Integration: Host Zoom Meetings on your Offerings (Zoom, Meeting Invite, Attendees, Host)

Modified on Fri, Mar 4, 2022 at 5:30 PM

Integration with Zoom is now possible in your platform.  Use your Zoom account to establish meetings, view attendees, and distribute relevant information all through your offer.  Zoom settings are offer-specific, so you can choose which offers display this integration.


To enable Zoom on your offer: 

  1. Select Offers from the left menu
  2. Click into the offer you would like to update, or click Add Offer
  3. Choose Display on the left
  4. Use the checkbox to Enable Zoom Integration



  5. You will see a new tab added to your offer labeled Meeting
  6. In the Meeting tab, click Connect Zoom


  7. Sign in with your Zoom credentials
  8. Click Save Changes

To schedule a meeting:

  1. Select Offers from the left menu
  2. Click into an offer where you have enabled Zoom
  3. Choose the Meeting tab
  4. Click Schedule a Meeting
  5. Use the drop-down menu to choose whether you are scheduling a meeting or a webinar
  6. Fill in all required meeting details
  7. Click Create Meeting



Once a meeting has been scheduled, it will appear in the offer.  You will have the option to edit the meeting, start the meeting, view attendees, or cancel the meeting.


To disconnect Zoom:

  1. Navigate to your platform
  2. Select Offers from the left menu
  3. Click into an offer where you have enabled Zoom
  4. Choose the Meeting tab
  5. Use the Connected As drop-down menu to click Disconnect


  6. Log in to your Zoom account
  7. Click Installed Apps
  8. Select Uninstall 

     



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