Webinar2Loop

Trello Checklist for Installing WebinarLoop2 & Calendly Integration

Board Name: WebinarLoop2 & Calendly Integration Setup

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✅ List 1: Pre-Installation Preparation

📌 Checklist:
•Purchase & download WebinarLoop2
•Create a WebinarLoop2 account (if not done)
•Create a Calendly account (if not done)
•Confirm website platform (WordPress, standalone, etc.)
•Gather API keys and integration details

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✅ List 2: Installing & Configuring WebinarLoop2

📌 Checklist:
•Install WebinarLoop2 plugin on WordPress (if applicable)
•Set up a new webinar in WebinarLoop2
•Choose webinar type (Live, Automated, Hybrid)
•Upload or connect a video source (YouTube, Vimeo, MP4, etc.)
•Set up webinar schedule and registration settings
•Configure email notifications and reminders
•Test the webinar registration and playback

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✅ List 3: Setting Up Calendly for Webinar Booking

📌 Checklist:
•Create a new event type in Calendly
•Set event duration to match webinar schedule
•Adjust availability settings to match webinar times
•Customize confirmation and reminder messages
•Enable automatic email & SMS reminders (if needed)

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✅ List 4: Integrating WebinarLoop2 & Calendly

📌 Checklist:
•Get the Calendly embed code or API key
•Add Calendly booking link to WebinarLoop2 registration page
•Enable auto-registration from Calendly to WebinarLoop2
•Set up Zapier (if needed) for advanced integration
•Test end-to-end registration flow (Calendly → WebinarLoop2)

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✅ List 5: Testing & Optimization

📌 Checklist:
•Test webinar registration via Calendly
•Confirm email notifications are sent correctly
•Verify webinar playback & attendee tracking
•Optimize registration page for conversions
•Monitor analytics & troubleshoot any issues

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This checklist ensures a smooth setup and integration between WebinarLoop2 and Calendly.