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Setting Up a Zoom Webinar: Step by Step

  1. Make sure your account is licensed for webinars (or that you have access to an account with a webinar license)
  2. Log in to Zoom.
  3. From the menu, click Webinars, then Schedule a Webinar.
  4. Enter the topic, description, date and start time, and duration
  5. Optional: If you have created webinar templates, you can select a template to use now
  6. Recommended: don’t change the default setting that registration is required
  7. Recommended: set video to on for host and panelists
  8. Recommended: keep audio set to both (Telephone and Computer Audio)
  9. Set webinar options:
    • Recommended: Q&A on
    • Recommended: Enable Practice Session (note: Practice Session will allow you to open the webinar for panelists only, then when everyone is ready, click Broadcast to allow attendees to join)
    • Only authenticated users can join: check this if the event is for a Cornell audience only (but if you do, be prepared for questions from users who aren’t logged in and are having difficulty joining). Unselect it if your event is open to the general public.
    • Make the webinar on-demand: if you want to broadcast to Facebook Live, etc.
    • Record the webinar automatically: check this if you want to save and/or share video of the event (but if you do, make sure all panelists are aware in advance that you are recording it). Local computer vs. in the cloud is up to you; personally I record to the local computer.
  10. Recommended: set a co-facilitator as alternative host
    • Keep in mind that an alternative host will become the host if they sign on before the primary host opens the event
    • Alternative hosts are backup hosts in case the primary host is unable to join; it’s not the same as being a co-host
  11. Click Schedule when ready to proceed
  12. After clicking Schedule, you can click the button Edit this Webinar to change any of these settings, above
  13. To the right of the Edit this Webinar button is a Start this Webinar button. You will use this later to start the event, but ignore it for now
  14. To the left of these buttons is a link, Save this Webinar as a Template. This allows you to create a template based on your current settings that you can use later to create additional webinars with the same settings
  15. Look at the options below the Edit this Webinar and Start this Webinar buttons. There are several tabs: Invitations, Email Settings, Branding, Polls, Q&A, Integration, and Live Streaming (see box below for more information).
  16. Once you’ve started the webinar (Practice Session):
    • Check settings in Participants pane, and change any if needed
    • Check settings in Chat pane, and change any if needed
    • Check settings in Q&A pane, and change any if needed