🎙️ CapBloom sets up your entire webinar system for you.

The registration page, the email automations, the reminder sequences, the post-webinar follow-up — all of it is built and configured by your CapBloom team. You don't touch any of the tech.

To get your webinar system activated: Email [email protected] or book a session at capbloom.com/connect and let us know you're ready to run your first webinar.

Webinars are one of the highest-converting tools in capital raising. They combine education and relationship-building in a live format that moves investors from warm to ready-to-commit. Here's what the system looks like once it's built — so you know what you have and how to use it.

What to Set Up in CapBloom Before Your Webinar

Step 1: Update Custom Values

Go to Settings > Custom Values > Search for "Webinar" > Update all Webinar values with your specific event details (date, time, link, title).

Step 2: Update Email Templates

Go to Marketing > Email Templates and update the following:

• Webinar Registration Confirmation
• 24-Hour Reminder Email
• 1-Hour Reminder Email
• Post-Webinar Follow-Up (Attendees)
• Post-Webinar Follow-Up (Non-Attendees)

Step 3: Set Up Registration Form

Make sure your webinar registration form is live and connected to the Webinar Reminder Automation.

Step 4: Activate the Automation

In Automations, confirm the Webinar Reminder workflow is live and triggered by webinar registration.