WebinarJam and EverWebinar User Documentation Webinars for everyone!

Zapier

This article is for WebinarJam and EverWebinar.

Before Getting Started

  • An API key is required to allow Zapier to communicate with your account. If you are not already approved to use the WebinarJam / EverWebinar API, apply for a key.
  • Access to the API is not available for trial accounts. To access an API key for use with Zapier, upgrade to a paid plan if needed.

Overview

Zapier is a tool that lets you automate workflows between web applications that are otherwise unrelated. This article describes the process of creating automation between WebinarJam or EverWebinar and many third-party applications using Zapier.

Popular automations to try:

  • Send registrants to an autoresponder not in our integration list
  • Tag registrants in an autoresponder not in our integration list
  • Add new registrants to a Google Sheets Spreadsheet
  • Send yourself a notification when someone registers
  • Send registrants a survey or form for additional information
  • Add registrants to an SMS service for additional messaging
  • Create Trello boards for follow-up services
  • Create tasks with Project Management Programs
  • Create a purchase (for sending a free follow-up file)

Zapier Resources

Zapier is a third-party program and cannot be supported in-depth by the WebinarJam team. For detailed information about Zapier and how to set up your Zaps, refer to the Zapier knowledge base:


Start a Zap and Connect WebinarJam / EverWebinar

Before starting, review some basic concepts:

ONE TIME: Zapier does not have a mechanism to keep items in sync after the first time they run through a Zap. Think of Zapier like a one-way, one-time pipeline.

ONE TRIGGER: Zaps are triggered by a single event. If you want the same action to happen based on multiple triggers, create a separate Zap for each unique trigger.

NEW DATA ONLY: Zaps cannot see data that was created before your Zap was turned on. Zaps are triggered by events that happen after the Zap is turned on – in other words, by data that is newly added. To force Zapier to process data that existed before your Zap, refer to this article on bulk importing existing data into zaps.

Create a Zap

Log in to the Zapier dashboard and select your preferred creation method. This article describes the Classic process.

If not already selected, click Classic view in the dashboard to follow this article.

Zapier dashboard classic view

To set up a Zap, four parameters are defined:

1) Connect this app → 2) with this one!

3) When this happens → 4) then do this!

Zaps are IF/THEN automation rules. They create automatic processes that trigger when one event happens (IF) and initiate a follow-up action in response (THEN)

  1. Under Connect this app… search for WebinarJam / EverWebinar
  2. Under with this one! Search for the app where you want to send information
  3. Under When this happens… select a WebinarJam or EverWebinar event to trigger the Zap
  4. Under then do this! Select an action to occur in the destination app you selected

WebinarJam / EverWebinar Triggers

Available WebinarJam / EverWebinar triggers include:

Trigger Timing Description
New Live Attendee Immediate Triggers when a registrant joins a live webinar.
Registrant Joins Webinar After After session Triggers if a registrant was late for a live webinar.
Registrant Misses Webinar After session Triggers if a registrant missed the live webinar.
New Registration Immediate Triggers when a user registers for a webinar.
Registrant Attends Replay Immediate Triggers when a registrant joins the webinar replay.
Registrant Leaves Before After session Triggers if a registrant left the live webinar before a specific timestamp.
Registrant Purchases Immediate Triggers when a registrant buys a product during the live webinar. Dependent on active sales goal tracking.
Registrants Stays Until After session Triggers if a registrant stayed in a live webinar past a specific timestamp.

 

Go to Zapier’s app catalog for the most up-to-date list of available WebinarJam / EverWebinar triggers.

Important:

  • Certain triggers fire when the webinar session is over. If you want to trigger a zap before or during the event, use triggers that fire immediately instead.
  • Zaps are triggered by a single event. If you want the same follow-up action to happen based on multiple triggers, create a separate Zap for each unique trigger.
Zap example showing spreadsheet update when a new registration happens in WebinarJam
The example in the preceding image shows a Zap that connects WebinarJam or EverWebinar to Google Sheets

After defining the trigger and action for your new Zap, click Try It to enter the editor and complete the configuration.

Connect with WebinarJam

WebinarJam API key

A WebinarJam API key is required to connect your WebinarJam and Zapier accounts. If you are not already approved to use the WebinarJam / EverWebinar API, apply for a key. The key is found in your main webinar dashboard, under the Advanced link for any webinar. The API key is a global value, so it is the same for every event in your account.

Copy the API key from your WebinarJam profile

The editor will prompt you to sign in to connect a WebinarJam / EverWebinar account, or select one that is already connected.

If you select Sign In, a popup appears to authorize the access request. Enter your WebinarJam API key in the field to authorize access.

API key to authorize access

Complete the Zap

Use Zapier’s editor to finish setting up and testing the Zap.

The API connection gives Zapier access to your WebinarJam / EverWebinar account so the editor can display your webinars in the configuration process. Choose the webinar you want the Zap to trigger from and configure the actions for the destination application as desired.

When the setup is complete, turn the Zap ON by using the toggle in the editor or your Zapier dashboard.

Toggle Zap on or off


Test the Integration

As with any complex configuration, it is best to test your Zap with a demo webinar to make sure it works as expected before a live event.

Live Room

This article is for WebinarJam.

Launch the Live Room

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

WebinarJam live room environment
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.

Presenter controls

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.

Live room Off-air indicator

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.

Click Go Live to start the 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.

Live Room Off Air Timer


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.

Change the webinar background

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.

Upload custom background

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

Choose live room settings


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.

Highlight and tip chat message styles


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.

Learn more about Live Injections

WebinarJam configurations and event types

This article is for WebinarJam.

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

Choose 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

Select the webinar run 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.

Scheduling WebinarJam

This article is for WebinarJam only.

Create the Session Schedule

Caution: Do NOT edit a webinar schedule after attendees have already registered for the event. Editing the schedule resets the unique access link for each registrant, so the link sent in their original confirmation email will not work.

Changing the session type (from single to multiple, etc.) deletes the original session in the database. Files and analytics associated with the original session will also be deleted. Instead of changing the session type for an existing webinar, create a new webinar configuration for the new schedule structure.

Go to the Schedules step of the webinar configuration wizard and open Webinar schedule.

Choose a schedule type for the webinar:

  • One single session
  • Multiple sessions
  • A recurring series of presentations

Single Session

Use the single session option when you have one presentation that you want to broadcast once or repeat at different times. With this schedule, attendees will choose the date and time they want from the schedule you create.

  • Example: An free introductory class designed to be seen once.

Multiple Sessions

Use multiple sessions when you are offering a series of presentations that are all different but related to each other. Attendees register once to attend multiple sessions at the dates and times you create.

  • Example: A paid workshop consisting of five lessons on a specific topic.

Recurring Series of Sessions

Attendees who register for a recurring series sign up for a daily or weekly series, for as long as it lasts.

To create a recurring series:

  1. Select Daily or a day of the week as the type of recurrance
  2. Select Unlimited or Limited to define the duration of the series
    • If limited, enter the number of sessions
  3. Add additional series to the same webinar configuration if desired
    • Example: One series runs every Monday, and a second series runs every Wednesday.
  4. Click Add to create each series

Configure recurring series schedules


Allow Time Zone Conversion

Toggle time zone conversion on or off to show your webinar session times in a viewer’s local time-zone on the registration page and in email notifications. Time zone conversion is ON by default. Switch it off if you prefer to display a specific time-zone for the webinar.

Toggle timezone conversion on or off

Scheduling EverWebinar

This article is for EverWebinar only.

Create the Automated Broadcast Schedule

Important: Do NOT edit a webinar schedule after attendees have already registered for the event. Editing the schedule resets the unique access link for each registrant, so the link sent in their original confirmation email will not work.

Enabling Just-in-Time or Instant Replay creates on-demand schedules for your webinar.

Disabling either option deletes the on-demand schedule and all related files and analytics. If an attendee has already viewed the webinar through an on-demand option, all records for those sessions will be lost. Instead of disabling Just-in-Time or Instant Replay for an existing webinar, create a new webinar configuration and switch registration promotions to the new event that does not have on-demand access.

Go to the Schedules step of the webinar configuration webinar.

Create one or more schedules for the webinar:

  1. Set the date and time of the broadcast. Choose:
    • On a specific date and time
    • Every day or every week at a specific time
  2. Click Add to create the series. Add additional schedules if desired.

Fixed time zone

Select a time zone and location from the drop-down field to create the schedule in a fixed time zone. If enabled, registrants can convert the schedule availability to their own time zone on the registration page.

  • Note: Multiple time zone locations may appear on the registration page when a fixed time zone is selected. This is because the schedule displays all locations that fall in the same GMT+ zone as your selection. For example, The GMT/UTC+3 hours offset is shared by countries on three continents: Europe, Africa, and Asia.

User’s own time zone

Select The user’s own time zone for the schedule to enable time zone auto-detection. In this mode, scheduling and registration information is shown in a potential registrant’s local time zone so they can easily choose the best time.

Note: The time zone selection you make for the first series in a webinar schedule locks all additional series to the same choice. In other words, if the first series is set to the user’s time zone, all additional series in the same webinar will also be displayed in the user’s time zone.

Registration Page Options

Allow time zone conversion

Visible only if a fixed time zone is selected for the webinar schedule. Enabling time zone conversion lets registrants see the time of your event in their local time zone for a more user-friendly experience.

Instant watch replay

Enable this option to display a, “Watch the replay now!” link on the registration page in addition to the other schedule options. Clicking this link takes the attendee to watch the replay immediately.

  • Important: Enable the replay session at the Replay step of the configuration wizard to enable access to a replay broadcast.

Allow late attendance

Enable this option to allow visitors to join a webinar that is already “in progress.” When attendees enter the “live” room, the webinar will auto-forward to the correct time stamp.

  • Example: The automated broadcast is configured to begin at 10 am. Allowing late attendance lets a user enter the session at 10:10 am and the broadcast will skip forward 10 minutes to simulate joining a live webinar.

Just-in-Time

Just-in-Time is on-demand scheduling that shows potential registrants a session “starting very soon,” regardless of when they visit the page. Display sessions at 15, 30, and 60-minute intervals:

  • Every :15, :30, :45 or :00 (15 minutes)
  • Every :30 or :00 (half hour)
  • Every :00 (hour)

Hide night time schedules

For Just-in-Time registration, choose Hide night time schedules to create the appearance of a regular working schedule. If someone visits your registration page at 2 am (and you have blocked schedules from 11 pm-7 am) the next available session will be the following day.

Displayed schedules

Define the schedules displayed on your registration page under Displayed Schedules. From the drop-down menu, choose how many available schedules to display to visitors at one time.

Important: If Just-in-Time / Yesterday’s Replay is selected for the displayed schedule and neither option is enabled in the webinar configuration, the webinar will not show any available registration times.

Block short-term registrations

Prevent attendees from registering last minute, up to 6 days in advance.

Block dates

Add holidays or any other days you want to exclude from the webinar broadcast schedule. Viewers will not be able to register for these dates.

One-click registration link

This article is for WebinarJam and EverWebinar. 

One-Click Registration

One-click registration allows people to click a link to sign up for a webinar if they are already on your mailing list.

The benefits of using one-click registration include:

  • Reduced sign-up friction, making it more likely that people will register.
  • Integration with your autoresponder, so you can apply tags or fire automation based on the link click.
  • Ability to bypass the registration page, register a subscriber to the webinar in the background, and forward the user straight to the Thank You page to get an access link for the event.

Take Note

  • An API key is required to use one-click registration. If you are not already approved to use the API, apply for a key.
    • Access to the API is not available for trial accounts. To access an API key, upgrade to a paid plan if needed.
  • The configured one-click registration link must be sent in an email from your autoresponder to contacts that already exist in the autoresponder. The registration will not work in any other context.
  • One-click registration can not be used for EverWebinar Just-in-Time or Instant Replay. On-demand session types do not have a session ID for use in the URL parameters.
  • This article refers to shortcodes, dynamic variables, and merge fields. These all refer to the same thing: a piece of code from your autoresponder that is dynamically replaced by an email subscriber’s unique information.
IMPORTANT: To maintain compliance with anti-spam regulations, one-click registration may only be used with well-reputed autoreponders using the method described in this article. Any other use or abuse of the link is forbidden and may result in the termination of your account.

Get the One-click Registration Link

In Webinars, find the webinar you want a registration link for:

  1. Click Advanced above the event module, then One-click registration
  2. Copy the registration URL into a separate window where it can be edited
    • A plain text editor is recommended to avoid any unwanted formatting

Notice that some information is URL-encoded: %40 in place of ‘@’ and %2B in place of ‘+’.

Advanced menu dialogue with the one-click registration link


One-Click URL Parameters

The one-click registration link uses URL parameters to capture a subscriber’s information and register them for your webinar.

Your default one-click link will look similar to this:

Example of one-click registration parameters

The URL is made up of two parts:

  • Base URL: https://event.webinarjam.com/register/1click/8/UNIQUE
  • Parameters: ?first_name=First&last_name=Last&email=YOU%40YOUREMAIL.com […]

The parameters portion of the URL begins with ? and individual parameters are separated by &.

Parameters Default (Replace) Description
first_name * First Dynamic variable from your autoresponder that will populate the first name of a subscribed lead.
last_name Last Dynamic variable from your autoresponder that will populate the last name of a subscribed lead.
email * YOU%40YOUREMAIL.com Dynamic variable from your autoresponder that will populate the email address of a subscribed lead.
phone_country_code %2B1 Dynamic variable from your autoresponder that will populate the phone country code of a subscribed lead.
phone_number 1234567890 Dynamic variable from your autoresponder that will populate the phone number of a subscribed lead.
timezone GMT-7 Dynamic variable from your autoresponder that will populate the timezone of a subscribed lead. The timezone parameter is only required for EverWebinar events configured to take place “under the user’s own time zone”. If that is how you’ve configured your webinar, you must enter the time zone in GMT terms (example: GMT-7, GMT+7, GMT-2, etc).
schedule_id * 1 The schedule_id is the Session number for the webinar session. Get the schedule ID from the Schedules > Webinar schedule step of the webinar configuration wizard.**

* Required fields

** EverWebinar Just-in-Time and Instant Replay sessions do not have session IDs. One-click registration cannot be used for these event types.


Configure the One-Click Link

Important: Registration fields that are required in your webinar settings must have a matching parameter in the one-click registration link in order for the attendee’s information to populate correctly. Parameters for information that is not required for registration can be removed from the URL.

Using the table provided in this article, identify the parameters that represent information you want to collect for registration to your webinar.

  • Remove any parameters you do not need.
  • Replace the default value of each remaining parameter with a shortcode or variable from your autoresponder that matches the type of information the parameter calls for.
    • The terminology for this type of code varies depending on the autoresponder you use. This type of field is typically found in email editors or builders and may be called something like: shortcode, variable, merge field, merge tags, etc.

Modification rules:

  • The section of parameters that follows the base URL must begin with the ? character. DO NOT remove the ?.
  • Individual parameters must be separated by a single & character. After modifying the link, double check to make sure every parameter is separated by a & and there a no doubles left by mistake: &&

Modified URL Examples

Examples shown using Kartra dynamic variables as the value for each parameter. Replace the defaults with the correct format from your own autoresponder.

First name and email address only:

  • https://event.webinarjam.com/register/1click/16/74qn4cw?first_name={first_name}&email={email_address}&schedule_id=1

First name, email address, and phone number only:

  • https://event.webinarjam.com/register/1click/16/74qn4cw?first_name={first_name}&email={email_address}&phone_country_code={phone_country_code}&phone_number={phone}&schedule_id=1

Get the Schedule ID

The schedule_id parameter is the Session number for each webinar session. Get the schedule ID from the Schedules > Webinar schedule step of the webinar configuration wizard.

Session numbers are the schedule ID number

In the example above, if your one-click link includes “schedule_id=2”, then the user will be registered for the webinar scheduled for 2024-07-19 at 12:00 PM Central Time (US and Canada).

Important: If your schedule is configured as a series of events (multiple sessions or recurring series of sessions), the end user will be registered for all webinars in the series.

 


Autoresponder Field Variables

Use the following reference as a guide to common autoresponder shortcodes and field variables.

Important: Always check your autoresponder for your specific shortcodes. This guide is provided as a courtesy only and may not match the current features offered by your autoresponder.

Active Campaign

  • first_name=%FIRSTNAME%
  • last_name=%LASTNAME%
  • email=%EMAIL%

Learn more about personalization tags from Active Campaign: Personalization Tags

Kartra

  • first_name={first_name}
  • last_name={last_name}
  • email={email_address}
  • phone_country_code={phone_country_code}
  • phone_number={phone}

AWeber

  • first_name={!name} or firstname={!firstname}
  • last_name={!lastname}
  • email={!email}

Learn more about variables from AWeber: What can I personalize in my messages?

ClickFunnels

  • first_name=#FIRST#
  • last_name=#LAST#
  • email=#EMAIL#
  • phone_number=#PHONE#

Learn more about merge tags from ClickFunnels: Email Merge Tags For ClickFunnels Emails

GetResponse

  • first_name=[[name]] or firstname=[[firstname]]
  • last_name=[[lastname]]
  • email=[[email]]

Learn more about personalization from GetResponse: How to personalize my emails?

iContact

  • first_name=[fname]
  • last_name=[lname]
  • email=[email]

Learn more about merge fields from iContact: Merge Fields – Inserting Standard and Custom Field Data Into Messages

InfusionSoft / Keap

Make sure to follow the InfusionSoft Instructions on MergeFields. You should see:

  • first_name=~Contact.FirstName~
  • email=~Contact.Email~

Learn more about merge fields from Keap: Merge Field Defaults Explained

MailChimp

  • first_name=*|FNAME|*
  • last_name=*|LNAME|*
  • email=*|EMAIL|*

Learn more about merge tags from MailChimp: All the Merge Tags Cheat Sheet

Ontraport

  • first_name=[firstname]
  • email=[email]

Learn more about merge fields from Ontraport: Set up and use merge fields

EverWebinar Chat CSV formatting

This article is for EverWebinar.

Upload a CSV file to quickly add many lines of chat messages to an EverWebinar event.

In the webinar configuration wizard:

  1. Go to the Live step
  2. Open the Live chat box module and click Enable live chat
  3. Configure the chat options to create the ideal attendee experience
  4. At the bottom of the module, click Import from CSV to upload a file with multiple chat lines
    • Alternatively, enter chat lines one at a time using the fields in the setup wizard
Pro tip: Download the chat file from a WebinarJam live event and upload it. The WebinarJam CSV is correctly formatted for import into EverWebinar.

CSV Formatting

Resource: Download a CSV Chat Template

CSV file must contain only 7 columns containing chat message values. Each row in the CSV file represents a new chat message.

  • Hour: Number between 00 and 07
  • Minute: Number between 00 and 59
  • Second: Number between 00 and 59
  • Name: Name of the person
  • Role: Admin or Attendee
  • Message: The actual chat comment
  • Mode:
    • If role is Attendee: Chat, Question, or Answer
    • If role is Admin: Chat, Question, Answer, Highlighted, or Tip

Example of the correct format:

When the spreadsheet is complete, export or save it as a CSV file with UTF-8 encoding before uploading to EverWebinar.


Maximum Chat Lines

The maximum number of pre-loaded chat lines is 5,000, or 1 MB for a CSV file upload. This limit ensures a good experience for attendees by preventing high demands on the webinar room to load the chat.

In a custom chat file, do not exceed 5,000 lines or 1 MB in file size.

If WebinarJam live is used as the source file for the EverWebinar, the system will not auto-import a chat file that exceeds 5,000 lines. You will see an error message informing you that the chat was not imported.

To resolve this and get a usable chat file:

  • Go back to WebinarJam and download the chat history for the live webinar you imported.
  • Open the downloaded CSV file and manually delete chat lines until there are less than 5,000 lines. Save the file and confirm that it’s under 1 MB (delete more lines if needed).
  • Go back to EverWebinar and the Live step of the wizard. Upload the new CSV file as described in this article.
Pro tip: If you activate the “Save real comments” option, real chat lines will be added to the EverWebinar session until it reaches the limit of 5,000 lines of chat. Any additional lines will be ignored.

Getting Started with WebinarJam

WebinarJam

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:

  1. Go to Webinars and click + Add webinar
  2. 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.

Learn more about WebinarJam setup


2. Test the Webinar

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.

Run a test webinar feature

  • 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.

Run a clone as a live event

  • 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

Learn more


3. Share Registration and Access Links

Access webinar links

In Webinars:

  1. Click the Your links button
  2. Click between the Attendee and Presenter tabs to find access links for the appropriate user

Attendees

  • Under Link to the registration page, copy the link to share it
    • Use the registration link for all webinar schedule types to ensure correct analytics

Presenters and moderators

  • Each presenter has a unique access link that is for their use only
  • Copy each unique access link to share them directly
    • Click the envelope icon to send the access link in an email
  • Copy and share the moderator link to give access to the Control Panel instead of the Live Room

Learn more


4. Go Live!

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

  1. Log in to the live room using your Presenter access link
  2. Complete the audio and video test (approximately 5 minutes)
  3. When you are ready, click the phone icon in the top left corner of the live room to start the broadcast

Learn more


5. Replay and Analytics

After the event, you can retrieve several types of records and analytics.

Traffic, engagement, sales, and notification email analytics

Registrant contact details, attendance, and other data related to specific attendees

Replay link and download

  • Go to Webinars > Your links
  • 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

Learn more

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