Zoom Meeting Creator

OVERVIEW

Use PlusThis to create a Zoom Meeting for a contact based on information stored in fields.  

INTEGRATIONS NEEDED FOR ZOOM MEETING CREATOR

Keap

Zoom

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Getting Started with Zoom Meeting Creator

IMPORTANT. We highly recommend watching this video if it's the first time you've set up this tool. The video will shorten your learning curve significantly by showing you a quick example of how to implement the tool with Keap.

Zoom Meeting Creator Configuration Options

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In this section, you will find the options for building your Zoom Meeting tool. Follow along in your PlusThis app, or by viewing the numbered step in the screenshots.

1

What user should host this meeting?

Select a Zoom user to host the Zoom Meeting. 
*Note* This list will only include paid or corporate users as basic users do not have registration privilages

Create a Zoom Meeting

2

Enter a topic for the meeting

In the PlusThis field, enter a topic for the meeting. This topic will be used for all meetings created through this tool. 
3

Enter a password for contacts to use when entering the meeting

In here, enter what you would like the password to join or you can leave it blank if you do not want to require a password. 
*Note* Passwords are only required when joining a meeting through the browser (not through the Zoom interface). 
4

Please select a date field for the meeting start date

Select a field for PlusThis to use as the meeting start date.  
5

What time would you like to use?

In this drop-down, select what time you would like to use for the meeting start time. 
a
Use the time from the field selected above - Uses the time from the field you selected in step 4

b
Get time from a field - Select the field that contains the start time from the drop-down that appears.  
c
Set a static time - Enter the static time that you would like to use for every meeting created through this tool in the field provided. 
6

What timezone is the start date in?

Select a timezone from the drop-down to treat the start date in. 
7

How many minutes do you expect the meeting to last?

Enter an estimated duration for the meeting. This will help PlusThis determine when to perform meeting follow up actions (configured later in this tool configuration). 
8

Enter the agenda for the meeting

If you desire, enter text to include in each meeting as an Agenda for the Meeting. 

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What information would you like to save from Zoom?

9

Where would you like to store the join URL?

Select a field where you would like the Join URL stored on the contact record.  

10

Where would you like to store the password?

If you chose to create a password and would like to store it in a field on the contact record, select that field here.  
11

Where would you like to store the meeting topic?

If you would like to store the meeting topic in a field on the contact record, select that field here.  
12

Where would you like to store the meeting agenda?

If you would like to store the meeting agenda in a field on the contact record, select that field here.  

Meeting Follow Up Actions

13

What tag(s) should we apply to an attendee?

In the drop-down, select what tag you would like to apply to people who attended the meeting.  
14

What tag(s) should we apply to a non-attendee

In the drop-down, select what tag you would like to apply to people who did not attend the meeting.  

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15

Tool Name

Enter a name for your tool in this field. The name is solely for use inside of PlusThis, and will not be visible to customers. 

FAQs / Tips

Implementation Types

HTTP Post

Run your tool virtually anywhere in your campaign using an HTTP post element.

1
This Tool should be triggered by an "HTTP Post" from Infusionsoft. This can be done using the Campaign Builder's "Send HTTP Post" option found on the left hand side of the sequence builder, under the "Process" section.
2
Decide where in your campaign you want to trigger this Tool. It can be part of virtually any Campaign Sequence.
3
In the Campaign Sequence, place a "Send HTTP Post" action where you want to run the Tool.
4
Use the Tool URL, provided above, in the "POST URL" field of the HTTP Post.
5
Leave the default "Name / Value Pairs" as is. There should be an entry that looks like this: contactId = ~Contact.Id~
6
Leave the Merge Fields as is. PlusThis gets all of the data necessary to run from the Contact Id Name / Value pair.
7
Mark the HTTP Post (and Sequence) as "Ready".
8
Publish your campaign changes and test! The "Send Test" button in Infusionsoft is not a good way to test PlusThis Tools. Instead, create a test contact record and push that record through the appropriate sequence.

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