Managing the Links & Event Access tab

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Hosts can use the Links & Access page—a centralized registration page—to manage existing functionalities, such as authentication rules, free/paid event, geo-blocking, registrations, and marketing consent.

In the Links & Event Access page, hosts can create group join links and registration links and specify an authentication setting for each. All the links to access your event are located in this tab. Authentication rules live within the registration link, separate from group join links, and the host can apply additional filters at the ticket level. Ticket visibility rules still remain in the Ticketing section.

Learn more about creating a Zoom Event.

Notes:

  • All external SSO authentication profiles are created by the event organizer's account owner or admin in the Zoom web portal. Event organizers must notify registrants on the external SSO list.
  • Event attendance capacity will be shared across all event access methods.

This article covers:

Prerequisites for managing the Links & Event Access tab in Zoom Events

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 Links & Event Access tab in Zoom Events

  1. Create a Zoom Event or edit an upcoming event to access the event setup.
  2. In the event creation flow navigation menu, click Registration & Join, then click Links & Event Access.

The page will display the following information: 

  • Name: The name of the registration or group join link.
  • Authentication Method: The authentication method (that you selected) that the registration or group join link will use.
  • Access Type: Registration links require advanced sign-up from attendees. Group join links are registration links that attendees can use to directly join an event, and no registration is required.

How to understand registration and group join links

Understand default event links

When hosts set up an event, they can add a group join or registration link to the event. Registration links are the default for multiple sessions events and single-session events. The host can modify the default selection to a different event link. When the default selection is applied, the existing event detail page links or the links used by the hub will use the default setting specified by the host.

Understand the security code at event join

Hosts can enable the Security at join option in the event creation setup. A security code will be sent to each attendee's inbox every time they join the host's event. Depending on the attendees' event authentication portfolio, attendees who join an event with the Security at join option enabled will have different scenarios.

Understand changing settings at the group join link level

Group join links are not dependent on ticket-level restrictions. Hosts have a single place at the group-join-link level to control access behavior. Hosts can select the authentication method for each group join link, and all the domain and email allow lists are set at the group-join-link level (not at the ticket level). Multiple group join links can reference the same ticket with different authentication and allow list rules. For any existing group join link, the ticket level restrictions must be migrated to the group-join-link level. Ticket-level domain and email lists only determine registration behavior. 

Understand one-time password verification for group join links

When an event does not require registration and hosts select Sign in with a Zoom account or authenticate via Email Verification Code as the authentication profile for their event, they can create a join link. Hosts can specify email addresses or domains as an additional restriction for those users. This allows users on the domain or with the specified email addresses to register and join. It applies to both Zoom users and email-only users. Users will be asked to provide their email address at joining and must pass an email one-time password (OTP) verification to join. Only users on the email domains that the host specified can access and join the event; other users will receive an error message that they do not have permission. Hosts will receive a group join link after publishing the event. Hosts can copy the group join link, view the group join link in an email draft, and send an email draft to themselves.

How to create registration and group join links

Set up how your attendees will access your event with registration and/or group join links. Target specific attendees with pre-registration or integrate external registration/marketing.

When registration is added to an event, the host can share the registration link with their attendees for registration. 

Note: You can have only 1 registration link per event.

  1. Access the Links & Event Access page.
  2. In the top-right corner, click Create Event Access.
    A panel will appear.
  3. Select Yes, require attendees to register using a link to set up a registration link.
  4. Complete the following sections:

Complete the Registration Link section

  1. Under Registration Link Name, enter a name for the registration link.
    Note: The Registration Link Name field has a maximum of 150 characters.
  2. (Optional) Depending on its status, choose from the following options:
    • Click Set as Default Link to use this registration link as the default event link. 
      The default link will be referenced for any event detail page link used in your event and will set a default for event listings.
    • Click Remove Default Link to remove the link's default status.
  3. (Optional) After you save the registration link settings, under the Registration Link field, click Copy Registration to copy the link.

Complete the Source Tracking section

Hosts can now generate a unique event link for each keyword and track the metrics on registrants’ and visitors’ event views through each link. Source tracking lets you see where your registrants are coming from if you share the event registration page in multiple locations. You can create unique source tracking links for each type of medium and keyword you use to invite attendees. For example, you can share one source tracking link on Facebook and another on Twitter, to see which platform users register from.

You can create up to 50 unique registration URLs for different platforms and share that unique link to track how many people visit the registration page and how many people complete the registration.

Source tracking links are automatically generated and the unique URL cannot be customized.

Note: You cannot have duplicate source names.

  1. Under Source Tracking, click + Add Source.
  2. Under Source Tracking Name, enter a source name (e.g. Facebook, LinkedIn, and so on).
    Your source name will appear in the Source Tracking Link list.
  3. (Optional) Under the source tracking link, click Delete Source to delete the source tracking link.
    Registrants will no longer be tracked.
  4. (Optional) After you save the registration link settings, use the following options that have become available:
    • Click Copy Registration Link to copy the link.
    • Edit the name for the source tracking link. 
    • Under all source tracking links, click See Performance.
      You will be directed to the Analytics Registration & Ticketing tab to view the source tracking metrics.

Complete the Authentication section

The authentication will impact how your registrants will identify themselves and will use restrictions on who can register for your event.

  1. Under Authentication method at registration and join, click the dropdown menu and select from the following options:
    • Sign in with a Zoom account or authenticate via Email Verification Code: Users must sign in with their Zoom account or use an email verification code to authenticate themselves. Anyone with the link can view the event.
    • Sign in with a Zoom account: Users must sign in with their Zoom account. 
      • (Optional) Click the Accelerate Single Sign on checkbox to enable or disable it.
        If your organization has a vanity URL with Zoom, you can enable this option to direct attendees to the vanity URL (after attendees click the group join link) instead of Zoom's sign-in page to accelerate authentication.
    • Authenticated via Identity Provider (external SSO): Users must authenticate through a third-party authentication service.
      • Under Select IDP, use the dropdown menu to select the external authentication profile.
        Registrants/attendees will be taken to the host's identity provider (IDP) website for authentication before accessing the event page/event lobby. Additionally, the event’s join link will also direct users to the host's IDP website for authentication instead of asking them to sign in to Zoom.
        Notes:
        • The dropdown menu will be blank if no external SSO authentication profile is available in the host’s account.
        • A pre-join page will be enabled for attendees who joined without registration.
  2. Under Allow List, add restrictions to your event by allowing certain users on the allow list to join your event. After adding an allow list, only users on the allow list will be able to view and register for this event.
    Note: Specified users can only register once and cannot register on behalf of others.
    • To add all users from a specified domain to your event’s invite list:
      1. Click Add domain.
      2. Enter a valid domain.
        Note: For example, to invite all members of the ABC company (with members having name@abc.co email addresses), add abc.co as the domain. If you have multiple domains, separate them by commas in the text box.
      3. Click Save.
    • To import multiple specified domains to your event's invite list:
      1. Click Add domain.
        A pop-up window will appear.
      2. In the window, select Import domains from CSV.
      3. Drag and drop a CSV file into the window, or click Choose Files to find the CSV file you want to import, then click Open.
        Note: Maximum items must be less than 20,000 per CSV file. The new imports will be added to the existing records.
      4. Once the CSV file has been imported, click Save.
        The number of added specific domains will appear under Allow List.
      5. (Optional) To the right of the specified domains, click View.
        The invited domain list will appear.
      6. Manage your allowed domains:
        • View your allowed domain list or search for domains.
        • Delete individual domains:
          1. To the right of a domain, click the trash icon .
          2. In the confirmation window, click Delete.
        • Delete multiple domains:
          1. In the allowed domain list, select the domain checkboxes that you want.
          2. (Optional) Select the Domain checkbox to select all checkboxes.
          3. At the top of the box, click Delete.
          4. In the confirmation window, click Delete.
    • To add users to your event's invite list by email:
      Note: Only users added to the invite list can view and register for this ticket type.
      1. Click Add email address.
        An Add Users to Invite List pop-up window will appear.
      2. Under Enter email addresses, enter email addresses of the users you want to invite, then press Enter. Click X by a user’s email address to remove the user.
      3. Click Save.
      4. (Optional) Click Add to add more users by email.
      5. (Optional) Click View to view your guest list, search for guests, or delete email addresses.
    • To import multiple users' emails to your event's invite list:
      1. Click Add email address.
        An Add Users to Invite List pop-up window will appear.
      2. In the window, select Import email addresses from CSV
      3. Drag and drop the CSV file into the window, or click Choose Files to find the CSV file you want to import, then click Open.
        Note: Maximum items must be less than 5,000 per CSV file. The new imports will be added to the existing records.
      4. Once the CSV file has been imported, click Save.
        The number of added specific users will appear under Allow List.
      5. (Optional) To the right of the number of specified email addresses, click View.
        The invited user list will appear.
      6. Manage your invited users:
        • View your invited user list or search for invited users.
        • Delete individual users:
          1. To the right of a user, click the trash icon .
          2. In the confirmation window, click Delete.
        • Delete multiple users:
          1. In the invited user list, select the user checkboxes that you want.
          2. (Optional) Select the Email checkbox to select all checkboxes.
          3. At the top of the box, click Delete.
          4. In the confirmation window, click Delete.
  3. (Optional) Depending on the selected authentication method for registration, configure the security settings for joining:
    • If you selected Sign in with a Zoom account or authenticate via Email Verification Code as the authentication method for registration: 
      • Under Security at Join, select the Email verification code users: Require to authenticate when join the event checkbox.
        When enabled, Zoom users must authenticate themselves with an email verification code each time they join an event. When disabled, Zoom users must authenticate themselves with a one-time password the first time they join an event and will remain authenticated onward.
    • If you selected Sign in with a Zoom account:
      • (Optional) Under Security at Join, select the Require authentication checkbox.
        Note: This option will appear after you add specified users to the Allow List.
        When selected, users must be signed in to their Zoom account or specified email address/company domain to view/register for the event, but they don’t have to be signed in to join the Zoom Event, as they have completed authentication when registering. By deselecting this checkbox, Zoom users can join the meeting using the fast-join method.

Complete the Requirements section

  1. Under Is this registration free or paid?, select from the following options:
    • Free: You don’t need to set a ticket price for your event.
    • Paid: You need to set a ticket price.
  2. Under Geoblocking, use the dropdown menu to select the countries or regions where users won't be allowed to register for this event. Ticket availability will be limited to users outside of these countries and regions only. The availability of Zoom Events is determined by the geographic location of the user.
    Notes:
    • External registrations (via pre-registration) won't be affected by geo-blocking.
    • Geo-blocking restrictions can be modified after the event has been published. This will affect all future registrations. It is the host's responsibility to confirm if the updated geo-blocking restrictions follow compliance for all existing registrations.
    • India is added to the geo-blocking list by default based on location requirements. If removed, additional business information may be needed. If the event is open to India, hosts must add information about their business to the hub. The first time a host includes India as a country that is allowed to register for their event, the host will have to add information about their business after clicking Save. Only free events can be made open to India. 

Complete the Experience section

  1. Access the Event Detail Page tab to configure the settings for the event details page.
    Registration links will start with attendees accessing this page.
  2. Access the Ticketing page to configure the settings for the attendee ticket types.
    Registrants will be presented with ticket types as configured in the Ticketing section. You can also customize ticket visibility rules within each ticket type.
  3. Configure the Registration Form to set custom registration questions for all your ticket types. You can also customize registration forms within each ticket type by accessing the Ticketing page.
    1. Set custom registration questions for all of your ticket types and customize registration forms within each ticket type by clicking Customize Registration Questions. Select the details you want registrants to include during the registration process and create a questionnaire for them to answer during the registration process.
      Note: Registration questions can be created or modified to include future registrants at any time during an event's lifecycle (in draft phase, after publication, or up until the lobby closes). Once an event is published, an event organizer will be able to add, change, or delete registration questions.
      1. Registrant's Details tab: Under the Field column, select the checkbox(es) next to the detail(s) you want registrants to provide when they register for the event; if the registrant is required to provide the detail(s) you selected, select the checkbox under the Required column.
        • (Optional) At the top of the window, select the box next to Field and/or Required to select all the boxes under their respective column.
      2. Custom Questions tab: Click + New Question to add questions to your survey; you can use different question formats to get feedback on what's most important to you.
      3. Click Save All to save your settings.
  4. (Optional) Under Custom Host Message for Registrants, enter a message for your registrants.
    This message will be shown to registrants before they complete registration.
    Note: There is a 2,000-character limit.
  5. Under Marketing Consent, give external registrants the option to receive marketing communications when they register for your event:
    • I want to ask external registrants to opt-in or opt-out for marketing communications: Select to allow Zoom Sessions to capture marketing consent from attendees.
      • Opt-in: Select to give external registrants the option to receive marketing communications. Opt-in checkbox will not be selected by default on the registration page. Attendees will need to check a box in order to opt-in to marketing.
      • Opt-out: Select to give external registrants the option to not receive marketing communications. Opt-in checkbox will be selected by default on the registration page. Attendees will need to uncheck a box to opt-out of marketing.
    • I don’t want to ask external registrants to opt-in or opt-out for marketing communications: Select if you do not need Zoom Sessions to capture marketing consent from attendees. Attendees will not be asked if they want to opt-in to marketing.
  6. Under Privacy Policy Link, upload up to 3 privacy policies for your event. Your organization’s privacy policy will appear when users register for your event.
    1. Under Privacy Policy Link, click + Add.
      A text box will appear.
    2. In the text box, enter the URL of your privacy policy.
    3. (Optional) Repeat steps to add up to two more privacy policy links.
    4. (Optional) Click the delete icon trash-button_outline.png to delete a privacy policy link.

Complete the Email section

Once an attendee registers, a confirmation email will be sent. 

Manage your confirmation email configurations in the Emails tab.

Complete creating a registration link

After you complete all registration link sections, click Save.

Group join links can be used to invite groups of users with the same authentication and access rules. The attendee group specified by the chosen authentication can join the event without registration. Unauthorized users will be blocked from accessing the event.

If you want to customize authentication, permissions, or specific individual links, use pre-registration.

  1. Access the Links & Event Access page.
  2. In the top-right corner, click Create Event Access.
    A panel will appear.
  3. Select No, attendees do not need to register using a group join link to set up a group join link.
  4. Complete the following sections:

Complete the Group Join Link section

  1. Under Group Link Name, enter a name for the group join link.
  2. (Optional) Depending on its status, choose from the following options:
    • Click Set as Default Link to use this group join link as the default event link. 
      The default link ensures compatibility with the event links that are used throughout the attendee experience. These existing event links will operate as a registration link or group join link based upon the default setting. 
    • Click Remove Default Link to remove the link's default status.
  3. Under Group Join Link, choose from the following actions:
    • Copy Group Join Link: Copy the group join link and distribute it to the target group.
    • Copy Invitation: See the preview of the event invitation that attendees will receive, then click Copy.
      The event invitation will be copied to your clipboard.
    • Send Invitation to Me: Send the event invitation to your email.
  4. Under Group Join Link Experience, access the Event Detail Page tab to configure the event detail page settings.
    Attendees will land on the event detail page if the lobby isn't open yet.

Complete the Authentication section

  1. Under Authentication method at join, click the dropdown menu and select from the following options:
    • Sign in with a Zoom account or authenticate via Email Verification Code: Users must sign in with their Zoom account and use an email verification code.
    • Sign in with a Zoom account: Users must sign in with their Zoom account.
    • Authenticated via Identity Provider (external SSO): Users must authenticate through a third-party authentication service.
      • Under Select IDP, use the dropdown menu to select the external authentication profile.
        Registrants/attendees will be taken to the host's identity provider (IDP) website for authentication before accessing the event page/event lobby. Additionally, the event’s join link will also direct users to the host's IDP website for authentication instead of asking them to sign in to Zoom.
        Notes:
        • The dropdown menu will be blank if no external SSO authentication profile is available in the host’s account.
        • A pre-join page will be enabled for attendees who joined without registration.
  2. Under Allow List, add restrictions to your event by allowing certain users on the allow list to join your event.
    Note: Specified users can only register once and cannot register on behalf of others.
    • To add all users from a specified domain to your event’s invite list:
      1. Click Add domain.
      2. Enter a valid domain.
        Note: For example, to invite all members of the ABC company (with members having name@abc.co email addresses), add abc.co as the domain. If you have multiple domains, separate them by commas in the text box.
      3. Click Save.
    • To import multiple specified domains to your event's invite list:
      1. Click Add domain.
        A pop-up window will appear.
      2. In the window, select Import domains from CSV.
      3. Drag and drop a CSV file into the window, or click Choose Files to find the CSV file you want to import, then click Open.
        Note: Maximum items must be less than 20,000 per CSV file. The new imports will be added to the existing records.
      4. Once the CSV file has been imported, click Save.
        The number of added specific domains will appear under Allow List.
      5. (Optional) To the right of the specified domains, click View.
        The invited domain list will appear.
      6. Manage your allowed domains:
        • View your allowed domain list or search for domains.
        • Delete individual domains:
          1. To the right of a domain, click the trash icon .
          2. In the confirmation window, click Delete.
        • Delete multiple domains:
          1. In the allowed domain list, select the domain checkboxes that you want.
          2. (Optional) Select the Domain checkbox to select all checkboxes.
          3. At the top of the box, click Delete.
          4. In the confirmation window, click Delete.
    • To add users to your event's invite list by email:
      Note: Only users added to the invite list can view and register for this ticket type.
      1. Click Add email address.
        An Add Users to Invite List pop-up window will appear.
      2. Under Enter email addresses, enter email addresses of the users you want to invite, then press Enter. Click X by a user’s email address to remove the user.
      3. Click Save.
      4. (Optional) Click Add to add more users by email.
      5. (Optional) Click View to view your guest list, search for guests, or delete email addresses.
    • To import multiple users' emails to your event's invite list:
      1. Click Add email address.
        An Add Users to Invite List pop-up window will appear.
      2. In the window, select Import email addresses from CSV
      3. Drag and drop the CSV file into the window, or click Choose Files to find the CSV file you want to import, then click Open.
        Note: Maximum items must be less than 5,000 per CSV file. The new imports will be added to the existing records.
      4. Once the CSV file has been imported, click Save.
        The number of added specific users will appear under Allow List.
      5. (Optional) To the right of the number of specified email addresses, click View.
        The invited user list will appear.
      6. Manage your invited users:
        • View your invited user list or search for invited users.
        • Delete individual users:
          1. To the right of a user, click the trash icon .
          2. In the confirmation window, click Delete.
        • Delete multiple users:
          1. In the invited user list, select the user checkboxes that you want.
          2. (Optional) Select the Email checkbox to select all checkboxes.
          3. At the top of the box, click Delete.
          4. In the confirmation window, click Delete.

Complete the Ticket Type section

This section establishes the access permissions of the user within the event.

Under Select from your tickets, click the dropdown menu and select the tickets (that you created in the Ticketing tab) you want to include in the group join link.

Complete creating a group join link

After you complete the configuration for all group join link sections, click Create. If you are editing the link, click Save

How to use additional actions for links

After you create event links, you can use additional actions for those links.

  1. Access the Links & Event Access page.
  2. To the right of a registration link you want to manage, click the ellipsis , then choose from the following actions:
    • Copy Registration Link : Copy the registration link.
    • Edit Link : Click this action to open the editing panel, then edit its information.
    • See Source Tracking: View the source tracking metrics. You will be directed to the Analytics Registration & Ticketing tab.
      Note: This action only appears when you set up source tracking within the registration link.
    • Delete: Remove this link and its event access. If a confirmation window appears, click Delete.
      Note: Deleting this registration link will prevent future registrants from using this link to register for your event. All existing registrations will not be impacted by this change.
  3. To the right of a group join link you want to manage, click the ellipsis , then choose from the following actions:
    • Copy Group Join Link : Copy the group join link.
    • Edit Link : Click this action to open the editing panel, then edit its information.
    • Delete: Remove this link and its event access. If a confirmation window appears, click Delete.
      Note: Deleting this join link will prevent attendees from using the group join link that was provided to access the event.

How to manage security questions

Registrants must enter an answer to one of the challenge questions at registration and enter the same answer upon joining the event. Only the registrant will have the answer.

Enable or disable security questions

  1. Access the Links & Event Access page.
  2. Set up your event authentication
  3. At the top of the Links & Event Access page, click Manage Security Questions.
    A panel will appear.
  4. In the panel, click the Security Question for self-registrants toggle to enable or disable it.
    Note: This feature is applicable to self-registration, excluding pre-registration and API registration.
    When enabled, a list of security questions will appear.

Customize security questions

Note: You can add up to 3 customized security questions.

  1. In the Links & Event Access tab, enable the security questions setting for your event in the editing panel.
  2. Under Customized Questions, click + Add Customized Questions.
    A text box will appear.
  3. In the text box, enter your custom security question.
  4. Click Save
    The security question will appear under the Customized Questions section in the editing panel.
  5. (Optional) Repeat steps 2-4 to add more customized security questions.
  6. (Optional) In the editing panel, hover your mouse over a custom security question, then complete the following actions:
    • Click the pencil icon to edit your custom question.
    • Click the trash icon to delete your custom question.

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