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    Integrating with Zoom

    Integrating with Zoom

    About

    Zoomlink is a video and audio conferencing platform. Zoom's integration with ONTRAPORT allows you to use ONTRAPORT Smart Forms or Order Forms for registering for a webinar. This allows you to capture the contact details in both applications simultaneously.

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    Prerequisites

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    Obtain Zoom Webinar Information

    1. Schedule a webinar in Zoom.

    2. Edit the Invite Attendees section. Show me

    3. Click the Registration tab. Set the registration to either Automatically Approve or Manually ApproveShow me

    4. Make sure that all of the fields on the Questions and Custom Questions are not set to Required. Save the Invite Attendees dialog box.

    5. Copy the Webinar ID number of use later in ONTRAPORT. Show me

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    Linking a Smart Form to the Webinar

    1. Create a Smart Form, Order Form, or use a Smart Form or Order Form block on an ONTRApages page to serve as your webinar registration form.

    2. The form must have a minimum of three fields, First Name, Last Name and Email. These three fields will be passed to Zoom for the registration. You can add additional fields if you like; the data in those fields will be stored in the ONTRAPORT Contact Record.

    3. Enter the Settings section for the form:

      1. On Smart Forms, the Settings are on the Settings tab: Show me

      2. In ONTRAforms and ONTRApages, the form's Settings are accessed by editing the Form, and selecting Form Settings in the palette: Show me

    4. For opt in forms for free webinars, create a Rule in the Always-On Rules section: Show me

    5. On Order Forms, create the new Rule in the Conditional Rules section under Rules: Sucessful PaymentShow me

    6. Name the Rule.

    7. Under Then Do This select Ping a URL.

    8. Copy and paste the following into the URL box:

      https://www.zoom.us/webinar/register/xxxxxxxxx
    9. Replace the "xxxxxxxxx" at the end of the URL with the webinar ID from Zoom you copied in step 5 of Obtain Zoom Webinar Information. Remove all dashes from the number. For our example webinar ID of 914-775-352 the corrected URL would look like this:

      https://www.zoom.us/webinar/register/914775352
    10. Copy and paste the following text into the Post Data box:

      first_name=[First Name]&last_name=[Last Name]&email=[Email]&questions=&custom_questions=

    11. Save and publish the form.

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    FAQs

    Q. Can I do more than just provide registration through ONTRAPORT?

    A. Yes! You can handle all of the pre-webinar notices, post-webinar followup, etc. using Date or Step Sequences in ONTRAPORT.

    Q. Does Zoom notify us if a person only attends half the webinar?

    A. Zoom is adding new features all the time. Check with Zoom Supportlink for more information.

     

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