Webinar Templates Follow

Overview

When you schedule a webinar, you can save the settings for that webinar 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.

After you save a webinar as a template, you can select that template when you want to create a webinar with similar settings. You can select from up to 20 saved webinar templates.

Prerequisites

  • Must purchase a Video Webinar plan of 100, 500, 1000, 3000, 5000, or 10000 participants
  • Host user type must be Pro, and be assigned the Webinar license

Instructions

Create a Webinar Template

To create a webinar template, you configure and save a webinar with the settings you need, then save that webinar as a template. To create a webinar template:

  1. Log into Zoom and navigate to the My Webinars page.
  2. Click Schedule a Webinar,
    screenshot2_scheduleWebinar.PNG

  3. Enter the topic and a description, then choose the date/time or click the Recurring webinar checkbox to specify recurrence options. See How to Schedule a Recurring Webinar for details.
  4. Specify additional basic options.
  5. (Optional) Click Advanced options if you want to add an alternative host.
  6. Click Schedule.
    screenshot3_clickSchedule.PNG
  1. Scroll down to the set of tabs for Invite Attendees, Email Settings, Branding, Polls, and Integration.
    screenshot4_scrollToTabs.PNG
  1. Modify and save any of the settings that are available in the these tabs. The following example shows that a poll has been added.
    screenshot5_modifyPolls.PNG
  1. Click Save this Webinar as a Template.
    screenshot6_clickSaveAsTemplate.PNG
  1. Specify the Template Name, then click Save as Template.
    screenshot7_TemplateName.PNG

Schedule a Webinar From a Template

After you have created one or more webinar templates, you can schedule a new webinar that includes all of the settings from that template. Note that the new webinar does not include the dates,  To schedule a webinar from an existing template:

  1. Log into Zoom and navigate to the My Webinars page.
  2. Click Schedule a Webinar.
  3. Choose a previously saved template from Use a template menu.
    screenshot8_selectTemplate.PNG

    Basic and advanced settings from the template are copied into the newly created webinar.

  4. Update the webinar name and description (if needed), and update the date/time information or recurrence information if you saved this in the template.
  5. Change any other settings, then click Save Webinar.
    screenshot9_webinarFromTemplate.PNG

    Note: If you have saved one or more webinar templates, you can view or delete them from the Webinar Templates tab. You can save up to 20 different templates.
    screenshot10_TemplateList.PNG
Was this article helpful?
Have more questions? Submit a request
Powered by Zendesk