Managing Zoom Sessions Emails

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The Emails tab gives hosts a clear view of the email types available, what triggers them, and the target segment for that email. In addition, hosts will be able to see the history of emails that have been sent.

For more information about Zoom Sessions event setup, please visit Creating a Zoom Sessions event.

This article covers:

Prerequisites for managing the Zoom Sessions Emails tab

Note: For access to the latest Zoom Events and Webinar features, we strongly recommend hosts to update to the latest version of the Zoom desktop client/mobile application.

How to access the Zoom Sessions Emails tab

  1. Create a Zoom Sessions event or edit an upcoming event to access event setup.
  2. In the navigation menu, click Emails.
    The Emails page will appear.

How to understand the Emails tab

The Emails tab displays information about emails that are related to the event in a table so you can see what emails have been sent at a glance:

  • Email Type: The type of email that will be sent.
  • Email Trigger: The action or event that triggers the email sent.
  • Segment: The audience that will be sent the email.
  • Emails Sent: The number of emails sent in total to a segment.
  • Enabled: Displays if the email will be sent automatically when the triggering action occurs.

Note: Only qualified attendees, who have participated for more than 10 minutes in a session, will receive an Event Survey email.

How to disable automatically-sent emails

By default, all email types are enabled to be sent automatically when their triggering action—listed under the Email Trigger column—occurs.

To disable an email type from being sent automatically:

  1. Access the Emails tab in the Zoom Sessions event setup.
  2. To the right of the email type that you want to prevent the automatic sending of when its email trigger occurs, click the toggle under the Enabled column to disable it.

Note: After disabling a toggle under the Enabled column, the Send Manually option will be available when you click the ellipsis icon more-button__1_.png.

Send email manually

If you do not want an email type to be sent automatically when their respective triggers occur, you can disable the toggle to the right of the email type under the Enabled column, after which you will be able to send the email type manually.

To send an email type manually:

  1. Disable the toggle allowing an email type to be sent automatically (when its triggering action occurs).
  2. To the right of the email type that you want to manually send, click the ellipsis icon more-button__1_.png.
  3. Click Send manually.
    A pop-up window will appear.
  4. Click Yes.

How to view an email

You can view the content of the email type that will be sent to a specific segment so that you will know what the recipient of the email sees. When viewing the email, you will be able to send a test email.

To view the content of an email type:

  1. Access the Emails tab in the Zoom Sessions event setup.
  2. To the right of the email type that you want to view the content of, click the ellipsis icon more-button__1_.png.
  3. Click View email.

Send a test email

  1. View the email type that you want to send a test email of.

  2. Click Send Test Email.
  3. Enter the email address you want to send the test email to.
  4. Click Send Test Email.
  5. (Optional) Repeat to send another test email.

How to view email history

You can view the send history of an email type and see details on who the email was sent to and when it was sent, as well as resend the email to a specific recipient.

  1. Access the Emails tab in the Zoom Sessions event setup.
  2. Under the Emails Sent column, click the number showing how many times the email has been sent.
  3. View the emails sent.

Note: The Emails Sent column displays the total number of times an email type—each resend to the same recipient is counted separately—has been sent.

Resend an email

A recipient can be sent the same email type a maximum of 6 times: after you send an email type to a recipient manually, you can then resend that email type to the same recipient 5 more times.

To resend an email to a specific recipient:

  1. View the email history of an email type.
  2. To the right of the user you want to resend the email to, click Resend.
    A pop-up window will appear.
  3. Click Yes.

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