DocumentationMarketo Optimizer Documentation

Create and design a webinar

Last update: October 12, 2026

CREATED FOR:

  • User

Add a webinar to a program, design its registration and room experience, and staff it with co-hosts and presenters from within Marketo Optimizer. Before you start, review Interactive webinars overview for the concepts behind webinar states, tokens, and roles, and confirm you have the Create and manage webinars role.

Add a webinar to a program

  1. Locate the program in the Programs tree structure or create a program first.

  2. Click the More menu ( … ) icon next to the program name and select Create Webinar.

  3. In the dialog, enter the core webinar details:

    • Title and Description.
    • Schedule - start date and time, time zone, and duration.
    • Maximum audience - the webinar license capacity to use for this session.

    The Schedule Webinar dialog with fields for the parent program, name, duration, time zone, start time, and maximum audience, plus Cancel and Create buttons. {width="500" modal="regular"}

    note
    NOTE
    Single-session versus recurring delivery, and audio/video options, are not currently configurable. Every webinar is a single, video-enabled session.

  4. Add Co-hosts and Presenters.

    note
    NOTE
    In the current release, you add everyone as an external contact by name and email, whether or not they have a role-eligible Adobe SSO account. For the full steps, see Add co-hosts and presenters.

  5. (Optional) Customize the room template, branding, and layout.

    These options are managed in Adobe Connect and can also be refined later from the design surface. See Design the webinar.

  6. Click Save.

    Saving registers the webinar in the program and makes its tokens, attributes, and activities available to every journey and asset in that program.

NOTE
Webinar authoring is equivalent to Interactive Webinars in Marketo Engage, so the fields are familiar if you have done this through that application.

Design the webinar design-the-webinar

To open the Adobe Connect design surface, embedded directly in Marketo Optimizer, where you configure the room, registration page, and layouts, use Design your webinar.

  1. On the webinar page, click Design your webinar.

  2. Choose a Delivery mode:

    • Live - Presenters host the session in real time.
    • Simulated Live - Pre-recorded content plays at the scheduled time, alongside live chat, polls, and Q&A.

  3. Choose a Webinar room.

    Create a new room, or reuse an existing one.

  4. Select a Template, Language, and Theme, then preview the layout.

  5. Add and arrange pods as needed.

    Available pods include Share, Notes, Video, Chat, Attendee List, Files, Web Links, Polls, Q&A, and Survey.

  6. Enter the room to review the experience, then exit when complete.

  7. Save your changes.

    A confirmation is displayed to indicate that the webinar was successfully designed.

TIP
Design the webinar before you add co-hosts and presenters, so their access and controls apply to the finished room.

Room customization such as logo, colors, and virtual backgrounds is handled directly in Adobe Connect.

Add co-hosts and presenters add-co-hosts-and-presenters

  1. On the webinar page, go to the Webinar team section.

  2. Click Add co-host or Add presenter.

  3. In the dialog, enter the person’s First name, Last name, and Email address, then click Add.

    note
    NOTE
    In the current release, everyone is added the same way, by name and email, whether or not they have an Adobe SSO account. See Permissions for what the Webinar co-host and Webinar presenter roles govern once someone is added.

    A confirmation appears after the person is added, and they’re listed under Co-hosts or Presenters in the Webinar team section.

Test the webinar test-the-webinar

Before you promote the webinar, run a test session to confirm the room, pods, and presenter access all function as expected.

NOTE
Test mode does not affect any person’s webinar member status. You can run a test as many times as you need without registering or inviting anyone.

Edit a live webinar edit-a-live-webinar

You can edit a webinar after registrations have started, but do so with care:

  • Editing the schedule can trigger update notifications to already-registered people. The ability to edit scheduled webinars is configurable.
  • Fields referenced by tokens in live emails require explicit confirmation for removal since doing so breaks content that’s already scheduled to send.
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