There are many things to consider when planning an event, and once the event is planned, you’ll need to promote it. We’ve compiled a lot of best practices for setting up virtual events in Zoom and promoting your in-person, hybrid, and virtual events through a variety of channels.
Please note that you must be logged into the events platform and have an account to submit an event. If you don’t have an account, you can submit a ticket to request access.
Virtual Event Planning
As you begin to plan your event, work your way through the following considerations. You can also watch the recording of our Virtual Event Best Practices workshop from 2020.
Creating an Event in Zoom
Meeting | Webinar | |
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Creating an Event for Myself or Someone Else |
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Audience | Meetings are best for small audiences.
| Webinars are best for larger audiences.
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Number of Attendees | Zoom only allows up to 500 participants. If you have more, you may want to think about sharing on Facebook live or another streaming option. You can also share the recording following the event. | |
Type of Attendees |
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Time of Day |
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Participation |
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Questions |
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Waiting Room/Practice Session | Use a waiting room to keep participants out of the meeting until you are ready to admit them. This allows you to make sure audio, video, and screensharing is there for everyone. It also gives a chance to look at lighting and framing for yourself or your co-hosts. | Select “enable practice session” when creating the webinar. This allows you to make sure audio, video, and screen sharing is there for everyone. It also gives a chance to look at lighting and framing for the panelists. |
Password | A password is not needed if you have Penn State authentication turned on. If Penn State authentication is off, it is highly recommended you do registration and set up a password. | |
Registration |
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Breakout Rooms |
| You cannot do breakout rooms in a webinar. |
Additional Notes | To use these functions you must turn them on before the meeting starts in your global settings: Waiting room, Chat, Polling, Screen Share, Annotation, Whiteboard, Non-verbal feedback and reactions, Breakout rooms, Closed Captioning, Virtual Background, Live Streaming. | |
Get Help | This is dependent on the scale and formality of the event. You may want to think about using a moderator because it can be difficult to speak at an event and handle the incoming questions. Submit a ticket to Liberal Arts IT. |
Event Promotion
Flyers and Posters
College Events Calendar
Make sure you add the event to the college events calendar. Adding events to the calendar will make more people aware of your event and will make the event easier to share. Since social media posts can only include so many words, it’s helpful to have a place to link to so that people can learn more about your event.
Undergraduate newswire
Emailing faculty and staff
Send the event details to faculty and staff in your unit and other units. Include an overview of the event with sample text that faculty and staff could use in their newswires and on social media. It’s also helpful to provide a link to a folder that contains social media graphics of varying sizes. You should not add the event flyer to the body of the email. The graphic is not accessible and might not download depending on the recipient’s email server. Sending large graphics in emails can also cause your email to go to someone’s spam folder.
Emailing students
Send the event details to students in your unit. We recommend emailing students through a service like Mailchimp so that you can create a visually appealing email and can track open rates and click rates.
Digital signs
Please complete the Digital Sign Request Form for all digital sign requests you would like added to the rotation of images displayed on the monitors in the hallways of Liberal Arts buildings on campus. The preferable format for all digital signs is JPG, JPEG, or PNG files with a resolution of 1920×1080px. Like social media graphics, digital signs should not be image versions of UBR-approved promotional materials. They should contain the event title, date, time, location, and a QR code or shortened bit.ly link for students to learn more/register. The College of the Liberal Arts mark appears in a swoosh overlay in the bottom right corner of all monitor displays, so please leave that area blank and omit the college’s mark elsewhere in your digital sign. Don’t forget to specify a start and end date for your digital signs.
Social media
Share the event on your unit’s social media accounts. You can also email Kirsten Smith to ask if your event can be added to the college’s social media schedule.
Please do NOT post entire UBR-approved flyers and posters on social media. Instead, create a graphic that includes only the event title and a few important details. Add a few more details to the caption of your social media post, and then share the customized event calendar link (where people who are interested in attending can view the full details and learn more information).
Canva is a great online tool you can use to create social media graphics for free. If you need access to the shared Canva account, please email Shree Chauhan.
QR codes should not be used on social media graphics. Instead, include the URL in the caption of the post. That way, people can just click on the URL directly.
Day of Reminders
Recording
- You should record the event if you want others to see it outside the designated time.
- You should let all those in attendance know that it is being recorded.
- You may want to end recording after the lecture or event speaker is done and not record the Q&A session.
- You should disallow participants from recording. You can do this in settings.
- It is a good idea to review your recording settings. You should turn on audio transcript. You should also save chat. You may want to have the recording start automatically as to not forget to start it. If not, you can start it manually. This is usually cleaner and does not require editing.
PowerPoint Slides and Zoom Backgrounds
- Our office has PowerPoint/Zoom templates and backgrounds you’re welcome to use.
Built-In Break Times
Any event that is more than an hour long should have a 3–5 minute break built into the schedule. This gives attendees time to get up from their computers and take a brief physical and mental break.
Troubleshooting
Make sure you have a stable internet connection. In case you have technical difficulties, there are a few techniques to employ to make sure you and your participants can continue to be a part of a live or recorded presentation.
- Phones: You can use your phone as a hotspot for a laptop if you have that technology available. It’s a quick adjustment on your machine’s network settings and you can have a phone set up to remember log-in details.
- Slow connection speed/video freezing: Try turning off your camera. Consider suggesting turning off the video and participating by audio to save bandwidth if they’re having a problem with connection speed.
- Zoom app: Tell your guest speakers to download the Zoom app and have the log-in details ready. They can always jump to the Zoom app and switch locations in the house to be closer to their router or to use data.
- Internet connection: It’s best to make sure all your panelists have stopped all downloads throughout the house, turned off all notifications on devices, and everyone is running as few applications as possible on their laptops. Additionally, try to ensure anyone in your house and the panelists’ houses are not downloading or uploading content, or streaming.
Sharing the Recording of the Event
- You can either share the recording on Kaltura or download it and upload it to SharePoint or YouTube.
- Reach out to Strategic Communications to see if they want to add it to the college’s YouTube channel.
- Share the video on your unit’s social media channels if appropriate.