming

STEP #10

Special - BOSM

Send email to emini clients - motivation to upgrade to BOSM

STEP #11

Log into Ontraport - ontraport.com

STEP #12

Go to contacts - messages

STEP #13

Select a filter - what product is the webinar for

STEP #14

Search for word "webinar"

STEP #15

Check the results and select the most recent for the webinar series and make a copy of it!

Some results might be that webinar recording has been published on the website, don't use these.

STEP #16

Update the subject - it will mostly stay the same - just change the session number

STEP #17

If the session number is part of the session name, leave it there.

STEP #18

Update webinar information

1. Update the subject


2. Webinar name


3. Webinar time, date (use CST, CET and AEST time zones)

STEP #19

Do the same for plain text version below the html version (if using the html editor)

STEP #20

Send test email to jan.lesanovsky@gmail.com

STEP #21

Save the message.

STEP #22

Logout.

STEP #23

Add the coaching call to the forum as well.

Create a new post, similar to this one:

https://members.bettertraderacademy.com/forums/topic-post/the-8th-qa-coaching-session/

Plus post there the recording as well (once it is done)

SECTION THREE: REPORTING

WHO: Who should be the outcome sent to?

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WHAT: What are you expecting to see in the outcome?

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WHEN: When does the person reviewing the outcome want it?

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HOW: How should the outcome be delivered?

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