Using Zoom Events Email Builder

Hosts can customize the branding of their emails, using the Email Builder, to follow their brand identity and be more engaging for event attendees. The Email Builder customizes attendee invitation and confirmation emails. This feature uses the host's event logo, and hosts can customize the headline, email text, and images. Hosts can use the rich text editor for the header and paragraph text, and they can apply text styles as well as hyperlinks. The emails automatically inherit the event’s branding and color palette. Additionally, hosts can drag and drop sections and configure the section settings.

Learn more about the Emails tab in the event setup.

Requirements for using the Zoom Events Email Builder

• A Pro, Business, Enterprise, or Education account
• Zoom Events Unlimited license or Zoom Events Pay Per Attendee license; or, Zoom Sessions Unlimited or Zoom Sessions Pay Per Attendee license
• Stripe or PayPal Business account is required to create paid 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 or mobile app.

How to access the Email Builder in Zoom Events

1. Create a Zoom Event or edit an upcoming event to access the event creation flow.
2. In the event creation flow navigation menu, click Communication then click Emails.
   The Emails page will appear.
3. Under Email name & content, click the email name.
   You will be directed to the email builder page.

You will be directed to the Email Builder where you customize the email's branding.

A preview of the email is updated and displayed—in real-time—on the right side of the screen as you add information throughout the customization process. You can click the swap-view icon to switch the preview between a desktop or mobile layout.

Use additional header actions

1. Access Email Builder in Zoom Events.
2. In the top header, click the following actions:
   • Send Test Email: Send a test email to yourself.
   • Preview Email: Preview your email from the attendee perspective. Click Exit Preview to close the preview.
   • Reset Email: Reset the email to its default form to remove all color and content changes. Click Reset Email to confirm.
   • Save: Save your progress.
3. On the bottom-right corner of your screen, click Undo to undo your previous action, or click Redo to redo something that you've undone.

How to use the Email tab

1. Access Email Builder in Zoom Events.
2. In the Emails tab , enter and view information for the following fields:
   
   • Email Name: Enter a name (up to 40 characters) to help identify the email.
   • Category: Click the dropdown and choose the appropriate category for the email.
   • From: Enter a name (up to 40 characters) to inform your audience of who sent the email.
   • To: Define your audience by selecting who will receive the email. 
   • Trigger: Choose the trigger to use as a go signal to send the email.
   • Subject: Enter the subject of your email.
   • Exclude List: Select different ticket types and add them to the Email Exclude List. This excludes the selected ticket types from certain email templates. Attendees assigned those excluded tickets will not be sent the respective email template. The email template will continue to send normally to qualifying tickets that are not part of the exclude list.
     Note: Exclude List is available only for the Event Reminder, invitation emails, and Recordings are Available email types.
     
     1. Click the dropdown to expand the email exclude list. Click the up arrow to collapse the email exclude list.
     2. Select the ticket types that you want to add to the email exclude list. A checkmark will appear next to each selected ticket type.
   • Feature Attachments: Toggle on the attachment you want to include with the email.
3. In the top-right corner, click Save.

How to use the Style tab

Customize the Styling panel

As you define the colors of the sections in the color palette, the colors will be applied to the mapped visual elements automatically. You can manually override the color applied to an element if you don't want the color from the color palette used.

1. Access Email Builder in Zoom Events.
2. Click the Style tab.
3. On the left side of the screen, in the Global Styling/Styling panel, access the section (Email, Text, Button, etc.) that you want to customize:
   • Select the color for each element: To the right of the element you want to customize, click the circle color bubble.
     A color picker will open.
     • Select the color you want to apply to the element by using the following methods:
       • Click a circle to use a color you added to the event color palette.
       • Use the slider to select a color.
       • Enter a HEX number.
       • Enter RGB numbers.
4. On the right side of the screen, hover your mouse over and click the elements to customize them.
   • Customize your images:
     • Image: In the left Styling panel, hover your mouse over the image and click the pencil icon  to upload a new image.
       Note: To create images with AI, in the bottom-left corner of the Select image window, click Create image with AI. Learn more about Zoom Events image generation.
     • Link to: Enter a URL or click the down arrow to link to a lobby tab.
     • Alt Text: Enter the image's alt text.
     • Container Color: To the right of Container Color, click the circle color bubble.
       A color picker will open, where you can select the color you want to apply to the element by using the following methods:
       • Click a circle to use a color you added to the event color palette.
       • Use the slider to select a color.
       • Enter a HEX number.
       • Enter RGB numbers.
     • Alignment: Select if you want the image to be aligned Left, Center, or Right.
     • Radius: Adjusts the corner rounding of the element. Click the All Sides toggle to apply the adjustment to all corners at once.
       • All Sides toggle enabled: Use the slider to set the same radius for all corners.
       • All Sides toggle disabled: Use individual sliders to set the radius for each corner: Top left, Top right, Bottom left, and Bottom right.
     • Padding: Click the All Sides toggle to enable or disable it.
       • When the toggle is enabled, under Padding, use the slider to select how much padding you want for all sides.
       • When the toggle is disabled, under Padding, use the slider to select how much padding you want for the Top, Right, Bottom, and Left sides.
     • Scale: Use the slider to select how much you want to resize your image.
   • In the Button Text box, enter the button text.
   • Use the rich text editor for header and paragraph text to apply text styles as well as hyperlinks.
5. Click Save.

Understand the Global Styling panel elements

Event Email Styles

Click the Event Email Styles dropdown to view the other email styles.

Email

The email section lets you change the colors mapped to the entire email background, body color, and dividers.

• Background Color: The color applied to the background behind the email.
• Body Color: The color applied to the email's body.
• Dividers: The color applied to the email's dividers.

Text

The text section lets you change the colors mapped to the primary and secondary text that appears. Primary text relates to the most essential text necessary—title and dates of the event, dates and times of sessions—while secondary text relates to text that helps with navigation, such as tabs that appear on the event details page.

• Primary Text: The color applied to primary text.
• Secondary Text: The color applied to secondary text.
• Paragraph Text: The color applied to text in paragraphs.
• Hyperlink: The color applied to the hyperlink text.

Button

The button section lets you change the colors mapped to the buttons that appear in the event. Primary buttons are the buttons that execute the most important action when clicked, while secondary buttons relate to actions that are less important than primary buttons when clicked:

• Primary Button Color: The color applied to primary buttons.
• Primary Button Text: The color applied to text in primary buttons.
• Primary Button Hover: The color applied to primary buttons when they are hovered over.
• Secondary Button Color: The color applied to secondary buttons.
• Secondary Button Text: The color applied to text in secondary buttons.
• Secondary Button Hover: The color applied to secondary buttons when they are hovered over.
• Secondary Button Border: The color applied to the borders of secondary buttons.
• Button Text: The text displayed on the button.

Understand the Styling panel elements

Image

When you click an image, the image section lets you change the image's alignment, spacing, and URL. This visual element enhances your email and helps break up text.

• Image: The image that you can change or upload.
• Link to: The image's URL that you can enter or link to a lobby tab.
• Alt Text: Describes the appearance or function of an image on a page
• Container Color: The container that surrounds the image.
• Alignment: The position that the image is in.
• Radius: Rounds the corners of an image’s outer border edge.
• Padding: The space around the image.
• Scale: The resizing that's applied to the image.

Button

• Link: Add a URL, unique join link, or link to the registration page or the event lobby.
• Text Color: Select the color of the button text.
• Button Color: Select the button's color.
• Button Text: Enter the button text.
• Shape: Select the Square, Round, and Pill shape for the button.
• Size: Select if the button will be Small, Medium, or Large.
• Width: Use the slider to adjust the button's width.
• Alignment: Select if you want the button to be aligned Left, Center, or Right.
• Padding: Click the All Sides toggle to enable or disable it.
  • When the toggle is enabled, under Padding, use the slider to select how much padding you want for all sides.
  • When the toggle is disabled, under Padding, use the slider to select how much padding you want for the Top, Right, Bottom, and Left sides.

How to use the Add tab

1. Access Email Builder in Zoom Events.
2. Click the Add tab.
3. Under Content, select the elements you want to add to your email:
   • Under Generic, add the following elements:
     • Text: Add a text box.
     • Image: Add an image and customize the image's styling.
     • Spacer: Add whitespace to the page.
     • Button: Add and customize a button.
     • Divider: Add a visual, horizontal divider for your content.
   • Under Event, add the following elements:
     • Registration: Add the event details and the event Join button.
     • Logo: Add a logo.
     • Calendar: Add a section with calendar links so attendees can add the event to their calendars.
     • Privacy: Add Zoom's and Zoom Events' privacy statements.
     • Know Before: Add a section with helpful tips about joining the event.
     • Ticket: Add a View Ticket link.
     • View Event: Add a View Event link.
     • Join Method: Add join methods, including joining by Zoom Rooms, phone, SIP, H.323, and alternative join methods in Zoom Events emails. This feature is an optional component and applies only to single-session and recurring sessions events. This component will be available in the Free Ticket Confirmation, Paid Ticket Confirmation, Pre-registration Confirmation, and Event Reminder email templates.
     • Ebadge: Add the QR code for scanning an Ebadge and use this component for hybrid event check-ins. This feature is supported in the Pre-registration Confirmation, Free Ticket Confirmation, Paid Ticket Confirmation, and Event Reminder email templates.
4. Click and drag the element that you want to add to the email preview on the right side of the screen.

Add links to button component

1. Access Email Builder in Zoom Events.
2. Add a button through the Add tab or hover your mouse and click the button element you want to customize.
3. On the left Styling pane, under Link to, add a unique join link for the button component or link within the event's pages: 
   
   • Click the dropdown arrow , then select Unique Join Link.
     Note: The unique join link option is available for all emails except invitation emails.
     The unique join link will be generated for the registrant, and the unique join link will use the authentication that was assigned in the event creation setup. When the email is sent, the unique join link will be sent to the associated registrant's email address.
   • Click the dropdown arrow , then select the event lobby page or registration page that you want to link to.
4. Click Save.

How to use the Sections tab

1. Access Email Builder in Zoom Events.
2. Click the Sections tab.
3. Under Sections, select the content layout that you want to use in your email.
4. Drag the content layout that you want to use in the email preview on the right side of the screen.
5. On the content layout template, click + Content.
   The left navigation menu will switch to the Add tab.
6. From the Add tab, select an element, then drag it into a + Content box.
   The element will appear in the designated section.
7. Repeat steps 5-6 to fill the content layout template.

How to use the Blocks tab

Saved sections are stored under the Blocks tab and can be reused when building or editing emails.

1. Access Email Builder in Zoom Events.
2. Click the Blocks tab.
   A list of saved blocks will appear.
   Note: If you see No saved blocks, you don’t have any section saved for use as blocks.
3. Use the following filtering options to specify the blocks you want to see:
   • Search : Enter a keyword to locate a matching block.
   • Alphabetical: Sort blocks in alphabetical order.
   • Date created: Sort blocks from newest to oldest or vice versa.
4. Under Blocks, drag and drop the block you want to use in your email.

Note: To delete a block, click the trash icon on its thumbnail, then select Delete. This action is permanent and cannot be undone.

How to manage Email Builder elements

1. Access Email Builder in Zoom Events.
2. On the email preview on the right side of the screen, hover your mouse over an element, then select from the following actions:
   • 6 dots : Click and drag the element to a different location on the email preview.
   • Copy : Duplicate the element.
   • Save : Save section as block. Blocks can be saved and used in other emails.
   • Delete : Delete the element.

How to use localization in Email Builder

Zoom Events emails can be translated to other languages using the localization feature. Any customized text in Email Builder cannot be localized. All default content is localized per the selected language. Hosts can always reset their emails to the original compatible version.

By default, all content seen in Email Builder emails will be translated for the supported languages if another language is selected.

Limitations of localization in Email Builder

Localization in Email Builder has the following limitations:

• Event-level and email style changes will not impact localization and will be applied to the content of translated emails.
• Any content changes and customization made in an email will not be translated. The updated text regions and components will not be translated. All unchanged content will continue to be translated.
• Zoom is unable to translate custom content changes made using Email Builder.

Note: To ensure translation still occurs, do not add custom content and do not make individual content component changes that will stop localization from working.

Use localization in Email Builder

1. Access Email Builder in Zoom Events.
2. On the Email page, under Language setting for emails, click the dropdown menu, then select a language.