Create Your First Webinar

Use this guide when you are creating a webinar from scratch and want to understand every option in the creation flow and editor. Creating the webinar starts a draft. You can then configure its schedule, registration flow, pages, replay, chat, interactions, automations, and publishing state.

What Happens When You Create a Webinar

When you submit the new webinar form, WebinarStack:

1. Creates a draft webinar.
2. Generates a public slug from the internal title.
3. Saves the initial title, public title, description, video source, and thank-you redirect URL.
4. Seeds default attendee-facing pages for registration, thank you, pre-webinar, and widget experiences.
5. Opens the webinar editor so you can finish setup before publishing.

A draft is not the same as a finished launch. Review the setup, save changes, preview the experience, test the live room, and publish only when the registration flow and attendee experience are ready.

Before You Start

Gather these items before creating the webinar:

• A short internal name for your team.
• The public webinar title attendees should see.
• A concise description of what the webinar teaches or offers.
• A video source, either a WebinarStack-hosted video or a YouTube/Vimeo URL.
• A destination URL for attendees after they register.
• At least one schedule option, such as fixed session times, weekly recurring times, or just-in-time sessions.
• Any brand assets you want to use, such as logo, header image, host avatar, or offer images.

You can create a draft before every item is final, but the more of this you have ready, the faster the setup flow will be.

Open The New Webinar Form

From the dashboard, open the Webinars area and choose to create a new webinar. The first form captures the minimum information required to create the draft.

Initial Creation Fields

These are the fields you see before the draft is created.

Internal Title

The internal title is required and can be up to 200 characters.

Use it for a clear dashboard name, campaign name, or operational label. It is only visible to your team in the dashboard. WebinarStack also uses it as the basis for the generated URL slug.

Good examples:

• Q2 Partner Demo
• Facebook Ads Evergreen Webinar
• August Product Training

Use a title that helps your team find the webinar later. The public title can be more polished and attendee-facing.

Public Title

The public title is required and can be up to 200 characters.

This is the attendee-facing title. It appears on registration, watch, and email surfaces. Write it the way you want registrants to see it.

Good examples:

• How to Scale Facebook Ads Without Increasing Your Daily Budget
• Build Your First Automated Webinar Funnel
• Product Training: Getting Started With Advanced Reporting

Keep this title specific. Attendees should immediately understand what the session is about.

Description

The description is optional and can be up to 5,000 characters.

Use it to explain what attendees will learn, who the webinar is for, or why they should register. The description is most useful when it reinforces the promise of the public title.

Include:

• The problem the webinar solves.
• What attendees will learn.
• Who should attend.
• Any time-sensitive or offer-specific context.

Avoid long internal notes here. This copy can appear in attendee-facing contexts.

Webinar Video

Choose the video source for a standard, non-adaptive webinar.

There are two source options:

Option	Use It When	What You Need
WebinarStack CDN	You want WebinarStack to host and serve the webinar video.	A video already uploaded to the Media Library, or a new upload through the picker.
External video URL	Your video is hosted on YouTube or Vimeo.	A valid YouTube or Vimeo URL.

If you later turn on Adaptive webinar mode, the main webinar video is replaced by segment-level videos in the Flow tab. Each segment gets its own video provider and duration.

WebinarStack CDN

Use this option when you want to select media uploaded to WebinarStack. Click the video picker, choose an existing video, or upload a new one.

The selected video summary shows the video title and processing status. If the video is still processing, wait until it is ready before testing or launching the attendee experience.

External Video URL

Use this option when the webinar video is hosted on YouTube or Vimeo. Paste the full video URL into the field.

WebinarStack validates this field as a supported external video URL. Bunny-hosted direct URLs are not accepted in this field; use WebinarStack CDN for WebinarStack-hosted media.

Thank You Page URL

The thank-you page URL is required and must be a valid URL.

Attendees are sent to this URL after registration. This can be:

• A WebinarStack thank-you page.
• A page on your marketing site.
• A custom confirmation page with next steps.
• A booking or checkout page if your flow uses one.

After registration, WebinarStack appends attendee and session details as query parameters, including name, email, token, and session_time. Use those values if your destination page personalizes the confirmation experience.

After The Draft Is Created

After creation, the webinar opens in the editor. The header includes:

• Draft or Published status.
• The generated slug.
• Preview, which opens the webinar preview.
• Test Live, which creates and opens a test attendee session.
• Publish or Unpublish.

The editor is organized into tabs:

• Setup
• Registration
• Flow, shown only for adaptive webinars
• Experience
• Replay
• Automations
• Settings
• Pages

Most core webinar fields use the sticky Save changes bar. Some tools save in their own dialogs or immediately:

Area	How Saving Works
Setup, Registration, Experience, Replay, Settings	Use the sticky Save changes bar.
Recurring and just-in-time schedules	Use the sticky Save changes bar.
Fixed sessions	Adding or removing a fixed session saves immediately.
Blackout dates	Clicking a blackout date saves immediately.
Embed widget settings	Changes are saved automatically after a short delay.
Interactions	Use the Add/Edit Interaction sheet save button.
Chat settings and messages	Chat mode, messages, scripts, Slack channel, and forwarding email have their own save behavior.
Automations	Use the Save Automation button in the automation panel.
Pages	Use the page editor for each page.

If you make core field changes and see the Save changes bar, save before leaving the editor.

Setup Tab

The Setup tab covers the webinar foundation: details, video, late-join behavior, schedule, and webinar type.

For a deeper field-by-field reference, see the Webinar Setup Tab guide.

Webinar Details

The Setup tab repeats the core fields from creation so you can edit them later:

• Internal title
• Public title
• Description
• Webinar video, for non-adaptive webinars

For standard webinars, the video field stays in Setup. For adaptive webinars, the setup copy explains that segment videos live in the Flow tab.

Late-Join Cutoff

The late-join cutoff controls when new joins are blocked after a session starts.

Field	Meaning	Limits
Late-join cutoff (minutes)	Number of minutes after session start when new joins should be blocked.	1 to 180 minutes.

Use this if the webinar should feel live and you do not want someone entering too far into the presentation. For example, a 30-minute cutoff allows late arrivals for the first 30 minutes but blocks new joins after that.

Leave it blank if you do not want a custom cutoff.

Schedule

Schedules determine which session choices appear on the registration page. WebinarStack can combine fixed, recurring, and just-in-time schedules in the same webinar.

If two generated sessions overlap at the same time, WebinarStack deduplicates them. Fixed sessions take priority over recurring sessions, and recurring sessions take priority over just-in-time sessions.

Fixed Sessions

Fixed sessions are one-off dates and times.

Use fixed sessions when:

• You want a specific launch date.
• You are running a limited promotion.
• You want a webinar to appear at exact event times.

Fields:

Field	Meaning
Date	The calendar date for the session.
Time	The local time for the session.
Add session	Saves the session immediately.
Remove session	Deletes that fixed session immediately.

Fixed sessions are listed below the add row. Only upcoming fixed sessions appear in the list.

Recurring Schedule

Recurring schedules repeat weekly on selected days and times.

Use recurring schedules when:

• The webinar should run every week.
• You want predictable weekly session slots.
• You want attendees to choose from several recurring times.

Fields:

Field	Meaning
Select days	Days of the week when recurring sessions are generated.
Time rows per day	One or more times for each selected day.
Add time	Adds another time slot for that selected day.
Remove time	Removes a time slot from that day.
Availability Window	Restricts which generated sessions can be shown to registrants.

The host timezone is detected from your browser when the recurring rule is saved.

Just-In-Time Sessions

Just-in-time sessions keep sessions starting soon on a rolling interval.

Use just-in-time scheduling when:

• You want the registration page to offer a session that starts soon.
• You want an evergreen webinar to feel immediately available.
• You want frequent session availability without listing every fixed time manually.

Fields:

Field	Meaning
Session interval	How often a JIT session is available. Options are 5, 10, 15, 30, or 60 minutes.
Availability Window	Restricts the days and hours when JIT sessions are offered.

For example, a 15-minute interval with a Monday-Friday, 9 AM-6 PM availability window offers rolling sessions every 15 minutes during those hours.

Availability Window

Recurring and JIT schedules both include an availability window.

Fields:

Field	Meaning
Days available	Days when sessions can be offered.
Start hour	Earliest hour sessions can be offered.
End hour	Latest hour sessions can be offered. End of day means through the end of the day.

The availability window is evaluated in your webinar timezone.

Blackout Dates

Blackout dates block specific calendar dates so no sessions are offered on those days.

Use blackout dates for:

• Holidays.
• Planned outages.
• Promotion pauses.
• Days when you do not want attendees registering.

Click a date to block it. Click a blocked date again to unblock it. You can also shift-click to select a date range.

Webinar Type

The webinar type controls whether the webinar is standard or adaptive.

Option	Meaning
Adaptive webinar off	One primary webinar video plays for all attendees.
Adaptive webinar on	The webinar is split into segments, and attendees can branch down different paths based on behavior.

When Adaptive webinar is on:

• The Flow tab appears.
• The main Setup video is no longer the primary video field.
• Each segment gets its own video, duration, and interactions.
• Branch transitions can be configured in Experience and Flow.

Use adaptive mode when your webinar needs different paths for different attendees. Keep it off for a straightforward evergreen webinar.

Registration Tab

The Registration tab controls how people register, what sessions they can choose, and how you embed registration on other pages.

For a deeper field-by-field reference, see the Webinar Registration Tab guide.

Registration Page

This section shows the public registration URL and the redirect destination after registration.

Fields:

Field	Meaning
Public URL	The attendee-facing registration link for this webinar.
Copy	Copies the public URL.
Redirect URL after registration	Where attendees go after registering. Must be a valid URL.

The redirect URL receives name, email, token, and session_time query parameters.

Availability Window

The registration availability window controls which upcoming sessions appear on the registration page.

Options:

Option	Meaning	When To Use
None	Shows all available sessions.	Simple schedules with a manageable number of session choices.
Time-based	Shows sessions in the next N days.	You want the registration page focused on near-term availability.
Count-based	Shows at most N upcoming sessions.	You want a limited number of choices even when many sessions exist.
Date range	Opens registration between two specific calendar dates.	You want a fixed campaign window.

Additional fields:

Field	Appears When	Meaning
Days ahead	Time-based	Number of days into the future to show sessions.
Maximum sessions	Count-based	Maximum number of upcoming sessions to show.
Open from	Date range	First date registration is open.
Open until	Date range	Last date registration is open.
Show “Starting soon” badge on JIT sessions	Always	Shows a badge when just-in-time sessions are available.

Use this section to keep the registration page easy to scan. A long list of sessions can reduce conversions.

Embed Widget

The embed widget lets you place the registration experience on another web page.

Display modes:

Mode	Meaning
Inline	The widget loads directly where you paste the embed code.
Modal / Popup	A button appears on the host page. Clicking it opens the widget in an overlay.

Modal fields:

Field	Meaning	Limits
Button text	Text displayed on the popup trigger button.	Use short action copy such as Watch the Webinar.
Button color	Hex color for the trigger button.	Use a valid hex color such as #4F46E5.
Modal width (px)	Width of the popup overlay.	320 to 1200 pixels.

The embed code updates based on the selected mode and settings. Copy the snippet and paste it into the page where you want registration to appear.

Registrations

This section shows the current total registration count for the webinar. Use it as a quick check that the public page or embed widget is receiving registrations.

Experience Tab

The Experience tab controls brand identity, interactions, chat, and adaptive transition defaults.

For a deeper field-by-field reference, see the Webinar Experience Tab guide.

Brand Identity

Brand identity fields affect attendee-facing webinar surfaces.

Image fields support two source types:

Source	Meaning
External URL	Paste an existing image URL.
WebinarStack CDN	Choose an uploaded image from the Media Library.

Fields:

Field	Meaning	Limits
Logo	Logo shown throughout the webinar experience.	Must be a valid image URL or hosted image.
Header image	Large image used at the top of the webinar experience.	Must be a valid image URL or hosted image.
Host display name	Name shown beside host messages and host-facing attendee surfaces.	Up to 100 characters.
Host avatar	Square image used for host identity in the chat panel.	Must be a valid image URL or hosted image.
Headline text	Optional attendee-facing headline across branded surfaces.	Up to 200 characters.

Use consistent images and naming so the registration page, watch page, chat panel, and emails feel connected.

Interactions

Interactions are timed offers and polls that appear during the webinar or replay.

Timelines:

Timeline	Meaning
Live Timeline	Interactions shown during the live or simulated-live webinar.
Replay Timeline	Interactions shown during replay.

If replay is disabled, replay interactions can still be created, but attendees will not see them until replay is enabled.

You can add, edit, delete, and copy live interactions to the replay timeline.

Interaction Timing

Every interaction has:

Field	Meaning
Appears at	Timestamp when the interaction appears. Use MM:SS or HH:MM:SS.
Ends at	Timestamp when the interaction stops showing. Must be later than Appears at.
Headline	Main attendee-facing text. Required, up to 200 characters.
Image	Optional image from external URL or WebinarStack CDN.

Offer Interactions

Offer interactions are call-to-action cards.

Fields:

Field	Meaning	Limits
Internal Name	Dashboard and analytics label. Attendees do not see it.	Up to 200 characters.
Description	Supporting text on the offer card.	Up to 500 characters.
Button Label	Button copy such as Get Access.	Up to 80 characters.
Countdown (seconds)	Optional countdown timer on the offer.	Zero or greater.
Button URL	Destination URL for the offer button.	Must be a valid URL.
Button Color	Button color selected from the palette or entered as a hex value.	Must be a six-digit hex color.
Button Icon	Optional icon on the button.	None, shopping cart, zap, gift, arrow right, or star.

Use the live preview in the sheet to check how the offer card will appear.

Poll Interactions

Poll interactions collect attendee responses.

Fields:

Field	Meaning	Limits
Choice mode	Whether attendees can choose one option or multiple options.	Single or Multiple.
Results display mode	Whether and how attendees see poll results.	Off, Session, Historical, or Custom.
Aggregate min votes	Minimum vote count before historical results display.	0 to 1000.
Poll Options	The answer choices attendees can select.	2 to 8 options; each option is required.
Custom percentages	Creator-entered result percentages for Custom mode.	Each percentage is 0 to 100.

Results display modes:

Mode	Meaning
Off	Do not show results to attendees.
Session	Show current session percentages and vote tally.
Historical	Show aggregated results across past sessions after the minimum vote threshold is met.
Custom	Show creator-entered percentages per option.

If you edit a poll with existing responses and change the choice mode, WebinarStack warns you because analytics may become harder to interpret.

Chat

Chat controls live and replay chat behavior.

Timelines:

Timeline	Meaning
Live Timeline	Chat behavior and automated messages for the live webinar.
Replay Timeline	Automated chat messages for replay when replay chat is built in.

Live chat modes:

Mode	Meaning
Built-in Chat	Uses WebinarStack chat with automated host messages and attendee input.
External Chat Widget	Embeds a third-party chat widget script, such as Intercom or Crisp.
Disabled	Hides the chat panel so the video takes full width.

Automated Messages

Automated messages appear at specific timestamps.

Fields:

Field	Meaning	Limits
Timestamp	When the message appears. Use MM:SS or HH:MM:SS.	Must be zero or greater.
Message Content	Message text.	Required, up to 1,000 characters.

For replay chat, you can create replay-specific messages or copy messages from the live timeline.

Slack Integration

When built-in live chat is enabled and Slack is connected, choose a Slack channel to forward attendee messages. If Slack is not connected, connect it from Settings > Integrations.

Slack is the host-side live response console for built-in chat: attendee messages are forwarded to the selected Slack channel, and replies in the Slack thread can appear back in the attendee chat panel. For the full setup and operating workflow, see the Slack Chat Integration guide.

Chat Forwarding Email

When built-in live chat is enabled, you can enter a forwarding email for this webinar.

Leave it blank to use the account email. Enter a valid email address to send chat notifications for this webinar to a different inbox.

External Chat Script

When External Chat Widget is selected, paste the third-party script into the script field.

The script field supports up to 5,000 characters. Save the script before switching chat modes.

Branch Transitions

Branch transitions appear only when Adaptive webinar is enabled.

The webinar default transition controls what viewers see when moving between adaptive branches unless a branch overrides it.

Transition options:

Transition	Meaning
Jump cut	Switches immediately.
Buffering	Uses a buffering-style transition.
Fade to black	Fades out and back in between segments.

Some transitions include timing options such as minimum hold, slow connection threshold, fade duration, or maximum wait time. Leave advanced fields blank to use the default behavior.

Flow Tab

The Flow tab appears only after Adaptive webinar is enabled.

Use Flow to build a branching webinar made of video segments. Each segment can have its own video, duration, interactions, and outgoing routing rules.

Flow Toolbar

Toolbar actions:

Action	Meaning
Add Segment	Creates a new draft segment on the canvas.
Zoom In / Zoom Out	Changes the canvas zoom.
Fit to Flow	Fits the current graph into the visible canvas.
Format Tree	Arranges the graph as a tree when the structure supports it.
Undo	Reverts recent canvas changes.

The flow prevents loops. A segment cannot route back to an earlier point in a way that creates a cycle.

Segments

Click a segment to edit it.

Fields:

Field	Meaning	Limits
Label	Internal segment name shown on the canvas.	Required, up to 100 characters.
Video Provider	YouTube, Vimeo, or WebinarStack CDN.	Required for segment playback.
External video URL	YouTube or Vimeo URL for the segment.	Required unless using WebinarStack CDN.
WebinarStack CDN video	Hosted video selected from the Media Library.	Required when provider is WebinarStack CDN.
Duration (seconds)	Segment duration used for timing and flow playback.	Positive integer.

Segments also contain their own interactions. Segment-level interactions use the same offer and poll fields documented in the Experience tab.

Branches

Connect segments to create branches. Click a branch to edit the routing rule.

Routing types:

Routing Type	Meaning	Extra Fields
Poll Response	Routes based on an answer to a poll.	Poll and answer.
Offer Click	Routes when an attendee clicks a specific offer.	Offer.
Watch Behavior	Routes based on how much of the segment was watched.	Threshold percentage and condition.
Chat Keyword	Routes based on attendee chat text.	Keywords and match mode.
Default	Routes when no other rule matches.	No routing config required.

Watch behavior conditions:

Condition	Meaning
Watched at least	Attendee watched at least the selected percentage.
Watched less than	Attendee watched less than the selected percentage.

Chat keyword match modes:

Mode	Meaning
Contains	Message contains one of the keywords.
Exact match	Message exactly matches a keyword.

Branch priority and default:

Field	Meaning
Priority	Lower numbers are evaluated first. Use 0 for highest priority.
Default Branch	Marks this branch as the fallback when no other rule matches.

Branch transition:

Option	Meaning
Use webinar default	Inherits the default transition from the Experience tab.
Override transition	Uses a branch-specific transition.
Reset to webinar default	Clears the branch override.

Use one clear default route from each decision point. Use priority when multiple rules could match the same attendee.

Replay Tab

The Replay tab controls whether attendees can watch after the live session and what happens during replay playback.

For a deeper field-by-field reference, see the Webinar Replay Tab guide.

Replay Access

Fields:

Field	Meaning	Limits
Enable replay	Allows attendees to watch after the session ends.	On or off.
Replay availability (days)	Number of days the replay remains available.	1 to 365; leave blank for no expiry.
Replay video	Video source for replay.	WebinarStack CDN or external URL.
Allow viewers to skip ahead during replay	Allows replay viewers to scrub forward.	On or off.

Replay video options:

Option	Meaning
WebinarStack CDN	Select a hosted video from WebinarStack.
External video URL	Paste a YouTube or Vimeo URL.
Blank external URL	Reuses the live webinar video.

Replay Redirects

Fields:

Field	Meaning
Redirect after replay ends	Sends viewers to a custom page when the replay finishes.
Redirect URL	Destination URL after replay completion.
Redirect when replay link expires	Sends viewers to a custom page when their replay link has expired.
Expired redirect URL	Destination URL for expired replay access.

Use replay redirects for offer pages, booking pages, replay-expired pages, or next-step content.

Replay Chat

Replay chat controls how chat behaves during replay playback.

Options:

Option	Meaning
Automated replay	Replays built-in chat messages on the same timeline.
External embed	Embeds a third-party live chat widget during replay.
Disabled	Shows no replay chat.

Additional fields:

Field	Appears When	Meaning	Limits
Embed code	External embed	Third-party chat widget script.	No explicit UI counter in this field.
Replay chat heading	Automated replay	Heading shown in the replay chat panel. Defaults to Ask a question.	Up to 60 characters.

Replay chat is separate from live chat. Configure the replay behavior intentionally instead of assuming live chat settings carry over.

Automations Tab

Automations run emails, SMS, webhooks, or integration actions based on attendee behavior and timing.

For a deeper field-by-field reference, see the Webinar Automations Tab guide.

Automation Rule Basics

Fields:

Field	Meaning	Limits
Rule Name	Internal name for the automation.	Required, up to 200 characters.
Enabled	Whether the rule can run.	On or off.
Trigger	The event or condition that starts the rule.	Required.
Conditions	Additional AND-only filters.	Optional.
Action Type	What the automation does.	Email, Webhook, Integration, or SMS.

Create rules with specific names such as Send 24-hour reminder, Tag offer clickers, or No-show follow-up.

Triggers

Attendee behavior triggers:

Trigger	Meaning	Extra Fields
Registered	Fires when an attendee registers.	None.
Joined webinar	Fires when an attendee joins.	None.
Left webinar	Fires when an attendee leaves.	None.
Didn’t show up	Fires when a registrant does not attend.	None.
Watched at least X minutes	Fires after a watch-time threshold.	Minimum minutes watched.
Watched at least X%	Fires after a completion percentage threshold.	Minimum percentage watched.
Completed the video	Fires when the attendee completes the video.	None.
Clicked an offer	Fires when an offer is clicked.	Any offer or a specific offer.
Responded to a poll	Fires when a poll is answered.	Any poll or a specific poll.
Sent a chat message	Fires when an attendee sends chat.	Optional keyword and fire mode.

Time-based triggers:

Trigger	Meaning	Extra Fields
Before session	Fires before a scheduled session starts.	Offset amount and unit.
After session	Fires after webinar content ends.	Offset amount and unit.
Time elapsed after event	Fires after a delay.	Delay minutes and an event anchor selector.

Adaptive triggers, shown for adaptive webinars:

Trigger	Meaning	Extra Fields
Branch taken	Fires when an attendee follows a selected branch.	Branch selector.
Segment completed	Fires when an attendee completes a selected segment.	Segment selector.

If a webinar only uses just-in-time scheduling, before-session automations may not fire because they require scheduled sessions.

Chat Response Trigger Fields

When the trigger is Sent a chat message:

Field	Meaning
Only when message contains	Optional keyword filter. Leave blank to match any chat message.
Fire on every matching message	When off, fires once per session per attendee. When on, fires for every matching message.

Use the {{chat_message}} token in chat-triggered emails when you want the email to include the attendee’s message.

Conditions

Conditions are optional filters that must all be true for the rule to run.

Available condition fields:

Field	Type	Use It To Check
Watch time (minutes)	Number	How many minutes the attendee watched.
Watch percentage	Number	What percentage the attendee watched.
Clicked Offer (ID)	Text	Whether a specific offer was clicked.
Answered poll (ID)	Text	Whether a specific poll was answered.
Poll answer value	Text	A specific poll answer.
Joined	Boolean	Whether the attendee joined.
Left	Boolean	Whether the attendee left.
No show	Boolean	Whether the attendee was marked as a no-show.
Completed video	Boolean	Whether the video was completed.

Number and text conditions support comparison operators such as equals, not equals, greater than, less than, greater than or equal, and less than or equal. Boolean conditions support is and is not.

Conditions use AND logic. If you add three conditions, all three must pass.

Email Actions

Email actions send an automation email.

Fields:

Field	Meaning	Limits
Start from template	Optional starter content for common email types.	Selecting a template fills the subject and body.
From name	Sender display name for this rule.	Up to 100 characters.
From email	Sender email for this rule.	Must be a valid email address.
Attach calendar invite (.ics)	Adds a calendar file to the email.	On or off.
Subject	Email subject line.	Up to 200 characters.
Message	Rich email body with preview.	Rich text editor content.
Delay after trigger (minutes)	Delay before sending for event-driven triggers.	Zero sends immediately.

Personalization tokens available in automation emails:

Token	Meaning
{{attendee_name}}	Attendee name from registration.
{{attendee_email}}	Attendee email from registration.
{{webinar_title}}	Webinar title.
{{session_date}}	Localized session date.
{{session_time}}	Localized session time.
{{session_timezone}}	Session timezone abbreviation.
{{host_name}}	Host or presenter name.
{{replay_link}}	Unique replay link for the attendee.
{{watch_link}}	Unique live or JIT watch link for the attendee.
{{unsubscribe_link}}	Unique unsubscribe link.
{{chat_message}}	Chat message that triggered the rule. Only populated for chat-response triggers.

Use the preview panel to check token placement, formatting, and links before saving.

Webhook Actions

Webhook actions send a payload to an external endpoint.

Fields:

Field	Meaning
Destination URL	URL that receives the webhook payload. Must be a valid URL.
Webhook Secret	Auto-generated after the rule is saved. Use it to verify webhook payloads.

For existing webhook rules, the secret can be copied from the editor. WebinarStack uses it to sign the X-WebinarStack-Signature header.

Webhook rules also show delivery history after they are saved. For no-code Zapier workflows, see the Zapier Integration guide.

Integration Actions

Integration actions send data to a connected provider.

Fields:

Field	Meaning
Provider	Connected integration provider.
Action	Provider-specific action.
Parameters	Fields required by that provider action.

If no providers are connected, connect one from Settings > Integrations first. Supported provider options in the automation schema include Kit, ActiveCampaign, Mailchimp, and MailerLite.

SMS Actions

SMS actions send text messages through Twilio.

For full SMS setup, including Twilio connection and attendee opt-in requirements, see Twilio SMS Integration.

Fields:

Field	Meaning	Limits
SMS body	Message body. Supports personalization tokens.	Up to 1,600 characters.
Segment counter	Shows how the message will be split into SMS segments.	Based on current message text.
Send test SMS	Opens a test-send dialog.	Requires Twilio to be connected.

If Twilio is not connected, the rule can be saved but will be skipped until credentials are added.

Saved SMS rules show delivery history.

Settings Tab

The Settings tab controls display preferences, timezone behavior, general redirects, and email delivery status.

For a deeper field-by-field reference, see the Webinar Settings Tab guide.

Display Preferences

Fields:

Field	Options	Meaning
Date format	March 26, 2026, 26/03/2026, 2026-03-26	How dates appear to attendees.
Time format	12h or 24h	How times appear to attendees.
Language	English, Spanish, Portuguese, French, German, Italian, Dutch, Polish, Russian, Arabic, Hindi, Japanese, Korean, Chinese, Indonesian, Turkish, Swedish, Danish	Language setting for this webinar.

The editor shows a date and time preview based on your selected formats.

Timezone

Fields:

Field	Meaning
Webinar timezone	The timezone used for webinar scheduling and display rules.
Convert to viewer	Attendees see times converted into their local timezone.
Same time	All attendees see the same clock time regardless of location.

Use Convert to viewer for most evergreen webinars. Use Same time when the event must be understood as a fixed local clock time everywhere.

Redirects

These redirects are separate from the registration thank-you redirect and replay redirects.

Fields:

Field	Meaning
Enable post-webinar redirect	Sends attendees to a custom page after the webinar ends.
Post-webinar redirect URL	Destination URL after the webinar.
Enable session-expired redirect	Sends attendees to a custom page when their session link has expired.
Session-expired redirect URL	Destination URL for expired session links.

Use post-webinar redirects for next-step offers or booking pages. Use session-expired redirects to send late visitors to a replay, support page, or fresh registration page.

Email Delivery

The Email delivery card shows the current sending provider and verification status for webinar emails. Check this before relying on automation emails for launch.

For a full setup walkthrough for SendGrid, Postmark, From emails, and domain verification, see the Email Delivery guide.

Pages Tab

The Pages tab links to the attendee-facing page editor.

For a deeper walkthrough of each page type, the editor controls, templates, drafts, previews, publishing, and page-builder blocks, see the Webinar Pages Tab And Page Editor guide.

Pages created for every webinar:

Page	Meaning
Registration	Public page where visitors register.
Thank you	Confirmation page after registration.
Pre-webinar	Waiting or countdown page before a session starts.
Widget	Embedded registration widget experience.

Each row shows:

• Page type.
• Published or Draft status.
• Last edited timestamp.
• Edit link.

Use Open Page Editor or an individual Edit link to customize page content and layout.

Preview, Test, And Publish

Before publishing:

1. Save all unsaved changes.
2. Open Preview and check the attendee flow.
3. Use Test Live to create a test attendee session.
4. Register through the public URL or embed widget.
5. Confirm the thank-you redirect works.
6. Confirm the selected schedule options appear.
7. Check the watch experience, interactions, chat, and redirects.
8. Review automation rules and email delivery status.
9. Publish when ready.

Publishing changes the webinar status from Draft to Published. You can unpublish later to move it back to Draft.

Recommended Setup Order

For a standard webinar:

1. Create the draft with title, public title, description, video, and thank-you URL.
2. Configure the schedule in Setup.
3. Set the registration availability window.
4. Customize pages.
5. Configure brand identity.
6. Add interactions and chat messages.
7. Configure replay.
8. Add automations.
9. Review settings and redirects.
10. Preview, test live, then publish.

For an adaptive webinar:

1. Create the draft.
2. Turn on Adaptive webinar in Setup.
3. Build segments in Flow.
4. Add segment videos and durations.
5. Add interactions to segments.
6. Connect segments with branch rules.
7. Configure default and branch-specific transitions.
8. Complete registration, pages, replay, automations, and settings.
9. Preview the full flow, test live, then publish.

Common Mistakes To Avoid

• Publishing before adding a valid schedule.
• Forgetting to save core editor changes after editing multiple tabs.
• Using an internal title as the public title.
• Adding replay interactions without enabling replay.
• Creating before-session automations for a webinar that only uses just-in-time sessions.
• Using too many registration session choices at once.
• Leaving old offer URLs in interactions after a campaign changes.
• Forgetting to verify email delivery before launch.
• Turning on adaptive mode without building at least one segment.

Quick Field Limits Reference

Field	Limit
Internal title	Required, 1 to 200 characters.
Public title	Required, 1 to 200 characters.
Description	Up to 5,000 characters.
Thank-you URL	Required valid URL.
Late-join cutoff	1 to 180 minutes.
Replay expiry	1 to 365 days.
Replay chat heading	Up to 60 characters.
Host display name	Up to 100 characters.
Brand headline	Up to 200 characters.
Segment label	Required, up to 100 characters.
Segment duration	Positive number of seconds.
Interaction headline	Required, up to 200 characters.
Offer description	Up to 500 characters.
Offer button label	Up to 80 characters.
Poll options	2 to 8 options; each option up to 200 characters.
Historical poll min votes	0 to 1,000.
Automated chat message	Required, up to 1,000 characters.
External chat script	Up to 5,000 characters.
Automation rule name	Required, up to 200 characters.
Email from name	Up to 100 characters.
Email subject	Up to 200 characters.
SMS body	Up to 1,600 characters.
Modal widget width	320 to 1,200 pixels.