Need a new webinar or seminar promoted? You can request it yourself in just a few minutes from the My Requests page in your client portal. Here's the whole process, start to finish.
Where to start
From the left-hand menu, open My Requests. This is the home for every campaign you've asked us to run — each row shows the event title, topic, format (webinar or seminar), date, and current status. To begin a new one, click + New Request in the top-right corner.
Step 1 — Choose your event type and topic
A short setup window opens. Tell us the basics about your event:
Event type — Webinar or In-Person Seminar.
Format — for a webinar, choose Live or Automated; for a seminar, choose the type (Dinner, Lunch & Learn, and so on) and the venue.
Topic — the subject of your event, such as Social Security or Taxes in Retirement.
Step 2 — We check for a setup you can reuse
Start typing your event title. As you type, the portal looks for campaigns you've run before that match this topic and format, so you don't accidentally rebuild something you already have.
If you see a close match, click Copy request (or Copy & Update Title) to reuse its proven landing page and details — then just confirm what's changed, like the date.
If it's genuinely new, click Continue to build it from scratch.
Step 3 — Fill in the details and submit
Finally, complete the event details on one page:
Title, age target, and budget for the campaign.
Three talking points (required) — these help our team write the copy for your ads and landing pages, so the more specific, the better.
Optional extras — a presenter bio and photo, attachments such as flyers, and any comments for our team. (Seminars also include venue photos and food & drink details.)
Dates & times — choose One-time for a single date, or Recurring to set up a repeating series (see below). Each date becomes its own request, and the portal checks there's enough lead time for us to build and launch it.
When everything looks right, click Submit Request(s). In a hurry? Save for later keeps a draft on this device.
Setting up a recurring series
Running the same event on a regular schedule — every Monday, or every few weeks? In the Dates & times section, switch the toggle from One-time to Recurring and let the portal build the whole schedule for you.
Repeats — Weekly, Every 2 weeks, or Every 4 weeks.
On — the day of the week the events land on.
Time — the start time, used for every date.
Starting and Until (end date) — the first and last dates of the run.
Click Generate dates and the portal fills in every matching date in that range. They appear in the list below, where you can fine-tune before submitting — edit any date or time, remove one you don't want with the ✕, or use + Add another date to slot in an extra. The portal checks that each date leaves enough lead time for us to build and launch it, and flags any that fall too soon.
When you click Submit Request(s), each date becomes its own request on your My Requests list, and they're linked together as a series — you'll see a small Series tag on each. If you later need to change something across the whole run, you can apply the change to just that one event or to all future events. See Requesting a Change to an Event.
What happens next
Your request reaches our team right away and appears on your My Requests list, where you can track its status at any time. We'll build your campaign and let you know as soon as your proofs are ready to review.
Need a hand?
If you're not sure which option to choose, use the Chat with us button at the top of the portal or email your account manager — we're always happy to help.