How to Automate Your Entire Webinar Sales Funnel in Kit (Evergreen Setup)

Quick Overview

The video demonstrates how to automate an entire evergreen webinar sales funnel using Kit, specifically setting up tag-based triggers to send different post-webinar email sequences to subscribers who attended versus those who did not attend, and further segmenting based on whether they purchased the product.

Key Points: The post-evergreen webinar automation uses initial tags based on attendance ('Webinar attended' or 'Webinar NOT attended') to split subscribers into two main sequences. Attendees receive a 'Post Evergreen Webinar Thank You - Attended' sequence, while non-attendees receive a 'Post Evergreen Webinar Thank You - Did Not Attend' sequence, which includes promotion for a second webinar. Both paths eventually merge into a 'Post Evergreen Webinar Sales Pitch' sequence followed by a 1-day wait, which then checks if the subscriber has the 'Post Webinar Pitch Tag' applied. The sales pitch sequence further splits based on purchase behavior after the second webinar promotion: 'Purchased product', 'Did not purchase', or 'No Product Pitches'. The email editor in Kit allows for dynamic content replacement using custom fields (e.g., first name, review link, discount code) to personalize follow-up emails. Custom links, like the replay link, must use unique URLs generated per subscriber to track individual clicks and behavior. The automation is designed to ensure that users who purchase are immediately pulled out of subsequent sales sequences, preventing irrelevant pitches.

Context: The video, presented by Preston, a Solutions Consultant at Kit, is a tutorial detailing the construction of a self-running, or evergreen, webinar sales funnel automation within the Kit email marketing platform. The core concept relies on using conditional logic based on subscriber tags (specifically webinar attendance and purchase behavior) to deliver hyper-segmented email follow-up sequences designed to maximize conversions for a pre-recorded webinar offer.

Detailed Analysis

The tutorial walks through setting up an automated evergreen webinar sales funnel in Kit, starting with the initial split based on attendance. Two starting points exist: 'Webinar attended - Start Post Webinar Pitch' and 'Webinar NOT attended - Start Post Webinar Pitch'. These paths converge at a diamond shape node that applies the 'Post Webinar Pitch Tag' if the subscriber attended. After this, attendees get a 'Thank You - Attended' email sequence, while non-attendees enter a 'Webinar Promotion Sequence' path that includes a 1-week wait followed by a 'Second Webinar Promotion Sequence' aimed at getting them to register for a replay. Both paths eventually merge before a 1-day wait, where the system checks if the 'Post Webinar Pitch Tag' is present. If present (meaning they attended the first webinar), they skip the subsequent promotional sequences for the second webinar. If the tag is not present (meaning they did not attend the first webinar), they continue through the promotion sequence for the second webinar. Following this, all paths converge again, wait 2 days, and check for purchase status ('did not purchase'). If they didn't purchase, they are split into three paths: 'Purchased product' (which should be empty or have a trigger to remove them from sales), 'did not purchase', and 'No Product Pitches'. The speaker emphasizes that the 'Purchased product' path should ideally have an event to remove the subscriber from further sales sequences. The email editor demonstration highlights how to use personalization merge fields (like first name) and how to set up custom links (like the replay link) to track individual engagement. The custom link URL should be set to a unique tracking link specific to that subscriber's engagement. The speaker also notes that the system automatically generates tags based on link clicks within emails, such as the 'Yes, I'm still interested' link, which is used later in the funnel logic.