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Walkthrough of the "Customize" Section for Automated Gold(Evergreen)Webinars

Setting up an automated gold or evergreen webinar goes far beyond uploading a video. To deliver a seamless, high-converting attendee experience, you need to customize every touchpoint—from the registration page all the way to the replay.

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Customize section gives you full control over these elements, enabling you to design, personalize, and optimize your entire webinar funnel.

This guide walks you through each part of the Customize section and how to use it to elevate your automated webinar experience.


1. Uploading or Selecting Your Webinar Video

The Webinar Video tab is your starting point. Here, you can choose exactly which video your attendees will see during the automated session.

You can:

  • Select a previously uploaded video
    Choose from your video library by clicking Select Video, which routes you directly to your stored files.

  • Import a past live session recording
    Easily repurpose successful live webinars by pulling recordings from your past events.

  • Upload a new video
    Add a fresh recording by entering the video title and URL, then clicking Add Video.

This flexibility ensures your automated webinar delivers the exact content you want—without re-recording each time.


2. Customizing Your Webinar Funnel Pages

Every page in your webinar journey can be built and personalized within this section, including:

  • Registration Page – Start from scratch or use one of EasyWebinar’s ready-made templates.

  • Thank You Page – Confirm registrations and set expectations.

  • Waiting / Countdown Page – Build anticipation and prepare attendees.

  • Webinar Page – Customize the main viewing experience.

  • Replay Page – Give registrants another chance to watch and convert.

Being able to edit each page individually allows you to maintain a consistent brand experience throughout the entire funnel.


3. Creating CTAs, Offers & Polls

Engagement tools play a key role in conversions—especially during evergreen webinars.

Inside the Customize section, you can:

  • Add call-to-action offers
    Configure products, pricing, and messaging.

  • Create polls
    Interact with attendees to keep them engaged and gather valuable insights.

  • Schedule trigger times
    Set when offers, polls, or CTAs appear and disappear during the webinar to match your presentation flow.

You can create multiple offers and polls, giving you full control over your engagement strategy.


4. Setting Up the Chat or Contact Box

You have three options when configuring the chat box for automated webinars:

1. Native Contact Box

Enable EasyWebinar’s built-in contact box to receive attendee questions directly via email.

2. Third-Party Chat Integration

If you prefer using an external chat tool, simply paste its embed code into EasyWebinar. This requires an active subscription with the chat provider.

3. Simulated Chat (Most Popular for Evergreen Webinars)

Simulated chat creates a “live webinar” experience by displaying pre-configured messages.

You can:

  • Upload a CSV chat file

  • Define names, roles, and messages

  • Set trigger times for when each message appears

This creates a dynamic, authentic chat environment even though the session is automated.


5. Simulated Attendees Display

To further enhance the live experience, you can enable simulated attendees. Customize:

  • The number of attendees shown

  • The names displayed

This helps recreate the social proof and energy of a real-time event.


6. General Settings

The General Settings section allows you to refine the overall experience:

  • Set date and time formats

  • Choose the date language

  • Redirect attendees after the webinar

    • Example: Send them to your sales page, checkout page, or another registration page

  • Configure redirects for expired sessions

    • Instead of sending visitors to a broken link, guide them to an upcoming session or offer page

These finishing touches ensure a smooth user journey from start to finish.

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