9 STEPS

TO AUTOMATING YOUR
9 STEPS TO AUTOMATING YOUR EVERWEBINAR

9 STEPS
TO AUTOMATING YOUR

STEP 1: STEP 6:
Log In to Your EverWebinar Survey Your Registrants
Account
STEP 7:
STEP 2: Thank Your Attendees
Choose Your Video Source
STEP 8:
STEP 3: Use the Options in the
Set Up Your Automated Live Room
Webinar Schedule
STEP 9:
STEP 4: Set Up Webinar Replay
Set Up Your Registration Page Recording
STEP 5:
Set Up Reminder Notifications
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1 LOG IN TO YOUR EVERWEBINAR

ACCOUNT

Welcome to EverWebinar! We’re excited that you’ve decided to use our automated webinar platform.
The first step in getting started is to access your EverWebinar account. To do this, open the
confirmation email you received after signing up. Inside, you’ll receive your login details. Use these
details to sign into your EverWebinar account using this link. We recommend bookmarking this link
for quick access. Once you’re on the site and signed in, you’re ready to get started...
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2 CHOOSE YOUR VIDEO SOURCE

There are 3 options to choose from when uploading a video for your evergreen webinar. First, you can
use a link to an MP4 file saved on your computer, but it must also be hosted online in order to work.
To ensure you’ve chosen the right file, double-click on your video’s icon and it will open with your
operating system’s default video viewer. When you’re confident you’ve chosen the correct video,
you can upload the link to that MP4 file to a third-party host.

You can also use a link to one of your YouTube videos that you’d like to use for your automated webinar.

And finally, if you have a subscription to WebinarJam, you can link to one of your recorded live
webinars to have it rebroadcast as an automated webinar. To use a WebinarJam recorded webinar
select “A previous WebinarJam live session.” Then choose which webinar and session you’d like
to rebroadcast. The video will then be exported from WebinarJam and imported into EverWebinar,
including the original chat roll, live elements, and attendee polls.

Once you’ve chosen your video or webinar, click Next and you’ll be taken to Scheduling.
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3 SET UP YOUR AUTOMATED

WEBINAR SCHEDULE

Click on the pencil icon at the top right side of the page to view Webinar Schedules where you can set
up your automated webinar broadcast dates and times.

Use The Just-In-Time Automated Webinar Option:

One of the biggest benefits of using EverWebinar is the Just-In-Time option. Using this feature will
show visitors to your Registration Page that they’ve arrived ‘just in time’ to watch your webinar, which
coincidentally starts in just 15 minutes. EverWebinar’s Just-In-Time option has shown measurable
attendance rates in the 80 to 90% range, which is 3-times higher than live webinar attendance!

After you’ve chosen the dates and times for your broadcast, click Next.
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4 SET UP YOUR REGISTRATION PAGE

You’re now on the Registration Setup page where you can design the look of your registration page.
Click on the pencil icon in the top right corner of the Registration Page Design section. Next, you’ll find
an option to run split-tests along with pre-designed Registration Page templates. Make your choice
from the various templates, then click Confirm when you’re done.

Back on the Registration Page Builder, you can continue to complete the remaining sections:

a. Form Fields

b. Free vs Paid Registration

c. Password Protected - This feature gives you the option of having just one password that all
of your attendees will use. You can also have the system generate a unique password for
each registrant.

When you’re finished with this section, click Next.

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5 SET UP REMINDER NOTIFICATIONS

You’ll then be taken to the Reminder Notifications Page. Click on the pencil icon on the top right side
of your page and you’ll see:

Pre-Webinar Notifications

a. Welcome Message

b. Pre-Webinar Reminders

c. Last-Minute Reminders

Post-Webinar Notifications

a. Post-Webinar Message

You can add up to 10 email notifications before your webinar broadcast, and 10 email notifications
after your broadcast.

When you’re done customizing your email notification message(s) click Next.
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6 SURVEY YOUR REGISTRANTS

Interact with your registrants to get an idea of who they are and what they’re looking to gain by attending
your webinar. You can set up polls and surveys to do this that will be shown during your webinar.

Simply click on the pencil icon to open the options and click on “Add a new poll.” You will see “Your
question” with a blank field next to it. Enter the question you’d like to ask your audience and the answers
they can choose from. To add additional answer fields, click on the “Add another option” button.

When you’ve filled in the poll info click Next at the bottom of the page. It will then take you to a page
where you can fill out info about what time you want to display your poll. It will also give you the
option to make the results public, which allows you to fill in the poll result percentages to any number
you choose. When you’re done, click Save Changes.
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7 THANK YOUR ATTENDEES

The Thank You Page Design section allows you to thank your attendees for registering for your
upcoming webinar event and provides a confirmation of their registration. The Thank You page also
gives you the opportunity to promote your future events and product launches.

To create a Thank You page, you have two options:

a. EverWebinar’s Default Confirmation Page: Upon registration, your subscribers will be

redirected to our default confirmation page. Here, the user will receive the link to the webinar
room, plus a summary of all the details: date, time, host details, etc.

b. Your Own Custom Page: This option uses your own URL linked to your external Thank You page.

When you’ve completed your Thank You page setup click Save & Next.

If you’ve chosen to skip the Thank You page click Next.

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8 USE THE OPTIONS IN THE LIVE ROOM

Next, you’ll head over to the Live Room Settings page. Everything you’d see in a live webinar you’ll find
here. You can set up these elements ahead of your broadcasts:

a. Webinar Room Design - This refers to the appearance of the Live Room. You’ll see a variety
of options here, with a different color theme in each to choose from.

b. Polls and Quizzes - If you’d like to survey and engage your attendees, consider adding a poll
or survey. These are configured ahead of your automated webinar. See the setup instructions
in Step #6 above.
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c. Product Offers - During your webinar

you may want to offer products for sale
to your audience members. The Product
Offer section allows you to do just that!
Just click on the pencil icon to open
the section and click the “Add a new
offer” button. Then choose when you
want the offer to be shown during your
webinar by choosing the Start and End
times. Provide the name of your offer
for your own reference, and the offer
headline to be seen by your audience.
Then click on the “upload image”
button. You’ll see that your image will
be reduced to a 250 pixel width in a
rectangle format, either vertically or
horizontally. You can then add text to
be placed above the active offer button,
underneath the button, and/or inside
the image box. You’ll see a preview of the image and text to make any desired changes.
Then enter a link to where the audience members will go to purchase your product. You
can have the link open a new tab, which is highly recommended, and also apply “urgency”
which allows you to set a time limit on the offer availability. When you’ve completed filling
out the Product Offer info, click the Save Changes button at the bottom of the page.

d. File Handouts - Provide your attendees with downloadable handouts to keep after your
webinar has ended. Sharing files with attendees is possible and highly recommended.
You set this up ahead of time. To configure a file for sharing, name it (your audience will
see the name) and upload the file. You can upload a file up to 80mb in size.

e. Slide Presentations - The final live element is the option to upload a slide presentation (which
can be managed in the Live Room). Just like the file sharing system, you’ll need to name your
presentation and upload it in the configuration window. You can upload a presentation up to
80mb in size.

Click Next when you’re done to move to the Webinar Replay Recording page.
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9 SET UP WEBINAR REPLAY RECORDING

In this section you’ll see the following options

a. No, do not record the webinar session

When you choose this option, the system will block access to the Replay Room so no one can
watch the replay video.

b. Yes, record the webinar session

This second choice is for people who’ve missed your webinar or want to watch it again. They’ll
be able to watch the recordings of your live session in the Replay Room when you choose this
option during your setup.
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Replay Page Expiration Date:

In this section, you’ll have two choices.

a. No expiration
Access to the reply page will not expire.

b. Set an expiration date

The replay page will not be accessible once it expires
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Allow Users To Submit Questions:

Again, you have two choices.

a. Don’t activate the question box

The chat box will be disabled, so your replay page visitors will not be able to submit their
questions.

b. Activate the question box

Your replay visitors will be able to submit their questions, which will be forwarded to you via
email.

Click Confirm at the top of the page after you’ve made your choices. You’ll then see
“Congratulations!” for setting up your EverWebinar automated webinar schedule.

Congratulations on completing your first automated webinar set up!

Thank You For Choosing EverWebinar!