How to Plan Interactions for Your eWebinar

This article explains a five-step process for planning effective webinar interactions, starting with identifying your use case (training/onboarding vs. sales/marketing) and then determining what information you want to collect and what actions you want attendees to take. The guide emphasizes integrating core interactions directly into your script to create a seamless experience that keeps attendees engaged and drives longer watch times.

Interactions are the primary way you design the experience of your webinar.

They help you collect useful information, guide people toward action, reinforce key ideas, and keep attendees engaged throughout the presentation, which means longer watch times.

The easiest way to decide which interactions to add to your eWebinar is to follow a simple, repeatable process:

  1. Consider your use case

  2. Answer two planning questions

  3. Work your core interactions into your script

  4. Record your webinar with interactivity in mind (or add an Intro to an existing recording)

  5. Fill in the gaps


1. Consider your use case first

Before choosing interactions, start by thinking about the goal of your webinar.

Your use case will shape:

  • What you want to know about attendees

  • What you want people to do

  • What success looks like

The large majority of use cases fall into one of two categories:

Training and onboarding

If your webinar is for training or onboarding, your goal is to help people understand something and put it into practice.

You may care about:

  • What attendees have already done

  • Whether they meet prerequisites

  • Whether they understand key concepts

  • What their goals or expectations are

  • Where they are in the process

  • Whether they are making progress

  • Whether they need help

You are also guiding people to take action, such as:

  • Trying a feature

  • Completing a task

  • Confidently navigating a system or product

  • Applying what they’ve learned

In some cases, you may also want to measure success. For example, whether someone completed a step, used a feature, or improved over time.

Sales and marketing

If your webinar is for sales or marketing, your goal is to guide people toward a decision and get them to take a specific action.

This action is your primary CTA—for example:

  • Booking a call

  • Starting a trial

  • Signing up

  • Making a purchase

Note: In a marketing context, you may have already achieved your primary goal by capturing the lead through registration.

You may care about:

  • Whether attendees understand the problem

  • How they are solving it today

  • What problem they want to solve

  • What success would look like

  • How qualified they are

  • What their level of interest is

  • What objections or questions they have

  • How they found you

Everything in the webinar should support helping attendees feel confident taking that next step.

2. Answer two planning questions

Once you know the use case, answer these two questions:

What do I want to know?

Use this question to identify the information you want to collect from attendees.

For training and onboarding, this might include:

  • What have they done so far?

  • What is their current level of experience?

  • Do they understand what you just taught?

  • Are they ready for the next step?

  • What are they trying to accomplish?

  • Where are they getting stuck?

  • Did the training help?

For sales and marketing, these come in the form of qualifying questions and might include:

  • What problem are they trying to solve?

  • How are they solving it today?

  • What is their role or use case?

  • How interested are they?

  • What objections or questions do they have?

  • Are they ready to take the next step?

  • What would make this worth buying?

What do I want people to do?

Next, use this question to identify the actions you want attendees to take.

For training and onboarding, this might include:

  • Complete a task

  • Try a feature

  • Follow along in the product

  • Answer a quiz

  • Register for the next training

  • Ask for help

  • Review a resource

For sales and marketing, this usually centers on your primary CTA.

Ask:

  • What is the main conversion event?

  • Do I want them to book a call?

  • Start a trial?

  • Sign up?

  • Purchase?

  • Register for the next webinar?

  • Request follow-up?

You may also have secondary actions, but they should support the primary goal.

3. Work your core interactions into your script

The interactions you identify from those two questions are your core interactions. These are the ones you should be most intentional about.

They are also the ones you should work directly into your script, if possible.

The best interactions feel like part of the presentation, not something layered on top of it.

For example:

  • “Let me ask you a quick question…”

  • “Here’s a quick check before we move on…”

  • “Take a minute to try this now.”

  • “If you want help with this, fill out the form that just appeared.”

  • “If you’re ready for the next step, click the button here.”

If you want to use an existing recording to create your eWebinar from, and it is not practical to re-record, you can skip this step.

Use interactions during housekeeping

Including “housekeeping” at the beginning of your webinar plays an important role in setting up the interactive experience.

If you’ve put effort into making your webinar interactive but attendees don’t clearly understand how it works—or how they can participate—it can fall flat.

Your housekeeping should explain things like:

  • How questions will be handled in chat

  • That attendees will be asked questions throughout

  • That they should take a moment to respond when interactions appear

For example, if you say:

“If you have questions, ask them in chat.”

You can add a Tip interaction that reinforces the same message, so attendees both hear and see it.

You can also introduce interactivity directly. For example:

“This will be interactive, and I’ll be asking you questions throughout—here’s one to start…”

Then surface:

  • An icebreaker poll

  • A quick question

You can either:

  • Work housekeeping into your webinar script before recording, or

  • Add a pre-recorded intro at the beginning of an existing recording (either one you record yourself or one of the standard ones we provide)

Learn more about adapting your script (including adding housekeeping) →
Learn how to add an intro to your webinar without having to re-record →

4. Record with interactivity in mind

Ideally, record your webinar with your core interactions already planned and worked into your script.

By referencing them naturally in your presentation, the experience feels more cohesive and present for the attendee.

eWebinars that are planned, scripted, and built with automation and interactivity in mind tend to perform better.

That said, this is not required.

If you already have a recording

You can still make it interactive.

A good approach is to:

  • Add an intro to frame the experience as an “interactive replay,” so attendees understand how it works and how they can participate

  • Review your recording and look for natural moments to add interactions, using the same two planning questions:

    • What do I want to know?

    • What do I want people to do?

It’s okay if an interaction doesn’t perfectly match what is being said, as long as it adds value or helps you capture information you need.

5. Fill in the gaps

The next step is to create your eWebinar, upload your video, and add your core interactions as planned.

Once that’s done, take a step back and review the full experience. Go to the Interactions tab and look for gaps on your timeline where nothing is happening.

A useful rule of thumb:
👉 Add an interaction every few minutes (around every 3–4 minutes)

You’re not trying to add filler. The goal is to create thoughtful moments for engagement so attendees stay focused and continue participating.

How to evaluate gaps

As you review your webinar:

  • Look for longer stretches without interaction

  • Play through those sections

  • Ask yourself:

    • Has too much time passed without engagement?

    • Would a quick interaction help re-engage attention?

Be intentional—interactions should feel purposeful, not random.

Reliable interaction ideas

There are a few simple interactions that work well in most webinars when filling gaps:

  • Temperature check (poll)
    Ask something like:
    “Is this helpful so far?” or “How’s this landing?”

  • Vibe check (feedback interaction)
    Use a simple rating scale (e.g., 1–5) to gauge how people are feeling

  • Mid-webinar check-in (private message)
    For example:
    “We’re about halfway through—any questions so far?”

  • Pop quiz
    Even if it’s low-stakes, this can snap people back into focus

  • Tip to reinforce a key idea
    A short reminder or takeaway to strengthen what was just covered

These don’t need to be complex—they’re just small moments that keep people engaged and participating.

Many of these examples are available as pre-built interactions in the Interaction Library, which you can use as a starting point.

The roles interactions play

Once you know what you want to know and what you want people to do, it becomes easier to choose the right interaction.

Ask or learn about attendees

Use these interactions to collect input, understand your audience, check comprehension, and capture intent.

This includes learning things like:

  • What attendees know or understand

  • What they are working on

  • What their goals or challenges are

  • Whether they are interested in taking the next step

  • Whether they want help or follow-up

These interactions are:

  • Question

  • Poll

  • Quiz

  • Feedback

  • Contact form

  • Private message

Get people to take an action

Use these interactions when you want attendees to take a meaningful next step.

Your primary CTA

Your primary CTA is the most important action you want attendees to take—and the one you will likely want to track for conversion purposes.

This could include:

  • Purchasing your product

  • Signing up for a trial

  • Booking a call

  • Watching the next webinar in a series

  • Filling out a contact form

  • Trying a feature in your product

These are the interactions you can use for that:

  • Call to action

  • Special offer

  • Thinkific offer

  • Next webinar

  • Contact form

Learn more about conversion tracking →

Other actions

You can also use a Link interaction to send attendees somewhere to take action—for example:

  • Visiting a resource

  • Trying what they just learned in your product

  • Completing a task in a workshop-style webinar

Use Link when you want to drive action but don’t need to track it as a conversion.

Using the auto-pause to drive action

A powerful way to get people to take action is to pause the video and give them space to do it.

  • Auto-pause video
    Use this interaction to stop the video so attendees take an action—such as trying something in your product, completing a step, responding to an interaction, or reviewing a resource before continuing.

Share something valuable

Use these to reinforce ideas, share resources, add credibility, and offer social proof:

  • Tip

  • Link

  • Image overlay

  • Hotspot

  • Testimonial

  • Conversion alerts

Special cases

Some interactions don’t fit neatly into the categories above, but play a unique role in shaping the experience.

  • Agenda item
    Unlike other interactions, this gives attendees the ability to freely navigate your webinar by jumping between sections in a self-directed way.

  • In-video registration
    Used to support registration in ungated sessions.
    Learn more →

Keep it simple

You don’t need to use every interaction.

Start with:

  • What you want to know

  • What you want people to do

  • A few additional moments to keep people engaged

Too much can be overwhelming. Be thoughtful, intentional, and keep it simple.

The goal

The goal is to make your webinar feel like an experience.

Not just a video people watch, but something they participate in.

A few well-placed interactions can completely change how your webinar feels and performs.