This WebinarJam tutorial takes you from planning an event to testing the attendee experience. Set aside time to configure registration, notifications, presentation controls, integrations and replay before you promote the session.

Work through the setup in order, then attend a test from another device. A completed settings screen is only the first step; registration, delivery and follow-up need to work together.

Choose Between WebinarJam and EverWebinar Before You Start

WebinarJam is used for live events. EverWebinar plays prerecorded sessions on a schedule. Choose the delivery format for the event you are building, and confirm access to the products included in your package.

The choice is not which platform is better. It is which one fits the event being run right now. A live product launch, a coaching call, a Q&A, or a multi-presenter panel belongs in WebinarJam. An evergreen sales presentation that needs to run every two hours, every day, belongs in EverWebinar. Many WebinarJam customers eventually use both. Our EverWebinar vs WebinarJam guide breaks down which one to run for a given event. They record the best live session and turn it into the always-on EverWebinar funnel. Our guide to automated webinars with EverWebinar covers that build.

This guide focuses on preparing a live WebinarJam event. Automated delivery has its own settings and checks, even when the same recording is reused.

Step 1: Create a New Webinar From the Dashboard

Open WebinarJam in your account and start a new webinar. Choose the configuration flow that exposes the settings you need. Menu labels can change, so use the current setup guidance alongside the source walkthrough.

For your first webinar, pick the full configuration. Quick Setup is convenient, but the goal is to understand the platform, not to skip past the choices that determine whether the event converts. Once the full configuration is familiar, future webinars can be cloned from the existing one. Saving the setup time without losing the customization.

Work through the available configuration sections, including the event details, schedule, registration, notifications and live-room settings. Save each section and review the final event before sharing its registration link.

Step 2: Configure Basic Settings and Branding

The Basic Settings tab opens the workflow. Three fields matter most: the internal Webinar Name, the public Webinar Title, and the Webinar Description.

The Webinar Name is private. It is the label inside the WebinarJam admin so the host can find this event among a list of past and future webinars. A useful convention is to include the date in the internal name, for example “2026-05-15. 90-Day Blueprint.” This makes the admin list scannable when the host is running multiple presentations a month.

The Webinar Title is what registrants see on the registration page, in confirmation emails, and in calendar invites. It needs to do the work of selling the click. The Webinar Description sits below the title on the registration page and explains what the attendee will learn. Keep it under three sentences and lead with the outcome the attendee will walk away with.

The Webinar Language setting translates the interface that attendees see, including confirmation buttons, live room chat labels, and the countdown timer. It does not translate the host’s video. If the audience is international, choose the dominant language of the registrant base. The default is English.

Step 3: Set the Schedule and Choose the Right Time Zone

Choose the event schedule supported by your account: a single event, repeated presentation or a series of related sessions. Check how registration works for the selected schedule before promotion.

For a one-time event, set a specific date and time. For repeat sessions or a series, verify which dates a registrant selects or is enrolled in. An Always-on live room is a separate room capability; do not assume it is the same as an automated recurring webinar.

Set the intended date, time and time zone, then test the registration page, confirmation and calendar entry from an attendee’s perspective. If the interface localizes the time, verify the conversion rather than assuming every message uses the same display.

For ideal session length, see the data-backed analysis in The Best Webinar Length in 2026. The short answer is 45 to 60 minutes for live presentations, with the offer landing in the final 15 minutes.

Step 4: Configure the Registration Settings

The Registration tab decides who can sign up and what they have to do to get in. Three settings drive the conversion rate of the registration page: required fields, free-versus-paid registration, and auto-subscribe behavior.

Required fields default to first name and email. Our registration page best practices guide covers which fields to ask for and why. Adding more fields like last name, phone number, company, and country increases the quality of the lead but reduces the conversion rate of the page. The right call depends on the goal of the webinar. If you’re running a big-audience awareness webinar, stick to first name and email. If you’re running a premium coaching webinar where you’ll follow up by phone after the event, you can justify asking for the phone number and company.

Choose free registration for a free session or configure paid registration when the ticket is the product. Test payment, confirmation and attendee access through the actual paid-registration flow before selling tickets.

If you use an auto-subscription or series option, make the registration promise clear and test exactly which sessions it enrolls people in. Do not add attendees to unrelated future events without an appropriate signup choice.

Step 5: Build the Email and SMS Notification Sequence

Configure reminders while you build the webinar. Include the date, time zone, what attendees will learn and a clear way to join. Compare attendance with your own similar events rather than assuming a reminder sequence produces a fixed percentage. Our attendance guide covers the surrounding workflow.

Review the confirmation and reminders enabled in your account. A practical starting point is a confirmation at registration, a reminder before the event and a brief final reminder near the start. Adjust the sequence for people who register close to the event, and test each message.

For registrants who consent to texts, WebinarJam supports one built-in SMS reminder through Twilio, 15 minutes before the scheduled session. Follow the current SMS setup instructions and test delivery; do not assume a fixed attendance increase.

Post-webinar emails matter just as much as the pre-webinar sequence. WebinarJam allows different follow-up sequences for attendees and no-shows. Attendees should receive the replay link plus the offer; no-shows should receive a separate “you missed it” email with the replay link and a softer pitch. Separating these audiences helps the message match what each group had a chance to see.

Step 6: Customize the Registration Page

The Registration Page tab opens WebinarJam’s drag-and-drop page builder. The platform ships with a library of pre-designed templates organized by use case: sales webinars, training webinars, product demos, and Q&A sessions.

Pick a template that matches the webinar type, then customize four elements: the headline, the subheadline, the host photo and bio block, and the registration button text. The headline is the most important element on the page. It should restate the Webinar Title with the specific outcome and timeframe. For example, “How to Add $30K in Recurring Revenue to Your Coaching Business in the Next 90 Days.”

Use a real photo of the presenter and a short, truthful bio explaining the experience relevant to this session. Include numerical results only when you can support them, and do not substitute a stock image for the actual presenter.

The registration button copy matters more than the button color. Replace the default “Register Now” with action-specific text. “Save My Seat,” “Reserve My Spot,” or “Get Instant Access” reinforces the value the attendee is registering for. Test different button copy across multiple sessions to find the version that lifts conversion for a specific audience.

If you use registration-page split testing, verify the available settings in your account and compare the resulting signup data. Do not assume the system automatically sends all future traffic to a winner; check the current controls and keep traffic conditions comparable.

Step 7: Configure the Thank You Page

The confirmation page is a useful place to confirm what happens next. Restate the event time, explain how the joining link will arrive and make any preparation steps easy to follow.

Add a clear calendar option and, if useful, a short welcome video explaining what to prepare. Test both after a real registration so the page does not leave the attendee guessing.

If you provide a preparation resource, keep it relevant to the session, such as a worksheet attendees will use during the lesson. Avoid distracting from the event time and joining instructions.

Step 8: Set Up the Live Room and Test the Broadcast

The Live Room tab controls what attendees see during the actual webinar. Three settings deserve attention: the layout, the live offer display, and the autoplay setting.

Choose a layout that makes your main content readable while keeping the presenter and chat useful. Design your webinar slides for the actual screen-share view, then rehearse the sequence with the webinar slide planner before the test event.

Prepare the on-screen offer panel and the linked sales or checkout page together. Our offers and handouts guide covers planning the moment it appears. In rehearsal, confirm the button opens the right destination and that the purchase or application can be completed.

Test playback from the attendee side on the browsers and devices your audience uses. Make the play and audio controls easy to find, since browsers may require a viewer interaction before playback or sound starts.

Use a soft test to learn the room controls, then run a cloned live event with a colleague attending from another device. Record failed and untested steps in the webinar rehearsal planner so each has a fix and a retest. Test registration, notification delivery, camera, microphone, slides, screen sharing, polls, offers and replay. The official testing guide explains the difference between the two test types.

Step 9: Plan the Replay Page and Post-Webinar Follow-Up

WebinarJam automatically records every live event and generates a replay page that registrants can access through the post-webinar email sequence. The replay page is the second sales pitch. Many registrants who could not attend live convert from the replay.

Choose replay availability based on what you promised attendees and whether the content and offer remain current. A time-limited launch may have a real closing date; an educational replay can remain available when that serves the audience.

Check the replay as an attendee. Verify what the viewer sees, which offers and links remain available, and whether those offers are still valid. Test replay purchase tracking separately from live tracking.

Plan follow-up around the session, the audience’s questions and any genuine offer deadline. A replay message, a useful answer to a common question and a clear next step can form a starting sequence; there is no universal minimum length that suits every webinar.

Step 10: Verify Integrations and Tracking Before Going Live

Check the providers available in your account and choose the direct connection or connector that supports your actual workflow. Our integration guide explains how to test registrations and follow-up instead of assuming every provider uses the same triggers.

When the integration is configured correctly, every new registrant is automatically added to the chosen list or tag in the email platform. This matters because the host’s primary email tool, not WebinarJam, is where long-term nurture sequences live. WebinarJam handles event-specific reminders; the email platform handles the relationship.

Tracking is the second integration layer. WebinarJam supports Facebook Pixel, Google Analytics, and custom conversion pixels on every page in the funnel, including the registration page, thank-you page, live room, and replay page. Track a registration-page visit separately from a completed signup. Fire and verify your lead event after successful registration, and your purchase event after a confirmed purchase. Before buying traffic, verify that one successful signup produces one intended registration conversion and that reloading the confirmation does not create another. Our paid-traffic registration tracking checklist explains counting, campaign labels and reconciliation with unique registrants.

The third layer is the offer’s checkout. The on-screen offer in the live room links to an external checkout. Stripe, PayPal, ThriveCart, SamCart, or the host’s own funnel. Test the checkout link end-to-end before the live event. A broken checkout link mid-webinar is the most expensive mistake you can make.

Step 11: Run the Live Event With a Pre-Flight Checklist

The hour before a live webinar is not the time to discover a setting is wrong. A short pre-flight checklist run 60 minutes before broadcast catches the issues that ruin live events.

Confirm the host’s internet connection is wired, not wireless, when possible. Confirm the camera and microphone selected in the WebinarJam live room match the actual hardware being used. Test screen-share with the exact slide deck that will be presented. Open the registration page in an incognito window and walk through the registrant flow one final time to confirm no broken links. Have the offer checkout open in a separate browser tab, ready to share if a question comes up.

During the broadcast, two WebinarJam features matter most. The chat panel is where attendees ask questions, signal engagement, and self-identify as buyers. Assign a moderator to watch the chat if possible. Answering questions in real time visibly lifts engagement and signals to fence-sitters that the host is responsive. Use a poll to check understanding or choose which example to explain next. Allow time for people to respond, then discuss the result before continuing.

On Professional and Enterprise, the room owner or an administrator can use the Panic Button to move the session into a new room. Rehearse the recovery process: some viewers may need to press play again, and active live injections need to be redeployed. Recording the session is what makes everything after it possible, and our guide to recording a webinar covers the mechanics.

WebinarJam Tutorial: Iterate the System After Going Live

The first webinar is the start of a system, not a one-off event. Treat this WebinarJam tutorial as a starting template, not a destination. The settings configured in this guide become the template for every future webinar. When cloning an event, review the schedule, registration promise, notifications, joining links, presentation, offer, replay and connected rules. Test the attendee flow before sharing the new invitation.

After the first event, review registration, attendance, watch time and any configured sales data. Confirm the definition and tracking behind each number, then compare it with similar sessions before attributing a change to reminders or presentation content.

Pull the replay and turn it into repurposed content. A 60-minute live webinar contains five to ten short-form video clips, one long-form YouTube upload, multiple blog post topics, and weeks of social media content. One live event becomes months of organic reach when the recording is processed correctly.

Choose one question to investigate in the next session, such as whether the offer was clear or whether a teaching section was too long. Make a deliberate change, document it and compare results using the same measurement method.

Pick the WebinarJam Plan That Matches the Audience Size

WebinarJam offers four paid plans: Starter for up to 100 live attendees and one-hour sessions, Basic for 500 attendees and two-hour sessions, Professional for 2,000 attendees and three-hour sessions, and Enterprise for 5,000 attendees and four-hour sessions. Check the current pricing page for trial terms and included features.

Choose a plan using expected live attendance, session length and the number of presenters you need. Leave room for higher-than-expected attendance rather than treating a registration forecast as a guarantee.

Review the current WebinarJam pricing and trial terms before choosing a plan. Test the features your account exposes and confirm any requirements you cannot test during the trial.

See Where WebinarJam Fits in a Larger Marketing System

WebinarJam is the live-event engine inside a broader funnel. But it is not the funnel itself. The full system includes traffic sources (paid ads, organic content, partner promotions), the registration page (WebinarJam), the live event (WebinarJam), the offer checkout (an external tool), and the post-webinar nurture sequence (the host’s email platform). Once the session has run, do not let the recording sit in a folder: our guide to repurposing a webinar turns one session into several weeks of content.

When results fall short, examine the whole path: traffic fit, registration, attendance, presentation, checkout and follow-up. A weak number suggests where to investigate; it does not prove one cause. Our structure guide and funnel guide can help organize that review.

If you sell a course, the course-selling workflow can help connect the lesson and enrollment step. For a product demonstration, plan the feature walkthrough and the next action together; the live product demo overview covers that use case.

Your WebinarJam Launch Checklist

Run through this list as the webinar gets built and again the hour before going live. Each item maps to a decision from the guide above.

Before Building the Webinar

• Decided between WebinarJam (live) and EverWebinar (evergreen) for this specific event
• Picked the plan that matches expected audience size (Starter: 100, Basic: 500, Professional: 2,000, Enterprise: 5,000)
• Trial account active, logged into the dashboard

Basic Settings (Step 2)

• Internal Webinar Name includes the date (e.g., “2026-05-15. 90-Day Blueprint”)
• Public Webinar Title sells the click, leads with the outcome
• Webinar Description is under three sentences and names what the attendee walks away with
• Webinar Language matches the dominant language of the registrant base

Schedule (Step 3)

• Event schedule chosen and registration behavior verified
• Event time zone selected deliberately; registration, email and calendar times verified for the intended audience
• Session length set to 45 to 60 minutes with the offer landing in the final 15

Registration (Step 4)

• Required fields set based on funnel goal (minimum for top-of-funnel, more fields for high-ticket follow-up)
• Free vs. paid registration chosen deliberately
• Auto-subscribe to future webinars is off unless running a distinct sequential series

Notifications (Step 5)

• Confirmation and enabled reminders reviewed and tested
• 15-minute reminder email puts the join link at the top
• Twilio SMS reminder configured and tested for consenting registrants, if you plan to use it
• Separate follow-up sequences built for attendees vs. no-shows

Registration Page (Step 6)

• Template picked to match the webinar type (sales, training, demo, Q&A)
• Headline restates the outcome and the timeframe
• Real headshot of the actual presenter uploaded (no stock images, no logos)
• Presenter bio states relevant experience; numerical results are included only when supported
• Registration button copy replaced with action-specific text (“Save My Seat,” “Reserve My Spot,” “Get Instant Access”)

Thank You Page (Step 7)

• Webinar date/time and “Add to Calendar” button prominently displayed
• 60-to-90-second welcome video from the host embedded
• Low-friction next step offered (free PDF, related video, social follow)

Live Room (Step 8)

• Layout chosen (standard for single-presenter, multi-presenter for panels)
• Live offer trigger timed for the 35-to-50-minute mark on a 60-minute webinar
• Attendee playback and audio controls tested on relevant devices
• Soft test completed, followed by a cloned live test with an attendee on another device

Replay Page (Step 9)

• Replay availability matches the promise to attendees and any genuine offer deadline
• Replay offer appearance, destination and current terms verified in the attendee view
• Follow-up drafted to match the lesson, audience questions and real offer terms

Integrations & Tracking (Step 10)

• Email service provider connected (a supported provider or a tested connector)
• Facebook Pixel and/or Google Analytics installed on registration, thank-you, live room, and replay pages
• Lead event verified after completed registration; purchase event verified after confirmed checkout
• Offer checkout link tested end-to-end from live room to payment confirmation

60-Minute Pre-Flight (Step 11)

• Internet connection wired, not wireless, where possible
• Camera and microphone selected in WebinarJam match the actual hardware being used
• Screen-share tested with the exact slide deck being presented
• Registration page walked through one final time in an incognito window
• Checkout link open in a separate browser tab, ready to share
• Moderator assigned to watch the chat
• Polls planned where a response will help you check understanding or choose an example
• Panic Button location confirmed in case broadcast quality drops

After the Webinar

• Analytics dashboard reviewed: registration count, attendance rate, peak concurrent, watch time, offer clicks, conversions
• Attendance compared with similar past events using the same definition
• Replay processed into short clips, long-form YouTube upload, blog topics, and social posts
• One variable identified to test on the next webinar (offer copy, trigger timing, or checkout urgency)

After the event, use the webinar funnel diagnostic to compare stage ratios and choose a question to investigate. Its reference points are illustrative assumptions, so use your own history when evaluating performance.

Take the Next Step

The fastest way to learn WebinarJam is to schedule a real event and run it. Set the date two weeks out, build the funnel using the steps in this guide, and broadcast. The settings that look complicated in the admin make sense once the first registrant signs up and the first email reminder lands in their inbox.

Check the current trial terms, schedule a manageable test event and finish the attendee checks before promoting it. Build in time to fix what the rehearsal reveals.