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How can I create templates for live webinars? Can I copy my recurring webinar?

Create templates for both recurring and evergreen webinars as well as copy recurring webinars. This "saves” most of the settings you've used in live webinars, then apply them to future webinars with minimal additional effort

New as of 01/04/2023: Create copies of your webinar template. 

BigMarker hosts can create templates for both their recurring and evergreen webinars as well as copy recurring webinars. This allows them to “save” most of the settings they’ve used  in their live webinars, then apply them to  future webinars with minimal additional effort. Besides saving time, this also reduces the risk of human error and lost data. 

Note: When you create a template for a recurring webinar, the dates and times of the corresponding “Child” sessions will not be copied to the template.

Table of Contents: 

1. How to create a webinar template from an existing Live webinar

2. How to create a live webinar template from an existing recurring webinar

3. How to use a pre-existing webinar template

4. How to select a default template or customize an existing template

 

How to create a webinar template from an existing Live webinar 

1. Log into the webinar for which you want to create a template. 

2. Select the Manage Webinar tab. 

3. Select the More button, located under the time and date of the webinar. 

4. In the dropdown menu that opens, select Create Webinar Template. 

5. A new webinar will appear. This is the webinar template. Webinar templates are distinguished by the teal button listed underneath the title reading Live Webinar Template. Also, “(Webinar Template)” is added to the title of the template.

On any template you create, you can click Copy Template to make a copy webinar out of the template.

Screenshot 2023-01-04 at 11.51.46 AM

How to create a live webinar template from an existing recurring webinar

1. Log into the webinar for which you want to create a template. 

2. Select the Manage Webinar tab. 

3. Select the More button, located under the time and date of the webinar. 

4. In the dropdown menu that opens, select Create Webinar Template.

5. A new webinar will appear. This is the webinar template. Webinar templates are distinguished by the teal button listed underneath the title reading Live Webinar Template. Also, “(Webinar Template)” is added to the title of the template.

When a webinar template or copy webinar is created, the template/copy will have text underneath signifying which webinar it was copied from. 

 

When hosts create a template of their live or recurring webinars, the following settings from the session will be copied to the template: 

  • Any automation workflows created in the Automation tab. 
  • Waiting room settings 
  • Live webinar settings, including Live Experience and Webcam Experience
  • Auto-recording
  • Audience engagement settings, including polls, private chat, presenter chat, audience permissions, etc. 
  • Live Attendee Experience settings (if the host is using webcast mode)
  • All custom registration fields
  • All preloaded content, including polls, Q&A, presentations, videos, etc. 
  • Design settings for the webinar and the landing page
  • Registration Check, which checks registrations from other webinars.
  • Presenter information and permissions 
  • Cookie Consent Bar 
  • Most settings located in the Edit tab of the webinar dashboard, including: 
    • The description of the webinar (“About Webinar”) 
    • Webinar Size settings 
    • Ticketing information and settings 
    • Privacy settings 
    • Chat and Q&A settings 
    • Advanced Settings 

The following settings that are NOT copied over from the original webinar to the template. Hosts will need to manually add the following information to the new template.  

  • Registrant lists
  • The dates and times of the corresponding “Child” sessions will not be copied to the template.

We recommend that hosts who use webinar templates do the following: 

  • Mute all outgoing emails before creating a template. 
  • Before creating your template, preload any material that requires additional time to upload for each webinar (handouts, polls, offers, PowerPoint, waiting room image/video etc.). 

 

How to use a pre-existing webinar template

1. On the top right corner of any page on BigMarker, select Create New Webinar.

2. Select Live Webinar.

3. To use a pre-existing template, locate Copy from Template. A dropdown menu containing all of the templates saved on your BigMarker channel will appear. Select your desired template from the provided options. 

You will need to select "Recurring" from the Drop down menu below to create a Recurring webinar from this template.

How to select a default template or customize an existing template

Changes to existing templates can be made in your channel's settings page. 

1. Go to your channel’s homepage. Click the three horizontal bars seen below. In the dropdown menu that opens, select Settings


2. Select the Templates tab. 

3. In the Templates tab is a list of all templates saved on your channel. Here you can edit your templates and set a default for your channel, including the following: 

  • To edit a template, select the pencil icon next to its name. 
  • To select a template as the default for your channel, check Save as Default next to its name. 
  • To delete a template, select the trash icon next to its name. 
  • To create a new template, select the blue New Webinar Template button.