Each Genesis Digital product is sold as an individual recurring subscription. You may have a bundle subscription that includes both WebinarJam and EverWebinar or you may have separate subscriptions for each product.
Depending on the subscription type(s) you have, you may need to update the payment source more than once.
To update the credit card for subscription billing, go to your account profile:
Click on the Profile icon in the top right corner of the interface.
Click the Billing tab.
The window displays your most recent Order ID number and a button to access the self-service billing portal.
Click the Go to self-billing button to launch the self-service portal.
On the portal login page, enter your accountemail address and the order ID number shown in your account.
The Order ID can also be found in any payment confirmation email or in the top right corner of any invoice.
Locate the subscription(s) you want to update
Remember, there may be more than one!
Click Show Details to check the status of each product shown in the billing portal
Click the credit card icon to see the last four digits and expiry date of the saved card on file
Click the pencil icon to update the payment details or add a new credit card
Option: Click the pencil icon next to a scheduled payment to edit the card
Repeat the update process as needed for any additional subscriptions
To upgrade or downgrade your package, go to your account profile:
Click on the Profile icon in the top right corner of the interface.
Click the Billing icon.
You will see the options available to change your plan. Select a new plan and confirm your selection.
Example of upgrade or downgrade options. Exact options vary depending on base subscription.
Important:
Upgrades are processed immediately and a one-time pro-rated fee is charged to upgrade your service for the remainder of the current billing cycle. The amount of the fee is shown during the upgrade process, which you must confirm to complete the change.
Downgrades take affect at the end of the current billing cycle when your prepaid time on the higher plan is complete.
Each Genesis Digital product is sold as an individual recurring subscription. You may have a bundle subscription that includes both WebinarJam and EverWebinar or you may have separate subscriptions for each product.
Depending on the subscription type(s) you have, you may need to cancel more than one individually.
To cancel, go to your account profile:
Click on the Profile icon in the top right corner of the interface.
Click the Billing tab.
The window displays your most recent Order ID number and a button to access the self-service billing portal.
Click the Go to self-billing button to launch the self-service portal.
On the portal login page, enter your accountemail address and the order ID number shown in your account.
The Order ID can also be found in any payment confirmation email or in the top right corner of any invoice.
Locate the subscription(s) you want to cancel
Remember, there may be more than one!
Click Show Details and the X icon to stop all future billing
Important:
If your subscription renews on an installment plan, please contact the support team before canceling to ensure access does not close prematurely.
After canceling, your subscription will appear as “Pending Cancellation” until your prepaid time has been fully used.
Access to the product will remain open until the original date of your next scheduled payment. If the subscription is pending cancellation, access will close on that date and you will not be charged.
To add a tax identification number, go to your account Profile
In the Company field, add the name of your business
In the Sales tax ID field, add your tax identification number
Enter any registered tax ID number in this universal field (VAT, GST, TIN, etc.)
Save your changes in the top right corner of the window
VAT Numbers
If your WebinarJam or EverWebinar subscription payments would otherwise be subject to VAT/GST, enter a valid identification number here to suppress the tax (if applicable).
The value entered must match the expected format for a VAT identification number from your country. If validation of the entry is not successful, the error Invalid Tax ID will appear.
Create unique login profiles to collaborate with team members in your account.
To add new members, click the team icon in the top right menu.
In the Team members window, create new members or manage existing members.
Create new member
Enter a new member’s information and click Create to automatically send the member an invitation. The new member must click the button in the email to accept the invitation and create a password.
The new member is added to the existing member list with a yellow Pending status bubble.
When the member logs in, the status bubble turns green.
Existing team members
Open the Team members window to manage existing member profiles.
Click the envelope icon to resend the login email if the member did not receive it
Click the red X icon to delete a member profile
Note: Team member profiles cannot be modified. If a profile was created with a typo or if you want to change the name or email address for a member of your team, delete the profile and create a new one.
Team Member Restrictions
For security, the primary login profile has exclusive access to certain aspects of your account:
API
Ability to change SMTP or SMS providers
GDPR settings
Billing settings
Account-level autoresponder integrations
Bad words filter
Do not share the primary login email address or password with anyone. To give another person access to your account, use the Team Member function described in this article.
WebinarJam and EverWebinar are as secure as possible for our users and additional security measures are added regularly.
Infrastructure access
Cloudflare Enterprise: Cloudflare secures WebinarJam and EverWebinar domains against malicious traffic, DDoS attacks, scripted brute force hacks, etc. Learn more about Cloudflare protections:
Server infrastructure: The WebinarJam network is hosted in Amazon’s secure cloud. Everything is run entirely under secret private IPs, so they cannot be identified by the outside world. Learn more about AWS Cloud Security.
Restricted server access: Access to WebinarJam live backend servers is restricted to specific senior programmers within the organization, all secured behind a private network and two-factor authentication.
Outage protection
Real-time redundancy: All WebinarJam servers, databases, caches, etc., are hosted in Amazon’s high availability clusters. As a result, there is no “single point of failure” in the infrastructure. Every component has redundancy built in, and a secondary always-available copy mirrors everything that happens in real time. This ensures an instant fallback should any primary component fail.
Ongoing backups: Backups are run on all databases multiple times a day, 365 days a year.
Data privacy
SSL/TLS: All incoming HTTP requests are secured with the latest SSL/TLS encryption protocols provided by Cloudflare Enterprise.
Segregated databases: Separate databases are allocated to each of our customers. This minimizes the chances of data leakage from one account to another. Furthermore, it limits exposure should one customer’s database be penetrated by a malicious external agent.
Webinar recordings: All webinar recordings are assigned a uniquely generated URL.
Amazon’s protection: All webinars and their recordings are stored and delivered via Amazon’s secure cloud streaming services.
Encrypted storage: Encryption is used for account passwords, API credentials, third-party integrated credentials, etc. They are not stored in the databases in plain text.
Compliance
PCI and SCA: WebinarJam and EverWebinar are sold via Kartra, through a fully PCI and SCA-compliant checkout. This keeps your credit card data secure and encrypted at all times.
GDPR: Your European users will see cookie acceptance banners, mandatory agreement tick boxes while registering, unsubscription links in all email reminders, etc.
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.
When you login, click Access to launch the WebinarJam or EverWebinar tool. If your subscription is limited to only one tool, a lock icon appears on the module not included in your plan.
The main dashboard for the tool shows all configured events in descending order by creation date.
Configure and manage webinar sessions from the main dashboard:
Add webinar to create a new event
Edit to modify an existing event
Clone to duplicate an existing event
Delete to delete an event and all its records (attendee list, analytics, and replay)
Advanced controls give access to goal tracking, one-click registration, and API integration
Log gives access to download the chat for a completed webinar, see survey and poll results, and view pending questions from the replay
Click the WebinarJam or EverWebinar logos at the top edge of the screen to switch between the tools.