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Creating a Zoom Events summit Follow

Use the summit format to utilize meetings and webinars to run a single-day event that follows a single-track schedule with multiple sessions. Attendees of the summit can network though a chat-enabled event—before, during, and after the event—as well as join and watch previous sessions directly from the lobby window.

Use cases for the summit format include but aren't limited to:

  • HR onboardings
  • Sales trainings
  • Product insights
  • Board of Director meetings

This article covers:

Prerequisites

  • Zoom desktop client
    • Windows: 5.6.5 (823) or higher
    • macOS: 5.6.4 (765) or higher
  • Zoom mobile client
    • iOS: 5.6.4 (308) or higher
    • Android: 5.6.4 (1862) or higher
  • Pro, Business, Enterprise, or Education account
  • Stripe or PayPal Business account is required to create paid events
  • Zoom Events license

How to create a summit

On the right side of the screen, you will see a preview of the event's profile page—updated in real-time—as you add information throughout the summit creation procedure.

At the bottom of your screen, you can click the swap-view icon to switch the preview between a desktop and mobile layout.

To create a summit:

  1. Sign in to Zoom Events.
  2. In the top-right corner, click Create.
  3. Select Summit.
  4. Read the pop-up message, then click Got It.
    Note: You will only see this message when you create a summit for the first time. You will see another pop-up message after clicking Got It. Read the message and click Got it.
  5. Enter the information for each step of creating a summit.

Basic Information

  • Create Summit for: Select the hub the summit is affiliated with.
  • Event Name: Enter the name the event.
  • Short Description: Provide a description of your event, using 140 characters or less.
  • Category: Select the category for your event.
    Note: If you select Education and Family, the Event intended for parents with their children option will appear. If you check this option, you will have to agree to the Host's Code of Conduct to proceed. Anyone who joins a family-oriented event will have to agree to the Attendee's Host of Conduct.
  • (Optional) Click Add Tags to add your own tags for tracking.
  • Select if this is a Free or Paid event
    • Free: Select if tickets to this event will not have a cost.
    • Paid: Select if tickets to this event will have a cost.
  • (Optional) Countries or Regions NOT ALLOWED to Join Summit (Optional): Select the countries and regions from where users are not allowed to register for this summit. Users located in these countries and regions will not be able to register for this Summit.
    Note: Ticket availability will be limited to users outside of these countries and regions only.
  • Date and Time
    • Start Date: Click the calendar icon to select the summit's start date.
    • Time Zone: By default, Zoom Events will use your computer's time zone. Click the drop-down menu to select a different time zone.
  • Event Link: The event's shareable link will be displayed here.

Click Save & Continue to proceed to the next section.

Summit Profile

  • Main Event Media
    • Cover Image: Click + Add Cover to add the cover image. An image size of 744/484 pixels is recommended.
      Note: Only a JPG/JPEG/PNG file not exceeding 10MB can be used.
    • Additional Video/Image:
      • Click + Add Video to add a video.
        Note: Only MP4 files not exceeding 50MB may be used. The maximum video length cannot exceed 60 seconds.
      • Click + Add Image to add a second image. Repeat to add a third image.
        Note: Only JPG/JPEG/PNG files not exceeding 10MB can be used.
  • About Summit
    • Provide details about the summit.
  • Contact Info
    • Contact Name: Enter the name of the contact person for the summit.
      Note: By default, the name shown in your Zoom profile page is used.
    • Contact Email: Enter the contact person's email.
      Note: By default, your Zoom Events' account email is used. To list a different contact email, click Change.
  • Fundraiser
    • (Optional) Under the Fundraising section, click the toggle switch to On to raise funds for a nonprofit 501(c)(3) organization within the event.
      • If you know the name of the nonprofit you want to donate to:
        1. Type in the name of the nonprofit you want donations to go to; click on the name of the nonprofit to select.
        2. (Optional) Repeat to add another nonprofit.
        3. Click Save.
        4. (Optional) Click Set Fundraiser Goal to set a fundraising goal.
          1. Enter the amount.
          2. Click Set Goal.
      • If you need help in selecting which nonprofit(s) to donate to:
        1. Click the Search for a nonprofit box.
        2. Click Get Inspired.
        3. Click the Choose a cause box and select a category from the drop-down window.
        4. Click the Choose an organization box and select a nonprofit organization.
        5. Click Add Nonprofit.
        6. (Optional) Repeat to add another nonprofit.
        7. Click Save.
        8. (Optional) Click Set Fundraiser Goal to set the fundraising goal.
          1. Enter the amount.
          2. Click Set Goal.

Click Save & Continue to proceed to the next section.

Speakers

  1. Click Add Speaker to add information about the speaker:
    • Speaker's Photo: Add a photo of the speaker.
      1. Click + Upload Photo.
      2. Select the photo you want to use.
      3. Click Open.
    • Speaker Name: Enter the name of the speaker.
    • Email Address: Enter the speaker's email. After the summit is published, an invitation and Speaker ticket will be sent to this email.
    • (Optional) Company Logo: Add the logo of the company the speaker represents.
      1. Click + Upload.
      2. Select the file you want to use.
      3. Click Open.
    • (Optional) Company Name: Enter the company's name.
    • (Optional) Company Website: Enter the web address of the company's website.
    • (Optional) Speaker's Title or Position: Enter the title or position the speaker holds.
    • (Optional) Speaker's Biography: Write a brief summary to introduce the speaker in 350 characters or less.
    • (Optional) Social Presence: Add links to the speaker's Twitter and/or YouTube accounts.
  2. Click Save.
  3. (Optional) Click + Add to add information about another speaker.

Click Continue to proceed to the next section.

Agenda

  1. Click Add Session to create a session:
    • Title: Enter the title of the session.
    • Session Starts: Use the drop-down menu to select the session's start time.
    • Session Ends: Use the drop-down menu to select the session's end time.
    • Speakers: Add at least one speaker to the session.
    • About This Session: Write a brief description about the session.
    • Select the session type you want to create: Select if this session will be held in a Webinar or Meeting setting.
    • Session Image: Click + to add the session image; an image size of 744/484 pixels is recommended.
      Note: Only a JPG/JPEG/PNG file not exceeding 10MB can be used.
  2. Click Save.
  3. (Optional) Click + Add to create another session.

Click Continue to proceed to the next section.

Advanced Options

  • Summit discoverability and registration access: Select the level of visibility you want for the session:
    • Accessible only to users with event link: Excluded from the Zoom Events directory but accessible for users with the event link to view and register.
    • Private Event Restricted to Invitees on the Guest List Only: Only users you designate can view and register for this event.
      • (Optional) Check I will send my own email invitations if you do not want Zoom Events to send email invitations to the users on the guest list.
  • Advanced Options
    • Summit Lobby
      • Enable chat in Lobby: Click the toggle to enable to On or click the toggle to disable to Off. By disabling, participants will not be able to chat with each other when they are in the summit's Lobby.
      • Lobby Open Date: Choose when the summit Lobby will open to participants.
      • Lobby Close Date: Choose when the summit Lobby will close to participants.
    • In Session
      • Waiting Room: Click the toggle to enable to On or click the toggle to disable to Off. By enabling, you will need to manually admit your Attendees from the waiting room.
    • Joining the Event
      • Enable Q&A: By disabling, participants will not be allowed to ask questions during the webinar, and the Panelists, Co-Hosts, and Hosts will not be able to answer any questions that are asked.
    • Cloud Recording Settings and Access Permissions
      Notes:
        • Only the activity in the main room of your event is recorded; activity in breakout rooms within the event are not recorded.
        • Recording meetings locally is currently not supported.
        • Record Host and all participants with video and audio enabled must be enabled before you can turn other features on.
      • Record Host and all participants with video and audio enabled: By enabling, you will be able to record the event. The record button will appear in the event controls and you will have to start the recording manually. All participants' with their video and audio enabled—including the Host's—will be recorded.
      • Automatically record at start time: By enabling, recording of the event starts automatically when the event starts.
      • Hosts can select one of two display options for recorded sessions:
        • Speaker + Share view (auto-selected by default): If you are in active speaker view, the recording will only display the video of the active speaker.
        • Gallery + Share view: Gallery view lets you see thumbnail displays of participants, in a grid pattern, which expands and contracts as participants join and leave the meeting. The active speaker is relocated to the current page you are viewing and is highlighted, making it easier to recognize who is speaking.
      • Include complimentary access to this event's cloud recording with registration: By enabling, the recording will start automatically when the event starts. All participants with their video and audio enabled—including the Host's—will be recorded. Once the recording of the event is available, registrants of your event will be able to access and view the cloud recording for 7 days. Once a Zoom Events Attendee has registered for the event, they will be able to view the recording from their Ticket Dashboard and Event Details pages as well as the Host Profile page. Additionally, after Attendees finish a Summit event, their event’s recording is displayed on their past event ticket page.
      • Countries or Regions Not Allowed to View Recording: You can prohibit your selected countries or regions from viewing your recording.
      • Notify attendees when recordings are available: By enabling, attendees will be notified when they can view the recordings.

Click Save & Continue to proceed to the next section.

Tickets

Note: Ticket capacity is determined by your Zoom Events license.

  1. (Optional) To the right of the Panelist Ticket box, click the icon.
    • To add a Panelist by email:
      1. Enter the Panelist's Name.
      2. Enter the Panelist's Email Address.
      3. Click Add.
      4. (Optional) Repeat to invite another Panelist.
      5. (Optional) Write a message to send with your Panelist invitation.
    • To import multiple Panelists' emails to from a CSV file:
      1. Click Import from CSV.
      2. Click Import.
      3. Find and select the CSV file you want to import; click Open.
      4. Once the CSV file as been imported, click Add.
      5. Click Save.
  2. (Optional) To the right of the Alternative Host Ticket box, click the icon.
    1. Enter the Alternative Host's Name.
    2. Enter the Alternative Host's Email Address.
    3. Click Add.
    4. (Optional) Repeat to invite another Alternative Host.
    5. (Optional) Write a message to send with your Alternative Host invitation.
    6. Click Save.
  3. (Optional) To the right of the Speaker Ticket box, click the icon.
    1. Click Remove to remove a ticket that was auto-assigned to a Speaker that was added to the session.
  4. Under the Create Ticket section, select if the ticket will be a Free ticket or a Paid ticket.
  5. (Optional) Enter the ticket cost under Price per Ticket if the event is a Paid event.
  6. In Quantity, set the number of tickets available.
    Note: This can not exceed your Event Capacity - 1 (If your capacity is 1000, the max amount of tickets will be 999)
  7. Enter the Ticket Name (ex. Early Bird, General Admission, etc.).
  8. Under Sale Starts, set the start date and time of when the tickets will be available for purchase.
  9. (Optional) Click Customize... to set the Sale Ends date and time of when the ticket sale will stop.
  10. (Optional) In Description, add a description for the type of ticket, or a message for your Attendees.
  11. (Optional) Click the Restrict tickets to the following users toggle to enable to On or click the toggle to disable to Off. Manage who can register for your event:
    • User guest list: Email addresses can either be manually entered in the Invited Users field or imported from a CSV file.
      • To add users to your event's guest list by email:
        1. Select the User guest list check box.
        2. Click Add.
        3. Select Enter email addresses.
        4. In the Invited Users box, enter the users' email addresses.
        5. Click Save.
        6. (Optional) Click Add to add more users by email.
        7. (Optional) Click Viewto view your guest list, search for guests, or delete email addresses.
      • To import multiple users' emails to your event's guest list:
        1. Select the User guest list check box.
        2. Click Add.
        3. Select Import email addresses from CSV.
        4. Click Import.
        5. Find and select the CSV file you want to import, then click Open.
        6. Once the CSV file has been imported, click Add.
        7. Click Save.
    • Users from specified @domains: Enter the specified domains you want to allow users to registration. If using multiple domains, add a comma between domains to separate them.
      • To add all users from a specified @domain to your private event’s guest list:
        1. Select the Users from specified @domains check box.
        2. Enter a valid domain or multiple valid domains.
          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.
        3. Click Save.
    • Users in my account: Only the users who belong to your account can register for your event.
  12. Click Save.
  13. (Optional) Click + Add Ticket to add more ticket types.
  14. (Optional) Enter a message for your registrants in the confirmation email.
  15. If this is a paid event, set the ticket cancellation policy. By default, it will use the policies set in the ticket Cancellation Policy section of your account.
  16. Click Publish to publish the event to the event page, or click Save to save the event as a draft.

Note: If you want to publish your event to see a preview of the listing, and you are not yet ready for the public to see and register for your event:

  1. Return to the Advanced Options section.
  2. Under Summit discoverability and registration access, select Private Summit Restricted to Invitees on the Guest List Only.
  3. Return to the Tickets section and click Publish.