Using scheduling tracking fields


Scheduling tracking fields allows you to analyze usage by various fields within an organization. Tracking fields contain a label or value that is chosen when scheduling. You can make tracking fields required or optional for users on your account when they schedule meetings through the Zoom web portal or desktop client. You can add up to 10 tracking fields per account.

This article covers:

Prerequisites for managing tracking fields

How to add a tracking field

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the navigation menu, click Account Management then Scheduling Tracking Fields.
  3. Click Add Tracking Field to create a new tracking field.
    The Add a Tracking Field dialog will appear.
  4. Specify a label for the tracking field, for example "Meeting purpose". 
  5. Enter the values for the field, for example "Support," "Onboarding," and "Sales," pressing Enter after each.
  6. Select the check box if you want this field to be visible for your users.
  7. Select the check box if you want to make this field required when your users schedule meetings.
  8. Click Save.

How to view and download reports with tracking fields

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Account Management then Reports.
  3. On the Usage Reports tab, click the Active Hosts report.
  4. Search for the dates that you want the report for.
  5. To view the tracking fields for the report, click Add tracking field to columns and select the check box for each field you want to add to the view.
  6. If you want to download a CSV file containing the fields, click Export as CSV File. 
    The CSV file will contain the tracking fields if you added them as columns in step 5.

How to schedule meetings with tracking fields

Web

  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Meetings.
  3. Click Schedule a Meeting.
  4. Select your meeting options.
    At the bottom of the page, you will see the tracking fields added on the account.
  5. For each field, click the drop-down menu to select from the options provided. 
    Note: Required fields are denoted with a red asterisk.
  6. Click Save.

  1. Sign in to the Zoom desktop client.
  2. On the Home tab, click the Schedule icon.

    This will open the scheduler window. Required tracking fields will appear directly below Advanced Options, while optional tracking fields will be hidden within the Advanced Options section. 
  3. Click the drop-down menu to select from the options provided. 
  4. Click Save to finish.

Android | iOS

  1. Sign in to the Zoom mobile app.
  2. Tap Schedule.
  3. Tap Advanced Options to reveal additional meeting options, including tracking fields. 
    Note: Optional tracking fields will have (Optional) appear below the tracking field label.
  4. Tap a tracking field, select from the options provided, then tap the back arrow to return. 
  5. Click Save in the top-right corner of the screen to finish.