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.

This article covers:

Prerequisites

  • 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. Choose any settings that you would like to apply to the template. 
    • 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. Note that this is only for scheduling purposes. The webinar will not end after this length of time.
    • Time Zone: By default, Zoom will use the time zone that you sent in your Profile. Click on the drop down to select a different time zone. 
    • Recurring webinar: Check if you would like a recurring webinar i.e. 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. It can recur up to 50 times. If you need more than 50 recurrences, use the No Fixed Time option. It is not possible to schedule a registration webinar with No Fixed Time.
      • The other recurrence options will depend on how often the meeting recurs. You can configure the meeting to end after a set amount of occurrences or have the recurring meeting end on a specific date.
    • List this Webinar in 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.
    • Host Video: Choose if you would like the host video on or off when joining the webinar. Even if you choose off, the host will have the option to start their video. 
    • Panelist Video: 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 change this setting in the webinar.
    • Audio Options:  choose whether to allow users to call in via Telephone only, Computer Audio only, Telephone and Computer Audio (both), or 3rd Party Audio (if enabled for your account). 
    • Require Webinar Password: You can select and input your webinar password here. Joining participants will be required to input this before joining your webinar. It will be included in their registration confirmation email.
    • 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 practice session instead of a live broadcast. Learn more.
    • Advanced Options: Click the arrow to view additional webinar options.
      • 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 have a Pro license and a webinar license. Learn more about Scheduling Privilege
      • Alternative Hosts: Enter the email address of another Zoom user with a Pro license on your account to allow them to start the meeting in your absence. Read more about Alternative Host.
  4. 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 you would like applied to your template. 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
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