How to use Zoom to host online events in Zoho Backstage

Hosting online events with Zoom integration

Zoom Video allows you to broadcast your event session to up to attendees online. Speakers or hosts can share their screen as video with audio during the session, and attendees can use the chat or Q&A options to connect with everyone during the session. You can select between Zoom Meetings and Webinar for broadcasting your sessions.
 

Entering online event details for Zoom

Host remote sessions for attendees with the Zoom webcast service. Integrate your Zoho Backstage portal with your Zoom account while creating your event, then continue to provide more details to help attendees understand what your event is about.

  1. Click the Events tab on the top bar in your portal.
  2. Click Create Event in the top-right corner. The Create an event dialog box will appear.

  3. Choose the source language for your event's microsite. This is the default language that your attendees will view your microsite in.
  4. Enter the title for your event.
  5. Select the Online radio button in the Event type section.
  6. Set the start date and time and the end date and time.
  7. Click the Create button to go to the Event Details tab in the Microsite Builder. Your event will now be saved as a draft. The view that opens up is the Microsite Builder, which includes the following tabs: Event Details, Agenda, Speakers, Tickets, Sponsors, and Design.
  8. Click the Event Details tab.
  9. Click the Change service link near the Webcast service section. The Choose webcast service dialog box will display.

  10. Select the Zoom option to host your sessions. The Zoom integration dialog box will display.

  11. Click the Proceed and Connect button. You will be redirected to a new page where you can sign in to your Zoom account.
    1.  Provide permission for Zoom to access your Zoho Backstage account details. The page will redirect to the Event details tab in Backstage. The Zoom integration dialog box is displayed with your Zoom account details.
      Note: Ensure that you have an account in Zoom before you integrate with Zoho Backstage. This step to provide permission needs to be done only the first time.
  12. Click the Done button. The Choose webcast service dialog box will display.
  13. Click the Change button. The Change webcast service dialog box will display.
  14. Click the Change button. The Event details tab in the Microsite Builder will display with your Zoom account details in the Webcast service section.

    1. Click the Webcast settings link. The Zoom settings dialog box will display.
    2. Select an between Zoom Meetings or Zoom Webinar under the Zoom engagement type section.
    3. Enable necessary settings in the Other preferences section which will be activated when you are conducting your sessions.
    4. Click the Save button.
  15. Select the time zone that the event is taking place in.
  16. Provide a summary with search-friendly keywords.
  17. Enter an event description to tell your attendees what to expect from your event.

  18. Select the type of event you are going to host from the Category dropdown.
  19. Add keywords and phrases that describe your event in the Tags dropdown to enable better search results when people look up your event on Backstage. Use commas or the Enter key between each tag.
  20. Add a social media link about your event in the Social pages or Handles section.
  21. Click any of the tabs at the bottom of the Microsite Builder to continue editing your event.
    Note: You can click the Go to Dashboard button to navigate to the Event Console.

Note:
  1. You will be automatically added as an organizer when you create an event.
  2. Details entered in the Event Details tab will be auto-saved. This information will appear on the microsite of your event and the attendee app after you publish the microsite.
  3. Click the Reconnect link in the Zoom engagement type section in the Zoom settings dialog box if you can't view and select a webcasting options for Zoom.



Other things you can do to plan your event include:
  1. Setting up an agenda
  2. Creating and managing sessions
  3. Adding members to your team and customizing member role permission
  4. Adding hosts for sessions
  5. Configuring tickets
  6. Handling sponsorship
  7. Designing the microsite
  8. Creating discussion channels

Note:
  1. Panellists in Zoom are known as speakers in Backstage.
  2. When inviting guest speakers to an online event, ensure that you add their email address to their profile so that they can join and conduct sessions.
  3. When you integrate with Zoom in an event for the first time, the integration will be available for all the events in your portal. Click the Settings tab in the top bar of your portal and click the Integrations tab to view more details about your Zoom integration.
 
Once you have created your event, you can manage and conduct it by:
  1. Launching your event by importing attendees, setting up emails, publishing the event microsite, and managing attendee queries
  2. Promoting the event on social media and other networks
  3. Managing event operations on the event day like managing orders, checking in attendeesmaking announcements, and configuring hosts for sessions.
  4. Customizing forms to fit your needs
  5. Viewing your team member's activities

Also, speakers who are a part of your online event can access the event microsite to conduct sessions and interact with attendees.

The Zoom integration is a paid feature enabled based on your subscription plan.

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