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USR Webinars & Events help

USR Webinars & Events runs your webinars and in-person events from invitation to follow-up. People register on your page, get reminders by email and WhatsApp, and after the event you see who came, who stayed long or asked a question, and send the right follow-up to each one.

See the screens

USR Webinars & Events: Overview
Overview
USR Webinars & Events: Events
Events
USR Webinars & Events: Event insights
Event insights

Sample company data. Screens can change as the app improves; the steps stay the same.

Welcome to USR Webinars & Events

USR Webinars & Events runs your webinars and in-person events from invitation to follow-up. People register on your page, get reminders by email and WhatsApp, and after the event you see who came, who stayed long or asked a question, and send the right follow-up to each one.

OUR USP: One sign-in, one record, one bill. USR Webinars & Events is part of USR One, so your people, customers and numbers are never typed twice. AI helps in every app through USR Assist, and AI never takes a decision for you. ISO 27001, ISO 42001 and DPDP Ready.

  • A registration page for each event, with a link to share
  • Reminders: straight away, one day before and one hour before, also on WhatsApp
  • Attendance import and ratings after the event
  • Hot leads: people who stayed long or asked a question, sent to USR CRM Lite
  • Follow-up plan for hot, attended and no-show people, and for existing customers

USR ONE: USR Webinars & Events sends hot leads to USR CRM Lite, sends reminders through USR Notify and tells USR Sales Assistant when someone shows interest. Existing customers are sent to their account owner, not to sales.

A year in USR Webinars & Events

Events need a steady plan. This is how a year looks in USR Webinars & Events.

WhenWhat happensWho
At the start of the yearPlan the events for the year, with topics, dates and hosts.Marketing head
Before each eventCreate the event, share the link and check registrations.Marketing
On the dayCheck the reminders went out. Host the event.Host
After each eventImport attendance and send follow-ups the same week.Marketing, sales
Every monthRead Event insights: where registrations come from and how many become leads.Marketing head
When someone asks a questionPass the hot lead to sales within 2 days.Sales

Key ideas in simple words

CONCEPT: Event. A webinar or an in-person event with a date, place and seats.

CONCEPT: Registration. A person signing up on your event page.

CONCEPT: Reminder. A message before the event: straight away, a day before, an hour before.

CONCEPT: Attendance. Who came and for how many minutes.

CONCEPT: Hot lead. A person who stayed 75% or more of the time, or asked a question.

CONCEPT: No-show. A person who registered but did not come.

CONCEPT: Follow-up plan. What each group receives after the event.

CONCEPT: Source. Where a registration came from, such as LinkedIn, Email, Partner or Website.

Reminders fill the room

Many people who register forget to come. Reminders straight away, a day before and an hour before, also on WhatsApp, bring more of them to the event. Attendance of around three in four is a good result.

Follow up while they remember

The best time to follow up is within two days. A hot lead is added to USR CRM Lite for the salesperson, with a recording and a demo link. People who attended get the recording, slides and a 14-day trial link. No-shows get a kind note and the recording.

Customers are not leads

If a registered person is already your customer, they are sent to their account owner and not to sales. This stops a customer receiving a sales call they do not need.

What each role sees

RoleWhat you do and see
MarketingEvents, Event insights and follow-ups.
SalesHot leads sent to USR CRM Lite.
Account ownerTheir own customers who registered.
AttendeeThe registration page and the reminders.

HR and admin guide: features step by step

5.1 Overview

What it is: Overview shows your next events and the leads from the last one.

#### How to do it

  1. Open Overview.
  2. Click To CRM next to a hot lead.

#### Fields and buttons

Field or buttonWhat it is for
Leads not in CRMPrompt with an Open stats button.
UpcomingEvents coming up and their dates.
Registered for nextPeople registered for the next event.
Last attendancePercentage who came, and how many.
Hot leads from lastPeople who stayed long or asked a question.
Not yet followed upPeople who have not received a follow-up.
RatingAverage out of 5 for the last event.
Coming upThe next events, each with Open.
Hot leads from the last eventEach person with minutes watched and any question, with a To CRM button.
Ask about eventsType a question and get an answer.

TIP: Pass hot leads to sales within 2 days.

5.2 Events

What it is: Events lists every event with its date, place, registrations and status.

#### How to do it

  1. Open Events.
  2. Click + Event.
  3. Fill in the details and save.
  4. Click the event name to open it.

#### Fields and buttons

Field or buttonWhat it is for
EventName, type, and host or panel.
WhenDate, time and length.
WhereZoom, Google Meet or the venue.
RegisteredRegistrations out of seats.
AttendedHow many came.
StatusDraft, Open or Done.
+ EventAdds an event.

WATCH OUT: A Draft event is not shown to the public until you set it Open.

5.3 An open event

What it is: An open event shows registrations, reminders and the registration page.

#### How to do it

  1. Open the event.
  2. Click Share link and post it.
  3. Check Registrations each day.

#### Fields and buttons

Field or buttonWhat it is for
Registered, From LinkedIn, Existing customersCounts at the top.
RegistrationsEach person with role, source and date.
RemindersConfirmation, one day before and one hour before, with how many were sent. Also on WhatsApp.
Registration pageThe public page with Name, Work email, Company and Role.
Share linkCopies the link to share.
+ RegistrationAdds a person yourself.

TIP: Share the link on LinkedIn a week before, and again the day before.

5.4 A finished event

What it is: A finished event shows who came, who is hot, and the follow-up plan.

#### How to do it

  1. Open the event.
  2. Click Import attendance.
  3. Click Send follow-ups.

#### Fields and buttons

Field or buttonWhat it is for
Registered, Attended, Hot, RatingCounts and the average rating.
Attendees and follow-upAll, Hot, Attended and No-show.
PersonName, role, company, and whether a customer. Questions they asked are shown.
Source and MinutesWhere they came from and how long they stayed.
Follow-upHot, Attended or No-show.
Follow-up planHot: lead in USR CRM Lite, call within 2 days, plus recording and demo link. Attended: recording, slides and a 14-day trial link. No-show: a kind note with the recording. Customers: sent to their account owner.
Import attendanceBrings in who came from your webinar tool.
Send follow-upsSends each group its follow-up.

WATCH OUT: Send follow-ups within two days, while people remember the event.

5.5 Event insights

What it is: Event insights shows where registrations come from and how many become leads.

#### How to do it

  1. Open Event insights.
  2. Compare the bars.

#### Fields and buttons

Field or buttonWhat it is for
Where registrations come fromLinkedIn, Email, Partner and Website.
Registered to attended to leadRegistered, Attended, Hot and In CRM.

TIP: Put more effort into the source that brings the most registrations.

5.6 Plan & billing

What it is: Plan & billing shows your plan, invoices and the plans you can choose. One bill covers every USR app through USR Billing.

#### How to do it

  1. Open Plan & billing.
  2. Choose a plan.

#### Fields and buttons

Field or buttonWhat it is for
Free₹0 (US$0). 1 event a month, up to 100 registrations.
Standard₹1,500 (US$18) a month: unlimited events, reminders by email, attendance import.
Professional₹3,000 (US$36) a month: WhatsApp reminders, hot leads to CRM, follow-up sequences, AI.
EnterpriseTalk to us: many brands, your own domain, private hosting.
Mid-market501 to 5,000 users. Volume pricing per user, in INR or USD.
PricesINR excludes 18% GST. USD is for customers outside India.

WATCH OUT: If a payment fails, you get a reminder on the due date and 3 and 7 days later. After 21 days the account becomes read-only, never deleted, until it is paid.

If something is not working

ProblemWhat to do
Nobody has registeredCheck the event is Open, not Draft, and the link was shared.
Reminders did not go outCheck the plan. WhatsApp reminders need Professional.
Attendance is emptyClick Import attendance after the event.
A customer was sent to salesCustomers go to their account owner. Check the person is marked as a customer.

Questions people ask

#### Events

Can I run in-person events?

Yes. An event can be a webinar or in-person, with a venue and seats.

Who gets a follow-up?

Hot, attended and no-show people each get their own message. Customers go to their account owner.

#### Using the app

Is there a free plan?

Yes. Free allows 1 event a month, up to 100 registrations.

Does it send WhatsApp reminders?

Yes, in the Professional plan.

Glossary: words you will see

WordMeaning
EventA webinar or in-person event.
Follow-up planWhat each group receives after the event.
Hot leadStayed 75% or more, or asked a question.
No-showRegistered but did not come.
RegistrationSigning up for an event.
SourceWhere a registration came from.
Works best with

USR Webinars & Events shares one record with these apps

No retyping between apps: data entered once flows to the next app, on the same login.

USR Webinars & Events is part of USR One. Sales & Marketing Suite from ₹499 ($12) per seat a month, or every app in USR One Complete. Free for up to 10 people.

See USR One
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USR One: one record, one sign-in, every department

Enter a person, customer or vendor once and every USR app uses it. Your team signs in once for all five suites: People, Sales & Marketing, Service, Finance and Operations. Start with one suite and add the next with nothing to re-key.

  • Free for up to 10 people
  • One sign-in for every app
  • One bill
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  • ISO 27001 · ISO 42001 · DPDP Ready

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