Using the Webinar Template Library

What Are Webinar Templates?

Webinar templates are pre-designed layouts that streamline the creation of live or on-demand webinars within your CRM. When you select a template, your chosen video and registration form automatically populate designated placeholders, ensuring a polished and professional presentation every time.

Key Benefits of Using Templates

Using webinar templates offers several advantages for marketers and agencies:

• Rapid Setup: Launch webinars quickly by automatically inserting your content into a ready-made design.
• Brand Consistency: Maintain a cohesive look across all your webinars with reusable templates.
• Flexible Management: Agency administrators can control which templates are visible to specific subaccounts.
• Customization Options: Start with a template or a blank layout, then personalize as needed.
• Reduced Manual Effort: Automatically replace placeholders to minimize repetitive tasks.

How to Create a Webinar Using a Template

Follow these steps to set up a webinar with a template:

1. Navigate to Webinars and click Create Webinar, then choose between Live or On-Demand.
2. Enter a name for your webinar.
3. Select a registration form for attendees.
4. Choose your pre-recorded video content.
5. Pick a webinar template from the available list, or opt to start from a blank template.
6. Click Proceed to automatically insert your video and form into the template.

Managing Templates (For Agency Administrators)

Agency administrators have additional controls for template management:

• Go to Template Library and select the Webinar category.
• Use the visibility toggle next to each template to show or hide it from subaccounts.
• Click Create to upload new webinar templates.
• Manage which templates each subaccount can access to tailor their experience.

Note: Default or blank templates cannot be hidden and are always available.

Additional Features

Webinar templates include several powerful features:

• Automatic Placeholder Replacement: Your selected video and form automatically fill the template's placeholders.
• Reusable Designs: Use the same template across multiple webinars for consistent branding.
• Visibility Controls: Admins can manage template access for different subaccounts.
• Centralized Library: All templates are stored in the Template Library for easy access and management.

Frequently Asked Questions

Can I create my own webinar templates?

Yes, agency administrators can upload new templates via the Template Library.

Can I change the video or form after applying a template?

Yes, you can edit these elements in the webinar settings after template application.

Can I hide the default or blank templates?

No, these templates are always visible to all users.

Do templates support custom styling?

Yes, your custom design elements are preserved—only the video and form placeholders are automatically replaced.

Are templates available to subaccounts by default?

Yes, unless an agency administrator specifically hides certain templates from subaccounts.

Can I preview a template before using it?

Yes, templates can be previewed in the Template Library before selection.