Introduction
The Introduction states this is the second of three topics about setting up Digital Events when using Zoom as the webinar provider. Digital Events Overview provides a summary of digital events in Certain and the steps to set them up. The 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 the Certain account.
- Management Tags are set up by an Administrator in the Certain account.
- These tags will be used in Flows in Signal. See Certain Signal – One-off configuration below.
Steps to Follow
There are two or possibly three things to do. One-off initial configuration in Zoom, as explained in the next section, Zoom: Initial Configuration. One-off configuration in Certain Signal. See Certain Signal – One-off configuration below. 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
1. Navigate 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: enter an App Name of your choice.
5. Under Choose an App Type, select Account-level app.
6. Disable publishing to the marketplace.
7. Click Create.
8. Copy the Client ID and Client Secret and record them for use when setting up the Connection in Certain Signal.
9. 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.
10. Enter something in the Information fields; they just need to be filled out.
11. Leave Features blank.
12. Scopes: Select Read/Write access for Meeting, Webinar, and User. Select Read access for Report.
13. Install your app on the last screen.
Certain Signal – One-off configuration before you can set up a digital event
- 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).
- If 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 mappings 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 – Digital Event Support.
- Integration Type – Zoom Webinar or Zoom Meeting.
- Connection Used – the Connection set up in step 2 above.
- Flow Type – 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.
- Flow Type – 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:
- Attendance Flow to capture in Certain (via an inbound flow) whether an attendee actually attended a webinar in Zoom.
- 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 Details are configured, or Speakers and Sessions can be Added/Edited.
- If instead you will 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 will 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)
- 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.
Note: Help topics may include features to be released.