How to Create a Webinar (one to many or multiple speakers to audience of 20+) in the Relate Portal

Sean-Paul Kos
|
32 steps
|
3 minutes

Forum360

Select "Event Management"

Select "+ Create New Event"

Select Webinar or Few to Many

Select if Webinar is Virtual or in Person

Select the platform that the meeting is to be held on.

Select the Event type\ Public event: Anyone with the link can register\ Private event: You upload a list of emails, and attendees must register\ with emails that match the uploaded list.

Enter the Event Title

Select if you would like to advertise the event

Choose a date for the meeting to take place

Choose a time for the meeting to take place

Ensure the correct timezone for the meeting is selected

Expand this field and enter the required details to add a description to the meeting

Select the product or service that will be discussed in the Webinar (data and investment pathways are preloaded)

Select the Webinar purpose

Enter the email address of the designated host

Enter Co-Host email address if required

Select Additional Hosting Options

Add additional presenters email address if required

Add any attendees who will not receive an invite

Select Distributer (distributors are also preloaded with data)

Terms & Conditions (filled by default)\ Privacy Policy (filled by default)

Click "Upload Image" to upload your own thumbnail/holding\ image. Ideal size is 800 x 600

Select "Advanced Registration Options"

Select "Ask If" to set gates for attendees to identify\ themselves

Force the invitee to set and Agenda item\ (reminder/enforced/not enforced)

Select "Show First Name of Questioner" is required

Select if Show How to Invest/More Information is required

Select if Show Advice/Contact options is required

Select "Custom Registration Options" to add your own custom fields to ask to\ attendees

Select Text Box and enter required information

Check details are correct, particularly time and date,\ then select Publish to send out meeting invites.

After the meeting has been created, check the main event management page to ensure meeting is active.