Zoom Group Meeting Connection
OVERVIEW
Register participants for your meetings automatically through your CRM and track who attended.
INTEGRATIONS NEEDED FOR ZOOM GROUP MEETING CONNECTION
You are currently viewing this content for Keap.
Click here to switch your platform.
Getting Started with Zoom Group Meeting 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 Group Meeting Connection Configuration Options
click image to enlarge
In this section, you will find the options for building your Zoom Group Meeting Connection tool. Follow along in your PlusThis app, or by viewing the numbered step in the screenshots.
1
Which Meeting?
In the drop-down, select the meeting you'd like to register contacts for. The meeting must already have been created and scheduled in Zoom, before configuring this tool.
Send Meeting 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 Meeting Join Link Here:
In the drop-down, select the field where you would like to store the unique Meeting 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 Meeting Title Here
In the drop-down, select the field where you would like to store the Meeting Title if you would like.
5
Additional Options: Store the Meeting Start Date/Time Here
In the drop-down, select the field where you would like to store the Meeting Start Date/Time if you would like.
6
Additional Options: Store the meeting start time in the meeting's timezone?
By default, this toggle will be set to "Yes". If you would not like to store the meeting start time in the meeting'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 get your attendee information 15 minutes after the scheduled end time of your meeting. 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 if configured.
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 meeting.
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 meeting.
9
Additional Options: Store the Number of Minutes Attended Here
If you would like to store the number of minutes that someone attended the meeting 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 meeting, 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 meeting to use this tool with. Add a test contact into your campaign. Have that contact register for the zoom call attend and then end the call. You will see the appropriate tags applied on that contact.
If you see the desired outcome, make a new Zoom Meeting for your live call and use the same settings for that Zoom Meeting Connection tool.
If you see the desired outcome, make a new Zoom Meeting for your live call and use the same settings for that Zoom Meeting Connection tool.
"Need to Know" Items for Zoom Group Meeting Connection
After creating this Tool, if you reschedule this meeting 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 meeting, it will use the data (as mapped below) from your CRM to perform the meeting registration with Zoom.
When PlusThis pulls the attendance data for the meeting, 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 meeting, 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.
PlusThis lists all occurrences for each recurring meeting. Zoom’s API doesn’t allow PlusThis to differentiate between the different registration options for recurring meetings. If you select a recurring meeting 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 meeting. Otherwise, they will only be registered for the meeting occurrence selected.
When PlusThis pulls attendee data for recurring meetings, Zoom’s API only provides attendee data for the most recently completed meeting occurrence. If recurring meeting 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 meetings, Zoom’s API only provides attendee data for the most recently completed meeting occurrence. If recurring meeting 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 "Meeting" has been started and stopped. PlusThis receives a WebHook from Zoom every time a "Meeting" has been started and stopped which triggers the attendee report. This means if you start a "Meeting" 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.
For PlusThis to successfully pull attendance information from Zoom, which is required for PlusThis to identify contacts in CRM, and apply tags to attendees and non-attendees, a paid Zoom plan of Pro or higher is required. Certain API calls to Zoom require a paid plan, and attempting to request this information from Zoom with an insufficient plan level will result a failure, and prevent PlusThis from being able to update your contacts.
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.
