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How do I create a webinar series and manage the webinars in it?

The basics of setting up a webinar series, including how to manage the webinars in it, define your its completion requirements, enable certification, and more.

To get a quick understanding of what's covered in this article, watch this video instead, or continue reading below:

 

What will be covered in this article:

Creating your series

When you create a webinar series, you have two options; you can either pick your webinars manually, or create the series from an existing tag. The important thing to note with either path you choose, is all webinars in a series have the same tag. If you remove that tag from a webinar it will no longer be in the series, and if you remove that webinar from a series it will no longer have that series tag.

A webinar can only have one series tag, so if you want the same webinar in multiple series, you must duplicate it first, and add the duplicates to the other series.

It is also important to note, that webinar drafts can be added to series, though they will not appear on your series landing page until they are published. 

pick or tag

Pick your webinars

There are three steps when you choose to start from scratch and handpick the webinars for your series:

In Step 1, you must give the series a name, select a language, and create a new series tag which will be applied to all webinars added to the series.

In Step 2, you set your theme, which uses your team's theme by default as a starting point.

Finally, in Step 3, you must choose the webinars you want to add to your series. These can be either published or draft webinars. (You cannot add webinars that already belong to a different series.)

When you click Create Series, all of the selected webinars will be given the tag you created in step 1. 

Create from a tag

When you create a series from a tag, instead of creating a new tag in Step 1, you select an existing one. Then, in Step 3, you confirm that the tagged webinars are the ones you want in your series.

NOTE: If you uncheck a webinar in Step 3, the tag will be removed from that webinar when you create the series.

When you create the series, the tag is converted into a series tag, so that all tagged webinars are in the series.

Editing your series

There are three pages/tabs to visit when editing a series:

Webinars page

On the Webinars page, you can add webinars to the series by clicking the Add webinars button, and remove webinars from the series by removing the series tag (click the X). 

This is also where you can reorder webinars as they appear on your series landing page. Remember that since drafts don't appear on the landing page, it doesn't matter where they appear in the order on this page.

Page d'inscription

The first section of the Registration page is Series completion and certification. Here you can:

  • Require webinars to be completed in their prescribed order 
  • Show a countdown timer if an available webinar is starting in less than an hour
  • Display a progress bar showing the percentage of webinars a registrant has completed
  • Allow registrants to see exactly what they have to do to complete each incomplete webinar (e.g. watch a minimum amount, complete quizzes, etc.)
  • Enable series certification, which allows registrants to receive a certificate or reward link after they complete your series
  • Decide how many webinars an attendee must complete to complete the series

The requirements for completing a series are defined here as well as for each webinar individually. To learn more about how completion requirements work, click here.

series completion and certification-1

The second section on Registration page is Series registration.

From here, you can edit and preview your series landing page and registration forms.

It is important to note that series registration is a two-step process. The first-step form captures the registrants email, and the second collects the registrant's name and any other information you like.

The series landing page and form editors work the same as they do for the webinar landing page.

 The two big things you need to know about the series page editor are:

1. You cannot edit the images, titles, or descriptions of the webinars from the editor itself. Instead, you must click Edit webinar title and description to get to a specific webinar's Share page, where you can edit its Social sharing card. This is where each webinar's title, image, and description on the series landing page comes from.

2. You cannot add, remove, or reorder webinars from this page. Instead, you must go back to the Webinars tab to do that.

The Preview function lets you see what the landing page will look like for registrants as they progress through the series. For example, in the screenshot below, is shows what the page will look like when the registrant has completed 40% of the series.

series landing preview

The final section on the Registration page is Access control. This section works the same as it does when editing a webinar. The difference is that however you configure access control will apply to all webinars in the series (and override the individual webinars' access control settings.)

Settings page

On the settings page you can edit basic information about your series, such as the name, language, and renaming your series tag. You can also edit your series theme. 

Sharing your series

On the sharing page you can find the link to share your webinar series landing page link, as well as the links to each individual webinar's registration page (which will open as a modal on your series landing page).

share series

This is also where you edit the Social sharing cards for your series as well as each individual webinar. As a reminder, this is where you edit the image, title, and description as it appears on the series landing page for each webinar.