Training & Onboarding Promotion Playbook

If your goal is to help users, customers, or team members learn and succeed over time, this is the right approach.

In this scenario, you already know who your audience is. You’re not trying to capture leads.

You’re trying to make it as easy as possible for people to access and return to your webinar.

What you’re optimizing for

Training and onboarding webinars work best when they are:

  • Easy to access
  • Available at the right moment
  • Designed for repeat engagement

Destinations: Where your webinar should live

Your webinar should be embedded directly into the experience people are already having.

Common destinations include:

  • Inside your product
  • In your knowledge base or help center
  • Within help articles
  • As part of a webinar directory or series
  • Inside a learning center or academy

In some cases, you may still use landing pages. But in training and onboarding, the goal is typically to reduce friction by bringing the webinar closer to where users already are.

The goal is not to send people somewhere else. It’s to bring the webinar to them.

See the Destinations Guide for more →

Distribution: How to get people there

Distribution is mostly contextual and automated.

Instead of broadly promoting your webinar, you surface it when it’s relevant.

Examples:

  • A new user receives an onboarding email with a link to a webinar
  • Someone exploring a feature is shown, in-app, a deeper walkthrough
  • A user who hasn’t activated is guided to a “getting started” session

You can also use direct communication, especially in onboarding:

  • Email onboarding sequences
  • Customer success outreach
  • Support responses

Whenever possible, automate this so it runs continuously.

See the Distribution Guide for more →

Getting into the webinar: Access and lead capture

Because you already know who your audience is, your goal is to reduce friction as much as possible.

Recommended approaches

Auto-registration (CRM or integrations)
Automatically register users and send them a join link.

Best for onboarding sequences and lifecycle campaigns
Learn more →

Personalized join links
Send users a direct link that takes them into the webinar without requiring registration.

Best for email, in-app messages, and support
Learn more →

SSO (single sign-on)
Allow logged-in users to access the webinar without registering again.

Best for SaaS products and internal training
Learn more →

Webinar series (training hubs)
Allow users to register once and access multiple webinars over time.

Best for structured onboarding and ongoing education
Learn more →

If you use registration forms

Keep them simple.

Name and email is enough.

If you need more information:

  • Ask inside the webinar using interactions

See the Getting Into the Webinar Guide for more →

How this works together

In a strong training and onboarding setup:

  • Your webinar is embedded in the user experience
  • It appears at the right moment
  • It’s easy to start or return to

This creates a system where users can:

  • Learn at their own pace
  • Come back multiple times
  • Continue progressing over time

What to do next

Start simple:

  • Add one embedded webinar to a key location
  • Add one contextual trigger
  • Remove friction from how people access it

Then build from there.