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Complete Guide to Creating Webinars in SourCherry

Webinars help businesses generate leads, educate audiences, and drive conversions through live or on-demand presentations.

SourCherry supports:

This guide covers webinar setup, scheduling, templates, cloning, automations, reminders, and webinar management best practices.


TABLE OF CONTENTS



Webinar Types in SourCherry

Live Webinars

Live webinars are scheduled events that attendees join at a specific date and time.

Use live webinars for:


On-Demand Webinars

On-demand webinars use pre-recorded video content that attendees can watch anytime after registration.

Use on-demand webinars for:


Key Features and Benefits

SourCherry webinars include:


Create a Live Webinar

Navigate to:

Sites → Webinars → New Webinar Funnel

Select:

Live Webinar


Step 1: Webinar Details

Required fields:

Validation prevents webinars from being created with incomplete information.



Place the live webinar setup screenshot directly below this section.


This screenshot demonstrates:


Webinar Setup Improvements

The webinar setup flow now includes:

These improvements help reduce scheduling errors during webinar creation.


Step 2: Select Registration Form

Choose a form from:

Sites → Forms

Registration forms can:


Step 3: Add Webinar Link

Add your webinar streaming URL.

Supported platforms include:


Step 4: Select Webinar Template

Choose from pre-built webinar funnel templates or build your own.

Templates typically include:


Webinar Templates and Funnel Pages

Webinar funnels automatically generate webinar pages for attendee registration and viewing.

Pages may include:



Place the webinar funnel pages screenshot directly below this section.

This screenshot demonstrates:


Create an On-Demand Webinar

Select:

On-Demand Webinar


Required Fields

On-demand webinars require:

Date, time, and timezone are not required for on-demand webinars.


Upload Webinar Video


Upload a pre-recorded webinar video or select media from your library.


Supported formats include:


Webinar Cloning

SourCherry allows users to clone existing webinars for faster setup and reuse.

When cloning a webinar, users can now:

This helps simplify recurring webinar scheduling.



Place the webinar cloning screenshot directly below this section.

This screenshot demonstrates:


Webinar Automations and Reminders

Webinar funnels support built-in workflow automation.

Common automations include:

Typical reminder timing:


Improved Webinar Tooltips

Webinar setup tooltips now provide clearer guidance during webinar creation.

If tooltip content fails to load, fallback guidance is displayed automatically to help reduce setup confusion.


Best Practices

Live Webinars


On-Demand Webinars


Webinar Automations


Troubleshooting

Live Webinar Issues

Verify the webinar URL before publishing.


Incorrect timezone

Double-check webinar timezone selection during setup.


On-Demand Webinar Issues

Video upload failed

Verify file format and upload size.


Poor video quality

Upload higher resolution media files.


General Webinar Issues


Webinar not saving

Verify all required fields are completed.


Registration form not working

Confirm form integration and workflow setup.


Frequently Asked Questions

Q: What fields are required for live webinars?
A: Live webinars require a title, date, time, timezone, and webinar link or video.

Q: What fields are required for on-demand webinars?
A: On-demand webinars require a webinar title and video or webinar link.

Q: Can webinar dates and times be edited during cloning?
A: Yes. Webinar date and time can now be updated during the cloning process.

Q: Do webinar entries save automatically?
A: Yes. Webinar entries are auto-saved and appear immediately in the webinar list.

Q: Can webinar registrations trigger workflows?
A: Yes. Webinar forms can trigger workflows for reminders, follow-ups, tagging, and CRM updates.