Partner-Hosted Zoom Events

User level connections are only visible by the user who set them up. Shared connections made by the Administrator are visible and available to all users.

• Setting up a shared Zoom integration
• Setting up a personal Zoom integration

You need to set the Event Integration for your partner account before you are able to activate a Partner-Hosted Event Campaign. Once enabled, the connection remains active and only needs to be turned on/reactivated if connection is lost. 

Setting up a shared Zoom integration (only available to Administrators)

All users in your account can see events from these integrations. Only the Administrator can edit a shared integration.

1. In the Partner Portal, navigate to > Settings.
2. Choose Event Integrations in the left sidebar.

3. Select Zoom > Activate.

   

4. Enter the credentials for the Zoom account in the Zoom window.
5. Click Sign In. 

6. After the account is activated you will see two new buttons:

   • Change or refresh the credentials.
   • Delete the connection.

   

Setting up a personal Zoom integration

Setting up a Zoom integration in your individual user account is useful if you're hosting a global event for a particular time zone or would like to host an independent event.

Only the user that set up the integration can access it, and its scheduled Zoom events. 

1. In the Partner Portal, navigate to one of these areas, depending on your role:
   • Administrator - > My Integrations
   • Sales / Marketing -  > My Settings, then choose Event Integrations in the left sidebar

2. Select Zoom > Activate.

   

3. Enter the credentials for your Zoom account in the Zoom window.
4. Click Sign In.

5. After the account is activated you will see two new buttons:

   • Change or refresh the credentials.
   • Delete the integration.

   

Activate the Partner-Hosted Event campaign to continue your Zoom webinar or meeting integration.

1. Before continuing, make sure you have created a webinar or meeting in Zoom that corresponds to the campaign you’d like to activate. See the Before You Begin section of this article for more information.
2. Navigate to the Browse Campaigns or Virtual Event Center page (or equivalent) in your portal.
3. Filter the list of campaigns to Campaign/Event Type: Partner Hosted Event, if required.

4. Find the campaign you’d like to activate.

   

5. Click Details to see more information about the campaign, and the materials it includes.
6. Review the activities/tactics that are included in the campaign, and select which you want to include in this execution of the campaign. All activities are selected as a default. You can preview the items here, and get more details about each one.
7. [Optional, only required if multiple integrations/meetings are configured] Click in the Type dropdown and select Zoom as the meeting platform.

8. Click in the External Event dropdown and select the webinar or meeting you created in Zoom for this campaign. 

   

9. Click Continue. You have a chance to review the list of activities you've selected. Click the X in the top right corner of an activity to remove it from the campaign.

10. Click Continue to activate the campaign. This takes you to the Campaign Dashboard, where you review and personalize each activity for your own use. You can also use the Add Activity button to add further tactics provided by the supplier to the campaign. For more information, see Manage Campaigns > How to Add Activities to Campaigns.

    

11. Click Review against each of the activities in the campaign.
12. Click Review against the tasks for the activity - for example, an email might have Complete Details and Settings, Review Personalization, Specify Recipients, and Select Send Date/Time tasks. Use Save & Next or Previous to move between the tasks for each activity.

    • Email

      The email(s) will be used to invite your contacts to the Partner-Hosted Event, or follow up with them about it. Use the Recipients tab to add your contact lists or individual contacts to the email.

      The email is usually connected to any Web Plugin included in the Partner-Hosted Event Campaign.

    • Web Plugin

      [Optional] You may want to capture the sharable link for a web plugin or email by copying the URL under Standalone URL.

13. Complete all the tasks for each activity, to add your own personalization, branding, configuration, contact list, and other details to the campaign. For more information, see Manage Campaigns and Activate Campaigns.
14. To personalize a workflow, open it from the event campaign. On the Workflow Activity dashboard, click Edit.
    1. Review your information and click Save and Next on each step to complete the personalization for the workflow.
       •  

         • [If Applicable] Personalization step

           If there are emails in the Workflow, click Edit, personalize any information available to you and click Save for every one.

         • Participants step

           Rules determine which contacts will be added to the workflow. Click Add new rule to add your filtering rules.

           To ensure that registrations for the event are gathered from Zoom via the registration form web plugin/microsite provided in the campaign (if there is one), include the rule Actions > Event Registration > Is > <website plugin name>. 

           

           Use Add new group of rules button to set additional criteria for contacts to be added to your workflow.

           Once you have added your rules, click Save and Next.

    2. Click Start Workflow. Registrants will automatically receive any communication emails configured in the workflow.

As you share the the web plugin link and/or the invitation email with your contacts and they register for the event, information is used as follows:

• Registrations from the portal appear in your Zoom account as registrations against the event or webinar.
• Registrants receive emails from your Zoom account before and after the event, when their registration is approved.
• Registrants are added to the campaign workflow, based on the rules configured for including participants.
• Registrants and attendees will receive the communications configured in the campaign workflow, for example a Thank You for Coming email after they attended the event. Note: the campaign workflow may be different for every event.

Lists of registrants and attendees of the Partner-Hosted Event can be found in two places:

• As Leads for the campaign
  1. Open the campaign from My Campaigns. 
  2. Go to the Leads tab.

  3. Select Event Registrations or Event Attendances from the Events drop down.

     

     Contacts receive lead scores for registering / attending:

     • Register for the event - 60 points
     • Attend the event - 40 points

     Attendance information is pulled from the Zoom API 15 minutes after the event.

• As Participants in the campaign workflow
  1. Open the campaign from My Campaigns.
  2. Open the Workflow activity.
  3. Go to the Participants tab.