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Seminars User Guide

Our Sympathy Brands User Guides provide easy to follow, step-by-step guidance along with visual support for our partner funeral homes. For further assistance please call 877.788.0019 or email service@sympathybrands.com.

 

Create a Seminar  |  Feature Presenters  |  Email Settings  |  Invite Presenters
Invite Guests  |  Begin A Seminar  |  Reports, Recordings, Absentees  |  FAQs

 

How to Create a Seminar

  1. Select SEMINARS; if applicable, select the corresponding location
  2. Click SCHEDULE A SEMINAR
  3. Input the following:
    1. Seminar Name
    2. Time
    3. Description
    4. Incentive (if applicable)
    5. Survey URL (if applicable)
  4. Click SCHEDULE

NOTE:

  • If you are using a template from a previous seminar, select that template from the "Use a Template" dropdown 
  • The timezone will default to the funeral home’s location

 

How to Feature Seminar Presenters

On the Seminar Details page, go to SEMINAR PRESENTERS:

  1. If applicable, upload a picture of the presenter
  2. Complete the following:
    1. Name
    2. Title
    3. Organization
    4. Bio
  3. Click ADD

To add additional presenters, click the edit icon in the Seminar Presenters section and follow the steps above.

 

How to Edit Email Settings

On the Seminar Details page, go to EMAIL SETTINGS:

  1. Click the EDIT icon
  2. Edit the email address and banner image, if necessary
  3. Click EDIT to make changes to the emails templates for:
    1. Registrants
    2. Attendees
    3. Absentees*
  4. Click SAVE

* Check the box in the Absentees email to automatically send an email following the Seminar.

 

How to Invite Seminar Presenters

On the Seminar Details page, go to INVITE SPEAKER (PANELISTS):

  1. Click the EDIT icon
  2. Complete the following:
    1. Name
    2. Email
  3. Click ADD
  4. Once all presenters are added, click SEND INVITE

To add additional presenters, repeat steps 2 and 3 above.

 

How to Invite Seminar Guests

  1. On the Seminar Details page, go to INVITE GUESTS (ATTENDEES):
  2. Here, you have the options to:
    1. Copy the invitation
    2. Email yourself the invitation
    3. Copy the invitation to your clipboard

 

BEST PRACTICE:
You may share the registration link on your directory page, marketing materials or social media.

 

How to Begin a Seminar

On the day of your seminar, log into Sympathy Brands and select SEMINARS at the top of the page:

  1. Your seminar will be listed under UPCOMING 
  2. Select the hyperlinked seminar title 
  3. Click START THIS SEMINAR 

NOTE:
Note: The Zoom application will open in practice mode. When you are ready to allow attendees to enter, click Start Webinar.

 

How to Access Reports, Recordings, and Email Absentees

Following the seminar, log into Sympathy Brands and select SEMINARS:

  1. Select the PAST tab
  2. Click on the title of the seminar
  3. Select RECORDINGS to download the recording of your seminar
  4. Select REPORTS to download any applicable reports as a PDF, Excel document or CSV
  5. If applicable, select EMAILS on the menu to send a trigger email to absentees

Your funeral home’s Profile page will have an area for upcoming seminars.

NOTE:

Recordings may take up to 3 hours to be processed and appear in the platform.

 

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Frequently Asked Questions (FAQs)

Q: Can I use Seminars for anything other than a Preplanning Seminar?
A: Yes, you may use Seminars to host panels or community events. This is a great resource to support other business professionals and introduce yourself and your funeral home or cemetery to a wider audience.

Q: Will I receive the contact information for those who registered for the Seminar?
A: Yes, you will have access to the names and emails of everyone that registered and attended, which can be found in Reports, following the seminar. Additionally, there will be contact information for Absentees.

Q: What will I do with the recorded Seminar?
A: If there are registrants unable to attend (Absentees), you can share the recorded seminar with them. Additionally, you can share it with any presenters who may wish to distribute the seminar amongst colleagues or business contacts. The recording may also serve as an educational tool for your funeral home or cemetery.

Q: Can I share the Registration Link to the Seminar on our social media or website?
A: Yes, you may share the registration link on your website, social media, or any marketing materials distributed. Seminars will also automatically appear on your profile page. Once an individual registers for the seminar, their contact information will appear under “Registrants” on the Seminar Details page.

Q: Is there a way for registrants to sign up directly on our Sympathy Brands profile page?
A: Registrants may sign up directly through your profile page (see example below). Their information will appear in the Registrant portion of your seminar.


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If you have any questions, please contact our support team.
  service@sympathybrands.com      877.788.0019