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Scheduling Tracking Fields Follow

Overview

Scheduling tracking fields allows you to analyze usage by various fields within an organization. Tracking fields contain a label or value that is chosen when scheduling. Tracking fields can be required or optional.

You can add up to 10 tracking fields per account.

Note: Tracking fields can not be used when scheduling from the Zoom iOS/Android mobile app.

This article covers:

Prerequisites

  • Business, Education, or API plan
  • Account owner or admin permissions

Adding a Tracking Field

  1. Sign in to the Zoom web portal.
  2. Click Account ManagementScheduling Tracking Fields.
  3. Select Add to create a new tracking field.
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  4. Specify a label for the tracking field. 
  5. Enter in the values for the field, pressing the Enter key after each.
  6. Check if this field should be visible.
  7. Check if the field is required.
  8. Click Save.
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Reporting on Tracking Fields

To view hosted meetings with Tracking Fields

  1. Sign in to the Zoom web portal.
  2. Click Account ManagementReports.
  3. Choose Active Hosts.
  4. Search for the dates that you need the report for.
  5. To view the fields on the web, click Add tracking field to columns and check the fields you would like to view.
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  6. You can also download a CSV containing the fields. Select Export as CSV File
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  7. The CSV file will contain the tracking fields.
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  1. Sign in to the Zoom web portal.
  2. Click Meetings, and click Schedule A New Meeting.
  3. Under Meeting Options, you will find the Tracking Field(s). Click the drop-down menu to select from the options provided. 
    Note: If there is a red next to the name of the Tracking Field, it is required for scheduling. 
  4. Click Save to finish.
  1. Open your Zoom client and sign in to Zoom.
  2. Click on the Schedule icon.

    This will open the scheduler window. Required Tracking Fields will appear directly below Advanced Options, while optional Tracking Fields will be hidden within the Advanced Options. 
  3. Click the drop-down menu to select from the options provided. 
  4. Click Save to finish.
  1. Sign in to the Zoom mobile app.
  2. Tap Schedule.
  3. Tap Advanced Options to reveal additional meeting options, including Tracking Field(s). 
    Note: Optional Tracking Fields will have (Optional) appear below the tracking field label
  4. Tap a Tracking Field, select from the options provided, then tap the back arrow to return. 
  5. Click Done in the top-right corner of the screen to finish.