Introduction
This is the second of three topics about setting up Digital Events when using Zoom as your webinar provider.
Digital Events Overview provides a summary of what digital events in Certain are, and the steps to take in setting them up.
This topic provides the details of setup in Certain Signal and Zoom that are summarized in the overview.
Prerequisites
- A Zoom Pro account.
- Certain Signal and its Zoom sub-module enabled in your Certain account.
- Management Tags set up by an Administrator in your Certain account. You’ll use these in your Flows in Signal; see Certain Signal – One-off configuration, below.
Steps to Follow
There are two or possibly three things you need to do.
1) One-off initial configuration in Zoom. 2) One-off configuration in Certain Signal. See Certain Signal – 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. You only need to do this once.
- Go to account > Advanced > App Marketplace.
- Click Develop and then Build App.
- Under OAuth, click Create.
- In the Create an OAuth App pop-up:
- Enter an App Name of your choice.
- Under Choose an App Type, select Account-level app.
- Disable publishing to the marketplace.
- Click Create.
- App Credentials: Important: Copy the Client ID and Client Secret and record them for use when setting up the Connection in Certain Signal (see Step 1 in the next section).
- 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
- Enter something in the Information fields; they just need to be filled out.
- Leave Features blank.
- Scopes: Select Read/Write access for Meeting, Webinar, and User. Select Read access for Report.
- Install your app on the last screen.
Certain Signal – One-off configuration before you can set up a digital event
As an Administrator, open Certain Signal from Account Settings > Implementation.
- Click Connections on the left and add a Connection to Zoom, using the Client ID and Client Secret from Step 6 above.
- Click Data Sources on the left and Add a Data Source: Zoom.
- Click Outbound Flows on the left.
- Click QUICK START. This automates the creation of the flows described below (outbound and inbound).
- These will apply to each digital event or session connected to a webinar, depending on the flow types selected below.
- Assuming you select all the Flow Types described below, these flows are:
- Four Outbound Flows from Certain to that Zoom Connection for each event:
- Add Registration
- Cancel Registration
- Add Session Registration
- Cancel Session Registration
- Two Inbound Flows to Certain from that Zoom Connection:
- Update Digital Engagement for Event
- Update Digital Engagement for Sessions
- Note: The default mapping(s) will include all the mandatory fields required by Zoom – do not change these. Consult our technical experts for specialized field mappings.
- In the Quick Start:
- Flow Category – select Digital Event Support
- Integration Type – Select Zoom Webinar or Zoom Meeting
- Connection Used – Select the Connection set up in step 2 above.
- 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, such as 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, by selecting that option when Event Setup Detail. If you do that, then these instructions do not apply. If instead you'll be connecting the event or session to a webinar you set up in Zoom, then follow these steps.
For each digital event or each session in a digital event:
- Set up the webinar in Zoom.
- Set the option for Registrations Required.
- Turn automatic approval on.
- Capacity is determined by your Zoom licence.
- Note which fields are mandatory – these must all be included in the mapping(s) used in the relevant outbound Flow(s) in Certain Signal.
- 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 you set the webinar to be On Demand, recording is turned on.
If you have comments about this Help topic, note that this page is current as of 2020. The page may include features that are released later.
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