Managing the Advanced Options tab

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The Advanced Options tab lets you set advanced options for the session.

For more information about the conference event creation process, please visit Creating a Zoom Events conference.

This article covers:

Prerequisites for using the Sessions tab in the event creation flow

  • Zoom desktop client
    • Windows: 5.7.6 or higher
    • macOS: 5.7.6 or higher
  • Zoom mobile client
    • iOS: 5.7.6 or higher
    • Android: 5.7.6 or higher
  • Pro, Business, Enterprise, or Education account
  • Stripe or PayPal Business account is required to create paid events
  • Zoom Events license

Notes:

  • There is a dependency with Windows' Webview package for Windows platform; while version 5.7.6 does support Zoom Events, it may cause a blank lobby experience for hosts.
  • 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 use the Advanced Options tab

Note: Attendees will only be able to use the Zoom products enabled on their account to communicate.

Manage conference discoverability and registration access

This section lets you 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 conference link to view and register
  • Private Conference Restricted to Invitees on the Guest List Only: Only users you designate can view and register for this conference.
    • (Optional) I will send my own email invitations: Select this check box to prevent Zoom Events from sending email invitations on your behalf to users on the guest list.
  • Default settings are set to increase conference security: Click Restore Defaults to restore the Conference discoverability and registration access default settings.

Manage notifications settings

This section lets you manage the notifications that are sent automatically when enabled:

  • Turn on the following Event Notifications and Emails: When this is enabled, all of the following event notifications will be enabled. When this is disabled, you will need to manually enable the event notifications you want to be sent automatically.
    • Invitation to be an Alternative Host
    • Invitation to be a Speaker
    • Invitation to be a Sponsor
    • Invitation to be an Interpreter
    • Invitation for Attendees
    • Invitation for Moderators
    • Panelist Ticket
    • Panelist Ticket is no Longer Active
    • Event Survey
    • Event Reminder
    • Recordings are available
    • (Optional) Add custom message: Enter a custom message that will be sent to Attendees in the recording notification email.

Manage conference lobby settings

Hosts will need to have Zoom Chat enabled by their account admin to use the feature. If an account admin has disabled Zoom Chat for the host creating an event, the host will receive a disabled chat notification about their web portal chat settings and the effect it will have on their event.

Attendees will need to have the Zoom Chat feature enabled for them—by their account admin—and will need to opt-in to view and participate in the conference chat.

  • Chat Channels in Lobby: When enabled, participants will be able to chat with each other when they are in the conference's lobby. Click the Chat Channels in Lobby to enable or disable it.

Manage networking settings

This section lets you manage which networking features are enabled.

  • Enable Networking: When enabled, all networking features—profiles, profile cards, etc—will be available.
  • Enable Networking Directory: When enabled, the Attendee tab will display the profiles of attendees with profiles on the event's details page.

Add survey

Survey: Add a survey to be shown when after session ends, when selected sessions end, or when the overall event ends. For more information, please visit the Support article on how to add a survey to your event.

Enable Zoom Events experience feedback form

  • Allow attendees to share feedback about Zoom Events: When enabled, attendees will receive a survey at the end of the event inquiring about their experience with Zoom Events.

Manage in-session settings

  • Use Zoom web settings: When you select this, all settings listed below (in the General section) will be changed to reflect what has been already set on the Zoom web portal.
  • Customize settings below: Changes made to the settings listed below (in the General section) will apply only to this conference.
  • Meeting - Waiting Room: When enabled, the Waiting Room feature allows the host to control when a participant joins the meeting. As the meeting host, you can admit attendees one by one, or hold all attendees in the Waiting Room and admit them all at once. 
    Note: When you create and assign a speaker to a session, the speaker can bypass a meeting waiting room and when Waiting Room is enabled for their meeting session (as long as the Users invited during the meeting by the host or co-hosts will bypass the waiting room option is selected).
  • Webinar - Backstage: When enabled, backstage provides a place for hosts and panelists to meet privately before, during, and after a webinar.
  • Webinar - In-session branding: When enabled, all hosts can customize what attendees see by setting a webinar wallpaper, assigning virtual backgrounds, and name tags.
  • Allow cloud recording: When enabled, you can record the conference. By enabling, cloud recording allows hub owners and hub managers to publish recorded sessions to the hub's on-demand recording library. 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.
    Note: This feature must be enabled before the Automatically record at start time and Include complimentary access to this event's cloud recording with registration features can be enabled.
    • When you click the Allow sessions to be cloud recorded toggle to enable it, hosts can select one of two display options for recorded sessions:
      • Active Speaker with shared screen (auto-selected by default): If you are in active speaker view, the recording will only display the video of the active speaker.
      • Gallery view with shared screen: 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.
    • Click Advanced cloud recording settings to select more recording settings from your account in the Zoom web portal.
    • Include complimentary access to this event's cloud recording with registration: When enabled, access to view the cloud recording of this event will be included with ticket registration. When enabled, the recording will start automatically when the event starts. All participants with their video and audio enabled—including the host—will be recorded. Once the recording of the event is available, registrants of your event can access and view the cloud recording for 7 days. When a Zoom Events attendee registers 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.
      • Countries or Regions Not Allowed to View Recording: Click the dropdown menu to select the countries or regions that are not allowed to view the event's recordings.
  • Allow local recording: When enabled, you will be able to record the event.
    Note: This enables the recording feature for use only. You will have to start the recording manually if Automatically start recording when a session starts is not enabled.
  • Automatically start recording when a session starts: When enabled, recording of the event will start automatically when the event starts.
    • Record in the cloud: Select to record the session in the Zoom cloud.
    • Record on local computer: Select to record the session to your computer.
  • Webinar - Allow webinar to be livestreamed to 3rd party platform: Enabling this feature adds the livestream button to your in-event controls. Attendees will be required to agree to be livestreamed in order to attend the event, which may affect ticket sales. Activating this feature enables the livestreaming function only. Livestreaming of the event does not automatically start; you will need to manually start the livestreaming of your event.

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