Creating personal webinar templates

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When you schedule a webinar, you can save its settings so that you can use it as a template for scheduling future webinars. The template includes basic settings, such as whether to disable Q&A, as well as more advanced settings, such as the addition of poll questions and answers. For recurring webinars, you also have the option to save the recurrence schedule as part of the template. You can save up to 20 personal webinar templates.

Admins can also create admin-level webinar templates for you to use.

This article covers:

Prerequisites for using personal webinar templates

  • A Licensed user with the Zoom Webinars add-on

How to create a personal webinar template

To create a webinar template for personal use, you must first configure and save a webinar with the settings you need, then save that webinar as a template.

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Webinars.
  3. Click Schedule a Webinar.
  4. Choose any webinar settings that you would like to apply to the template.
  5. Click Schedule.
  6. Scroll down to the set of tabs for Invitations, Email Settings, Branding, Polls, and Integration.
  7. Next to the Start this Webinar and Edit options, click Save as a Template.
  8. Specify the template name, then click Save as Template.

Learn how to schedule a webinar using a template.

How to manage your personal webinar templates

If you have saved one or more webinar templates, you can manage them from the Webinar Templates tab.

To access the templates on the Webinar Templates tab:

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Webinars.
  3. Click the Webinar Templates tab. 
    From this page, you can view the list of saved templates you have, delete a template, or begin scheduling a webinar with a specific template.

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