These instructions assume you are using the Webinar custom post type that is included in the Newfangled Starter Theme without any customizations.
Use the below instructions if the main content of the page is set to display before the registration form, which is the out-of-the-box plugin configuration:
- Create the webinar in both GoToWebinar or WebEx and Act-On — following the instructions outlined by your demand generation coach — making sure to match the fields to the Webinar Registration (for mapping) form exactly.
- Get the ID of the new form by looking at the list of public URLs for the form. You can access this by going to Content > Forms > [Webinar Form Folder Name] and then hovering over the three dot icon next to the form and clicking Get Public URLs.
If the public URL is: [your_marketing_domain]/acton/form/[accountID]/:d-0001/0/-/-/-/-/index.htm, then the Act-On ID would be ‘0001’. - In the CMS, go to Webinars > Add Webinar (or any preferred method of adding a new post).
- In the main content editor, enter the text you wish to display before the content gate form. This will be used for both upcoming and past webinars, and the forms chosen in the plugin settings will automatically display on the page beneath this text.
- Enter the date/time of the webinar in the Webinar Date field.
- Under the Upcoming Webinar Content tab, enter the Act-On ID (from step 2) into the Act-On Webinar Form ID field and add the Post-Registration Content, which will display when the prospect submits the form for an upcoming webinar.
- Under the Past Webinar Content tab, update the default Past Webinar Not Yet Available Message field if desired. A default of ‘This webinar will be available soon.’ will be set for each webinar post.
- Make any other necessary content updates (add Authors, Categories, Message Areas of Focus, etc.) and publish.
- When the recording of the webinar is available, find the existing post in the CMS under Webinars > Webinars, hover over the post title, and click edit.
- Under the Past Webinar Content tab, check the Past Webinar is Available box and add the Post-Registration Content, which will display when the prospect submits the form for a past webinar. We recommend using a third party service like YouTube or Vimeo for hosting video recordings and embedding the player here.
- Optionally add the Webinar Transcript, which will display beneath the content gate form or beneath the Post-Registration Content for past webinars only.
- Click Update to save changes.
Use the below instructions if the main content of the page is set to display after the registration form, which is an alternate setting available in the plugin settings:
- Create the webinar in both GoToWebinar or WebEx and Act-On — following the instructions outlined by your demand generation coach — making sure to match the fields to the Webinar Registration (for mapping) form exactly.
- Get the ID of the new form by looking at the list of public URLs for the form. You can access this by going to Content > Forms > [Webinar Form Folder Name] and then hovering over the three dot icon next to the form and clicking Get Public URLs.
If the public URL is: [your_marketing_domain]/acton/form/[accountID]/:d-0001/0/-/-/-/-/index.htm, then the Act-On ID would be ‘0001’. - In the CMS, go to Webinars > Add Webinar (or any preferred method of adding a new post).
- In the main content editor, enter the text you wish to display after the prospect submits the content gate form. This will be used for both upcoming and past webinars.
- Enter the date/time of the webinar in the Webinar Date field.
- Under the Upcoming Webinar Content tab, enter the Act-On ID (from step 2) into the Act-On Webinar Form ID field and add the Intro Content, which will display before the content gate form when the webinar date/time is in the future. The form chosen in the plugin settings will automatically display on the page beneath this text.
- Under the Past Webinar Content tab, update the default Past Webinar Not Yet Available Message field if desired. A default of ‘This webinar will be available soon.’ will be set for each webinar post.
- Also under the Past Webinar Content tab, add the Intro Content, which will display before the content gate form when the webinar date/time is in the past. If nothing is entered in this field, the page will simply display the Past Webinar Not Yet Available Message until the webinar has been updated.
- Make any other necessary content updates (add Authors, Categories, Message Areas of Focus, etc.) and publish.
- When the recording of the webinar is available, find the existing post in the CMS under Webinars > Webinars, hover over the post title, and click edit.
- Under the Past Webinar Content tab, check the Past Webinar is Available box and add the Intro Text if not already added.
- Update the text in the main content editor, which will display when the prospect submits the form for a past webinar. We recommend using a third party service like YouTube or Vimeo for hosting video recordings and embedding the player here.
- Optionally add the Webinar Transcript, which will display beneath the content gate form or beneath the main content after the form is submitted for past webinars only.
- Click Update to save changes.