This is the second of three topics about setting up Digital Events when using Zoom as your webinar provider. Digital Events are set up in Certain using Certain Signal Connector and Zoom.
Note that for simplicity in this topic, the term "Zoom" refers to "Zoom Webinars" or "Zoom Meetings," since Certain Signal Connector works with both.
Contents
- Introduction
- Prerequisites
- Zoom: Initial Configuration
- Certain Signal Connector: One-off configuration before you can set up a digital event
- Zoom: Setup per Event or Session (only if not creating Webinar from within Certain)
Introduction
This is the second of three topics about setting up Digital Events when using Zoom as your webinar provider: 1. Digital Events Overview. 2. This topic: the details of setup in Certain Signal Connector and Zoom that are summarized in the overview. 3. Setting Up a Digital Event.
Note that for simplicity In this topic we refer to "Zoom"; think of that as referring to "Zoom Webinars" or "Zoom Meetings", since Certain Signal Connector works with both.
Prerequisites
Requirements
1. A Zoom Pro account. 2. Certain Signal Connector and its Zoom sub-module enabled in your Certain account. 3. Tags set up by an Administrator in your Certain account. These tags are used in your Flows in Signal Connector.
Steps to Follow
As explained below, there are two or possibly three things you need to do.
1. One-off initial configuration in Zoom, as explained in the next section, Zoom: Initial Configuration. 2. One-off configuration in Certain Signal Connector. See Certain Signal Connector – One-off configuration below. 3. Set up each webinar in Zoom, if you choose to link to an existing webinar instead of creating one from within Certain Platform. See Zoom: Setup per Event or Session below.
Zoom: Initial Configuration
Take the following steps in Zoom before you can configure Certain Signal Connector. You only need to do this once.
1. Go to account > Advanced > App Marketplace. 2. Click Develop and then Build App. 3. Under OAuth, click Create. 4. In the Create an OAuth App pop-up: 1. Enter an App Name of your choice. 2. Under Choose an App Type', select ' Account-level app '. 3. Disable publishing to the marketplace. 4. Click Create. 5. App Credentials: 6. Important: Copy the Client ID and Client Secret and record them for use when setting up the Connection in Certain Signal Connector (see Step 1 in the next section). 7. Enter the Redirect URL for OAuth and the Whitelist URL for your organization, which will be the same for both: https://identity.certain.com/OauthCallback 8. Enter something in the Information fields; they just need to be filled out. 9. Leave Features blank. 10. Scopes : 1. Select Read/Write access for Meeting, Webinar, and User. 2. Select Read access for Report. 11. Install your app on the last screen.
Certain Signal Connector – One-off configuration before you can set up a digital event
1. As an Administrator, open Certain Signal Connector from Account Settings > Implementation.
2. Click Connections on the left and add a Connection to Zoom, using the Client ID and Client Secret from Step 6 above.
3. Click Data Sources on the left and add a Data Source: Zoom.
4. Click Outbound Flows on the left.
5. Click QUICK START.
This automates the creation of the flows described below (outbound and inbound).
These flows apply to each digital event or session connected to a webinar, depending on the flow types selected below.
6. Assuming you select all the Flow Types described below, these flows are:
7. Four Outbound Flows from Certain to that Zoom Connection for each event:
1. Add Registration
2. Cancel Registration
3. Add Session Registration
4. Cancel Session Registration
8. Two Inbound Flows to Certain from that Zoom Connection:
1. Update Digital Engagement for Event
2. Update Digital Engagement for Sessions
9. Note: The default mapping(s) will include all the mandatory fields required by Zoom – do not change these.
Consult technical experts for specialized field mappings.
10. In the Quick Start:
11. Flow Category – select Digital Event Support
12. Integration Type – Select Zoom Webinar or Zoom Meeting
13. Connection Used – Select the Connection set up in step 2 above.
14. Flow Type –
- Select Event Registration Flows to create Outbound Flows from Certain (to the Zoom Connection in step 2) for digital events where the event itself is linked to a webinar.
- Select Session Registration Flows to create Outbound Flows from Certain (to the Zoom Connection in step 2) for sessions linked to webinars.
In addition you would usually select both the following:
- Select Attendance Flow to capture in Certain (via an inbound flow) whether an attendee actually attended a webinar in Zoom.
- Select Engagement Flow to capture in Certain (via an inbound flow) the attendees' engagement in the event or session.
Engagement details include whether they attended live or on-demand, the numbers of questions asked, etc.
List of engagement details captured.Zoom: Setup per Event or Session (only if not creating Webinar from within Certain)
You can choose to create the Zoom webinar from within Certain Platform. Selecting that option while setting up the event or setting up the session means these instructions do not apply.
If instead the event or session connects to a webinar you set up in Zoom, follow these steps.
For each digital event or each session in a digital event:
1. Set up the webinar in Zoom. 1. Set the option for Registrations Required. 2. Turn automatic approval on. 3. Capacity is determined by your Zoom licence. 4. Note which fields are mandatory – these must all be included in the mapping(s) used in the relevant outbound Flow(s) in Certain Signal Connector. 2. Record the Webinar ID you'll need the ID when setting up the event or session in Certain. See Setting Up a Digital Event.
Zoom FYI: Settings Applied in Zoom (when you create the webinar from within Certain)
To streamline the creation of Zoom webinars/meetings through Certain Platform, the following settings are always applied:
- Enable Registration = true
- Auto Approve Registrations= true
- show_share_button = false (social sharing)
- registrants_confirmation_email = false
- notify_registrants = false
- registrants_email_notification = false
- close registrations after meeting end time= true
If the webinar is set to be On Demand, recording is turned on.
Any comments about this Help topic? © 2020 Certain, Inc. > Note: Help topics may include features about to be released.