Activation
The Webinar Management Module is included with Enterprise level accounts and can be enabled by your Account Manager. To activate:
Provide your Account Manager with the Webinar ID Field Name that will be included in form submissions
Specify if Webinar functionality should be restricted to certain form types
In the Manage Form Types area:
Restrict Webinar functionality to specific gate types if needed
Select where in the form type the webinar fields will appear (added to the bottom by default)
Webinar Permissions Management
If your instance includes the Permissions Manager, you can customize which user roles have access to webinar functions. By default, only Administrators have access to the webinar management area. Gate editors can assign webinars to gates but cannot add, edit, or delete them.
Two levels of access are available:
Manage webinars: Gives this user role access to the entire Webinar Management Area
Manage webinar sessions: Allows this user role to only access and edit sessions
Creating Webinars
Navigate to the Manage Webinars Area to see all live and previous webinars in a table. Note that previous webinars are not automatically removed, so delete them when no longer needed.
Click + Create a new Webinar, provide a user-friendly name and click Create
Click Add a webinar session and complete the required fields. Each session must correspond with a scheduled webinar in your external platform
For the Session Topic field, either select an existing topic from the dropdown or begin typing to add a new one
Set the session time zone to match where the webinar is being hosted from. The gate's Date/Time will automatically update to the region of the web user
Use Field updates to update fields with a static string value (e.g., updating Campaign IDs)
Assigning Webinars to Gates
Select a Gate Type where the Webinar Module is activated
Select a Webinar from the dropdown
Additional Notes
In the gate editor, you will only be able to select webinars that have at least one future session
Previous sessions will not appear on live gates
When the gate is displayed to a user on a web page, the date and session fields will be combined in these conditions:
If there is only one session
If there is only one topic
If every topic only has one session