Company Blog Support
Frank Hagan
Updated

Contents

    Back to Top

    Integrating with Zoom

     

     

    About Zoom

    Zoom 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. 

    Prerequisites
    Obtain Zoom Information
    1. Schedule a webinar in Zoom. If you already have a webinar created, open it in My Webinars for editing.
    2. Copy the Webinar ID number for use later in ONTRAPORT.

      webinar-id.png

    3. If you just created the webinar, look at the bottom of the initial page and click the Edit link in the Approval section to see the pop up for Registration.

      Click edit at the bottom under Approval during initial webinar setup

      If the webinar has been set up previously, open it for editing and click the Edit link in the Approval Options section as shown here:


      edit-invite-attendees.png

    4. Click the Registration tab on the pop up. Set the registration to either Automatically Approve or Manually Approve

      set-automatic-manual.png
    5. Make sure that all of the fields on the Questions and Custom Questions are not set to Required. Save the Invite Attendees dialog box.
    Zoom Webinar Registration Campaign

    Using the Zoom Webinar Registration Campaign provides a landing page with opt in form, the webhook to register the opt in in the Zoom Webinar, and an acknowledgement email to the contact.

    the full Zoom Webinar registration campaign

    To import this Campaign ready for editing, log into your ONTRAPORT account and click this link: Zoom Webinar Registration Campaign. Or, paste this link into your browser's URL bar after logging in: https://app.ontraport.com/receivers/marketplace.php?key=7593&hash=b25NLnd2b25LcDdpTQ==. You can also create the Campaign following the explanation of the campaign elements below:

    1. Trigger: Submits Form - This trigger is set to add any new opt in or existing Contact in the account to the Campaign.

      Trigger is configured for any contact in the account

    2. Send a Webhook - Obtain the Webinar ID from Zoom, and include it in this webhook
      • Destination URL: https://www.zoom.us/webinar/register/xxxxxxxxx (replace the "xxxx" characters with the Webinar ID from Zoom).
      • Post Data: first_name=[First Name]&last_name=[Last Name]&email=[Email]&questions=&custom_questions=


      Campaign webhook to add contacts to the webinar

    3. Send an Email: Send an email acknowledging the registration. Remember to edit the email to reflect your webinar's information!

      Send and email and end element on the campaign map

    4. End: The contacts who register will end their campaign here, a list of them will be available by clicking the number shown in Performance Mode.
    Legacy Smart Form Instructions (not recommended)
    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: 

        settings-tab.png
      2. In ONTRAforms and ONTRApages, the form's Settings are accessed by editing the Form, and selecting Form Settings in the palette:

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

      always-on-rules.png
    5. On Order Forms, create the new Rule in the Conditional Rules section under Rules: Sucessful Payment:

      conditional-successful.png
    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 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.
    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 Support for more information.

     

     

    Articles in this section

    Created - Updated
    Have more questions? Submit a request

    Comments

    Powered by Zendesk