Once someone reaches your eWebinar, the final step is getting them to actually start watching.
This is what getting into the eWebinar is about:
- How easily someone can start watching
- Whether you know who they are when they do
The core tradeoff
Every setup balances two things:
- Friction (how easy it is to start watching)
- Lead capture (whether you collect their information)
In general:
- More friction leads to more reliable lead capture
- Less friction leads to easier access and higher attendance
There’s no single right answer. Think of this as a spectrum.
The right approach depends on your goal.
Two starting points
You don’t know who they are: Lead capture first
Common in sales and marketing.
You prioritize capturing information before access.
You already know who they are: Low friction first
Common in training and onboarding.
You prioritize ease of access.
Ways to get people into the eWebinar
Standard registration: Landing page and form
What it is
Send viewers to a page where they fill out a form before accessing the eWebinar.
Best for
Capturing new leads in a structured funnel.
Basic setup
- Create a landing page (eWebinar or custom)
- Add a registration form (on a landing page or as a standalone widget)
- Connect the form to your eWebinar
- Direct traffic to that page
Note
If you’re using an embedded player on a custom page and want upfront registration, add an in-video registration interaction at 0:00 so the form appears before the eWebinar begins. To send people to your landing page with the on-demand session already chosen, so they only fill in the form, share the On-demand registration link from your eWebinar's Share page (offered when your schedule has on-demand sessions).
Related features
Landing Page (eWebinar or Custom), Embedded Form, Button, Fixed Bar
Learn how to create your own custom landing page →
Two-step registration: Email first
What it is
A registration form split into two steps. Step 1 asks only for an email. Step 2 asks for the remaining fields and a session.
Best for
Capturing an email from people who might not finish the full form.
Basic setup
- For your eWebinar's registration page, go to the Registration tab and set Form type under Registration pages to Two-step form
- For a registration widget, choose Two-step form as the widget's Form type when you create its code, then install the new code
- Optionally, send each captured email to your other tools with a webhook that uses the Lead captured trigger
Note
Anyone who stops after step 1 is a lead, not a registrant. The registration page and each widget have their own form type. eWebinars in a series always use a two-step form, and eWebinars that require SSO always use a single form.
Related features
Landing Page, Embedded Form, Button, Fixed Bar, Webhook
Learn about the Lead captured trigger →
Personalized landing page links: URL parameters
What it is
Pre-fill form fields using known information passed through the URL.
Best for
Reducing friction for known contacts while still using a registration flow.
Basic setup
- Add parameters (e.g. name, email) to your registration link
- Ensure your form accepts and populates those values
- Send these links via email, CRM, or internal tools
Note
Many CRMs and marketing tools can insert these values dynamically as merge fields, allowing you to personalize links at scale. You can also pre-fill hidden fields (e.g. customer ID) to store additional data with the registrant.
Related features
Landing Page (eWebinar or Custom), Registration Widgets, URL Parameters
Ungated access: No registration required
What it is
Allow viewers to start watching without registering.
Best for
Maximizing reach and minimizing friction.
Basic setup
- Share the ungated on-demand link or use the embedded player
- Distribute that link through your channels
- Optionally layer in registration later (mid-eWebinar or follow-up)
Note
If you do not add lead capture methods (In-Video Registration or the Contact Form Interaction), and you disable Chat (or turn on the Email Form), the session will be fully ungated, meaning the registrant will always remain anonymous.
Related features
Ungated On-Demand Link, Embedded Player
Mid-eWebinar registration: In-video registration interaction
What it is
A registration form that appears inside the eWebinar at a specific moment.
Best for
Letting viewers start watching before asking them to register.
Basic setup
- Use the ungated on-demand link or embedded player
- Add the in-video registration interaction
- Choose when it appears (after value is demonstrated)
- Set whether registration is required to continue
Related features
In-Video Registration, Ungated On-Demand Link, Embedded Player
Mid-eWebinar contact capture: Contact form interaction
What it is
A form shown inside the eWebinar where viewers can submit their contact information.
Best for
Capturing leads without interrupting the viewing experience.
Basic setup
- Use the ungated on-demand link or embedded player
- Add a contact form interaction
- Place it at a natural moment in the flow
- Customize the fields and messaging
Submissions convert anonymous viewers into known registrants.
Related features
Contact Form Interaction, Ungated On-Demand Link, Embedded Player
Mid-eWebinar contact capture: Chat
What it is
Capture contact information through chat during the eWebinar.
Best for
Capturing leads conversationally during engagement.
Basic setup
- Use the ungated on-demand link or embedded player
- Leave chat enabled (enabled by default)
- When a viewer sends a message, an in-chat form appears prompting them for their contact information
Submissions convert anonymous viewers into known registrants.
Related features
Chat, Ungated On-Demand Link, Embedded Player
Instant join links: URL parameters
What it is
A link that registers someone and takes them straight into an on-demand session with one click. No registration form.
Best for
Known contacts (email, in-app, support, sales follow-ups).
Basic setup
- Create an instant join link from your eWebinar's Share page, or add name and email URL parameters to an ungated on-demand link
- Send the link via email, CRM, or messaging tools
- The viewer enters the eWebinar directly
Note
Many CRMs and marketing tools allow you to insert these values dynamically as merge fields, so links can be personalized at scale.
Related features
URL Parameters, Ungated On-Demand Link, Embedded Player
Retargeting: Cookie-based access
What it is
Bring viewers back into the eWebinar via ads or campaigns using stored session data.
Best for
Re-engaging people who didn’t attend or didn’t complete the eWebinar.
Basic setup
- Enable tracking (cookies or pixels)
- Create retargeting audiences (site visitors, partial viewers, etc.)
- Run campaigns linking back to an ungated link
- Returning viewers re-enter seamlessly
Related features
Ungated On-Demand Link, Tracking / Cookies, Integrations
CRM or third-party auto-registration
What it is
Automatically register contacts from your CRM or other tools.
Best for
Onboarding flows, lifecycle campaigns, and sales workflows.
Basic setup
- Configure email sending via your system (SMTP or SendGrid integration)
- Connect eWebinar to your CRM or tool (e.g. via Zapier)
- Send contacts into eWebinar as registrants
- Trigger confirmation emails with join links
Related features
Integrations, Zapier, Registration Settings
SSO: Single sign-on
What it is
Allow logged-in users to access the eWebinar without registering again.
Best for
SaaS platforms and internal training.
Basic setup
- Configure SSO for your environment
- Restrict eWebinar access to authenticated users
- Users access the eWebinar seamlessly when logged in
Related features
SSO, Advanced Access Control
eWebinar series: One registration, multiple sessions
What it is
Users register once and can access multiple eWebinars from their own series page, which tracks their progress.
Best for
Training programs, onboarding, and ongoing education.
Basic setup
- Group eWebinars into a series
- Enable single registration
- Provide a central page for access
Note
If you know who people are, send a personalized series link. It adds their name and email to your series page link, so the page recognizes them. If combined with SSO, users can access the series without registering.
Related features
eWebinar Series, SSO
How to think about this
As people move through your system:
- They often start as anonymous
- Then become known once they register or share information
- Then move into lower-friction access over time
A strong setup supports this progression.
How this connects to the system
- Destinations determine where people enter
- Distribution brings them there
- Getting into the eWebinar determines what happens next
See the Destinations Guide →
See the Distribution Guide →
Common patterns
Sales & marketing: Lead capture first
- Start with registration
- Reduce friction over time
- Bring people back with easier access
See the Sales & Marketing Playbook →
Training & onboarding: Low friction first
- Start with low friction
- Minimize or remove registration
- Focus on easy, repeat access
See the Training & Onboarding Playbook →
What to do next
If you’re just getting started:
- Choose one approach
- Match it to your goal
- Implement the basic setup
Then:
- Layer in additional approaches
- Reduce friction where possible
- Improve how and when you capture information