Managing single-session lite Links & Event Access

When registration is added to an event, the host can share the registration link with their attendees for registration. 

Note: You can have only 1 registration link per event.

Complete the Event Access section

1. Access the Links & Event Access page.
2. (Optional) After you save the registration link settings, under the Link field, click Copy Link to copy the link.
3. Select the Registration Required checkbox to set up a registration link.
   When this checkbox is selected, the Attendees will be required to authenticate at time of join checkbox will also automatically be selected.
4. Under Attendees will be required to authenticate at registration, click the dropdown menu and select from the following options:
   Note: The authentication will impact how your registrants will identify themselves and will use restrictions on who can register for your event.
   
   • Sign in with a Zoom account or authenticate over email OTP: Users must sign in with their Zoom account and use a one-time password (OTP).
   • Sign in with Zoom: Users must sign in with their Zoom account.
   • Accelerate authentication with (vanity URL): If your organization has a vanity URL with Zoom, you can enable this option to direct attendees to the vanity URL (after attendees click the group join link) instead of Zoom's sign-in page to accelerate authentication.
   • Authenticated via Identity Provider (external SSO): Users must authenticate through a third-party authentication service.
     
     • Under Select IDP, use the dropdown menu to select the external authentication profile.
       Registrants/attendees will be taken to the host's identity provider (IDP) website for authentication before accessing the event page/event lobby. Additionally, the event’s join link will also direct users to the host's IDP website for authentication instead of asking them to sign in to Zoom.
       Notes:
       • The dropdown menu will be blank if no external SSO authentication profile is available in the host’s account.
       • A pre-join page will be enabled for attendees who joined without registration.
5. (Optional) Select the Apply Allow List checkbox, and then add restrictions to your event by allowing certain users on the allow list to join your event.
   After adding an allow list, only users on the allow list will be able to view and register for this event.
   Note: Specified users can only register once and cannot register on behalf of others.
   • To add all users from a specified domain to your event’s invite list:
     1. Click Add domain.
     2. Enter a valid domain.
        Note: For example, to invite all members of the ABC company (with members having name@abc.co email addresses), add abc.co as the domain. If you have multiple domains, separate them by commas in the text box.
     3. Click Save.
   • To import multiple specified domains to your event's invite list:
     1. Click Add domain.
        A pop-up window will appear.
     2. In the window, select  Import domains from CSV.
     3. Drag and drop a CSV file into the window, or click Choose Files to find the CSV file you want to import, then click Open.
        Note: Maximum items must be less than 20,000 per CSV file. The new imports will be added to the existing records.
     4. Once the CSV file has been imported, click Save.
        The number of added specific domains will appear under Allow List.
     5. (Optional) To the right of the specified domains, click View.
        The invited domain list will appear.
     6. Manage your allowed domains:
        • View your allowed domain list or search for domains.
        • Delete individual domains:
          1. To the right of a domain, click the trash icon .
          2. In the confirmation window, click Delete.
        • Delete multiple domains:
          1. In the allowed domain list, select the domain checkboxes that you want.
          2. (Optional) Select the  Domain checkbox to select all checkboxes.
          3. At the top of the box, click Delete.
          4. In the confirmation window, click Delete.
   • To add users to your event's invite list by email:
     Note: Only users added to the invite list can view and register for this ticket type.
     1. Click Add email address.
        An Add Users to Invite List pop-up window will appear.
     2. Under Enter email addresses, enter email addresses of the users you want to invite, then press Enter. Click X by a user’s email address to remove the user.
     3. Click Save.
     4. (Optional) Click Add to add more users by email.
     5. (Optional) Click View to view your guest list, search for guests, or delete email addresses.
   • To import multiple users' emails to your event's invite list:
     1. Click Add email address.
        An Add Users to Invite List pop-up window will appear.
     2. In the window, select Import email addresses from CSV. 
     3. Drag and drop the CSV file into the window, or click Choose Files to find the CSV file you want to import, then click Open.
        Note: Maximum items must be less than 5,000 per CSV file. The new imports will be added to the existing records.
     4. Once the CSV file has been imported, click Save.
        The number of added specific users will appear under Allow List.
     5. (Optional) To the right of the number of specified email addresses, click View.
        The invited user list will appear.
     6. Manage your invited users:
        • View your invited user list or search for invited users.
        • Delete individual users:
          1. To the right of a user, click the trash icon .
          2. In the confirmation window, click Delete.
        • Delete multiple users:
          1. In the invited user list, select the user checkboxes that you want.
          2. (Optional) Select the  Email checkbox to select all checkboxes.
          3. At the top of the box, click Delete.
          4. In the confirmation window, click Delete.
6. (Optional) Under Security at Join, select the Require authentication checkbox.
   Attendees will be required to authenticate with the email that was used at registration when joining.
   Note: Zoom users must sign in to Zoom when joining the event.
7. Under Is this registration free or paid? , select from the following options:
   • Free: You don’t need to set a ticket price for your event.
   • Paid: You need to set a ticket price.
8. Proceed to the Experience section.

Complete the Experience section

1. Click + Add Source to create unique source tracking links for each type of medium and keyword you use to invite attendees. Learn more about setting up source tracking.
   Note: Source tracking is available after an event is published.
2. Under Geoblocking, use the dropdown menu to select the countries or regions where users won't be allowed to register for this event. Ticket availability will be limited to users outside of these countries and regions only. The availability of Zoom Events is determined by the geographic location of the user.
   Notes:
   • External registrations (via pre-registration) won't be affected by geo-blocking.
   • Geo-blocking restrictions can be modified after the event has been published. This will affect all future registrations. It is the host's responsibility to confirm if the updated geo-blocking restrictions follow compliance for all existing registrations.
   • India is added to the geo-blocking list by default based on location requirements. If removed, additional business information may be needed. If the event is open to India, hosts must add information about their business to the hub. The first time a host includes India as a country that is allowed to register for their event, the host will have to add information about their business after clicking Save. Only free events can be made open to India.
3. Access the Event Detail Page tab to configure the settings for the event details page.
   Registration links will start with attendees accessing this page.
4. Set the sale start and end dates:
   1. In the Registration Window section, under Sale Starts, set the start date and time when the tickets will be available for purchase.
   2. (Optional) Click Customize... to set the Sale Ends date and time when the ticket sale will stop.
      Note: The Sale Ends date of paid tickets must be set to close on a date that is no later than the event's end date. Before the event lobby is closed, you can set any free ticket type's Sale Ends date to end after the event is over and before the lobby closes, allowing users who did not attend the event to purchase tickets to view the video recordings from the event. You can also click Default to set your Sale date and time to the end of your event.
5. If you chose a Paid event, set up the Cancellation Policy by selecting from the following options:
   Note: Cancellation Policy will be available once you select the Paid event type.
   
   • Attendees can cancel their ticket: Ability to issue a full refund 1 hour before the start of the first session of each order.
   • No ticket cancellations: Attendees can request a refund later.
6. Configure the Registration Form to set custom registration questions for all your ticket types. You can also customize registration forms within each ticket type.
   • Set custom registration questions for all of your ticket types and customize registration forms within each ticket type by clicking Customize Registration Questions. Select the details you want registrants to include during the registration process and create a questionnaire for them to answer during the registration process.
     Note: Registration questions can be created or modified to include future registrants at any time during an event's lifecycle (in draft phase, after publication, or up until the lobby closes). Once an event is published, an event organizer will be able to add, change, or delete registration questions.
     1. Registrant's Details tab: Under the Field column, select the checkbox(es) next to the detail(s) you want registrants to provide when they register for the event; if the registrant is required to provide the detail(s) you selected, select the checkbox under the Required column.
        • (Optional) At the top of the window, select the box next to Field and/or Required to select all the boxes under their respective column.
     2. Custom Questions tab: Click + New Question to add questions to your survey; you can use different question formats to get feedback on what's most important to you.
     3. Click Save All to save your settings.
7. (Optional) Under Custom Host Message for Registrants, enter a message for your registrants.
   This message will be shown to registrants before they complete registration.
   Note: There is a 10,000-character limit.
   • (Optional) Use the rich text component to customize your body text's appearance and use Zoom AI features.
8. Under Marketing Consent, give external registrants the option to receive marketing communications when they register for your event:
   • I want to ask external registrants to opt-in or opt-out for marketing communications: Select to allow Zoom Sessions to capture marketing consent from attendees.
     • Opt-in: Select to give external registrants the option to receive marketing communications. Opt-in checkbox will not be selected by default on the registration page. Attendees will need to check a box to opt-in to marketing.
     • Opt-out: Select to give external registrants the option to not receive marketing communications. Opt-in checkbox will be selected by default on the registration page. Attendees will need to uncheck a box to opt-out of marketing.
   • I don’t want to ask external registrants to opt-in or opt-out for marketing communications: Select if you do not need Zoom Sessions to capture marketing consent from attendees. Attendees will not be asked if they want to opt-in to marketing.
9. Under Privacy Policy Link, upload up to 3 privacy policies for your event. Your organization’s privacy policy will appear when users register for your event.
   1. Under Privacy Policy Link, click + Add.
      A text box will appear.
   2. In the text box, enter the URL of your privacy policy.
   3. (Optional) Repeat steps to add up to two more privacy policy links.
   4. (Optional) Click the delete icon  to delete a privacy policy link.
10. Manage your Confirmation Email configurations in the Emails tab.
    Once an attendee registers, a confirmation email will be sent.
11. After you complete the configuration for all link sections, click Create Event Access. If you are editing the link, click Update.

Set up Source Tracking

Hosts can now generate a unique event link for each keyword and track the metrics on registrants’ and visitors’ event views through each link. Source tracking lets you see where your registrants are coming from if you share the event registration page in multiple locations. You can create unique source tracking links for each type of medium and keyword you use to invite attendees. For example, you can share one source tracking link on Facebook and another on Twitter, to see which platform users register from.

You can create up to 50 unique registration URLs for different platforms and share that unique link to track how many people visit the registration page and how many people complete the registration.

Source tracking links are automatically generated and the unique URL cannot be customized.

Note: You cannot have duplicate source names.

1. Under Source Tracking, click + Add Source.
2. Under Source Tracking Name, enter a source name (e.g. Facebook, LinkedIn, and so on).
   Your source name will appear in the Source Tracking Link list.
3. (Optional) Under the source tracking link, click Delete Source to delete the source tracking link.
   Registrants will no longer be tracked.
4. (Optional) After you save the registration link settings, use the following options that have become available:
   • Click Copy Registration Link to copy the link.
   • Edit the name for the source tracking link. 
   • Under all source tracking links, click See Performance.
     You will be directed to the Analytics Registration & Ticketing tab to view the source tracking metrics.