Send unique access links for each webinar presenter and moderator so they can join and support the event.
In Webinars, click Your links > Presenters
Each participant has two unique links that can be sent by email or copied to share through another channel.
Live Room is used to access the live room as the associated presenter and join the broadcast. The unique links register the presence of individual presenters as they join and create a video panel in the broadcast with their name.
Control Panel is an administrative center for the event where presenters or moderators can monitor the chat, view statistics on attendees, deploy live injections, etc.
Click the email icon to send a link to the associated user in an email
Click the arrow to immediately launch a link
Copy the unique link to share it with a presenter or moderator
Testing a live WebinarJam event involves checking the registration process, the live room features, and your audio and video connections.
Two types of testing are recommended: a soft test and a cloned live test.
Run A Test
The Run a test tool lets you perform a soft test of your webinar configuration to make sure the setup is complete and presenters can access and understand the broadcast room.
Run a test launches a low-performance test of the webinar broadcast room and features. This method is intended to help you get familiar with how to enter the room and use the controls inside. Because it is only a test environment, WebinarJam does not allocate full database resources to run it. This mode should never be used to host a live audience, as it will result in poor streaming quality for attendees and will not provide you with analytics or engagement data.
In Webinars, click Run a test
Use the attendee or presenter links to launch the live room
Presenters will be prompted to check their audio and video settings
In the live room, check all settings you intend to use:
Browse the live room to see all the menu options and settings available.
Note: The test attendee and presenter links reset each time Run a test is launched. If you close the room and start a new test, distribute the new access links to any other users participating in the test. Links from a previous test will no longer function.
No data is saved from a test webinar. Complete a cloned test to test the chat history, poll results, attendee analytics, or replay playback.
If the soft test was successful and any necessary changes for the webinar configuration are complete, move on to a cloned test to check the full webinar experience.
Clone the Webinar
Cloning the webinar lets you run a live test of the exact event you intend to run for a live audience, with adjustments for the immediate access needed for your test.
In Webinars, Clone your event
Go to the clone and click Your Links to get presenter or attendee links for the live test
Test Registration and Emails
Check the registration page, confirmation page, survey (if configured), and notification emails.
Use the attendee registration link for your event to go to the registration page
Find the registration link in Your Links > Attendees
Review the format and messaging on the page
Register for the event using a valid email address
You will be automatically redirected to the confirmation page
Review the format and messaging on the page
If a survey is configured, open it and submit a test
Check your email to see the pre-webinar confirmation email with your unique webinar access link
Test as Presenter
Log in to the webinar room and test the video playback, messaging, configured injections, and any other controls.
Use your unique presenter link to launch the live room and complete the audio and video check
In the room, click Go Live to start the broadcast
Test all settings and controls in the room (refer to the Run a test checklist for tips)
Recommended: Interact with another person in the room as an attendee to test chat and Q&A interactions
Deploy each configured injection for attendee interaction (polls, offers, etc.)
Test the panic button
If you are using the Control Panel as a moderator, use the unique moderator link to access the Control Panel during the live test.
Test as Attendee
Log in to the webinar room and test chat, broadcast playback, and injection engagement as an attendee. If you do not have another person to collaborate on the test, you can be both the presenter and attendee yourself.
Enter the room as an attendee from a completely separate browser or private window to make sure each role has a unique access session.
When the webinar is scheduled to begin, use the access link in the confirmation email to go to the countdown page
Enter the room and click to start watching the broadcast
Enter messages in the chat to test the live chat and Q&A
Interact with all injections to see them from an attendee perspective
If an offer is configured, test the complete purchase process.
Test Replay
If a replay is enabled for the webinar, test the post-webinar follow-up email and the direct access link to the replay room.
Check your email for the post-webinar email containing a link to the replay (if enabled)
Enter messages in the chat to test the question box (if enabled)
Testing Tips
Every function of your webinar should be tested before you launch it to your prospects. This article covers many scenarios, but it is recommended that you create your own custom testing checklist to ensure that every aspect of the setup works exactly as designed.
For example:
If you have Zapier automation configured for your webinar, test every trigger event for your Zaps.
If you are using a custom SMTP or autoresponder and automation rules, test all related scenarios to ensure your automation rules fire correctly and email notifications contain the correct information.
If you are using one-click registration, test the sign-up flow by registering through an email sent from your auto-responder.
If a product offer is configured to appear in the webinar, test the purchase flow and successful sales goal tracking
Check the event analytics after your test to see how your activity as an attendee was recorded
The ultimate goal of testing is to make sure that everyone engaging with your content has an excellent experience. Put on your customer glasses and take a close look at every detail!
Testing an automated EverWebinar event involves checking the registration process and all pre-configured elements to make sure everything works correctly. There is no live broadcast element in EverWebinar, so no camera, audio, or connection checks are needed.
Test Registration and Emails
Check the registration page, confirmation page, survey (if configured), and notification emails.
Use the attendee registration link for your event to go to the registration page
Find the registration link in Your Links > Attendees
Review the format and messaging on the page
Register for the event using a valid email address
You will be automatically redirected to the confirmation page
Review the format and messaging on the page
If a survey is configured, open it and submit a test
Check your email to see the pre-webinar confirmation email with your unique webinar access link
Test Webinar Room
Log in to the webinar room and test the video playback, messaging, and any configured injections.
When the webinar is scheduled to begin, use the access link in the confirmation email to go to the countdown page
Enter the room and click to start watching the broadcast
Enter messages in the chat to test the live chat or question box (if enabled)
Watch the entire webinar and check any injections that are configured to appear (polls, offers, etc.)
Make sure the timing is correct for all injections
Interact with the injections. If an offer is configured, test the complete purchase process.
Test Replay
If a replay is enabled for the webinar, test the post-webinar follow-up email and the direct access link to the replay room.
Check your email for the post-webinar email containing a link to the replay (if enabled)
Enter messages in the chat to test the question box (if enabled)
Testing Tips
Every function of your webinar should be tested before you launch it to your prospects. This article covers many scenarios, but it is recommended that you create your own custom testing checklist to ensure that every aspect of the setup works exactly as designed.
For example:
If you have Zapier automation configured for your webinar, test every trigger event for your Zaps.
If you are using a custom SMTP or autoresponder and automation rules, test all related scenarios to ensure your automation rules fire correctly and email notifications contain the correct information.
If you are using one-click registration, test the sign-up flow by registering through an email sent from your auto-responder.
If a product offer is configured to appear in the webinar, test the purchase flow and successful sales goal tracking
Check the event analytics after your test to see how your activity as an attendee was recorded
The ultimate goal of testing is to make sure that everyone engaging with your content has an excellent experience. Put on your customer glasses and take a close look at every detail!
Check Your Plan: The Control Panel is available in EverWebinar and with WebinarJamEnterprise plans.
WebinarJam Control Panel
The Control Panel is the center of operations for your moderators in a live event. The dashboard contains all the information and controls available in the live room but in a format designed for easier viewing and management.
Chat Control
The first of the three panels shows the live chat feed. From the first tab (Chat) you can chat with attendees, and edit/delete their messages if needed. The second tab (Q&A only) shows only the messages marked as questions. A response there will be marked as an Answer.
Click the three dots next to a message to see a user’s name, email, and management options:
Edit their comment
Reply to them in private
Invite them to join the live room as a presenter
Broadcast their comment to everyone
Mark the comment as a Question
Delete their comment
Mute user (click again to unmute)
Eject user from room (ban)
Mute vs Eject
Ejecting a user from the room immediately removes them and blocks them from entering again from the same browser session. If the user comes back through a different device or browser, eject them again or Mute them to prevent them from adding messages to the chat.
Muting a user prevents any messages they enter in the chat from appearing to the rest of the attendees in the room. The muted user can continue to send messages and will not see any indication that they have been muted, but the messages will not be displayed in the room.
Live Injections
The next panel contains live injections like polls, offers, videos, files, and slides. Preconfigured live injections can be deployed or used here, or new ones can be created during the live webinar.
Attendee Control
The final panel shows current attendees. The tabs on top filter the lists into all Attendees, only those who purchased, and only those requesting to speak live as a presenter.
At the bottom of the panel, you can redirect all attendees to a URL of your choice and resend email notifications to registrants.
Room Statistics
The top bar in white (shown below) displays, from left to right:
The current number of attendees
How long the webinar has been live
How many attendees have been in the room for each 5 minutes (shown as a graph)
The current attendees compared to the peak number of attendees
The number of sales made
The total revenue earned
Event Status and Settings
In the upper right of the Control Panel are two icons. One shows if you are on or off the air (live streaming or not), while the other is for additional settings. Clicking that icon, you can:
Restrict chat messages to public, private, or both
Display or hide the number of attendees
Allow or block attendees from requesting to speak live
Change the design of the live room
Add New Presenter
Presenters in the room are shown at the top of the screen as avatar images. Click the + icon to add a new presenter with their name and email. An email invite is sent to the new presenter with a unique access link to join the live room.
EverWebinar Control Panel
Because automated events are fully pre-configured, chat is the only moderation tool in the EverWebinar control panel.
Attendee chat messages appear only to themselves and webinar moderators (in the attendee’s unique access session)
Moderator chat messages appear to any attendee currently watching the webinar (in any session)
Since each attendee is in their own room (separate from anyone else watching), they will not see the chat from other attendees. However, if a moderator chats in the lower field, that message will appear to anyone watching.
To prevent confusion, it is best to reply privately to any chat message as an EverWebinar moderator.
Use your unique presenter link to access the live room.
Important: You can launch the live room early to make sure everything is prepared. The live broadcast will not begin until the host clicks the “Go Live” button inside the room. The room will stay off air for up to 60 minutes.
Last-minute Checklist
Follow the last-minute checklist to make sure you are ready for a successful webinar:
Free up resources: Close all computer functions with a high resource load, such as applications and browser tabs.
Wear headphones: Minimize audio feedback between your speakers and your microphone to make sure your attendees can hear you.
Dedicate your internet connection: Make sure your internet connection is committed to your webinar. Another person streaming media or video games on the same connection can reduce the quality of your broadcast.
Avoid distractions: Mute your phone, turn off notifications on your computer, and close your door!
Test Your Video and Audio
You will be prompted to start an audio and video test to check your settings. You can turn your camera and microphone ON or OFF at any time in the webinar room.
Click Start The Test to begin.
Important: Your browser may ask you to authorize your camera and microphone. Allow access to continue. (Required)
WebinarJam will auto-detect your camera and microphone. Use the drop-down menus to change the device selection if needed.
If the video feed shows your webcam and you can hear sound, click yes to confirm that everything is working.
If you do not see or hear yourself, click no and the system will attempt the test again again.
If the test is not working, click the camera icon in your browser’s address bar. The drop-down menu will show you whether the camera and microphone are blocked in your browser, or if the wrong camera or microphone is being used.
If you do not hear any sound, check the volume control on your computer and headset.
Reload the page if you change any of these settings.
In the Live Room
Presenter view of the WebinarJam live room
When you enter the room, your camera and microphone are ON by default. The options to turn these OFF are at the top of the page next to the screensharing feature, and whiteboard tool.
The live room is offline when launched. This lets you test and set up the room before going live.
The “Off Air” indicator at the bottom of the live room shows that the broadcast has not started. The light turns green when the live broadcast begins.
Note: The room shows a 60-minute timer before you go live. This is to give you time to prepare for the broadcast and does not count toward the live session duration. When you go live, the timer at the bottom of the screen updates to show the maximum webinar duration included with your WebinarJam subscription tier.
Presenter Video Feed
The live room generates a unique panel for each presenter that shows their video feed or profile image, their name, and individual audio and video controls (lower left corner of the panel).
In the upper left of the presenter feed is a star icon indicating the presenter’s permissions. Hover over each presenter’s feed to see it.
Dark blue star: Webinar host (all access admin)
Light blue star: Co-presenters (access to speak, chat, and use live injections)
If you are an administrator, click the light blue star to promote a co-presenter to an administrator.
In the bottom left of the presenter feed are video, audio, and screen share buttons for each presenter.
Go Live and Panic Button
Click the Go Live button in the top left corner to start the webinar broadcast.
If the live broadcast stops working, click the lightning bolt icon (Panic Button) to reboot the room in an emergency.
Additional Presenters
At the top of the window, invite additional presenters by clicking the plus icon and entering their name and email. The presenter will be emailed a unique link to enter the webinar (your link will not work for them).
Minimize Sidebar
Minimize the sidebar by clicking the three dots tab on the side of the panel.
Room Expiration
A 60-minute timer appears in the lower portion of the frame showing how long the room will stay active while you are Off Air. If you do not go live in one hour, the room will expire. Click the button on the expiration screen to immediately reload the room or visit the live room link again.
Customize the Live Room
Virtual Background & Blur
Change the background effect or image by clicking the center button in the menu at the top of the room.
Select a preset or click My uploads to add a custom background. Background effects and images appear “behind” the presenter with a green screen effect.
Supported files: JPG, PNG, up to 4MB.
Live Room Settings
In the sidebar, configure the live room Settings.
Disable or enable chat
Allow public or private chat messaging or both
Show or hide the number of attendees in the room (this appears for everyone, presenters AND attendees)
Disable or enable the attendee Request to Speak feature
Change the design of the live room
Manage the Room: Attendees & Chat
Attendee Redirect
The Attendees tab in the sidebar displays a list of all attendees in the live room.
Redirect attendees to a URL of your choice by entering a web address in the URL field and clicking the arrow icon.
Attendees Speak
If you enable attendees’ ability to speak, you will find their requests in the bottom tab (shown below, labeled “Speak”) where you can accept or deny the request. If you accept, they will be brought in as presenters with video!
Chat
The chat tab contains the message feed from the webinar.
In the chat:
Send messages to the public room and join the conversation
Send highlighted messages (red in-line callout)
Send tip messages (yellow in-line callout)
Post sticky messages that remain on the screen
Chat privately with administrators
Chat privately with individual attendees
Presenters are identified in the chat by a star next to their name
Change the chat mode into Q&A mode and attendee messages will be marked as questions while your messages will be Answers. You can change any message by clicking the bubble next to a message.
Manage the Room: Injections
Deploy and use the injections configured at the Live step of the webinar configuration wizard.
All presenters can access and use the live injections. Deploy pre-configured content to the live room or create new injections as needed during the live webinar.
Important: Live content created inside the webinar room is not saved for future sessions if the webinar has a multi-event schedule. Injections created during the broadcast are unique to that session. Pre-configuring live content is recommended.
Click the tabs in the sidebar to access each type:
Polls
Offers
Video
Slide Presentations
Agenda and notes
Click Preview to save a new injection. Click Publish to deploy it to the webinar room.
EverWebinar uses a pre-loaded source video as the primary content for a webinar broadcast. The first step of the EverWebinar configuration wizard is to select the source video.
External Video File
Use an external video file to load a production video or a replay from another webinar platform. Supported external hosts are YouTube, Vimeo, and any cloud service that provides a direct MP4 link for playback.
Use a previousWebinarJam live session to rebroadcast an event you hosted live in the past. Reusing a previous session from WebinarJam is an easy plug-and-play option that automatically populates many of the settings from the original WebinarJam event (including the chat!) for use in the new automated event.
Pro Tips:
The WebinarJam session must be hosted in the same account as the new EverWebinar event
To import a session, an active WebinarJam subscription is required. Your EverWebinar configuration cannot retrive a session from an inactive WebinarJam catalog.
EverWebinar automates your events, so you can serve your message to anyone, anywhere, at any time.
Use EverWebinar when: You have content you want to share or monetize without hosting a new event many times over. Automated webinars are ideal for content that has longevity and will be relevant for a wide variety of viewers for a significant amount of time.
Pro tip: Use EverWebinar automated events to reach international audiences in time zones where you would have trouble connecting live.
Take Note
You will need a prerecorded video for the main content of the webinar. This could be a replay from an earlier event or recording produced and edited in a studio. To be used as the source for an EverWebinar event, the video must be hosted on WebinarJam, YouTube, Vimeo or a cloud-based host that offers MP4 direct link access.
Content Pre-check
Prepare your content before starting the webinar setup to streamline the process! You can also add these details later.
✓ Video source for the main webinar (link to a previous WebinarJam session or direct URL to a cloud-hosted video)
✓ Names and email addresses for all presenters (Required)
✓ Headshots or other profile images for presenters (Optional)
✓ Schedule for viewing access (including any blackout dates) (Required)
✓ Details of any product offer (Optional)
✓ Elements of a poll or quiz to display (Optional)
✓ Optimized handouts to share (Optional)
✓ Timestamp for each injection in the webinar (when offers, polls, videos, etc. will display)
1. Create a Webinar
EverWebinar events use a pre-recorded source video and timed injection events to give attendees the experience of attending a live event. In the schedule configuration, allow immediate access to the automated webinar or limit registrants to pre-set days and times when the event will play.
Launch the EverWebinar app in your account:
Go to Webinars and click + Add webinar
Set the source video for the event and complete each step of the configuration wizard
The webinar source video is the primary broadcast content of the webinar. It is the presentation your registrants will see when they enter the webinar room. The source can be a previous WebinarJam live session or an external video file hosted on a third-party platform.
In your Webinars dashboard, click + Add webinar to create a new configuration. Choose a configuration and event type to launch the setup wizard.
Express or Full Configuration
Express configuration
Smart defaults preconfigure many details of your webinar for you. Complete basic information and selections for the event:
Webinar name (private name)
Webinar title (public name)
Webinar description
Webinar language
Add or edit host and presenters
Webinar schedule
Select and customize registration page
Customize email notifications and reminders
Important: Access all settings after the express configuration by editing the finished webinar and selecting “full configuration.” Webinar replay is disabled by default in an express configuration.
Full configuration
Fine-tune every setting in your webinar with a multi-step configuration wizard.
Basic configuration, presenters, and streaming service
Schedules and recurring event series
Registration, auto-subscription, pay to register, and password protection
Notifications and your email gateway
Integrations and third-party tracking
Thank You page customization or custom confirmation page
Live broadcast room features, polls, product offers, slides, and more.
Replay enable/disable, controls, expiration, etc.
See related user documentation for more information about individual features and controls.
Event Type
Right Now
Use Right Now to configure and launch a one-time webinar quickly. There are no notifcations or schedule, and you will send attendees the link to access the room.
Right Now webinars are meant to be used one time for unexpected calls.
Right Now webinars are accessible 24/7 eliminating the need to set up a schedule.
Right Now webinars allow only free registration with an opt-in form.
There are no automatic notifications in Right Now webinars. You will need to send your attendees the registration page link displayed in the final step of webinar setup.
Schedule for Later
Use Schedule for Later to plan events and series of events for a later date.
The Scheduled webinar will take place sometime in the future. You can choose to set up your webinar in three ways:
Single session – Customer chooses one date/time,
Multiple sessions – Customer registers for all webinars
Recurring series of sessions – Customer registers to a series of daily or weekly sessions. These can be a predetermined number of sessions or recurring until they cancel the webinar subscription.
Scheduled webinars allow both free and paid registration with an opt-in form.
Your customers will fill out a registration form and receive a webinar link via email.
Always On
Use Always On to create a webinar room that can be used repeatedly, such as for meeting rooms or on-the-spot training. Like Right Now, this has no notification emails or schedule.
Always On webinars are meant to be reused.
Download the replay and the chat log after each event if you want to save them. Every new event hosted in the live room generates a new replay recording and a new chat log overwriting the old records.
Always On webinars are accessible 24/7 eliminating the need to set up a schedule.
Always On webinars allow only free registration with an opt-in form.
There are no automatic notifications in Always On webinars. You will need to send your attendees the registration page link displayed in the final step of webinar setup.
Each webinar has one host presenter and the option to add two additional user types:
Presenter (co-host on camera in WebinarJam, and control panel access in EverWebinar)
Moderator (behind the scenes Control Panel management)
Add presenters and moderators at the Configuration > Webinar presenters step of the webinar setup. Click the toggle between Moderator and Presenter to change the role when adding a new user.
Check your plan:
Control Panel and moderators are available for EverWebinar and for WebinarJam Enterprise.
The number of presenters available depends on your WebinarJam plan.
Presenters
In WebinarJam
Presenters are on-camera speakers in a live event. Before the webinar begins, presenters use their unique access link to log in to the live room.
WebinarJam Presenters:
Are listed on the webinar registration page and in notification emails
Perform and audio and video settings check when they enter the live room
Appear on camera during the live webinar
Can turn their camera and microphone on and off during the live webinar
Can access and control the live injection features of the room, such as the agenda, polls, offers, etc.
Can post highlights and tips in the webinar chat
Can send private messages to attendees in the webinar and the other presenters
Can post public messages in the webinar chat
Can remove messages from the webinar chat and block attendees
Host presenter: Starts and ends the live broadcast and can assign admin permissions to other presenters.
In EverWebinar
Presenters have a passive role in EverWebinar because the automated events are not live. Instead of accessing the live room, EverWebinar presenter links give the user access to the Control Panel.
EverWebinar Presenters
Are listed on the webinar registration page and in notification emails
Can access the Control Panel
Moderators
Moderators are behind-the-scenes users that manage activity in the webinar from the Control Panel without being on camera.
Moderators:
Use a unique access link to login to the Control Panel at the time of the live event
Can access and control the live injection features of the room, such as the agenda, polls, offers, etc.
Can post highlights and tips in the webinar chat
Can send private messages to attendees in the webinar and the other presenters
Can post public messages in the webinar chat
Can remove messages from the webinar chat and block attendees
WebinarJam gives you the power of full-featured live events to nurture your audience, sell products and services, and grow your brand.
Get started fast with express or full configuration options and three unique broadcast options:
Right Now to set up and immediately launch a one-time live broadcast
Schedule for Later to plan a future event and registration funnel
Always On to create a room that is live and ready for multiple uses whenever you need it
Use WebinarJam when: You want a live, interactive connection with the audience. Live events are best for webinars where you anticipate high audience participation, those that end with a live Q&A, or if you want to promote audience members to join you as on-camera presenters.
Content Pre-check
Prepare your content before starting the webinar setup to streamline the process! You can also add these details later.
✓ Names and email addresses for all presenters (Required) ✓ Headshots or other profile images for presenters (Optional) ✓ Webinar topic and target audience for your agenda (Optional) ✓ Details of any product offer (Optional) ✓ Elements of a poll or quiz to display (Optional) ✓ Optimized slide deck to present (Optional) ✓ Optimized handouts to share (Optional) ✓ Optimized video clips (Optional)
1. Create a Webinar
Launch the WebinarJam app in your account:
Go to Webinars and click + Add webinar
Choose the preferred schedule and complete each step of the configuration wizard
Pro tip: To automatically send a replay to all registrants after the webinar, configure a Post webinar notification at the Notifications step of the wizard.
Test your event to ensure every element is in place, the host is familiar with the live room interface, and there are no unwanted surprises when it’s time to go live with a room full of attendees.
Recommended testing
Soft test:
Click Run a test for any configured event to test audio and video settings and get familiar with the WebinarJam live room.
Test audio and video
Test live room functions and the live elements added in the configuration
Tests do not capture analytics, chat history, or replay recordings
Important: “Run a test” should not be used to host a live event.
Clone test:
Clone the configured event, bring in some attendees and/or another presenter to help you test, and run the event live. Click Your links to copy links to the live room.
Test audio and video
Test live room functions and the live elements added in the configuration
Test broadcast streaming with standard server resource allocation
Test email notifications and reminders
Capture analytics, chat history, and a replay recording
Your event is configured, your presenters are ready, and you have a full list of excited registrants–it’s time to go live!
Pre-launch Checklist
✓ The webinar is fully configured with all live elements loaded ✓ Testing is complete ✓ All presenters have their own unique link to access the webinar room ✓ All moderators have their own unique link to access the Control Panel ✓ The webinar host has a hardwired internet connection (Recommended)
Start the Webinar
Log in to the live room using your Presenter access link
Complete the audio and video test (approximately 5 minutes)
When you are ready, click the phone icon in the top left corner of the live room to start the broadcast
Important: Allow the duration of the webinar for replay processing. For example, the replay for a two-hour webinar will be available approximately two hours after the host ends the broadcast.
Chat download, poll results, survey results, and pending questions in the replay room
Track sales that occur during a webinar by installing a tracking code at the final step of a purchase funnel. The tracking code allows WebinarJam to receive information about a sale from a customer who clicked an offer button in your event. Visit your webinar analytics to see tracked sales.
You will need:
A fully configured webinar with at least one product offer
Important: Sales tracking is not retroactive. If the webinar has already run by the time this code is installed, no goal information will be tracked.
Access to the source code in the final confirmation page of your purchase funnel
Two events are required to record a sale in the webinar analytics:
A person in your webinar clicks the button for a product offer. This adds a tracking cookie to their browser.
They complete a purchase and end up on the page where your goal-tracking code is installed.
The browser cookie and the tracking code together trigger a message to WebinarJam that registers a sale.
Goal Tracking Code
In Webinars, find the webinar you want to track.
Click Advanced > Goal tracking
Copy the offer code
Pro tips:
Tracking codes are generated when an offer is configured in the webinar. If there is no offer, the tab will be empty.
Unique tracking codes are generated for each offer configured. Copy the code and set up tracking for each offer separately.
Configure the Tracking Code
The goal tracking code contains two customizable parameters:
Price: price=0.00
Currency: currency=USD
Modify “0.00” in the price parameter to reflect the amount collected in an individual sale. For example, if your product is $40, modify the price parameter to: “price=40.00“.
Note: The goal tracking code is designed to record price values for one-time payments. If your pricing model involves a recurring subscription (example $19.00 per month) or a payment plan (example 3 payments of $99), enter a value for the price parameter according to your preference.
Modify “USD” in the currency parameter to reflect the actual purchase currency for your product. Supported currencies include:
If the currency parameter is left blank or contains a value unrecognized by the WebinarJam system, sales analytics default to USD.
Embed the Tracking Code
Embed the sales goal tracking code directly in the checkout confirmation page, where a customer is redirected immediately after completing a payment.
Open the confirmation page source code
Scroll to the very bottom of the source code and locate the </body> tag
Paste the goal tracking code immediately before the </body> tag
Pro tip: If your page was created in an application with a visual builder and no clear access to the source code, look for a setting where you can put code in a “footer” field for the page. This option may be found in a tracking or SEO section. If a field is available, paste the goal tracking code in the footer of the page.
Save and publish the page
When a customer visits the confirmation page after clicking a product offer button in your webinar, the tracking code is triggered to send a notice back to WebinarJam. The webinar analytics will register a new sale and add its value to the total revenue generated by the event.
Critical Notes:
Browser cookies are used to identify attendees when they click a product offer in your webinar room and complete a purchase. This allows a visit to the confirmation page to be attributed correctly to customers who came from your webinar.
Sales collected in any other way, such as through a link pasted in the chat, are not tracked by WebinarJam.
Cookies are also used to differentiate between sales from the live room and those from the replay room.
Suppose a webinar attendee blocks third-party cookies in their browser. In that case, their activity will not be tracked through the purchase process. In this scenario, you may see sales from the event in your checkout system that do not appear in the webinar analytics.
Review Sales Analytics
After the event, check the analytics to see revenue and other monetization metrics.
Go to Analytics
Select a webinar and session from the drop-down fields
Scroll down to Monetization to review:
Registration fees (if you charged a fee to attend the webinar)
Sales from the live room
Sales from the replay room
Pro tip: Review the webinar’s attendee log to see sales attributed to specific attendees.
The account Profile contains important account information, including:
Name, registered email address, and password update
Country and tax ID
Support verification code
GDPR settings
Subscription details
Third-party integrations
API key application
Global bad words filter for your events
Click the person icon in the top right corner of the dashboard to access the Profile.
Profile Tab
Review and update your profile information, including your name, email address, and password.
Updating your email address affects both your login credentials and the location where you receive billing and other account notification messages. Use your new email address to log in and check the inbox for that address to find new payment invoices, etc.
Add your country, company name, and Sales Tax ID for subscription invoicing and tax calculation.
If you have a valid VAT number, enter it in the Sales tax ID field.
Support Code
The support code lets you verify your identity in communication with the WebinarJam and EverWebinar support team. The code is unique to your account and is used to authorize changes.
If you shared the support code with someone who is not authorized to request changes in your account or has left your team, click the Reset link to generate a new code.
GDPR Tab
Next, activate and configure your GDPR compliance settings.
Activate GDPR
Select this option if you wish for your webinar to be GDPR compliant. As a result, a number of GDPR compliance requirements will be displayed in your webinar pages and registration forms: cookie acceptance banner, terms agreement checkbox, etc.
Newsletter agreement label
Set the general wording your audience will see when accepting to receive future communications. You can also force this option as Mandatory.
GDPR terms agreement label
Set the general wording your audience will see when accepting your team’s GDPR terms and conditions. You can also force this option as Mandatory.
GDPR terms agreement clauses
Set the specific wording of the GDPR agreement required by your team’s compliance standards.
Cookie disclaimer banner
Display customized wording regarding how cookies are used.
Automatically delete leads
The system will automatically delete leads a set number of months from the subscription date.
Deactivate GDPR
Choose this option if you do not wish to be compliant with GDPR standards. As a result, no GDPR compliance requirements will be displayed to your visitors as they land on your webinar pages and/or registration forms.
Connect third-party services to your account to activate additional email, SMS, and automation capabilities.
Autoresponder Integrations
Here you can connect a CRM or Autoresponder service to your webinar profile. A CRM helps to organize registrant information into a list, while an Autoresponder can aid in contacting that list.
You might want to send your webinar registrants a text message reminder to their mobile phone right before the webinar starts. To that goal, our platform integrates with Twilio, the world-leading SMS text messaging provider.
Add words to the Bad words filter that you want to block attendees from using in the chat during your events. Separate each word with a comma, up to 1000 words.
Any chat from users containing a word in your list will be immediately deleted, and will not display in the Live webinar.
The bad words filter does not restrict Presenters. Anyone that accesses the event using a presenter or moderator link can use any words in the webinar chat.
