For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/automations/webinar-automations.md.
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      • How do I react automatically to what a viewer does in the webinar?

      Use the webinar's Automations tab. You create a trigger (for example, "When they watch 50%") and hang as many actions off it as you want — send an email, apply a tag, notify your team. Clickmax creates and maintains each automation underneath; each one is created already assembled (the trigger connected to the action) — you only fill in the action's content.

      Role: any member with access to the workspace.

      Before you start

      • A webinar already created, with a video attached.
      • For the pitch and offer moments, the webinar offer must have its start times configured — that is what defines when each moment happens in the video.
      • To send a message, have the matching channel active in Messaging.

      Step by step

      1. Open the webinar and click the Automations tab, next to Configurações (settings).

      2. Click Novo gatilho (new trigger). A window opens with one card per moment — click the card you want, then Adicionar gatilho (add trigger):

        MomentFires when
        When they registerSomeone submits the registration form
        Before or after the session startsSome time before or after the scheduled session the person registered for — see Reminders before and after the session
        When they join the roomThe viewer enters the room for the first time
        When they join lateThe viewer enters after the pitch has already started
        When they watch X%The viewer reaches the chosen percentage: 25%, 50%, 75%, 90% or 100%
        When they reach the pitchThe video reaches the start of the pitch for that viewer
        When they reach the offerThe offer is shown to that viewer
        When they click the offerThe viewer clicks the offer button

      3. The trigger appears in the list with no actions yet. Click Adicionar ação (add action), click the action's card and then Continuar (continue):

        • Email — subject and message.
        • WhatsApp — approved template and number.
        • SMS — message.
        • Apply tag — one or more tags to mark the contact.
        • Internal notification — title and body of the alert for your team.

      4. The action is created right away and the flow editor opens over the page, with the trigger and the action already connected and the action's settings open. Fill in the content there and click Save in the editor — the action starts paused, and a paused flow is only written by Save.

      5. Optional: to wait before acting, add a Delay block between the trigger and the action in the editor.

      6. Close the editor. The action shows up inside the trigger with what you configured.

      7. Switch the action on so it starts working — it stays off until you switch it on.

      The Before or after the session starts trigger works differently: after Continuar the configuration step opens in the same window, where you pick the moment, fill in the message and click Salvar automação (save).

      Each action has its own on/off switch, and it only turns on with complete content (an email without a subject, for instance, won't turn on). For the Before or after the session starts trigger, the action is created already on when you save it fully filled in.

      When writing the email or SMS, open the editor's variables menu and insert Registrant access link (under the Webinar section). At send time the variable becomes that registrant's individual link: whoever clicks enters the room already identified, straight into the right session, without filling the form again.

      • The link is personal and per session — each registrant gets their own, pointing to the session they registered for.
      • The link expires in 30 days. Opening an expired link shows no error: the room simply asks for identification again.
      • If the registrant's session has already ended by the time they click, the link takes them to the next session of the webinar — or, when none is scheduled, to the room with the "no session scheduled" notice.
      • On WhatsApp, use the variable when mapping the approved template's parameters: type {{webinarMagicLink}} in the parameter field that should receive the link.
      • The same variable shows up in the Automations builder when all of the flow's triggers are webinar triggers (registration, room join, watch percentage, pitch, offer).

      Reminders before and after the session

      The Before or after the session starts trigger fires on time, for everyone registered in a session with a set date — for example, a WhatsApp 40 minutes before and an email 1 day after.

      1. Create the Before or after the session starts trigger and click Add action.
      2. In the second step, choose under When, relative to the start: Before the start or After the start.
      3. In How long (minutes), type the time. 0 acts at the start time; 1 hour = 60; 1 day = 1440.
      4. Fill in the message and click Save automation.

      When the time comes (session start minus or plus the chosen time), the action runs once for each person registered in that session:

      • People already registered also get it, even if they registered before you created the action.
      • People who register after the reminder time get it right away, as long as the session has not started yet (for Before the start) or up to 6 hours after the time (for After the start).
      • The session date changed: the new time applies.
      • The session was deleted: nothing is sent.
      • "Before" never goes out after the session has started.
      • Just in time: this trigger does not act on Just in time sessions, since each registrant gets their own session right after sign-up.
      • Each person gets each reminder only once per session.

      One trigger, many actions## One trigger, many actions

      The same moment can fire as many actions as you like. "When they reach the pitch" can send an email and apply a tag at the same time — two actions inside one trigger, each switching on, off and deleting independently.

      A trigger only exists while it has an action: a freshly created, still-empty trigger disappears if you leave the screen without adding anything.

      Percentages count as separate triggers: 25% and 50% are two distinct triggers, each with its own actions.

      Who does not trigger

      The automation acts on the contact, so it only fires when Clickmax knows who the person is:

      • Viewers who watch without registering (anonymous viewers) trigger nothing.
      • Someone who registers with a phone number only does not trigger the registration automation, because the contact is created right after. The later moments (joining, watching X%, offer) work normally.

      To make sure everyone enters your automations, ask for an email on the registration form.

      Edit, pause and delete

      • Pause — switch the action off. It stops firing and resumes when you switch it back on. The other actions on the same trigger are untouched.
      • Edit — click Editar. The same window opens straight on the action's setup; use Voltar (back) if you want a different action. Note: editing resets that action's execution counters. Editing also does not switch a paused action back on.
      • Delete one action — click the ✕ on its row. It stops firing immediately, including for anyone already waiting out the configured delay.
      • Delete the whole trigger — click the trigger's bin. Every action under it goes too, along with each one's execution history.

      Deleting the webinar switches off all of its automations at once.

      Where these automations show up

      They are also visible in Automations, in the general list, marked as managed by the webinar — use the Type → Webinar-managed filter to find them. There the on/off switch is locked: the webinar's Automations tab is what controls it.

      You can open that automation's flow in the builder to see what it does and follow its executions. If you edit the flow there, the webinar stops recognising the configuration: the automation shows as Editada no construtor (edited in the builder), loses its Editar button and can no longer be switched on from the Automations tab. To get the form back, delete the automation and create it again.

      Why didn't my automation fire?

      • The automation is off. Check the switch in the list.
      • Content is missing. An automation with no message (or no template, on WhatsApp) will not switch on.
      • The viewer has no contact. See Who does not trigger.
      • The moment does not exist in this webinar. Pitch and offer only happen if their times are set on the webinar offer.
      • The session reminder did not go out. Check that the session has a set date (not Just in time), that it was not deleted and that the person registered with an email. See Reminders before and after the session.
      • The percentage was not reached. The percentage tracks how much of the video the person has already watched, and never goes back: if they rewind, the automation does not fire again.