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 event creation process, please visit Creating a Zoom Event.

This article covers:

Prerequisites for using the Sessions tab in the event creation flow

  • Zoom desktop client
    • Windows: 5.8.6 or higher
    • macOS: 5.8.6 or higher
  • Zoom mobile client
    • iOS: 5.8.6 or higher
    • Android: 5.8.6 or higher
  • Pro, Business, Enterprise, or Education account
  • Stripe or PayPal Business account is required to create paid events
  • Zoom Events license

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 use the Advanced Options tab

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

Manage default settings

  • Default settings are set to increase event security: Click Restore Defaults to restore the Advanced Options 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    • Panelist Ticket is no Longer Active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.
    • Attach event calendar ICS file to order confirmation, invitation, and reminder emails: Control if the ticket confirmation email sent to registrants includes the ICS file—that registrants use to add the event to their personal calendar—as an attachment or not.

Manage lobby settings

Hosts must have Zoom Events chat enabled to use the feature. If an account admin has disabled Zoom Events 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 also must have the Zoom Events chat feature enabled for them, by their account admin, to view and participate in the lobby chat.

  • Chat Channels in Lobby: When enabled, participants will be able to chat with each other when they are in the event's lobby. Click the Chat Channels in Lobby toggle 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

  • Create 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.

Manage session audio types

Hosts can manage the audio types that attendees can use to join sessions. The available audio types will have an Enabled label next to them; unavailable audio types will have a Disabled label. You can adjust settings until registration starts.

Additionally, Zoom Events supports Public Switched Telephone Network (PSTN) and Session Initiation Protocol (SIP) so that more users can join events from their devices. There are 4 possible ways to use PSTN and SIP to join a Zoom Event:

  • Toll dial-in (free to use for all paid Zoom Meetings accounts)
  • Premium toll dial-in
  • Toll-free dial-in
  • Call me

Hosts can manage the following session audio types:

  • Phone audio, toll calling charges may apply: If the host has a premium audio license and has Telephone audio enabled in their account settings, they can disable or disable the telephone audio toggle in the event creation flow. When the account setting for Telephone audio is disabled, or the license for audio type is not included on the account, the corresponding join method’s status is disabled and cannot be adjusted in the event creation flow. 
    • View/Add Dial-in Countries/Regions: Select the countries' or regions' dial-in numbers that will be listed in the email invitation.
      1. Under the Phone audio, toll calling charges may apply toggle, click View/Add
        A pop-up window will appear.
      2. In the pop-up window, select the country's or region's checkbox that you want to add. You can also search for a country or region. 
        When selected, the country or region will appear under Selected Countries/Regions.
      3. (Optional) Under Selected Countries/Regions, adjust the order that the dial-in numbers will appear in the email invitation.
      4. (Optional) Select the Include toll-free numbers checkbox.
      5. Click Save.
  • Computer audio: Computer audio is enabled by default for all users. If the host disables computer audio in their account settings, the event will have no audio on the client and will receive an error message. 
  • SIP/H.323 Room System Audio: All events will support PSTN and SIP by default, depending on the license and account setting. When creating events, hosts can disable PSTN and/or SIP. SIP availability will also be decided by the host’s plan.

Manage start/join session reminders

Hosts can enable reminders to prompt attendees (who are signed into Zoom Events) of their upcoming events. The reminders allow attendees to click the Join button to immediately join a session. For roles that can start a session, those roles can click Start in the reminder to immediately start their session or click the Join button to immediately join a session. Zoom Events users can also click the postpone icon to be reminded about the session again in 1 minute.

To manage the start/join session reminders, click the following toggles to enable or disable the reminders:

  • Those who can start a session: This is for roles, such as hosts and alternative hosts.
    • Assigned and bookmarked session(s) only: Select this option if you want to enable/disable reminders only for assigned and bookmarked sessions.
    • All sessions: Select this option if you want to enable/disable reminders for all sessions.
  • Those who can join a session: This is for roles, such as attendees, speakers, and interpreters.
    • Bookmarked session(s) only: Select this option if you want to enable/disable reminders only for bookmarked sessions.
    • All sessions: Select this option if you want to enable/disable reminders for all sessions.

You can also click Preview to see how the start/join session reminders appear to other Zoom Events users.

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 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 will apply only to this event.
  • 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.
  • Attendees can change screen names: When enabled, attendees can change their screen names.
  • Allow cloud recording: When enabled, you can record the event. 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—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.
  • Meeting - Allow meeting 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.
  • 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.

Click Save.

How to edit Advanced Options tab features

This table displays the features found under this tab, the different stages of the event cycle, and whether or not the feature is editable at that stage of the event.

Feature

Editable after event is  published or is upcoming

Editable after a ticket has sold Editable during live event Editable post event
Turn on the following Event Notifications and Emails        
Invitation to be an Alternative Host        
Invitation to be a Sponsor        
Invitation to be an Interpreter        
Invitation for Attendees        
Invitation for Moderators        
Event Survey  
Event Reminder        
Recordings are available        
Add custom message        
Chat Channels in Lobby  
Enable Networking      
Enable Networking Directory
Create Survey  
Allow attendees to share feedback about Zoom Events        
Use Zoom web settings        
Customize settings below        
Waiting Room        
Attendees can change screen names        
Allow cloud recording        
Allow local recording        
Allow meeting to be livestreamed to 3rd party platform        

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