In this video, you’ll learn how to invite panelists and attendees to your webinar and
manage attendee registration and settings.
After scheduling your webinar, you’ll see all the settings for the webinar you created
on this page.
Scroll down and you’ll see a few tabs in the middle of the page.
We’ll go over the Invitations tab.
There are 4 main sections in the invitations tab.
Invite Panelists, Invite Attendees, Registration Settings, and Manage Attendees.
We’ll start with Invite Panelists.
Here, you’ll see there are already a few panelists added.
There are two ways to go about adding panelists to your webinar.
Uploading a CSV file is best for adding many panelists in one step - just be sure to follow
the specific formatting rules displayed here in preparing your file to ensure a successful
upload.
The other way to add panelists is by selecting Edit and adding each panelists' name and email
address.
If a panelist ever loses the email, you can resend it or copy the invitation and send
it to them.
You also have the option to delete panelists in this tab.
Note that the webinar link sent to panelists is unique from the attendee webinar link,
and lets panelists join during practice mode as well as enter the webinar with panelist
permissions.
Inviting attendees to your webinars is different from inviting panelists.
In this webinar example, we enabled registration and can now see that there’s a registration
link available.
When selected, this link opens up the registration page.
So how do we get people to sign up for this webinar?
There are a few ways to do this.
First, copy the invitation link and put it on a website, in an email, or in a calendar
invite.
The link is all they’ll need to join.
This is a great option for those who already have a well established list of contacts,
or will get the majority of their attendees from a single source.
If you want to see what your invitation looks like, you can also send an invite to yourself
by selecting the send invitation to me link.
The source tracking option is a helpful feature if you'll be inviting folks through a number
of different channels and want to track which method led to each registration.
Click on Add.
Let’s label this one “emails.”
Let’s create another one and label it “Youtube.”
You’ll see the different links appear.
Now you can see the number of people who clicked on each link and how many registered.
This will inform you which platform will be most successful in getting future registrations.
Next, there are the registration settings.
Let’s click edit to see all the options.
We’ve got Registration, Questions, and Custom Questions.
Starting with registration, if your admin has enabled you to charge a registration fee,
you can do so here.
Next, decide how you want to approve your registrants.
You can automatically approve registrants, which requires no further action on your part,
or manually approve each registrant.
Once a registrant is approved they’ll receive information on how to join the webinar.
You also have the option to receive notifications every time someone registers.
There are a few options for you to consider in the other options section.
First, you can close the registration after the event date.
Check this option if you want to prevent anyone from registering after the projected end date
and time.
You also have the option to restrict the number of registrants to ensure everyone who registers
can enter the webinar.
For example, if your license is capped at 500, but you have 510 registrants, at least
ten registrants won’t be able to get into the webinar.
Restricting the number of registrants to be capped at your license capacity is a simple
way to avoid this scenario.
So what if an attendee registers for the webinar and shares the link from the confirmation
email with their friends or colleagues?
Do you want to allow that?
If not, you’ll want to leave the allow attendees to join from multiple devices option unchecked.
The registrant’s friends and colleagues will be redirected to register and get their
own join link.
In some cases you might want your registrants to share the webinar via Facebook, Twitter,
Linkedin, or email to let others know about it.
If so, allow social share buttons on the registration page.
If you have an important message to share alongside the registration, you can add a
link or type something directly in this box.
For example, “This webinar will be recorded.”
Lastly, you can configure a webinar tracking pixel for visits to your registration page.
Simply put, this feature allows a third-party website to track how many times your registration
page is visited and the number of actual registrants in the third party dashboard.
To use this feature, your admin must enable it.
Next you can choose which questions you’d like registrants to answer so you can better
understand your audience.
The most popular registration fields are already available for you to select.
You can make them required by checking the box on the right hand side.
Don’t see a question you want to ask?
Create your own custom questions.
You can create a short answer response, or even single and multiple answers.
Before we move on, let’s save all of these settings.
The final section allows you to deny or block anyone who has registered for your webinar.
Let’s click edit to see how it works.
You can see their name, email, and registration date.
You can cancel their registration or resend a confirmation email.
Let’s cancel this registration.
You’ll be able to send a message to let them know why their registration is canceled.
Once it is cancelled, they will appear in the Denied/Block tab.
If you made a mistake or changed your mind, you can always approve the registrant again
by clicking this box and the approve button.
You’ll see they are back in the Approved tab.
As a webinar host, you have full control of your webinar with invitations and registration
settings.