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Send Webinar Follow-Ups

Send a personalized mail merge to webinar attendees

Use this Agent instantly or customize it - no programming needed

Send personalized webinar follow-ups
Reads
  • approved follow-up email
    approved follow-up email

    Your labeled email provides the webinar, attendee group, approved wording, and any addresses to exclude.

  • follow-up settings
    follow-up settings

    Your setup identifies approved organizers, message placeholders, and the time zone for webinar dates.

  • webinar details
    webinar details

    Your finished webinar provides its title and date for each personalized message.

  • attendee list
    attendee list

    Your attendance list shows who actually joined and may include their names and email addresses.

  • registration list
    registration list

    Your registration list helps match attendees to names and available email addresses.

Email account
Email account

Your email account holds the approved request, sends attendee emails, and returns the results to you.

Email account
Webinar platform
Webinar platform

Your webinar platform supplies the finished webinar's details, attendance, and registration information.

Webinar platform
Does the approval lack a clear webinar, audience, subject, or body?YesNo
Reply with the details the organizer must add
Writes
  • follow-up issue reply
    follow-up issue reply

    Your reply explains why the mail merge cannot proceed yet.

Is the webinar unfinished, unavailable, or missing its attendee list?YesNo
Reply with why the mail merge cannot proceed
Writes
  • follow-up issue reply
    follow-up issue reply

    Your reply explains why the mail merge cannot proceed yet.

Match the approved group and remove bad, duplicate, or excluded addresses
Fill approved placeholders and exclude unresolved messages
Send individual emails, reply with results, and mark the request processed
Writes
  • attendee follow-up emails
    attendee follow-up emails

    Your approved wording and webinar details appear in each successfully sent attendee email.

  • delivery report
    delivery report

    Your reply lists sent addresses, excluded attendees with reasons, and any failed sends.

This Agent reads your labeled approval email and checks who attended the finished webinar. It sends personalized emails from your mailbox, then replies with sent addresses and exclusions.

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Made for your industry

Send Webinar Follow-Ups is made for businesses in these industries.

Made for your role

Send Webinar Follow-Ups is made for people in these roles.

Made for your department

Send Webinar Follow-Ups is made for people in these departments.

How Send Webinar Follow-Ups works

6 steps, in order, on every run.

  1. Confirm the requestConfirm the sender, webinar ID, attendee group, subject, and message in your labeled email. Request missing details before sending.
  2. Check webinar attendanceRead the finished webinar's attendance and registration lists. Stop and explain if the webinar or lists are unavailable.
  3. Choose eligible attendeesMatch attendees to registration details, keeping your chosen group. Exclude unclear matches, unusable or repeat addresses, and your exclusions.
  4. Personalize the messageFill first names and webinar details into your approved wording. Set aside anyone with a missing placeholder value.
  5. Send individual emailsSend a separate email to every eligible address. Record any failed send as unsent.
  6. Report the resultsReply to your approval email with sent addresses and exclusion reasons. Include failed sends so you know what needs attention.

How to Get Started

Connect your tools

Connect the tools you already use, such as Gmail, Microsoft Outlook or Zoom.

13 tools
Set your rules
  • Connect the organizer's webinar account with access to finished webinar details, attendance, and registration lists; use a webinar plan that exposes these lists.
  • Connect the sending mailbox, identify the organizers allowed to approve a send, and choose the approval label that starts a run.
  • Tell organizers to include the webinar ID, the attendee group, the approved subject and body, and any addresses to exclude in each approval email; agree on the placeholders for first name, webinar title, and webinar date.
  • Set the time zone used to write the webinar date in attendee emails.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Send Webinar Follow-Ups:

Can I choose who gets the follow-up?

Yes. You name the attendee group and any addresses to exclude in your approval email. The Agent sends only to matched attendees with usable details.

Do I need to supply the email text?

Yes. You provide the subject and body, and choose the agreed placeholders during setup. The Agent fills those placeholders within your wording.

What if the webinar or attendee list isn't ready?

You get a reply explaining why nothing was sent. Check the finished webinar and attendee list before trying again.

How will I know who was left out?

Your reply lists excluded attendees with reasons and identifies failed sends. Missing emails and unclear matches stay out of the send.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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