Setting up your Webinar

Webinars are a great way to share information on a product or service. Companies and organizations usually host webinars to educate their audience or provide insight into a subject that might be relevant to their intended audience.

This article intends to teach you how to set up your webinar on the platform.

How do I enable this feature?

To activate this feature, go to the company level, and click Account > Tools in the menu on the left-hand side. Then, scroll down until you see the Start section, press Edit, and make sure the Webinars checkbox is checked. Press End to save the changes.

Enabling the webinar at the company level

If you went to the company tools and instead of seeing the checkbox, you saw Purchase, this means that this feature is not included in the plan you have purchased. Click here to check which features are included in each plan.

How do I create my Webinar?

Now that Webinars are activated, they will be listed under Events. Click on Webinars on the left bar menu, and then click on + New webinar.

Choose a name for your webinar, and you can also choose a template for it as well. To learn more about templates, click here: Templates

When you're done, click on Create.

screenshot showing how to create a webinar
Before starting to add any content or information to your webinar, it's important to check and adjust the Tools available for your event.

To check those, go to Settings > Tools. To learn more about this, click here.

With that done, you can now start setting up your webinar!

  1. Webinar Details

On the details page, you'll be able to configure the basic information on your webinars, such as a cover banner, end and start date, event privacy and webinar mode, etc.

To check out all topics covered here, please review the Webinar Details article.
gif showing the webinar details page

  1. Settings

Next, it's important to check the tools you wish to include or remove from your Webinar, it will determine their availability when continuing the setup of the webinar.

If you are planning to integrate any CRM or Payment gateway, it's also useful to include them now and decide if they will be set in the company or webinar level:

  1. Sponsors, Speakers, Files

With details, Integrations, and tools set up, you can start adding the basic information to your event. Click on the corresponding article to learn more about:

  1. Live Stream

At Live Stream > Details you can define all the characteristics of webinars. Click here to learn more about the webinar's details. Click on the following links to take a look on:

  1. Interactivity

It's time to establish all features that include any type of interaction with your participants. Below you will find the respective articles to understand each feature:

  1. Marketing

This is an important step to be done before sending emails, selling tickets for your event, having a Registration/Purchase form, or even building a website to gather that information, the following articles will help you set them up:

  1. People

You are almost there! Now that you are done with all the steps above you can start adding the participants, either as Invitees or as Attendees, the following articles will help you understand what's in the People's menu list:

  1. Analytics

Are you wondering if the analytics can be tracked whilst the webinar is taking place?

The answer is yes! Take a look at the articles below to learn more about each feature:

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