Zoom is a cloud platform for video, phone, content sharing, and chat runs across mobile devices, desktops, telephones, and room systems. Zoom Webinar is a view-only platform where the attendees cannot view each other and the host cannot view the attendees. A webinar has registration, reporting and in-meeting chat for attendees.
The Zoom webinar plugin primarily allows you to:
Move between the two tools easily.
Capture new leads, provide accurate contact data syncing, and run various marketing activities using the captured data.
Save time and reduce need for manual imports and record counts validation.
Review trackable and reportable data.
Leverage the information available to segment contacts and to send confirmation and personalized follow up emails directly out of Campaign Studio, thereby keeping a consistent branding.
Enter the required information to navigate to the app configuration page.
In the App Credentials section, perform the following steps:
Upload an image.
For the Zoom environment you want to integrate with your app, copy the corresponding values for Client ID and Client Secret. You must specify these values while configuring the Zoom application in Campaign Studio. For more information, see Configuring Zoom application in Campaign Studio.
In Redirect URL for OAuth, specify a valid and secure URL to which users are redirected once your application is successfully authorized. You must copy this value from the Zoom plugin configuration page in Campaign Studio. For more information, see Configuring Zoom application in Campaign Studio.
In allowlist URL, specify the same value as Redirect URL for OAuth.
In the Scopes section, configure the following scopes:
report:read:admin
webinar:read:admin
webinar:read
webinar:write:admin
webinar:write
For more information, see Zoom’s documentation on OAuth Scopes.
Configuring Zoom application in Campaign Studio
To configure the Zoom application in Campaign Studio:
Sign in to your Campaign Studio account.
Click the Settings icon on the top right corner and select Plugins.
Click the Zoom Webinar plugin.
In the Enabled/Auth section, set the Published option to Yes and specify the values for Client ID and Client Secret ID. You can get these values from the OAuth app configuration page in Zoom. For more information, see Configuring the Campaign Studio app in Zoom.
Copy the value specified in Callback URL and specify the same in Redirect URL for OAuth and allowlist URL. For more information, see Configuring the Campaign Studio app in Zoom.
Note
Campaign Studio displays an error message if the Zoom account does not have webinars enabled.
Click the Authorize App option.
This opens a pop-up window to authenticate Campaign Studio with Zoom. Once authentication is complete, a success message appears that confirms the successful integration.
Note
Once the plugin is configured, you will see a new form field type, a new form field action, and a new campaign action and condition.
Forms
Contacts may register for a single or multiple webinar(s). For multiple webinars, there is a specific field on the form where contacts can select which webinars they would like to register for. Registering contacts for Zoom webinars through a Campaign Studio form requires a form action, for either single or multiple registrations.
Multiple Zoom Webinars Form Field
If you have several Zoom Webinars coming up and you want contacts to be able to register for multiple webinars at the same time, add the Multiple Zoom Webinars field to your form.
The field options are the same as a standard form field. For more information, see Field Editor.
Once added, the field appears on your form as a checkbox group. Contacts can select multiple webinars to register for. In order to successfully complete the registration, you must add the Register to Zoom Webinar form action.
Note
To register a contact for a single, pre-determined webinar, no form field is necessary.
Register to Zoom Webinar Form Action
This action is what actually pushes data to Zoom and registers contacts for the webinar(s).
Name: Specify the name for webinar so that other Campaign Studio users can easily identify the action on the form.
Description: Specify the description for webinar so that other Campaign Studio users can easily identify the action on the form.
Register to Zoom Webinars: Select which webinar you want to register contacts for. If you are using the Multiple Zoom Webinars field, select User Selection from form and Campaign Studio will register the person for any webinars they have selected.
Contact First Name Field: Select the form field that contains the data for first name. Campaign Studio passes that information to Zoom when registering the contact for the webinar(s). This is a required field.
Contact Last Name Field: Select the form field that contains the data for last name. Campaign Studio passes that information to Zoom when registering the contact for the webinar(s). This is a required field.
Contact Email Field: Select the form field that contains the data for email address. Campaign Studio passes that information to Zoom when registering the contact for the webinar(s). This is a required field.
Campaigns
Register to Zoom Webinar Action
If you have an audience that you want to automatically register for a webinar without requiring form submissions, or if you want to register someone for a webinar based on other activities or triggers, use this campaign action.
Name: Specify a name for the action. This helps you and other users easily identify the action when viewing the builder or reports.
Execute this event…: Select the time period when Campaign Studio needs to perform the event. For more information, see scheduling actions.
Choose an action: By default, Register to Zoom Webinar is selected. Leave this selected as is.
Zoom Webinars list: Select the webinar(s) you want register the contact for when they reach this event within a campaign.
Zoom Webinar Condition
To have triggers in campaigns based on a contact’s status as it relates to a webinar, use this condition type.
Name: Specify a name for the action. This helps you and other users easily identify the action when viewing the builder or reports.
Execute this event…: Select the time period when Campaign Studio needs to perform the event. For more information, see scheduling actions.
Contact action: Select the type of relationship you would like to check for within the condition: Attended or Registered for at least one of the selected webinars.
Zoom Webinars list: Select the webinar(s) you would like to check if a contact has attended or registered for. To see if a person has registered for or attended any of your past webinars, use the Any Zoom Webinar option.
For example, you may want to add contacts to a segment once they have registered for a webinar. This would be an action on the Yes path from this condition. If they have not registered for a webinar, you may want to send a reminder about the webinar. This would follow the no path from this condition.
Note
The limit for using an email address to sign up for the same event in a day is 3 times. Zoom implements this limit to prevent spam.
Workaround:
When testing that submissions are receiving the confirmation email, try these workarounds:
Add a period (.) anywhere in the email address before the At sign (@).
Zoom is a cloud platform for video, phone, content sharing, and chat runs across mobile devices, desktops, telephones, and room systems. Zoom Webinar is a view-only platform where the attendees cannot view each other and the host cannot view the attendees. A webinar has registration, reporting and in-meeting chat for attendees.
The Zoom webinar plugin primarily allows you to:
Move between the two tools easily.
Capture new leads, provide accurate contact data syncing, and run various marketing activities using the captured data.
Save time and reduce need for manual imports and record counts validation.
Review trackable and reportable data.
Leverage the information available to segment contacts and to send confirmation and personalized follow up emails directly out of Campaign Studio, thereby keeping a consistent branding.
Enter the required information to navigate to the app configuration page.
In the App Credentials section, perform the following steps:
Upload an image.
For the Zoom environment you want to integrate with your app, copy the corresponding values for Client ID and Client Secret. You must specify these values while configuring the Zoom application in Campaign Studio. For more information, see Configuring Zoom application in Campaign Studio.
In Redirect URL for OAuth, specify a valid and secure URL to which users are redirected once your application is successfully authorized. You must copy this value from the Zoom plugin configuration page in Campaign Studio. For more information, see Configuring Zoom application in Campaign Studio.
In allowlist URL, specify the same value as Redirect URL for OAuth.
In the Scopes section, configure the following scopes:
report:read:admin
webinar:read:admin
webinar:read
webinar:write:admin
webinar:write
For more information, see Zoom’s documentation on OAuth Scopes.
Configuring Zoom application in Campaign Studio
To configure the Zoom application in Campaign Studio:
Sign in to your Campaign Studio account.
Click the Settings icon on the top right corner and select Plugins.
Click the Zoom Webinar plugin.
In the Enabled/Auth section, set the Published option to Yes and specify the values for Client ID and Client Secret ID. You can get these values from the OAuth app configuration page in Zoom. For more information, see Configuring the Campaign Studio app in Zoom.
Copy the value specified in Callback URL and specify the same in Redirect URL for OAuth and allowlist URL. For more information, see Configuring the Campaign Studio app in Zoom.
Note
Campaign Studio displays an error message if the Zoom account does not have webinars enabled.
Click the Authorize App option.
This opens a pop-up window to authenticate Campaign Studio with Zoom. Once authentication is complete, a success message appears that confirms the successful integration.
Note
Once the plugin is configured, you will see a new form field type, a new form field action, and a new campaign action and condition.
Forms
Contacts may register for a single or multiple webinar(s). For multiple webinars, there is a specific field on the form where contacts can select which webinars they would like to register for. Registering contacts for Zoom webinars through a Campaign Studio form requires a form action, for either single or multiple registrations.
Multiple Zoom Webinars Form Field
If you have several Zoom Webinars coming up and you want contacts to be able to register for multiple webinars at the same time, add the Multiple Zoom Webinars field to your form.
The field options are the same as a standard form field. For more information, see Field Editor.
Once added, the field appears on your form as a checkbox group. Contacts can select multiple webinars to register for. In order to successfully complete the registration, you must add the Register to Zoom Webinar form action.
Note
To register a contact for a single, pre-determined webinar, no form field is necessary.
Register to Zoom Webinar Form Action
This action is what actually pushes data to Zoom and registers contacts for the webinar(s).
Name: Specify the name for webinar so that other Campaign Studio users can easily identify the action on the form.
Description: Specify the description for webinar so that other Campaign Studio users can easily identify the action on the form.
Register to Zoom Webinars: Select which webinar you want to register contacts for. If you are using the Multiple Zoom Webinars field, select User Selection from form and Campaign Studio will register the person for any webinars they have selected.
Contact First Name Field: Select the form field that contains the data for first name. Campaign Studio passes that information to Zoom when registering the contact for the webinar(s). This is a required field.
Contact Last Name Field: Select the form field that contains the data for last name. Campaign Studio passes that information to Zoom when registering the contact for the webinar(s). This is a required field.
Contact Email Field: Select the form field that contains the data for email address. Campaign Studio passes that information to Zoom when registering the contact for the webinar(s). This is a required field.
Campaigns
Register to Zoom Webinar Action
If you have an audience that you want to automatically register for a webinar without requiring form submissions, or if you want to register someone for a webinar based on other activities or triggers, use this campaign action.
Name: Specify a name for the action. This helps you and other users easily identify the action when viewing the builder or reports.
Execute this event…: Select the time period when Campaign Studio needs to perform the event. For more information, see scheduling actions.
Choose an action: By default, Register to Zoom Webinar is selected. Leave this selected as is.
Zoom Webinars list: Select the webinar(s) you want register the contact for when they reach this event within a campaign.
Zoom Webinar Condition
To have triggers in campaigns based on a contact’s status as it relates to a webinar, use this condition type.
Name: Specify a name for the action. This helps you and other users easily identify the action when viewing the builder or reports.
Execute this event…: Select the time period when Campaign Studio needs to perform the event. For more information, see scheduling actions.
Contact action: Select the type of relationship you would like to check for within the condition: Attended or Registered for at least one of the selected webinars.
Zoom Webinars list: Select the webinar(s) you would like to check if a contact has attended or registered for. To see if a person has registered for or attended any of your past webinars, use the Any Zoom Webinar option.
For example, you may want to add contacts to a segment once they have registered for a webinar. This would be an action on the Yes path from this condition. If they have not registered for a webinar, you may want to send a reminder about the webinar. This would follow the no path from this condition.
Note
The limit for using an email address to sign up for the same event in a day is 3 times. Zoom implements this limit to prevent spam.
Workaround:
When testing that submissions are receiving the confirmation email, try these workarounds:
Add a period (.) anywhere in the email address before the At sign (@).
Campaign Studio