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RingCentral Webinar best practices

RingCentral Webinar allows you to run stress-free internal and external webinars such as town halls, all-hands, training sessions, demos, and more.

In this article, we've provided some tips to help you plan for, deliver, and measure the success of your RingCentral Webinar.

To get the most out of your webinar experience, we recommend viewing the webinar video tutorials in the Resource Center section of the RingCentral app for desktop and web. You can also check out our how-to videos and print a to-do checklist to help guide you through each task.

Plan it!

Plan it weeks before the webinar. The planning stage is important to your event’s success, and we suggest you begin planning at least two to three weeks before your webinar so it all runs smoothly.

Here’s a best practices guide to remember during the planning stage to help you host a compelling webinar:

  • Make your device webinar-ready
    : You can only host RingCentral Webinars on the RingCentral desktop and web app. Before planning your event, set up your RingCentral app and optimize your network. Install the RingCentral app on your device, and ensure your device meets the minimum system and network requirements.

    Note: If you’re a company admin with users assigned with Webinar licenses, check your RingCentral Webinar security settings in the Admin Portal.

  • : Identify if you’re scheduling a webinar with or without registration, depending on the webinar topic and audience you’re hosting. To generate leads for marketing needs, you’ll want to use registration.
  • Create an agenda
    : Plan your event’s topic, choose your speakers and panelists, and set a date, time, and duration for your event. Discuss your event’s purpose with your panelists in advance so they can produce relevant content to engage your audience.
  • Select your format
    : Decide how you want to deliver your webinar - you can host a webinar with one or multiple panelists, an interview format, a panel discussion format, an all-hands format, or a presentation/demo format. The format you decide on will help you format your outline for creating your webinar’s content.
  • : Choose who will moderate your webinar as cohosts. You can delegate tasks to them, such as introducing the speakers, facilitating or moderating the Q&A session, running the polls, controlling the presentation, and closing the webinar.
  • Delegate company-level marketing tasks
    : If you are an IT or company admin, assign admin role(s) to member(s) of your company so they can set up the registration form, automated emails, and third-party integration settings on your behalf. Allow these delegated people to set up your company’s RingCentral Webinar for Marketo integration and map data with Marketo.
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