This is a more concise list of instructions on how to Zoom Registration in your Zoom meeting. More information can be found either Zoom Registration Part 1 or Zoom Registration Part 2.
Table of Contents
Table of Contents
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Zoom provides generic emails for registrants. However, you can edit these generic emails as well as other settings.
| 1 | Go to canisius.zoom.us and sign-in. From there, make sure you are in the meeting section of Zoom and click on the name of the meeting that you want to manage registrants for. |
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| 2 | Scroll down to the bottom of the page until you see "Registration". To the right of it will be a tab titled "Email Settings". Click on that to see an overview of options for the Email Settings. |
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| 3 | We will go right into the Email Contact since the first option, Select Email Language, is self-explanatory. Zoom defaults the Email Contact to the account that is creating the meeting. In some cases, however, the contact should really be someone else or at least a different email address. Click on Edit to the far-right of Email Contact and you will get a pop-up that is populated with the account's name (that can be seen by other users in a meeting) and their email address. These are text boxes you can edit. When you are done changing the Contact Email Address, click on the blue Save button in the lower-right corner. |
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| 4 | You can also modify the Confirmation Email. Click on the Edit button to the far right to get a pop-up of the Confirmation Email. |
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| 5 | While you cannot edit everything in the Confirmation Email, you can edit a few options, including:
When you are done, click on the blue Save button in the lower-right corner. |
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Export a List of Zoom Registrants
This is a supplemental step-by-step for the Zoom Registration Videos. Please view Part 1 and Part 2 before proceeding, which will go through setting up a Zoom Meeting with Registration.
The purpose of this supplemental material is in case you would like to share the list of registrants with someone or if you want to save it for some other reason. Check out the steps for this below:
| 1 | First, go to canisius.zoom.us and log in by click on the Single-Sign-On button and using your Canisius Credentials. |
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| 2 | On the left-hand side, find the option for Reports. You may or may not have a dropdown menu titled "Account Management", which the Reports option will be under. |
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| 3 | Next, you will be taken to a page that looks similar to this one. Choose the second option, Meeting. |
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| 4 | You will then be sent to a list of your previous meetings within a certain range, which you can edit to find other meetings. The important thing here is that you choose Registration Report (which should be selected by default). You can also come back and generate a Poll Report, to the right of Registration Report option. Once you have ensured that you have Registration Report selected, click on Generate, to the far-right of the Meeting that you want to Generate a Registration Report for. |
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| 4b | If you have multiple meetings you want to generate Reports for, you can select the checkbox to the left of each and click on the Generate button that appears above Scheduled Time. If you do generate a report this way, you will still need to continue to step 5 and 6. |
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| 5 | When you click on Generate, a pop-up will appear and ask you to choose a Registration Type. All Registrants will generate a report that includes Approved and Denied Registrants. Approved Registrants will only generate a report of those registrants that were accepted into the meeting. Denied Registrants will generate a report of those registrants that have been denied access. Once you have figured out the Type you want to generate, hit on the blue continue button in the lower-right corner. |
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| 6 | In the Report Queue, the Report that was generated might take a minute to actually generate. It should also be at the top of the list. Once you have your report generate, click on the blue Download hyperlink to the far right. The download file will be a CSV file that you can open and edit in Excel or share easily via email. |
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| 7 | Once you have downloaded your report and opened it, you will get something similar to the image to the right. The report will include columns for any data you wanted to collect (for example, if you also wanted to collect the registrant's address, job title, a custom questions, etc, each will receive their own columns with the respective registrant's answers). |
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