Inviting cohosts and panelists

Last updated on July 18, 2022

Table of contents

You can invite webinar panelists to present using audio, video, or screen-sharing. You can invite up to 99 cohosts and panelists to a webinar. You can also invite a RingCentral Room as panelist.
 

Inviting cohosts via your RingCentral Contacts list

  1. Select Webinar in the left navigation bar.
  2. On the Upcoming tab under My Webinars,  hover over the name of your webinar and click the View or edit webinar details pencil icon.
View or edit webinar details
  1. On the Hosts & panelists card, click Invite cohosts and panelists.
Invite cohosts via the Host & panelists card
  1. Click Cohosts, then click Invite.
Click cohost
  1. Enter the name(s) or email address(es) of the person(s) you want to add as cohost(s).
    Note: A cohost must be a part of your RingCentral account (coworker).
  2. Click Send now or Send later
Invite cohosts

Inviting panelists

  1. Select Webinar in the left navigation bar.
  2. On the Upcoming tab, under My Webinars, hover over the scheduled webinar and click the View or edit webinar details icon.
  3. On the Hosts & panelists card, click Invite cohosts and panelists.
  4. Go to the Panelist tab and click Invite.
  5. Enter the name(s) of the person(s) or Room name(s) you wish to add as panelist(s). To invite panelists who are not part of your company, add their email addresses.
  6. Click Send now or Send later. The Send later option is useful if you have a group of panelists in mind but have not finalized the list.
Invite panelists

Importing a list of panelists

Note: To import panelists from an existing list, the list must be in CSV format. See Step 7 to learn how to use a CSV template.
  1. Select Webinar in the left navigation bar.
  2. On the Upcoming tab, under My Webinars, hover over the name of the scheduled webinar and click the View or edit webinar details icon.
  3. On the Hosts & panelists card, click Invite cohosts and panelists.
  4. Go to the Panelist tab and click Invite.
  5. Click Import from CSV.
Import from CSV
  1. Click Upload a file, locate the relevant CSV file on your computer, then click Open.
Download template
  1. If you don’t have the file ready yet, click Download template. Fill out the template with this info. Then save the file and upload it. Your CSV document must use the following format:
    1. First column: First name
    2. Second column: Last name
    3. Third column: Email address
  2. Click Import, then click Send now or Send later. 
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