Virtual summits are a great way to engage your audience, talk to other creators, grow your email list, and generate more leads.
A win-win situation for both you and your customers!
In general, most online summits have a host, a line-up of speakers, and summit attendees who sign up with their name and email address in exchange for access to content.
In this article, you will learn how to set up an online summit using Podia. At this stage, you should already have most of your summit speakers and agenda defined. If you’re just starting out, here’s a good step-by-step guide.
In order to create a virtual summit on Podia, you will need 2 products:
- Free Pass - A Free product where people will only be able to watch the talk hosted on a specific day.
- All-Access Pass - A paid product where your customers will have on-demand access to all the talks. They’d be able to watch it whenever they’d like.
Step 1: Create A Product For Your FREE Virtual Summit Pass
Click on Products in the top navigation bar, choose “+ Create Product” and set up your Free Pass as an online course.
Make sure to set it as a “free product” as this will act as the “lead magnet” of your virtual summit. The FREE ticket will enable you to collect customers’ emails as well as be the platform to sell your All-Access Summit Pass. :
Step 2: Create A Product For Your All-Access Summit Pass
The purpose of an All-Access Pass is to give your customers on-demand access to all the talks of your summit, so they can watch it whenever they want.
Click on Products in the top navigation bar, choose “+ Create Product”, set up your All-Access Pass as an online course, and set up a price for it.
Step 3: Add the All-Access Pass as an upsell to your Free Pass
The goal here is to sell your All-Access Pass to your customers while they are still warm buyers.
As soon as they sign up for the Free Pass they will get a message prompting them to buy the All-Access Pass.
To add an upsell, go to your Product Settings > Pricing > Add Upsell and select your All-Access Pass.
Step 4: Set up your virtual summit sales funnel
Your main task during this stage is to build your virtual summit sales funnel.
Potential customers would come in through your Free Pass Sales Page, sign up for the summit and potentially buy your All-Access Pass.
Ideally, your online summit sales page should contain a list of:
- What is the event about?
- Why should people attend?
- Who’s speaking?
- What is the schedule?
- Why should people buy your All-Access Pass?
You could use our Podia Editor to build up a high converting sales page for both your Free Pass and All-Access tickets.
Tip: You can use the “Columns” section to present all of your summit hosts, for example.
Step 5: Create a “Thank You Email” for your Free Access Pass
The next step will be to create a thank you email for customers that signed up for your free plan and tell them about your All-Access Pass once more.
Click on “Email” at the top navigation menu, select Create > “New Campaign”. Set up the “Entrance Condition” to“Purchased Product > Free Pass Product”
This email should be sent 0 days after entrance, so your customers are instantly reminded of their purchase. Your email should look something like this:
Step 6: Set Up A Start Date For Your FREE PASS
You should set up a start date for your FREE PASS product and this should match the date of your first talk.
To set a start date, go to your product’s Settings tab and scroll down to “Start date” in the Enrollment area.
Select “Add a start date” and choose the date of your virtual summit’s first talk.
Step 7: Upload & Set Up Dripped Content For The FREE PASS Product
The next step would be to upload all of your talks into your FREE PASS product and set up dripped content for each one of them.
Each talk should unlock at a specific date and time, based on your virtual summit’s schedule. If you’re unsure on how to set up dripped content, here’s a step-by-step guide.
Don’t forget to also add a personalized email to each drip section with all the information your customers might need in order to watch your talks. A good email would look like this:
Step 8: Set Previous Talks To Draft
In order to encourage your customers to buy the ALL-ACCESS Pass, you’d need to lock the talks from the FREE PASS ticket after a certain period of time. This is a good strategy to encourage customers to buy the All-Access Pass.
To do this, after your talk has been available for a while, you can simply set it to draft and your customers won’t be able to watch it anymore.
It would be up to you to decide how long you’d like your talks to be available after locking it up again.
Step 9: Upload Your Content To The All-Access Pass And Set Up A Start Date
Now, you’d need to upload all of your talks into the All-Access Pass product as well. Since this is an on-demand type of product, you don’t need to set up dripped content. All the talks should be available to your customers as soon as they login.
You’d need to set up a start date as well, so the talks become available to those who bought the All-Access Pass as soon as the Free Summit ends. We advise you to unlock this product 1 day after your last summit talk.
And this is it! You’re now able to create and sell a virtual summit using Podia!
If you have questions or need help, email us at [email protected] or click on the icon at the bottom right to chat. 😃