Save time and use templates to quickly create content
Webinar and series templates allow you to easily create events and sessions pre-loaded with your specified settings, design and content. We'll go over what a template can do, how to create a template, use it to create new content and how to manage those templates.
Contents:
What can and can't a template do?
How to create a webinar template from an existing webinar
How to create a live webinar template from an existing recurring webinar
How to manage your existing templates
What can and can't a template do?
When you use a webinar and series template, most of what you can configure is copied over to your new session or series:
- Most settings found on the webinar dashboard - registration fields, confirmation page, waiting room, recording player settings, pre-loaded content and more.
- Integration settings
- Automation settings and timeline
- Emails and invitations
- Presenter list
- Advanced settings in the Edit tab
When you create a new webinar or series from a template, the entire presenter list will receive the presenter notification email if it is enabled.
There are some things that are not created from a template, and will be configured for any new creation:
- Title and duration
- Registration list
- Video file used for on-demands
- Recurring webinar cadences
- Evergreen and recurring child sessions
- Webinars added to series
Lastly, it's important to remember that templates do not have a functional start and end time. Because of this, landing page and email previews that contain the webinar/series start time may appear incorrectly.
How to create a template
You can either create a template from scratch or by copying an existing webinar or series. If you are starting from scratch, head over to your channel settings and look for Webinar Templates in the left navigation. On this page, click create template, and you'll see options for what kind of template to create.
If you have an existing webinar or series that you have configured to your liking and want to turn it into a template, first visit the webinar dashboard. Click on More then click on Create Webinar Template. After confirming, a template will be created that uses all of the same settings as the series or session you are currently looking at.
How to use the template to create a session or series
When you go to create a new session or series, there will be a setting that allows you to choose a template: . Copy from Template. In this dropdown will be all of he available templates that you can choose from. The settings will all be copied into the new webinar that you session.
When you create a new webinar or series from a template, you'll be able to see what template the content was copied from on the front page of the dashboard:
How to manage your existing templates
In the channel settings, visit webinar templates to view all of your webinar and series templates. Here you have options to edit and delete any of these templates. If you want to archive any template so that it still exists but isn't available when you create a new webinar, click the eye icon next to each template.
