This WebinarJam tutorial walks through the full setup process, from creating the first webinar to going live in front of an audience, and explains the choices that matter at each step. WebinarJam is a live webinar platform for hosting, broadcasting, and selling from one-to-many events on the web. The goal of this tutorial is a finished, registration-ready webinar in under an hour, with the technical and marketing settings configured so the event sells while it teaches.
The walkthrough is built on the live-room workflow that actual WebinarJam hosts use, not the marketing tour. It covers basic configuration, scheduling, registration, email and SMS notifications, the registration page, the thank-you page, the live room itself, and the post-webinar replay. Anyone with a WebinarJam trial account and 45 minutes of focus can complete the full setup using the order below.
Choose Between WebinarJam and EverWebinar Before You Start
WebinarJam and EverWebinar share an account and a control panel, but they solve different problems. WebinarJam runs live events on a scheduled date. Registrants sign up, the host appears on camera, and the broadcast happens once. EverWebinar plays a pre-recorded session that runs on a recurring schedule, automated end-to-end, so the same presentation sells while the host sleeps.
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. They record the best live session and turn it into the always-on EverWebinar funnel.
This guide focuses on WebinarJam. The flow described below is the live-event workflow. The same dashboard handles both products, so anyone setting up an EverWebinar later will recognize most screens.
Step 1: Create a New Webinar From the Dashboard
After logging in, the dashboard shows two options at the top of the screen. WebinarJam on the left, EverWebinar on the right. Selecting WebinarJam opens the create-webinar flow. The first decision is the configuration mode: a Quick Setup designed to ship a webinar in two minutes, or the full Express / Standard configuration that exposes every setting.
For a first webinar, choose 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.
The create-webinar flow is broken into seven configuration sections that appear as numbered tabs across the top of the screen: Basic Settings, Schedule, Registration, Notifications, Registration Page, Thank You Page, and Live Room. WebinarJam saves progress as each section is completed, so the setup can be paused and resumed.
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
The Schedule tab controls when the webinar runs. WebinarJam supports three schedule types: One-Time, Series, and Always-On.
A One-Time webinar runs at a single date and time. This is the right choice for a launch, a guest expert call, or a webinar that depends on a calendar event. A Series webinar lets the host offer the same presentation across multiple dates. Useful when registrants have varied schedules and the host wants to run the same session three times in a week. The Always-On schedule keeps a live room open continuously, so registrants can join any time. Always-On is most useful for office-hours and ongoing training scenarios.
Time zone selection is where most first-time hosts make a mistake. The time zone in WebinarJam should match the host’s working time zone, not the audience’s. WebinarJam automatically displays the correct local time to each registrant on the registration page based on their browser, so a webinar scheduled at 1:00 PM Eastern shows as 10:00 AM to a registrant in Los Angeles without the host doing any conversion math.
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. 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. A high-volume top-of-funnel webinar should ask for first name and email only. A high-ticket coaching webinar can justify asking for phone number and company because the host plans to follow up by phone after the event.
Free versus paid registration is binary. Free registration is the standard choice for webinars that lead to a paid offer at the end. Paid registration, set at any dollar amount through WebinarJam’s checkout, is appropriate for premium training, certification courses, or any event where the registration fee itself is the conversion goal.
Auto-subscribe to future webinars is off by default and should usually stay off. The setting adds a checkbox on the registration page that opts the registrant into all future webinars from the same host. For a host running the same presentation week after week, that opt-in mostly creates unsubscribe pressure rather than re-attendance. Turn it on only when the webinar is part of a planned series of distinct, sequential topics.
Step 5: Build the Email and SMS Notification Sequence
The Notifications tab is the most important step for live attendance rates. Webinar registration is high-intent. Most people register because they genuinely want to attend. But real-life attendance hovers around 30 to 40 percent without strong reminders. A well-built reminder sequence pushes that number above 50 percent.
WebinarJam ships with a default sequence of three reminder emails: one immediately after registration, one 24 hours before the webinar, and one 15 minutes before the webinar starts. These should be reviewed and customized, not used as-is. The default text is generic. The 15-minute reminder in particular should include the join link prominently and create a sense of immediacy. The registrant is opening that email on their phone right before the event, and the link needs to be the first thing they see.
SMS reminders are the highest-leverage addition to the sequence. Open rates on transactional SMS run 90 percent and above, compared to 20 to 30 percent for email. WebinarJam supports SMS reminders on the higher-tier plans. A single SMS sent 15 minutes before the webinar starts can lift live attendance by 10 to 15 percentage points on its own.
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. Splitting these two audiences is one of the highest-ROI configuration steps in the entire setup.
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.”
The host photo block adds credibility. A clear, professional headshot with a one-paragraph bio that includes specific results (clients served, revenue generated, years of experience) converts measurably better than a logo or a generic stock image. Every page should have a real photo of the actual person presenting, not a stock image.
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.
For teams running multiple webinars, WebinarJam supports A/B split testing on registration pages from the higher-tier plans. The test runs two versions of the page in parallel and routes registrants to the winning variant once a significant difference emerges.
Step 7: Configure the Thank You Page
The Thank You Page appears immediately after registration. Most hosts treat it as a confirmation screen and miss the highest-leverage page in the entire funnel. The registrant has just made a commitment. They have given their email, they are interested, and they are paying attention. That moment is worth more than any later touchpoint.
Three configurations turn the Thank You Page into a conversion asset. First, prominently display the webinar date and time and an “Add to Calendar” button. Calendar adds correlate with attendance more strongly than any reminder email. Second, embed a 60-to-90-second video from the host welcoming the registrant, restating what they will learn, and explaining what to do next. This builds rapport before the live event and lifts attendance.
Third, offer a low-friction next step. An upsell to a free PDF download, a related YouTube video, or a follow on social media. The objective is not to sell on the Thank You Page; it is to deepen the relationship so the registrant remembers the event when the reminder arrives.
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.
The layout determines how the host’s camera feed, slides, and chat are arranged on screen. For a single-presenter webinar with slides, the standard layout. Large slide area with the host’s video in the corner. Works for most presentations. For a panel-style webinar with multiple speakers, switch to the multi-presenter layout that gives each speaker equal screen space.
The live offer display lets the host trigger an on-screen offer at a specific moment in the presentation. This is the single most important feature in WebinarJam for sales conversion. The offer appears as an overlay on the attendee’s screen, with a clear call-to-action button that links directly to the checkout page. A correctly timed offer trigger. Usually delivered 35 to 50 minutes into a 60-minute webinar. Converts 5 to 15 percent of live attendees on a well-warmed audience.
Autoplay should always be turned on. With autoplay enabled, attendees who join the live room see and hear the broadcast immediately, with audio muted by default for browser compliance. Without autoplay, they see a play button and have to click it manually. An extra step that loses 5 to 10 percent of attendees on its own.
Before the first live event, run a private test broadcast. WebinarJam includes a “Practice Mode” that opens the live room with no public registrants, so the host can test camera, microphone, screen-share, slide advance, polls, and the offer trigger end-to-end. Run the test on the same internet connection that will be used for the live event, and run it at the same time of day if possible.
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.
Configure two settings on the replay page. First, set the replay availability window. A 48-to-72-hour window creates urgency and pushes no-shows to watch quickly; an indefinite replay window sacrifices urgency for accessibility. The right call depends on the offer: time-limited launch offers benefit from short replay windows, evergreen offers benefit from longer ones.
Second, configure whether the live offer trigger is preserved on the replay. The same on-screen offer that appeared at the 40-minute mark in the live event can re-appear at the same timestamp on the replay, with the same checkout link. Replay viewers convert at lower rates than live attendees. Typically 2 to 5 percent versus 5 to 15 percent. But they are still revenue.
Post-webinar follow-up should run for at least seven days. A strong post-webinar sequence includes the replay link on day one, a recap email with the key insight on day two, a case-study or social-proof email on day four, and a final “offer closing” email on day six or seven.
Step 10: Verify Integrations and Tracking Before Going Live
Before the first live event, confirm three integration layers are working. WebinarJam supports native integrations with the major email service providers. ActiveCampaign, ConvertKit, Mailchimp, HubSpot, GetResponse, and others through the Integrations panel in account settings.
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. Install pixels at minimum on the registration page (as a “Lead” event) and on the post-purchase page (as a “Purchase” event). Without conversion tracking, paid traffic to the registration page is flying blind.
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 a host 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. The live polls feature triggers an interactive poll that pauses the broadcast and asks attendees to vote. Polls correlate strongly with attendee retention; a well-placed poll at minute 20 keeps people on for the offer at minute 45.
The Panic Button is WebinarJam’s emergency safeguard. If the broadcast quality drops, the live stream freezes, or the host’s video disconnects, pressing the Panic Button instantly reboots the live room and reconnects all attendees. It is the feature no host wants to use but every host should know exists.
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. Clone the first event in the WebinarJam admin and adjust only the title, date, and description for the next one.
Three things matter most after the first live event. Review the WebinarJam analytics dashboard for the actual numbers. Registration count, attendance rate, peak concurrent viewers, average watch time, offer-clicks, and conversions. Compare the actual attendance rate to the 30-to-40-percent baseline; rates above 50 percent indicate the reminder sequence is working, rates below 30 percent indicate it is not.
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.
Iterate on the offer. The on-screen offer trigger is the single highest-leverage variable in the entire setup. Small changes to the offer copy, the timing of the trigger, or the urgency on the checkout page move conversion meaningfully. Plan to test one variable per webinar and measure the result against the baseline.
Pick the WebinarJam Plan That Matches the Audience Size
WebinarJam offers three plan tiers, all with a 14-day trial for $1. The Basic plan supports up to 100 attendees and 2 hours per webinar. The Professional plan supports up to 500 attendees, 3 hours per webinar, panic button access, and SMS reminders. The Enterprise plan supports 5,000 attendees and 4 hours per webinar with the full feature set.
For a host running a single weekly webinar with under 100 expected live attendees, the Basic plan is sufficient. For a host running a high-volume launch webinar or a recurring series with hundreds of registrants, the Professional plan is the practical floor. The Enterprise plan is built for large-audience events such as paid workshops, summits, and multi-presenter panels.
Compare the full feature set and current monthly pricing on the WebinarJam pricing page. The 14-day trial includes most paid-plan features and is enough time to run a full live event end-to-end before committing to an annual plan.
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).
The most common reason a webinar funnel underperforms is not WebinarJam. It is one of the layers around it. Cold traffic without a content warm-up rarely converts at the registration page. A registration page without a strong headline kills conversion before the platform ever sees a registrant. A live event without a planned offer trigger generates engagement but no revenue. A post-webinar sequence without a replay window leaves money on the table.
For hosts selling courses, the live-event-to-course funnel is one of the highest-converting structures available. See Sell Courses Online for the broader workflow that connects a webinar to a course product. For SaaS and product teams, the same engine can run live product demos that close enterprise deals. See Live Product Demos for that variant.
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 (Basic: 100, Professional: 500, 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)
- Schedule type chosen: One-Time, Series, or Always-On
- Time zone set to the host’s working time zone, not the audience’s
- 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)
- All three default reminder emails customized, not left as the stock text
- 15-minute reminder email puts the join link at the top
- SMS reminders turned on (if on Professional or Enterprise plan)
- 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)
- Bio paragraph includes specific results (clients served, revenue, years of experience)
- 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
- Autoplay turned on
- Practice Mode test run end-to-end on the same internet connection and time of day as the live event
Replay Page (Step 9)
- Replay availability window set (48 to 72 hours for urgency, longer for evergreen)
- Live offer trigger preserved on the replay at the same timestamp
- Seven-day post-webinar email sequence drafted (replay day 1, recap day 2, case study day 4, offer closing day 6 to 7)
Integrations & Tracking (Step 10)
- Email service provider connected (ActiveCampaign, ConvertKit, Mailchimp, HubSpot, GetResponse, or equivalent)
- Facebook Pixel and/or Google Analytics installed on registration, thank-you, live room, and replay pages
- “Lead” event firing on registration page, “Purchase” event firing on post-checkout page
- 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 queued and timed (one around minute 20 is a good retention anchor)
- 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 rate compared against the 30-to-40-percent baseline
- 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)
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.
Start the 14-day WebinarJam trial and book the first live event for two weeks from today. The full setup takes under an hour. The audience is waiting.