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
Setting up Registration in a Zoom Meeting
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In Zoom, you can easily approve registration, deny registration, or unregister people form attending your Zoom meeting. Note: "user" and "registrant" will be used interchangableyinterchangeably.
| 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-- you will see a section titled "Registration" with a few options below, including "Manage Registrants". This option has an overview of the number of total registrants and the number of approved registrants. Click on the "Edit" link on the far-right to see a list of registrants. |
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| 3 | From there a pop-up will appear with a list of all your registrants. The first page are registrants who need approval (if you are manually approving registrants). Click on the checkbox(es) to the left of the name(s) of the people that you want to manage. You can also select the checkbox to the left of where it says "Registrants" to select all Registrants in the list. Then either approve or deny the selected registrant(s). If you approve a registrant, they will become a part o the Approved list. If you Deny the registrant, they will become a part of the Denied list and will not be able to join the Zoom meeting using that email address. In either case, the user will get an email. Approved users will get an email with a link unique for them and denied users will get an email saying they were denied. If you would like to add extra information/reason why, then you can do that too. If you want to see more information on the registrant (including answers to questions if you added questions to your registration form), click on the registrant's name to see this information. For this user, I will choose Deny. |
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| 4 | For approved users, you still have the option to cancel their registration by going to the approved users list. You can also resend the confirmation email if you choose. We'll focus on canceling a user's registration. Similar to Denying or Approving a user from the screen previously, simply click on the checkbox to the left of the user's name that you want to cancel the registration of. Then click on Cancel Registration. When you do that, they will be sent to the Denied list. |
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Registration Options
When you use Registration in Zoom, you also have options in how you want to handle people who register.
| 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-- you will see a section titled "Registration" with a few options below, including "Registration Options". This option has an overview of your choices for various settings. Click on the "Edit" link on the far-right to see a pop-up of these options and more. |
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| 3 | The first page of the pop-up shows you general options on how you want to handle registration. |
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| 4 | The next page is Questions. Some of these questions are required or added to the Registration form by default. Others are questions that are not on the form but might be useful. |
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| 5 | You can also add your own Custom Questions to the Registration Form by going to the Custom Questions tab. |
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| 5A | Then click on the "New Question" Button. |
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| 5B | You can then choose to make the question a Short Answer (i.e., written response) or a Single Answer (i.e., multiple-choice) and whether or not it will be something that the Registrant is required to fill out. When done, click on the blue Create button in the lower-left. You can create other questions by following the previous two steps (i.e., 5 through 5B). When you are done creating questions, click on the blue Save All button in the lower-right. |
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| 6 | If you want to see what your registration form will look like (and if you want to provide the link to others), scroll up until you find the Registration Link section. When you click on the link, the Registration form will open up in a new tab in your browser that you can view and/or test. You can also click on Copy Invitation to get a generic pre-made email invitation that includes the link for the Registration Form. |
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Registration Email Settings
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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