how to set up a webinar flow chart

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How to Set up a Webinar Platforms Used: GotoWebinar, LeadPages

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Login!to!GoToWebinar!with!assigned!information.!

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This!will!bring!you!to!the!My!Webinars!Page.!!

Click!on!the!webinar!you!want!to!copy!and!click!on!“Schedule)Similar)Webinar”)labeled!in!blue.!!

(WARNING:!Never!click!“Start”!until!you!actually!want!to!begin!your!webinar)!

Click!in!the!“Title”!Jield!and!rename!your!webinar!to!the!assigned!title.!!!

!!Then,!click!in!the!“Description”!Jield!and!look!for!any!date!references.!!Make!sure!ALL!dates/times!listed!match!with!the!“Start!Date”,!“Start!Time”!and!“End!Time”.!!(Please!include!ALL!US!Time!Zones:!PST,!CST,!EST)!

!!Click!“Schedule”!!

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When!the!page!loads,!double!check!your!work!and!make!sure!that!date!and!times!are!correct.!!!

To!add!your!panelists,!scroll!down!to!the!bottom!of!the!“Set!Up!Your!Webinar”!panel!and!click!on!“Edit”!next!to!“Panelists”.!

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Add!your!panelist’s!names!and!email!addresses!accordingly.!!!

When!Jinished,!click!“Save”!

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Now!open!up!a!new!tab!and!go!to!LeadPages.!

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On!your!LeadPages!dashboard,!duplicate!the!desired!page!by!clicking!on!the!small!down!arrow!(next!to!“Edit”)!on!the!right!side!of!the!page.!!!

Click!on!“Duplicate)Lead)Page”!on!the!drop!down!menu!

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Edit!name!as!desired!and!click!“Duplicate”!

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You!are!now!going!to!edit!the!details!of!the!Lead!Page!to!match!the!webinar.!!!

!!Exactly!like!the!webinar,!make!sure!ALL!dates!and!times!are!uniform!

Next,!you!want!to!integrate!the!page!with!the!webinar.!!!

!!Hover!your!cursor!over!the!large!yellow!button!titles!“Claim!My!Spot!Now!”!

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Click!the!button!that!appears!labeled!“Click)for)Opt?In)Form”))!!On!the!left!side!of!the!bar!under!“Form”,!click!on!“Integration)Settings”!

Make!sure!“GotoWebinar”!is!selected!under!“Integrate!form!with”!!!

Next!to!“Using”,!click!“Reload”!to!refresh!the!options!since!you!just!created!a!new!page.!

!!Select!desired!page!option!and!click!“Okay”!!!Then,!click!“Save)Changes”)on!the!ConJirm!Integration!pop!up!screen!

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Click!“Save”)on!the!top!right!corner.!!(NOTE:!If!“Save”!option!doesn’t!show,!click!“Lead!Page!Options”!on!the!top!of!left!side!bar!and!click!“Done”.!!The!“Save”!button!should!appear.)!

!!Then,!click!the!“X”!at!the!top!left!of!the!screen!in!order!to!go!back!to!the!main!dashboard.!!

Now!you!are!going!to!set!up!the!Thank!You!Page.!

!!Duplicate!the!Thank!You!Page!just!like!done!previously!with!the!down!arrow!on!the!right.!

!!Click!“Edit”!!!Make!sure!the!title,!name!of!presenter,!date!and!times!are!all!correct!

!!Scroll!down!to!the!bottom!of!the!page.!!You!will!see!boxes!for!Outlook,!Google!and!iCalendar!(These!links!allow!users!to!easily!add!events!to!their!calendars).!!Hover!your!cursor!over!this!area!and!click!“Click)to)Edit”.)!!!Make!sure!Event!Start!and!End!Dates!are!correct!

!!IMPORTANT:!ConJirm!that!“Event!Timezone”!is!15!which!is!the!code!for!Eastern!Time!Zone.!

!!ConJirm!that!the!Event!Start!and!End!Dates!match!that!time!zone!(NOTE:!the!format!is!DD\MM\YY!HH:MM:SS)!

!!Verify!all!information!is!correct!including!title!&!organizer!and!click!“Save”!at!the!top!right!of!screen!

!!Click!on!“Publish”!(to!the!left!of!“Save”!button)!!!!Copy!the!URL!that!appears!and!click!“Done”)))!)Then,!click!“X”!to!lead!you!back!to!the!Main!Dashboard.!

Go!back!to!your!main!lead!page!(NOT!the!Thank!You!Page)!and!click!“Edit”)on!the!right.!

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!!Hover!mouse!over!the!large!yellow!button!labeled!“Claim!My!Spot!Now!”!and!click!“Click)for)Opt?In)Form”!!)Click!on)“Thank)You)Page”)on!the!left!side!bar.!!!Paste!the!URL!you!just!copied!into!the!Jield!and!click!“Okay”!!!Then,!click!“Save”!on!the!top!right!(Remember!to!always!save!your!work)!

Go!back!to!the!Main!Dashboard!(Click!“X”!top!right)!!!!To!conJirm!that!all!correct!changes!have!been!made,!click!on!your!page!

!!Copy!the!URL!that!pops!up!

!!Paste!the!URL!in!a!new!tab!to!test!that!the!page!works!

!!Be!very!meticulous!and!verify!that!all!content!is!correct!(It’s!easy!to!miss!small!important!details!)!

!!Click!on!“Claim)My)Spot)Now!”!and!enter!your!own!information!(name/email)!

!!Click!“Reserve)My)Seat”!to!complete!!!!ConJirm!that!the!ticket!page!works!and!that!all!information!is!correct.!(If!any!detail!is!incorrect,!you!will!need!to!go!back!and!edit!it)!

!!Then,!click!“Google)–)Click)to)Add)to)Google”!and!conJirm!that!the!event!syncs!with!you!Google!Calendar!with!all!the!correct!information!(date/time)!

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FINISHED!!