A decision is made to host an online virtual seminar.

Events Coordinator:

Select date, time, type of seminar, ticket price, presenter, sales offer, proctors.

Events Coordinator:

Go to Zoho CRM > Events/Seminars. Click on Create Event (blue button).

Fill in appropriate fields, including event details.

Share this information with Webinar Coordinator.

Webinar Coordinator:

Create Zoom Webinar. Add presenter, proctors (if known), auto-emails, auto-record in the cloud, etc.

Share registration link with Copywriter (who will use it to create a ticket and calendar post).

Copywriter:

Create a ticket to purchase and a registration link that will go on the calendar.

Share the Discover Healing registration link with Events Coordinator.

Events Coordinator:

Place registration link Zoho CRM > Events/Seminars in Registration field.

At top click on Confirmed button.

Automation sends notification to Copywriter.

Copywriter:

In WordPress, create a Seminar Event and publish it to the Discover Healing calendar.

Events Coordinator:

Share information with Marketing Department to advertise the seminar.

Marketing Manager:

Advertise the seminar as instructed in the newsletter, emails, banners, etc.

Event Coordinator:

Create a promo code for 10% off of certification, good until midnight day of event.

Events Coordinator:

Go to Zoho CRM > Events/Seminars and update the event with additional items, including new promo code.

Events Coordinator:

As time draws closer to the seminar event date, determine how many proctors are needed, depending on registration number.

Assign proctors and inform Webinar Coordinator of their names.

Webinar Coordinator:

Add proctor names to Zoom webinar as Co-hosts or Panelists. Send an invitation to each of them.

Create a proctor doc with instructions, promo code, etc.

Share the proctor doc with proctors (as Editors).

If needed, hold a practice Zoom webinar to train proctors.

Webinar Coordinator:

Go into Zoom and run reports for registration number, attendee number, Q&A, Surveys, and Polls.

Send reports to Presenter and Event Coordinator as attachments to an email.

Events Coordinator:

Go to Zoho CRM > Seminar Event to update the fields with registration number, attendee number, and certification sales.

Arrange for commissions to be paid (if applicable).