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Advanced Zoom tips

1 January 2021
Yamit Omer
virtual meeting

My previous article presented basic and helpful tips for utilizing Zoom. This piece will focus on slightly more advanced tips for more experienced Zoom users.

I must first emphasize the following:

  1. The Zoom app's settings are basic and allow one to manage meetings, add backgrounds, use video/audio, etc. To access more advanced definitions such as adding polls or producing reports, log in through the Zoom Web via your computer.

  2. Some tips are aimed at Zoom subscribers, who can hold meetings with no time limit. They also enjoy other features apt for managing large crowds, such as polls, advanced chats, and hosting monitoring.


Here are some tips for advanced Zoom operation.

Screen sharing- annotating. This feature allows you to write your comments on the same document during the meeting. The annotate button on the toolbar (which opens during screensharing) allows you to edit said document on Zoom. You can highlight, write, erase and even add stickers to your document. Amazingly enough, so can the other participants. It's just like sending a file back and forth for feedback, only live. In order for the other participants to be able to edit the file, click on more>> Enable Annotation for others. The document can then be downloaded to the computer as a PDF or PNG file.


Screen Sharing- showing a portion of the screen. This feature allows you to share your screen only partially. Usually when we share choose to share a screen we naturally choose 'screen', thus granting others access to view our entire screen. This is mildly uncomfortable when popups or incoming email arrive. Instead, choose an area to be exclusively shared while cutting out the open windows above and popups below. Just click on share screen>>advanced>>Portion of screen.

You only need to define the size of this square once and it will serve you every time you wish to use this feature.


Usage reports

Zoom meetings consisting of many participants, such as conventions and lectures, can now be monitored to the extent of knowing who participated and for how long. Your participant list can be found on your Zoom portal:

Account management > Reports section > Usage Reports > meetings

Choose the meeting you wish to receive information about and the specific type of report you wish to produce. These would require: name of host, name of account owner and activating usage reports.


You can also collect information about the participants: receive the participants' details such as their name and email address even before they connect to the meeting. You need to request registration when inviting them to the meeting. The invite will be sent with an embedded meeting registration form:


To choose more questions for your survey, enter the Zoom portal and edit the meeting:

Edit> registration options> questions

You can select from a wide variety of questions, or add your own custom made one by choosing the following course:

Edit > Registration options > Custom Question


Adding a survey or poll during a meeting

 Registered Zoom users (hosts and co-hosts) can add a survey and receive its answers in real time. Just activate the survey feature in your Zoom internet portal account:Account management < Account setting < meetings < polling 

Note: you need to scroll for a while before arriving at 'polling'

Once you approve the survey, you can add it in real time by clicking on the poll button now located at the bottom of the screen on the 'meeting' toolbar. Use 'launch polling' once all questions and answers are inserted. You can add either multiple choice questions or just one.

In conclusion, there is much to work with. Zoom is very attentive to its user audience and makes sure to constantly upgrade itself with new useful features.


These were just a few main tips I found useful. There are many more to be utilized. For more tips and inspiration, visit the ZOOM Help Center.

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