Customizing meeting email templates in Zoom App
You can customize your meeting branding on the Email tab under the Branding section of your profile by customizing the email templates for meeting invites, registration and cancellations, among other things. It is possible to customize the meeting invitation templates if necessary in order to cater to a specific group of users.
There are a number of topics covered in this article, including:
- How to customize meeting email templates for all users
- How to customize meeting email templates for a group
Contents
Prerequisites
- Accounts for businesses, education institutions, or enterprises
- Vanity URLs that have been approved
- Permissions as an account owner or administrator
- A working knowledge of HTML, CSS, and FreeMarker Format is required
How to customize meeting email templates for all users
In your account settings, you can only set the templates for meeting invitations and meeting schedules, whereas you can configure the rest of your meeting email templates under the Emails tab found on the Branding section of your account, under the Emails tab.
- As an administrator, you will have the privilege of editing account settings through the Zoom web portal once you have logged into it
- Click on Account Management then Account Settings from the navigation menu at the top of the page.
- Go to the Meetings tab and click on it.
- In the Invitation Email Branding section, you will find the template you would like to edit under Edit next to the template:
- Meeting Invite Email- Hosts can copy and share this email with guests in order to invite them to a meeting that is taking place and to invite them to join the meeting.
- Meeting Schedule Email- This is a copy of the email that hosts can copy and use when inviting participants to a meeting after it has been scheduled. This email has been HTML formatted so that it can be used by the Outlook plugins and add-ins.
- (Optional) If you would prefer to make this setting mandatory for all users in your account, click on the lock icon and then click Lock to confirm that setting will apply to all users in your account.
How to customize meeting email templates for a group
The only email templates that can be set at the group level are those for Meeting Invite Emails and Meeting Schedule Emails. In the Branding section of your account, you will find the option to configure other meeting email templates under the Emails tab.
- In order to edit the settings for an account, you will need to sign in to the Zoom web portal as an administrator
- Click User Management from the navigation menu, then click Groups from the Groups menu.
- From the list of groups, click the name of the group that applies to you.
- The Meeting tab will appear on the left side of the screen.
- Click on the Edit link next to the template that you wish to make changes to, under Invitation Email Branding:
- Meeting Invite Email- As part of the ongoing meeting, hosts can copy and use this email to invite participants to attend the meeting as it is going on.
- Meeting Schedule Email- As soon as a meeting has been webinar page. Here you will see a list of scheduled, the hosts can copy the email and use it to invite participants to attend. Using the HTML version of this email, the Outlook plug-in and add-in make use of the HTML version of this email.
- Please note that if you want to make this setting mandatory for all users in the group, click the lock icon, and then click Lock to confirm that you want to make this setting mandatory.
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Frequently Asked Questions
How do I customize my Zoom invitation email?
- In order to access the Zoom website, you need to login with your Zoom account username and password.
- You can access the Branding menu by clicking on Advanced in the navigation menu.
- To access the Meetings section, you will need to scroll down.
- You will be able to edit either the email template for the meeting invite or the email template for the meeting schedule if you click on the edit button next to either of them. There are a number of email templates available on this page that can be used.
How do I add templates to Zoom Meeting?
- Sign up for an account on Zoom’s web page and log in.
- To access the Meetings section, click the Meetings link in the navigation menu.
- Select the Schedule a Meeting option from the drop-down menu.
- By selecting any of the settings that you wish to apply to the meeting template, you can modify it in any way that you like so that it meets your needs in any way. …
- Click Save.
- Scroll down to the bottom of the page and click on the Save as Template button after scrolling down to the bottom of the page.
How do you customize your Zoom?
How do I schedule a meeting template?
It is my pleasure to contact you regarding setting up a meeting between [Your Last Name] and myself to discuss [please state the purpose of the meeting you wish to schedule]. If it would be convenient for you, I would like to meet with you at [time] on [date] at [location], so please let me know what time corresponds with your availability. Please let us know if that time and place works for you or if you would prefer a different one if there is a less convenient time and place.
How do I edit my Zoom Webinar template?
- The Zoom web portal can be accessed by logging into the Zoom account.
- To access the webinars section, click the Webinars link in the navigation menu.
- On the left side of the page, click the tab called Webinar Templates. This page will give you the opportunity to explore all of your saved webinar templates that you have saved over the course of your career. A webinar template can also be deleted from here, or you can set a specific template for a webinar so that it runs a specific way.
