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 save up to 20 webinar templates.

This article covers:

Prerequisites

  • A Licensed user with the Webinar Add-on (500, 1000, 3000, 5000, 10000, or 50000)

Creating 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. Sign in to Zoom web portal.
  2. Click Webinars.
  3. Click Schedule a Webinar.
  4. Choose any settings that you would like to apply to the template.
      • Schedule For: If you have scheduling privilege for another user, you will be able to choose who you want to schedule for from the drop-down. They will also need to be a Licensed user and a webinar add-on license. Learn more about scheduling privilege.
      • Topic: Choose a topic/name for your webinar.
      • Description: Enter an optional webinar description-- this will be displayed on your registration page.
      • When: Select a date and time for your webinar.
      • Duration: Choose the approximate duration of the webinar. This is only for scheduling purposes, as the webinar will not end after this length of time.
      • Time Zone: By default, Zoom will use the time zone that you set in your Profile. Click on the drop down to select a different time zone.
      • Recurring webinar: Check if you would like a recurring webinar, meaning the meeting ID will remain the same for each session. This will open up additional recurrence options:
        • Recurrence: Select how often you need the webinar to recur: Daily, Weekly, Monthly, or No Fixed Time. Recurring webinars can have up to 50 unique sessions. If you need more than 50 recurrences, use the No Fixed Time option, although it is not possible to utilize registration with No Fixed Time.
        • The other recurrence options will depend on how often the meeting recurs. You can configure the webinar to end after a set amount of occurrences or have the recurring webinar end on a specific date. Learn more about scheduling recurring webinars
      • List this Webinar in the Public Event List: If your account has the Public Event List enabled, check this option to include this webinar in the list.
      • Registration: Check this to require registration.
      • Webinar Passcode: Check this if you require participants to enter a passcode to join your webinar, and edit the required passcode here. If joining manually, participants will be required to input this passcode before joining your webinar. It will be included in the registration confirmation email and if they join by clicking the link in this email, they will not need to enter the passcode.
      • Video: Select whether video can be enabled or not during the webinar.
        • Host: Choose if you would like the host's video on or off when joining the webinar. Even if you choose off, the host will have the option to start their video.
        • Panelist: Choose if you would like the participants' videos on or off when joining the webinar. If you choose off, panelists will not be able to turn their video on, unless you allow this during the webinar.
      • Audio Options: Choose whether to allow users to call in by Telephone only, Computer Audio only, Telephone and Computer Audio (both), or 3rd Party Audio (if enabled for your account).
        Note: For telephone options to display for attendees, your admin needs to enable the account-level setting Allow webinar attendees to dial in through above numbers.
      • Webinar Options: Additional webinar options.
        • Q&A: Check this if you would like to use a question and answer panel in your webinar. Learn more.
        • Enable Practice Session: Check this to start the webinar in a practice session instead of a live broadcast. Learn more about practice session.
        • Enable HD video for screen shared video
        • Enable HD video for attendees
        • Require authentication to join: Restrict access to the meeting so that only signed-in users can join your webinar.
          Note: If you select Sign in to Zoom with specified domain, you can't add any domains that are included on the domain block list.
        • Add watermark that identifies the viewing participant
        • Request permission to unmute panelists: Allows webinar panelists to choose if they wish the host to have pre-approved consent to unmute them. 
        • Make the webinar on-demand: This will automatically record the webinar in the cloud and share a link with all registrants.
        • Record the webinar automatically: Check this option to automatically record the webinar. Choose if you want to record the webinar locally (requires the host to join via a desktop computer) or the Zoom cloud.
        • Enable additional data center regions for this webinar: Allows the host to designate other data centers for attendees to connect to for this webinar. This can be useful when attendees will be joining from a region that differs from the host, allowing for better connections to a more local data center for attendees. 
        • Approve or deny entry to users from certain regions and countries: Host can either allow only participants from specific counties/regions to join, or block all participants from specific counties/regions.
      • Alternative Hosts: Enter the email address of another Zoom user who is Licensed, on your account to allow them to start the webinar in your absence. Learn more about alternative host.
      • Enable language interpretation: Check to allow the host to designate participants as interpreters on the web portal or during a Zoom session.
  5. Click Schedule.
  6. Scroll down to the set of tabs for Invitations, Email Settings, Branding, Polls, and Integration.
  7. Modify and save any of the settings you would like applied to your template. 
  8. Next to Start this Webinar and Edit options, click Save as a Template.
  9. Specify the name for this template, then click Save as Template.

Scheduling 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. Webinars created from templates do not include the specific dates. To schedule a webinar from an existing template:

  1. Sign in to Zoom web portal.
  2. Click Webinars.
  3. Click Schedule a Webinar.
  4. Choose a previously saved template from Use a template menu.


    Basic and advanced settings from the template are copied into the newly created webinar.
  5. Update the webinar name and description (if needed), and update the date/time information or recurrence information if you saved this in the template.
  6. Change any other settings, then click Save Webinar.

Managing templates

If you have one or more webinar templates, you can view or delete them from the Webinar Templates tab. You can save up to 20 different templates.

  1. Sign in to Zoom web portal.
  2. Click Webinars.
  3. Click the Webinar Templates tab. 
  4. 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. 

You can also adjust a saved template as your needs and experience evolve over time. To edit a template: 

  1. Click the name of the template you want to edit. 
  2. Click Edit this Webinar Template
  3. Adjust the available options that are stored in the template. 
  4. Click Save.