Using scheduling tracking fields in zoom app

You can schedule tracking fields in your organization so you can analyze usage of those fields by a variety of different fields within a company. During the scheduling process, tracking fields consist of a label or value that can be chosen based on the schedule. When users on your account schedule meetings through the Zoom web portal or desktop client using Zoom software, you can specify whether tracking fields need to be filled out by them or not. A tracking field can be added to an account up to a maximum of ten times.

Prerequisites for managing tracking fields

• Plans for businesses, schools, and APIs

• Permissions for account owners or admins

How to add a tracking field

1. As an admin, you will be able to edit account settings when you sign in to the Zoom web portal as an administrator.

2. To schedule tracking fields, click on the Account Management button in the navigation menu on the top of the page.

3. The first step in creating a tracking field is to click on Add Tracking Field.
   A dialog box will appear asking you to add a tracking field.

4. The tracking field should be labeled with a description, for example “Meeting purpose”, as the label.

5. Press Enter after the value is entered for each field, for example, “Support,” “Onboarding,” and “Sales.” Press Enter after each value is entered for the field.

6. If you wish to make this field visible to your users, check the box next to it.

7. In the meeting scheduling section of the app, you can select the check box if you wish to require your users to fill out this field.

8. Save the file by clicking the Save button.

How to view and download reports with tracking fields

1. Zoom’s web portal can be accessed by signing in.

2. Click the Account Management link in the navigation menu and then click the Reports link in the navigation menu.

3. Click on the Active Hosts report in the Usage Reports tab.

4. If you want a report for specific dates, you should search for them in the search bar.

5. Click Add tracking field to columns and select the check box next to each field you want to be included in the report. This will provide you with a list of the tracking fields for the report.

6. Click Export as CSV File if you want to download a CSV file with the fields contained in it.
   In step 5, you will have added the tracking fields as columns to the CSV file, so it will contain the tracking fields that were added.

How to schedule meetings with tracking fields

Windows | macOS

• Start Zoom’s desktop client by signing in to your account.

• The Schedule icon can be found on the Home tab.

The scheduler window will be opened when you click on this button. In the Advanced Options section, you will find the mandatory tracking fields directly beneath the Advanced Options section, whereas the optional tracking fields will be hidden within the Advanced Options section.

• Select one of the options from the drop-down menu by clicking on it.

• To finish, click the Save button.

Web

1. Zoom’s web portal can be accessed by signing in.

2. Click on the Meetings link in the navigation menu on the left.

3. You can schedule a meeting by clicking the Schedule a Meeting button.

4. Choose the meeting options that work best for you.
   You will see a list of tracking fields added to your account at the bottom of the page.

5. There is a drop-down menu for each field that you can use to select from a variety of options that will come up.
   Note: A red asterisk indicates that the field is required.

6. Then click the Save button.

Android | iOS

• Using the Zoom app on a mobile device, sign in to your account.

• Schedule can be accessed by tapping the Schedule button.

• You can access additional meeting features, including tracking fields, by tapping Advanced Options.
  Note: Below the label of a tracking field that is optional, there will be a comment that reads (Optional).

• To return to the previous screen, please tap the back arrow on the right hand side of the screen after having selected a tracking field.

• To complete the process, click on the Save button located at the top right corner of the screen.