Prerequisites- Your Zoom account and Zoho Backstage account must belong to the same Zoho account owner or organization.
- You must have an active Zoom subscription that supports the expected attendee count for your event.
Setting Up Zoom for Virtual Events
While Zoom Webinars is commonly used for webinars, training sessions, and virtual events, Zoho Backstage lets you manage registrations, tickets, agendas, speakers, and overall event operations from a single platform. By integrating Zoom with Zoho Backstage, you can host your online sessions through Zoom while managing the rest of your event experience through Zoho Backstage.
Prerequisites
Speakers added to sessions in Zoho Backstage are synchronized as panelists in Zoom Webinar.
Enabling the Integration
Before using Zoom Webinar for an event, connect it to your Zoho Backstage portal. This only needs to be done once for your portal.
- Navigate to Portal Settings > Integrations > Web Conference.
- Locate Zoom Webinar and click Configure Now. The Zoom Integration side panel will appear.
- Click Connect with Zoom. The Zoom privacy policy page will appear.
- Click Proceed to acknowledge Zoom's Privacy Policy. You will be redirected to your Zoom sign-in page.
- Sign in to your Zoom account.
- Grant permission for Zoho Backstage to access your Zoom account.
Once connected, your Zoom account details will appear in the Zoom Integration panel.
All sessions and related data such as polls and Q&A created in Zoho Backstage will also reflect in your Zoom account.Configuring an Event to Use Zoom
After enabling the integration, you can apply it to individual events.
- Create a new event or open an existing event.
- Navigate to Manage > Event Info from the Dock.
- Locate the Webcast Service section and click Change Service. The Change webcast service dialog box will appear.
- Select Zoom.
- Click Change.
- Confirm the integration details and click Integrate.
Each session created in Backstage will be created in Zoom when you publish your event.
Configuring Zoom Webcast Settings
After selecting Zoom as the webcast service for your event, configure the Zoom preferences that will apply to all Zoom sessions created within the event.
- Navigate to Manage > Event Info from the Dock.
- In the Webcast Service section, click Webcast Settings. The Zoom Settings dialog box will appear.
- Review the default settings applied to Zoom sessions:
- Registrations are approved automatically.
- Zoom Q&A is enabled when the session starts.
- Participants can join from only one device at a time.
- Under Zoom engagement type, choose one of the following:
- Zoom Meetings for interactive discussions and collaboration.
- Zoom Webinar for presenter-led broadcast sessions.
- Under Other Preferences, configure the following options:
- Enable Practice Webinar to allow speakers and hosts to rehearse before sessions begin (Available for Zoom webinar only).
- Auto-record all webinars in Zoom to automatically record webinar sessions.
- If auto-recording is enabled, choose where recordings should be stored:
- Save to the local computer
- Save to the cloud
- Click Save.
After setting up your integration, start setting up your core event.
- Add team members and configure permissions
- Create your agenda and sessions
- Configure tickets and sponsorships
- Design the event website
- Assign hosts for sessions
- Create discussion channels for attendees
Once your setup is complete, you can:
- Publish the event website
- Configure event emails
- Import attendees
- Promote the event on social media
Session rehearsals are available only for Zoho Backstage OnAir events. Rehearsals cannot be conducted through Zoom Webinar from within Zoho Backstage.
If you have any questions, please contact support@zohobackstage.com.
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