Webcast Event Templates
Webcast templates allow you to save common settings for an event that you are then able to use again for future Webcasts without having to create them from scratch which can be error-prone.
For example, a quarterly CEO townhall event may need certain settings arranged and repeated for security and Q&A whereas a smaller departmental monthly staff meeting may have a different set of settings. Webcast templates may be created for each type.
Account Admins can manage all templates as well as specify a default template that automatically populates each time that a new Webcast is created.
Tip: A Webcast template is different from duplicating an event in that you can pick and choose which settings and metadata are applied to new events by enabling or disabling them and then saving them as a template. When you duplicate an event, every setting is copied to the duplicated event as is. This includes the metadata for the Webcast such as its name, description, tags, and categories which you may not want on a new event. |
Create a Webcast Event Template
Event Hosts may save certain event settings as a template for future Webcasts so that other user accounts in the organization may apply the settings to Webcasts they create without having to create them from scratch.
When a Webcast is saved as a template, most settings are saved “as is” including:
●Template creator
●Date the template was created. This will allow tracking of template security and future template enhancements.
There are notable exceptions that are not saved. They are:
●Video Source section. This should be unique and updated for each event.
●Start date and time which will be defaulted to the current date and time.
●Event PowerPoint (if attached).
To create a Webcast Event Template:2. Create the event as you normally would. See: Schedule a Webcast Event.
3. You may also edit a previously created event.
4. Double check the settings and metadata, enable/disable them as desired, then click the Save as Template button.
5. Enter a unique name for the template. You may now apply this template when you create a new Webcast event or edit a previously saved Webcast and apply the event as needed.
6. The Webcast will have the settings and metadata you saved in the template applied.
7. If custom public Webcast registration fields are added to the event after an Event template is created (and are marked to be included in every Webcast), they will be automatically added/updated with the template. See: Configure Custom Fields.
Caution: The Event Creator is not automatically added as an Event Host. |