This is the second of three topics about setting up Digital Events when using Zoom as your webinar provider.
1. Digital Events Overview: a summary of what digital events in Certain are, and the steps to take in setting them up. 2. This topic: the details of setup in Certain Signal and Zoom that are summarized in the overview. 3. Setting Up a Digital Event: full details of the Certain Platform setup introduced in the overview.
Note that for simplicity in this topic refer to “Zoom”. Zoom refers to “Zoom Webinars” or “Zoom Meetings”, since Certain Signal works with both.
Prerequisites
1. A Zoom Pro account. 2. Certain Signal and its Zoom sub-module enabled in your Certain account. 3. Management Tags set up by an Administrator in your Certain account. 4. You will use these in your Flows in Signal. 5. You can see Certain Signal – One-off configuration for the details.
Steps to Follow
As explained below, 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. 3. Set up each webinar in Zoom, if you choose to link to an existing webinar instead of creating one from within Certain Platform.
Zoom: Initial Configuration
Take the following steps in Zoom before you can configure Certain Signal. 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: 1. Important: Copy the Client ID and Client Secret and record them for use when setting up the Connection in Certain Signal. 2. Enter the Redirect URL for OAuth and the Whitelist URL for your organization. 3. The Redirect URL and Whitelist URL are the same for both. 4. https://identity.certain.com/OauthCallback 5. Enter something in the Information fields. 6. Leave Features blank. 7. Scopes: 1. Select Read/Write access for Meeting, Webinar, and User. 2. Select Read access for Report. 8. Install your app on the last screen.
Certain Signal – One-off configuration before you can set up a digital event
1. As an Administrator, open Certain Signal from Account Settings > Implementation. 2. Click Connections on the left. 3. Add a Connection to Zoom, using the Client ID and Client Secret from the Zoom section. 4. Click Data Sources on the left. 5. Add a Data Source: Zoom. 6. Click Outbound Flows on the left. 7. Click QUICK START. 8. The QUICK START action automates the creation of the flows described below. 9. The flows apply to each digital event or session connected to a webinar. 10. The flows applied depend on the flow types selected below.
Assuming you select all the Flow Types described below, the flows are:
Outbound Flows from Certain to the Zoom Connection (per event)
- Add Registration
- Cancel Registration
- Add Session Registration
- Cancel Session Registration
Inbound Flows from Certain (to Certain)
- 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.
Quick Start settings in Certain Signal
1. In the Quick Start:
2. Flow Category: select Digital Event Support.
3. Integration Type: select Zoom Webinar or Zoom Meeting.
4. Connection Used: select the Connection set up in the Connections step.
5. Flow Type:
- Select Event Registration Flows to create Outbound Flows from Certain to the Zoom Connection 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 for sessions linked to webinars.
- 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. You can do this by selecting that option when setting up the event or when setting up speakers and sessions.
If you create the webinar from within Certain Platform, these instructions do not apply.
If instead you are connecting the event or session to a webinar 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. 2. Set the option for Registrations Required. 3. Turn automatic approval on. 4. Capacity is determined by your Zoom licence. 5. Note which fields are mandatory. 6. Include mandatory fields in the mapping(s) used in the relevant outbound Flow(s) in Certain Signal. 7. Record the Webinar ID. 8. Use the Webinar ID when setting up the event or session in Certain. 9. 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.
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