Creating a Webinar

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Create a webinar

Prerequisites: Webinars are enabled for your workspace, and you have permission to create assets.

1. Click Webinars in the sidebar, then click New. You can also create a webinar inside a folder.
2. Enter a title (up to 80 characters).
3. Click Create.

Conversion opens the new webinar on its Overview tab.

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Connect it to your webinar platform

If the session is being hosted on Zoom, Sequel, or Goldcast, connect it now. Conversion fills in the date, time, duration, timezone, and host from the platform, and keeps them current if the session is rescheduled. Connecting is also what lets Conversion register your contacts and pull attendance when the session ends. Go to the Overview tab and click Connect on the webinar platform card. See Platform Sync for the full walkthrough.

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Enter the session details yourself

If you aren’t using a connected platform, for example an in-person event or a session hosted somewhere Conversion doesn’t integrate with, enter the details by hand. On the Overview tab, click Edit details to set: The dialog shows a Saves as line under the start time so you can confirm the exact date and time before saving.

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Organize and manage

The menu in the top right of a webinar lets you:

• Add to folder or Move, to place the webinar in your folder hierarchy.
• Remove from folder, to move it back to the top level.
• References, to see which other assets point at this webinar.
• Rename, if the webinar isn’t connected to a platform.
• Delete.

A webinar holds its own emails, forms, workflows, and files, and its own token values. See Assets and Tokens.

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Delete a webinar

1. Open the webinar and select Delete from the menu in the top right.
2. If the dialog says the webinar still has assets, move or delete them first. A webinar can’t be deleted while it holds assets.
3. Type the webinar’s title to confirm, then click Confirm and delete.