Zoom Webinar Connection
OVERVIEW
Register participants for your webinars automatically through your CRM and track who attended.
INTEGRATIONS NEEDED FOR ZOOM WEBINAR CONNECTION
You are currently viewing this content for Keap.
Click here to switch your platform.
Getting Started with Zoom Webinar Connection
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 Webinar Connection Configuration Options
click image to enlarge
In this section, you will find the options for building your Zoom Webinar Connection tool. Follow along in your PlusThis app, or by viewing the numbered step in the screenshots.
1
Which Webinar?
In the drop-down, select the webinar you'd like to register contacts for. The webinar must already have been created and scheduled in Zoom, before configuring this tool.
Send Webinar Reminders through CRM
Dynamic Registration Tagging
If your meeting is recurring, you can use the “Apply configured registration tag dynamically to all occurrences?” toggle to have PlusThis generate dynamic tags specific to the occurrence registered for. The static registration tag will still be applied as well if configured.
2
Store the Webinar Join Link Here:
In the drop-down, select the field where you would like to store the unique Webinar Join Link for each registrant if you would like to send your reminders through CRM.
3
Apply This Tag After Successfully Completing Registration
If you choose to send your reminders through CRM, select a tag from this drop-down to have applied to the contact by PlusThis after successfully completing registration.
4
Additional Options: Store the Webinar Title Here
In the drop-down, select the field where you would like to store the Webinar Title if you would like.
5
Additional Options: Store the Webinar Start Date/Time Here
In the drop-down, select the field where you would like to store the Webinar Start Date/Time if you would like.
6
Additional Options: Store the webinar start time in the webinar's timezone?
By default, this toggle will be set to "Yes". If you would not like to store the webinar start time in the webinar's timezone, and instead would like it stored in EST, switch the toggle to "no".
click image to enlarge
click image to enlarge
Track Who Attended
PlusThis will pull an attendee report each time your webinar is started and stopped. Below are the options for configuring the tags that get applied at that time.
Dynamic Attendance Tagging
If your meeting is recurring, you can choose to apply dynamically created tags that are specific to this meeting occurrence. The static attendance tag will still be applied as well.
7
Apply This Tag to the Attendees:
In the drop-down, select the tag that you would like to be applied to the contacts who attend your webinar.
8
Apply This Tag to Non-Attendees:
In the drop-down, select the tag that you would like to be applied to the contacts who do not attend your webinar.
9
Additional Options: Store the Number of Minutes Attended Here
If you would like to store the number of minutes that someone attended the webinar for, select a field from the drop-down.
10
Additional Options: Store the User's Join and Exit Times Here:
If you would like to store the join and exit times someone attended the webinar, select a field from the drop-down.
11
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.
click image to enlarge
How to Test
Many people want to test and see if the tags are applying on contacts appropriately when setting up this tool. The best way to test this would to create a test Zoom Webinar to use this tool with. Add a test contact into your campaign. Have that contact register for the Zoom session, attend, and then end the session. You will see the appropriate tags applied on that contact.
If you see the desired outcome, make a new Zoom Webinar for your live call and use the same settings for that Zoom Webinar Connection tool.
Keep in mind that there is a Minimum Meeting Duration option for the tool. If it is set, make sure the Zoom session lasts longer than the minimum duration or no contacts will be updated.
If you see the desired outcome, make a new Zoom Webinar for your live call and use the same settings for that Zoom Webinar Connection tool.
Keep in mind that there is a Minimum Meeting Duration option for the tool. If it is set, make sure the Zoom session lasts longer than the minimum duration or no contacts will be updated.
"Need to Know" Items for Zoom Webinar Connection
After creating this Tool, if you reschedule this webinar in Zoom then you must remove this tool and start over for it to function properly. Deleting this tool will not remove those who previously registered. Existing registrants will remain registered for this webinar
This field map will be used in both directions. When PlusThis is used to register a record for the webinar, it will use the data (as mapped below) from your CRM to perform the webinar registration with Zoom.
When PlusThis pulls the attendance data for the webinar, the map will use the data (as mapped below) from Zoom to update/create contact records in your CRM.
PlusThis will only map first name, last name, and email.
When PlusThis pulls the attendance data for the webinar, the map will use the data (as mapped below) from Zoom to update/create contact records in your CRM.
PlusThis will only map first name, last name, and email.
Zoom has the last name required by default. In the past they only required the first name and the last name was optional. If you wish to make the last name no longer required click on this link to watch a video that will walk you through how to make the appropriate changes.
PlusThis lists all occurrences for each recurring webinar. Zoom’s API doesn’t allow PlusThis to differentiate between the different registration options for recurring webinars. If you select a recurring webinar that the attendees register once and can attend any of the occurrences, then PlusThis will automatically register your contact for all of the occurrences for that recurring webinar. Otherwise, they will only be registered for the webinar occurrence selected.
When PlusThis pulls attendee data for recurring webinars, Zoom’s API only provides attendee data for the most recently completed webinar occurrence. If recurring webinar occurrences are scheduled back to back, this limitation with Zoom’s API may cause attendee data from a more recent occurrence to be tagged with the Track Who Attended tags configured in this feature.
When PlusThis pulls attendee data for recurring webinars, Zoom’s API only provides attendee data for the most recently completed webinar occurrence. If recurring webinar occurrences are scheduled back to back, this limitation with Zoom’s API may cause attendee data from a more recent occurrence to be tagged with the Track Who Attended tags configured in this feature.
PlusThis will pull an attendee report when a “Webinar” has been started and stopped. PlusThis receives a WebHook from Zoom every time a “Webinar” has been started and stopped which triggers the attendee report. This means if you start a “Webinar” early to test and end it then an attendee report will run and all registrants will be tagged with the appropriate attendee tags. This goes the same for "Practice Sessions". An attendee report will run with Zooms "Practice Sessions" since zoom does send the same WebHook when a practice session is ended.
Do not require additional registration fields, or PlusThis will not be able to register contacts. Zoom does not tell PlusThis which fields your registration requires. You may ask for additional registration fields as long as they are not required.
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.
click image to enlarge
Related Campaigns
Zoom Webinar/Meeting
Connect your Zoom webinar/meetings to your CRM. Register guests, send personalized reminders, segment attendees and non-attendees, and more with Zoom.
Zoom Webinar/Meeting
Connect your Zoom webinar/meetings to your CRM. Register guests, send personalized reminders, segment attendees and non-attendees, and more with Zoom.
