Managing the host Overview section

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In the event creation flow, hosts have an Overview section. The host overview section is a landing page and place to guide them through the event creation flow, provide reminders, and give actionable insights so that they can have a successful event. This is useful for event organizers, especially if they do not complete the event creation workflow in one session.

The host overview section keeps track of different milestones that the host has accomplished (publishing a date, releasing tickets/registrations, setting up and hosting the event, etc.).

Note: Co-editors do not have access to the host overview section dashboard.

This article covers:

Prerequisites for managing the Analytics Overview tab

  • 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
  • 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 access the host overview section

  1. Sign in to Zoom Events.
  2. Create an event or access an upcoming event.
  3. In the left navigation menu, click Overview.

The host overview dashboard will appear.

View dashboard card labels

You can return to edit an event before it is published or during the event. The dashboard displays the following labels on each section:

  • Completed: Indicates that a section is finished with setup.
  • Recommended: Indicates that a section hasn’t been completed but is recommended for you to finish setting up to optimize your event.
  • Required to Start Event: Lets you know that this section is required to start the event.
  • Single or multiple items added: Lets you know that a single thing or multiple things were added, relating to that section (i.e., 2 Booths Added).

How to manage the host overview dashboard

After you access the host overview dashboard, you can view and set up the rest of your event from the host overview dashboard. The dashboard has the following sections:

  • Before You Publish…
  • Preview the Event
  • Set Up Registration
  • Launch a Successful Event
  • Increase Engagement
  • View Recent Registrations

Manage the Before You Publish… section

This section is only available in your dashboard before you publish your event.

Customize Masthead

Change the default masthead photo to one that allows users to distinguish this event from others.

  1. Access the Before You Publish… section.
  2. Under Customize Masthead, click Go to Conference Profile.
    You will be directed to the Conference Profile section, where you can customize the masthead image.

Free or Paid Event

Select whether the event is free or paid. For paid events, make sure to create tickets. If you need to change your selection, access the Basic Information tab.

Note: This selection cannot be changed after you publish your event.

  1. Access the Before You Publish… section.
  2. Under Free or Paid Event, click Go to Basic Info.
    You will be directed to the Basic Information section.

Manage the Preview the Event section

In this section, you can view the event from an attendee’s perspective.

  1. Access the Preview the Event section.
  2. Click Preview Event Details.
    A new web browser tab will open, displaying the event detail page from the attendee’s perspective.
  3. Click Copy Event URL.
    Your event detail page URL will be copied.

Manage the Set Up Registration section

This section lists the tasks you’ll need to complete to open registration for your event.

  1. Access the Set Up Registration section.
  2. Under Add ticket types and set Registration Dates, click Go to Tickets.
    You will be directed to the Tickets tab to create different ticket types with different features and set dates for when registration opens and closes.
  3. Under Customize registration questions, click Set Registration Questions.
    You will be directed to the Tickets tab where the Customize Registration Questions pop-up box will appear; you can create custom registration questions.

Manage the Launch a Successful Event section

During a live event, this section is not included in the host overview dashboard. You can access this before you publish an event and before a published event goes live (day of the event).

Add Sessions

  1. Access the Launch a Successful Event section.
  2. Under Add Sessions, click Go to Sessions.
    You will be directed to the Sessions tab where you can allocate blocks of time in the event to present and discuss various topics.

Add Speakers

  1. Access the Launch a Successful Event section.
  2. Under Add Speakers, click Go to Speakers.
    You will be directed to the Speakers tab where you can add speaker information (that speakers can edit) for attendees to view.

Manage the Increase Engagement section

During a live event, this section is not included in the host overview dashboard. You can access this before you publish an event and before a published event goes live (the day of the event).

Add Sponsors

  1. Access the Increase Engagement section.
  2. Under Add Sponsors, click Go to Sponsors.
    You will be directed to the Sponsors tab to add information about sponsors of the event for attendees to view.

Set Up Expo

  1. Access the Increase Engagement section.
  2. Under Set Up Expo, click Go to Expo.
    You will be directed to the Expo tab, where you can set up a virtual exhibition so attendees can meet with sponsors, speakers, and others.

Manage the View Recent Registrations section

In this section, you can identify trends and patterns in registrations for the event. The Registration by Day and Registration by Country charts will display data charts once you set up registration for your event and when an event has data. These 2 views are available if no data has been populated yet.

Registration by Day includes attendees and special roles. Special roles include hosts, alternative hosts, co-editor, panelists, speakers, sponsors, booth roles, moderators, and interpreters.

Registration by Country includes only attendees who registered for the event.

View recent registrations during your event

The View Recent Registrations section will display analytics once registrations come through, for Total Registrations and Total Tickets Sold. When you click View More on a card, you will be directed to the Registration & Ticketing tab.

When you click Full Summary at the top of the section, you are directed to the analytics Registration & Ticketing tab.

View registrations after your event has ended

After your event ends, the View Recent Registrations section will be renamed to Registrations. This section gives quick snapshots of post-event analytics and metrics for Total Registrations and Total Tickets Sold.

When you click View More on a card, you will be directed to the Registration & Ticketing tab.

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