Standard Operating Procedure for Posting Webinars on CAS.org

Objective

This SOP outlines the step-by-step process for posting webinars on the CAS.org website using Webflow and SharePoint.

Key Steps

1. Accessing the Webinar Document 0:02

• Log into SharePoint.
• Navigate to the folder containing the webinar document.
• Open the Word document template for webinars.

2. Gathering Webinar Information 1:11

• Scroll down in the Word document to find the necessary information for the webinar.
• Note the webinar title, date, start time, and description.

3. Logging into Webflow 1:27

• Log into Webflow.
• Click on the CMS tab.
• Scroll down to the webinars section.

4. Creating the Webinar Post 1:54

• Click on the post that corresponds to the webinar card.
• Copy the webinar title, date, start time, and description from the Word document.

5. Filling Out Webinar Details 2:26

• Paste the copied information into the appropriate fields in Webflow.
• Select the type of webinar (e.g., coffee lecture, presentation).
• Set the presentation language (English or Chinese).
• Ensure the duration is set to 30 minutes.

6. Adding Additional Information 3:01

• Add start and end times for the webinar.
• Include any second session times if applicable.
• Add a short description if required.

7. Adding Learning Outcomes 3:56

• Ensure 'What You Will Learn' is included in the description content.

8. Adding Speaker Information 4:32

• Start typing the speaker's name to pull from the connected collection.
• Use the plus button to add additional speakers if necessary.

9. Publishing the Webinar 5:13

• Click 'Publish Now' to ensure the speaker information is published simultaneously.

10. Adding Resources and Links 8:05

• Add any PowerPoint slides or PDFs as resources.
• Set the resource button label (e.g., 'Download the Slide Deck').

11. Adding Video ID and Confirmation 8:27

• Ensure the Brightcove video ID is added if applicable.

12. Editing the Webinar Form 10:19

• Edit the form for the webinar.
• Ensure the WebEx meeting ID is correctly pulled from the attendee link.

13. Setting Up Redirects 11:47

• Ensure the redirect URL is set up correctly for the thank you page.

14. Cloning the Template 13:03

• Clone the master template for future webinars.

15. Notifying Team Members 13:35

• Tag Spencer in Smartsheet to set up workflows.
• Notify relevant team members (e.g., Christy Roberts) that the page is ready.

16. Testing the Form 14:14

• Test the form to ensure it works properly and confirm receipt of a confirmation email from WebEx.

17. Adding HubSpot Form ID 15:09

• Copy the HubSpot form ID from the embed code and paste it into the designated section.

Cautionary Notes

• Ensure all information is accurate before publishing.
• Double-check the WebEx meeting ID to avoid errors.

Tips for Efficiency

• Use the master template to save time on future webinars.
• Keep a checklist of required fields to ensure nothing is missed during the process.

Link to Loom

https://loom.com/share/57cb30d883184a829ac789d6d1e59d4e