What just happened
The lead landed on the sales page. Nothing has been captured yet, they are just watching the pitch. Click Save my free seat to move to the opt-in.Behind it: a page view is tracked, the traffic source is remembered for attribution.
S
SynthOps CRMbuilder view ยท demo
- โฑDashboard
- ๐ฅContacts
- โกFunnels & Automation
- โEmail & SMS
- ๐ Calendars
- ๐Reporting
4,820Visitors (30d)
1,640Leads captured
34.0%Landing โ opt-in
STEP 1
Landing / VSL
โถ sales video page
100%4,820 in
โ
STEP 2
Opt-in form
โ name + email
34.0%1,640 opt-ins
โ
STEP 3
Thank you
โ webinar confirmed
31.6%1,523 confirmed
These are the three pages from the first tab, shown as the builder sees them. Each card is one editable page; the percentage is how many visitors made it that far. Open Automation to see what fires the moment someone submits the form.
This is the workflow that runs by itself after every opt-in. One trigger, then a chain of actions. No human touches it.
โก
Form submittedTrigger ยท opt-in form on the launch funnel
Trigger๐ท
Add tag: webinar-jul-leadMarks the contact so reporting and segments stay clean
Actionโ
Send email ยท Day 0"Your seat is confirmed" with the access link + calendar file
Actionโณ
Wait 2 daysPause the sequence until closer to the live date
Delay๐ฌ
Send SMS ยท reminder"We go live tomorrow at 6 PM CET, here is your link"
Action๐
Branch: attended vs no-showAfter the webinar, split contacts down two different follow-ups
ActionTrigger (what starts it)Action (what it does)Delay (a timed pause)