Zoom Webinar Connection Support Resources
[/vc_column_text][vc_empty_space height=”16px”][vc_gallery type=”image_grid” images=”7601,7602,9498,9215,9639″ img_size=”50×50″ onclick=”custom_link” custom_links_target=”_blank” custom_links=”#E-8_aHR0cHMlM0ElMkYlMkZwbHVzdGhpcy5jb20lMkZrbm93bGVkZ2UtYmFzZSUyQ2h0dHBzJTNBJTJGJTJGcGx1c3RoaXMuY29tJTJGb250cmFwb3J0LWtub3dsZWRnZWJhc2UlMkYlMkNodHRwcyUzQSUyRiUyRnBsdXN0aGlzLmNvbSUyRmRyaXAta25vd2xlZGdlYmFzZSUyRiUyQ2h0dHBzJTNBJTJGJTJGcGx1c3RoaXMuY29tJTJGaHVic3BvdC1rbm93bGVkZ2ViYXNlJTJGJTJDaHR0cHMlM0ElMkYlMkZwbHVzdGhpcy5jb20lMkZhY3RpdmVjYW1wYWlnbi1rbm93bGVkZ2ViYXNlJTJG” css=”.vc_custom_1521149623594{padding-top: 1px !important;padding-right: 1px !important;padding-bottom: 1px !important;padding-left: 1px !important;}”][vc_separator][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space][vc_column_text]Feature Overview
[/vc_column_text][vc_empty_space][vc_column_text]The Zoom Webinar Connection feature allows for your customers to register for a webinar using a form from your Marketing Automation System. PlusThis will take care of actually registering the customer in Zoom. PlusThis will also tag them as registered and as an attendee or non-attendee, depending on whether they attended or did not attend your webinar. PlusThis can pull back the appropriate information in order to allow you to configure and send your reminder e-mails through your Marketing Automation System rather than through Zoom. This allows for further personalization and more customized email reminders. Additionally, you can configure if you would like to store the amount of time the contact is on the webinar, their join/exit times and their answers and comments.[/vc_column_text][vc_empty_space][vc_column_text]How to set up the Feature
[/vc_column_text][vc_empty_space][vc_column_text] [/vc_column_text][vc_empty_space][vc_tta_tabs active_section=”1″][vc_tta_section title=”Infusionsoft” tab_id=”1494369330301-9ec9f34f-03ca”][vc_column_text]- Select the webinar you are integrating. (From the drop down menu, select the webinar that you will be integrating. — It’s really important to double check that you are selecting the correct webinar and that the webinar is already 100% configured in Zoom. If there are ANY changes made to the selected webinar, the feature will need to be deleted and re-configured.)
- If you are planning on sending reminders for the webinar through Infusionsoft you’ll want to configure some drop downs in the “Send Webinar Reminders Through Infusionsoft” section (Please make sure you turn off the reminders in Zoom if you choose to use Infusionsoft as your reminder system). If you do not already have fields created, you can create fields in your Infusionsoft app through PlusThis by using the “+” next to the drop down.
- If you would like, configure the Additional Options to store the webinar title, start date/time, and/or tag people if their registration failed because the webinar was full.
- Under the “Track Who Attended” section select unique tags to apply to attendees and non-attendees. If you do not already have tags created, you can create tags in your Infusionsoft app through PlusThis by using the “+” next to the drop down.
- If you would like, configure the Additional Options to store how long they were on the webinar, join and exit times or attendee questions and comments.
- Name and Save your Feature.
- On the following screen, you will see the URL that PlusThis provides to you for placement in a HTTP Post.
- After the webinar is over, and the attendee pull has run (checkable from the page with the Event Name on it under the “Pull Report” section) you will see that the Attendee Report will have updated states too.
- Select the webinar you are integrating. (From the drop down menu, select the webinar that you will be integrating. — It’s really important to double check that you are selecting the correct webinar and that the webinar is already 100% configured in Zoom. If there are ANY changes made to the selected webinar, the feature will need to be deleted and re-configured.)
- If you are planning on sending reminders for the webinar through Infusionsoft you’ll want to configure some drop downs in the “Send Webinar Reminders Through Ontraport” section (Please make sure you turn off the reminders in Zoom if you choose to use Ontraport as your reminder system). If you do not already have fields created, you can create fields in your Ontraport app through PlusThis by using the “+” next to the drop down.
- If you would like, configure the Additional Options to store the webinar title, start date/time, and/or tag people if their registration failed because the webinar was full.
- Under the “Track Who Attended” section select unique tags to apply to attendees and non-attendees. If you do not already have tags created, you can create tags in your Ontraport app through PlusThis by using the “+” next to the drop down.
- If you would like, configure the Additional Options to store how long they were on the webinar, join and exit times or attendee questions and comments.
- Name and Save your Feature.
- On the following screen, you will see the URL that PlusThis provides to you for placement in a Ping URL action.
- After the webinar is over, and the attendee pull has run (checkable from the page with the Event Name on it under the “Pull Report” section) you will see that the Attendee Report will have updated states too.
- Select the webinar you are integrating. (From the drop down menu, select the webinar that you will be integrating. — It’s really important to double check that you are selecting the correct webinar and that the webinar is already 100% configured in Zoom. If there are ANY changes made to the selected webinar, the feature will need to be deleted and re-configured.)
- If you are planning on sending reminders for the webinar through Infusionsoft you’ll want to configure some drop downs in the “Send Webinar Reminders Through Drip” section (Please make sure you turn off the reminders in Zoom if you choose to use Drip as your reminder system). If you do not already have fields created, you can create fields in your Drip app through PlusThis by using the “+” next to the drop down.
- If you would like, configure the Additional Options to store the webinar title, start date/time, and/or tag people if their registration failed because the webinar was full.
- Under the “Track Who Attended” section select unique tags to apply to attendees and non-attendees. If you do not already have tags created, you can create tags in your Drip app through PlusThis by using the “+” next to the drop down.
- If you would like, configure the Additional Options to store how long they were on the webinar, join and exit times or attendee questions and comments.
- Name and Save your Feature.
- On the following screen, you will see the Feature Event Name that PlusThis provides you for use in Drip as an Event Name
- After the webinar is over, and the attendee pull has run (checkable from the page with the Event Name on it under the “Pull Report” section) you will see that the Attendee Report and Survey & Poll Report (if your webinar had any) will have updated states too.
- Select the webinar you are integrating. (From the drop down menu, select the webinar that you will be integrating. — It’s really important to double check that you are selecting the correct webinar and that the webinar is already 100% configured in Zoom. If there are ANY changes made to the selected webinar, the feature will need to be deleted and re-configured.)
- If you are planning on sending reminders for the webinar through Hubspot you’ll want to configure some drop downs in the “Send Webinar Reminders Through Hubspot” section (Please make sure you turn off the reminders in Zoom if you choose to use Hubspot as your reminder system). If you do not already have property created, you can create property in your Hubspot app through PlusThis by using the “+” next to the drop down.
- If you would like, configure the Additional Options to store the webinar title, start date/time, and/or add people to a list if their registration failed because the webinar was full.
- Under the “Track Who Attended” section select unique lists to apply to attendees and non-attendees. If you do not already have lists created, you can create lists in your Drip app through PlusThis by using the “+” next to the drop down.
- If you would like, configure the Additional Options to store how long they were on the webinar, join and exit times or attendee questions and comments.
- Name and Save your Feature.
- On the following screen, you will see the URL that PlusThis provides you for use in a Trigger a Webook action.
- After the webinar is over, and the attendee pull has run (checkable from the page with the Event Name on it under the “Pull Report” section) you will see that the Attendee Report and Survey & Poll Report (if your webinar had any) will have updated states too.
- Select the webinar you are integrating. (From the drop down menu, select the webinar that you will be integrating. — It’s really important to double check that you are selecting the correct webinar and that the webinar is already 100% configured in Zoom. If there are ANY changes made to the selected webinar, the feature will need to be deleted and re-configured.)
- If you are planning on sending reminders for the webinar through ActiveCampaign you’ll want to configure some drop downs in the “Send Webinar Reminders Through ActiveCampaign” section (Please make sure you turn off the reminders in Zoom if you choose to use ActiveCampaign as your reminder system).
- If you would like, configure the Additional Options to store the webinar title, start date/time, and/or tag people if their registration failed because the webinar was full.
- Under the “Track Who Attended” section select unique tags to apply to attendees and non-attendees.
- If you would like, configure the Additional Options to store how long they were on the webinar, join and exit times or attendee questions and comments.
- Name and Save your Feature.
- On the following screen, you will see the URL that PlusThis provides to you for placement in a webhook action.
- After the webinar is over, and the attendee pull has run (checkable from the page with the webhook URL on it under the “Pull Report” section) you will see that the Attendee Report will have updated states too.
Implementation Guide
[/vc_column_text][vc_empty_space][vc_tta_tabs active_section=”1″][vc_tta_section title=”Infusionsoft” tab_id=”1494373334182-d02a5e1c-33aa”][vc_column_text]
To implement this feature, paste the Feature URL in a HTTP Post inside of your campaign. Ensure that you place the HTTP Post at the point where you want the feature to fire.
PlusThis requires that contact details are passed through Calendar links sent out so we know who to perform the feature on. Use the link generator that PlusThis provides to create a link that will merge in the contact details and provide a personalized calendar link.
[/vc_column_text][/vc_tta_section][vc_tta_section title=”Ontraport” tab_id=”1494373334363-f83a634e-fbee”][vc_column_text]
To implement this feature, paste the Feature URL in a Send a Webhook action inside of your campaign. Ensure that you place the Webhook action at the point where you want the feature to fire.
PlusThis requires that contact details are passed through Calendar links sent out so we know who to perform the feature on. Use the link generator that PlusThis provides to create a link that will merge in the contact details and provide a personalized calendar link.
[/vc_column_text][/vc_tta_section][vc_tta_section title=”Drip” tab_id=”1494373334559-7f4ac2af-b68d”][vc_column_text]
To implement this feature inside of Drip. Add PlusThis as a Drip Integration. You can then select PlusThis as the action, and from the dropdown you can select the PlusThis feature you’ve created.
To implement this feature, paste the Event Name in a Custom Event action inside of your workflow. Ensure that you place the Custom Event action at the point where you want the feature to fire.
PlusThis requires that contact details are passed through Calendar links sent out so we know who to perform the feature on. Use the link generator that PlusThis provides to create a link that will merge in the contact details and provide a personalized calendar link.
[/vc_column_text][/vc_tta_section][vc_tta_section title=”HubSpot” tab_id=”1520372831025-1ff70b89-e5a8″][vc_column_text]
To implement this feature, paste the Feature URL in a Trigger a Webhook action inside of your workflow. Ensure that you place the Webhook action at the point where you want the feature to fire.
PlusThis requires that contact details are passed through Calendar links sent out so we know who to perform the feature on. Use the link generator that PlusThis provides to create a link that will merge in the contact details and provide a personalized calendar link.
[/vc_column_text][/vc_tta_section][vc_tta_section title=”ActiveCampaign” tab_id=”1521149687487-e25b66f9-9bad”][vc_column_text]
You can use the Webhook action to trigger the PlusThis feature. Paste the URL that PlusThis gives you for use in the action.
[/vc_column_text][/vc_tta_section][/vc_tta_tabs][vc_empty_space][vc_column_text]Feature Tip
[/vc_column_text][vc_empty_space][vc_tta_tabs active_section=”1″][vc_tta_section title=”Infusionsoft” tab_id=”1520580457913-5209d2a8-b8dd”][vc_column_text]- Make sure to turn off the reminders that are set up inside of Zoom if you are planning on running reminders and follow up through Infusionsoft.
- Our feature relies on the webinar starting within 30 minutes of the scheduled start time. You can start your webinar up to 30 minutes early without issue.
- The attendee pull will trigger 15 minutes after the scheduled end time of the webinar. Don’t worry if you run a little over though. We will keep trying to pull the data for 2 hours after the scheduled end of the webinar.
- PlusThis does not require any changes to be made to the default Name / Value Pairs. Leave the entry as is already populated when you add the HTTP post. The default values are as such: contactId = ~Contact.Id~
- Make sure to turn off the reminders that are set up inside of Zoom if you are planning on running reminders and follow up through Ontraport.
- Our feature relies on the webinar starting within 30 minutes of the scheduled start time. You can start your webinar up to 30 minutes early without issue.
- The attendee pull will trigger 15 minutes after the scheduled end time of the webinar. Don’t worry if you run a little over though. We will keep trying to pull the data for 2 hours after the scheduled end of the webinar.
- PlusThis does not require you to put any information in the Post Data field or check the “Send as JSON” box on the “Add Action” configuration.
- Make sure to turn off the reminders that are set up inside of Zoom if you are planning on running reminders and follow up through Drip.
- Our feature relies on the webinar starting within 30 minutes of the scheduled start time. You can start your webinar up to 30 minutes early without issue.
- The attendee pull will trigger 15 minutes after the scheduled end time of the webinar. Don’t worry if you run a little over though. We will keep trying to pull the data for 2 hours after the scheduled end of the webinar.
- You can use the Event Name that PlusThis gives you as either a Record a Custom Event or a regular Record an Event action.
- Make sure to turn off the reminders that are set up inside of Zoom if you are planning on running reminders and follow up through HubSpot.
- Our feature relies on the webinar starting within 30 minutes of the scheduled start time. You can start your webinar up to 30 minutes early without issue.
- The attendee pull will trigger 15 minutes after the scheduled end time of the webinar. Don’t worry if you run a little over though. We will keep trying to pull the data for 2 hours after the scheduled end of the webinar.
- You can use the URL that PlusThis gives you as a trigger a webhook action.
- Make sure to turn off the reminders that are set up inside of Zoom if you are planning on running reminders and follow up through ActiveCampaign.
- Our feature relies on the webinar starting within 30 minutes of the scheduled start time. You can start your webinar up to 30 minutes early without issue.
- The attendee pull will trigger 15 minutes after the scheduled end time of the webinar. Don’t worry if you run a little over though. We will keep trying to pull the data for 2 hours after the scheduled end of the webinar.
- You can use the URL that PlusThis gives you as a webhook action.
Feature Blueprint
[/vc_column_text][vc_empty_space][vc_single_image image=”9310″ img_size=”medium” alignment=”center” onclick=”link_image”][vc_empty_space][vc_column_text]Feature FAQ
[/vc_column_text][vc_empty_space][vc_tta_tabs active_section=”1″][vc_tta_section title=”Infusionsoft” tab_id=”1494373643892-6848e2c2-b4f0″][vc_toggle title=”What do I put in the HTTP post Name/Value pair?”]The Pull Report is located under “Menu” > “Feature Dashboard” > Pull Report
This will detail the attempted attendance pulls and the re-scheduled attendance pulls.
Note – please make sure to schedule your webinars to start within half an hour of the actual start time. Starting your webinar more than 30 minutes before the scheduled start time can prevent the attendee pull from executing properly.
PlusThis will attempt to pull the attendance data 15 minutes after the scheduled end time of your webinar and tag your contacts appropriately. If your webinar is not over, we will re-schedule the attendance pull to wait another 15 minutes (and so on).
If you would like to view a list of the attendance data – you can click on “Menu” > “Feature Dashboard” and you’ll see a list of your attendees and non-attendees as well as a Pull Report that details the steps in the Attendance Pull.
The Pull Report is located under “Menu” > “Feature Dashboard” > Pull Report
This will detail the attempted attendance pulls and the re-scheduled attendance pulls.
Note – please make sure to schedule your webinars to start within half an hour of the actual start time. Starting your webinar more than 30 minutes before the scheduled start time can prevent the attendee pull from executing properly.
PlusThis will attempt to pull the attendance data 15 minutes after the scheduled end time of your webinar and tag your contacts appropriately. If your webinar is not over, we will re-schedule the attendance pull to wait another 15 minutes (and so on).
If you would like to view a list of the attendance data – you can click on “Menu” > “Feature Dashboard” and you’ll see a list of your attendees and non-attendees as well as a Pull Report that details the steps in the Attendance Pull.
The Pull Report is located under “Menu” > “Feature Dashboard” > Pull Report
This will detail the attempted attendance pulls and the re-scheduled attendance pulls.
Note – please make sure to schedule your webinars to start within half an hour of the actual start time. Starting your webinar more than 30 minutes before the scheduled start time can prevent the attendee pull from executing properly.
PlusThis will attempt to pull the attendance data 15 minutes after the scheduled end time of your webinar and tag your contacts appropriately. If your webinar is not over, we will re-schedule the attendance pull to wait another 15 minutes (and so on).
If you would like to view a list of the attendance data – you can click on “Menu” > “Feature Dashboard” and you’ll see a list of your attendees and non-attendees as well as a Pull Report that details the steps in the Attendance Pull.
The Pull Report is located under “Menu” > “Feature Dashboard” > Pull Report
This will detail the attempted attendance pulls and the re-scheduled attendance pulls.
Note – please make sure to schedule your webinars to start within half an hour of the actual start time. Starting your webinar more than 30 minutes before the scheduled start time can prevent the attendee pull from executing properly.
PlusThis will attempt to pull the attendance data 15 minutes after the scheduled end time of your webinar and tag your contacts appropriately. If your webinar is not over, we will re-schedule the attendance pull to wait another 15 minutes (and so on).
If you would like to view a list of the attendance data – you can click on “Menu” > “Feature Dashboard” and you’ll see a list of your attendees and non-attendees as well as a Pull Report that details the steps in the Attendance Pull.
The Pull Report is located under “Menu” > “Feature Dashboard” > Pull Report
This will detail the attempted attendance pulls and the re-scheduled attendance pulls.
Note – please make sure to schedule your webinars to start within half an hour of the actual start time. Starting your webinar more than 30 minutes before the scheduled start time can prevent the attendee pull from executing properly.
PlusThis will attempt to pull the attendance data 15 minutes after the scheduled end time of your webinar and tag your contacts appropriately. If your webinar is not over, we will re-schedule the attendance pull to wait another 15 minutes (and so on).
If you would like to view a list of the attendance data – you can click on “Menu” > “Feature Dashboard” and you’ll see a list of your attendees and non-attendees as well as a Pull Report that details the steps in the Attendance Pull.