Zoom Integration - Online Help | Zoho Campaigns

Zoom Integration

Using Zoho Campaigns integration with Zoom, you can import registrants and attendees of the webinars hosted in Zoom. With this integration, all webinar details from Zoom will be pushed to Zoho Campaigns, and you can send promotional emails for the leads who attended webinars.

About Zoom

Zoom is a video conferencing tool that allows users to host webinars online. Zoom offers a large number of features, including:
  1. Joining a webinar with a single click
  2. Dynamic screen sharing
  3. High quality video (HD videos)
  4. The ability to host 100 to 10000 view-only attendees

Prerequisite

  1. A user must be an admin in their Zoom account.
In this help guide, you will learn to integrate your Zoho Campaign's account with your Zoom account, sync with Zoom to import contacts, and create campaigns for Zoom webinars.

Integrate with Zoom

By integrating your Zoho Campaigns account with Zoom, you can:
  1. Add the registrants and attendees of your webinars in Zoom to your Zoho Campaigns mailing lists
  2. Send email campaigns about the details of your webinar to the registrants
  3. Send promotional newsletters to your webinar attendees

To integrate your account with Zoom

1. From the Navigation toolbar, select Settings.
2. Choose Apps under Integration.
Integrate with Zoom
3. Mouse over Zoom and click Connect.
Connect with Zoom
4. As a step to be GDPR compliant, we'll report the following activities that will be performed after the integration:
  1. Enable you to run promotional campaigns for webinars scheduled in Zoom
  2. Sync webinar details from Zoom to Zoho Campaigns
  3. Sync webinar registrants and attendees lists to Zoho CampaignsIntegrate with Zoom
5. Click Continue to integrate.

Import Contacts from Zoom

To import contacts from your Zoom account, you need to first complete the sync setup. By syncing your Zoho Campaigns account with Zoom, you can:
  1. Import the registrants and attendees of your webinars from Zoom into your Zoho Campaigns account
  2. Create mailing lists for the registrants and attendees of your webinars by importing them into Zoho Campaigns
  3. Send email newsletters to the registrants about the details of your webinars
  4. Send promotional newsletters to your attendees about the topics discussed in the webinar

To sync your Zoom account with Zoho Campaigns

1. From the Navigation toolbar, choose Contacts and select Sync Services.
Sync with Zoom
2. Mouse over Zoom and click Associate New Account.. If you have not integrated your zoom account before setting up this sync, click Continue to integrate.
Associate new Zoom account
3. Click the Setup icon under Zoom.
Setup Zoom webinars
4. Click Edit Setup in the top-right corner of the page.
5. Enable Sync by clicking the toggle button.
6. Select the mailing lists into which you would like to import the registrants and attendees of the webinars.
7. Assign tags to your registrants and attendees, if needed and click Save.

7. View the pre-mapped fields of the webinars and campaigns respectively.
8. Click Save to enable syncing your upcoming webinars.

Webinars that you create in Zoom after your account is associated will automatically be imported into Zoho Campaigns.

Note:

  • Only the webinars that you create after you activate the sync will be imported into Zoho Campaigns.
  • Webinar details created before activating the sync will not be imported.

To view details of your webinars in Zoho Campaigns

1. From the Navigation toolbar, choose Contacts and select Sync Services.
2. Mouse over Zoom and click Webinars option.
View Zoom webinar details
3. Webinar details will be displayed in two views: Registrants and Attendees.
    • Registrant details will include a count of total contacts, re-added, duplicate and ignored contacts, contacts unsubscribed from the list or topic.
    • Attendee details will include a list of contacts who have attended the webinar.

Zoom Campaign Creation

Zoho Campaigns integrates with Zoom to send webinar-based email campaigns. You can promote the webinars that are created in your Zoom accounts.

Pre-requisites

Before creating email campaigns for your webinars, ensure that you meet the following requirements:
  1. Integrate your Zoom account with Zoho Campaigns
  2. Activate the sync between Zoom and Campaigns

To create a email campaign for webinars in Zoom

1. From the Navigation toolbar, choose Campaigns and select Advanced Campaigns.
2. Click Create Campaign in the top-right corner.
Create zoom campaign
3. Hover over the Zoom and click Create New.
4. From the drop down, select the type of campaign you would like to create.
Create new Zoom campaign

Basic Info

In the Basic Details page, enter the campaign details as given below:

Field

   Description

Campaign Name

To identify the email in the future.

Campaign Subject

A suitable subject line that relates to your Campaign.

Webinar

The webinar you want to promote in your email campaign.

Sender Name

You can either mention your name or your organization's name.

Sender email address

Specify your business email address. (By default, it will reflect the email address related to your Zoho Campaigns account).

Reply to Address

The purpose of this email is to receive any replies from subscribers. This can be the same as the sender's email address.

Personalize 'To - address'

Include the recipient's name in 'To' address to add a personal touch.

Add basic Zoom info

Content

In this step, configure the content of your email by choosing your email type and content options.

1. Select one of our content options, such as designed templates, HTML editor, or any other option.
2. Add the campaign content, then select the Webinar Merge tags associated with the webinar campaigns to add them in the template.
3. Click Save & Close to proceed.
Embed Webinar merge tags 

Webinar Merge Tags
The various types of merge tags available for webinars to be embedded in your email campaign are listed below:

Merge Tag Name
    Description
$[ZW:WEBINARNAME]$ 
Displays the webinar name
$[ZW:WEBINARURL]$
Displays the webinar URL
$[ZW:WEBINARPRESENTER]$
Displays the presenter name
$[ZW:WEBINARSTARTTIME]$
Tells about the start time of the webinar
$[ZW:WEBINARDESCRIPTION]$
Tells about the webinar description
Note : You can find the webinar merge tag at the top of the editor. You'll be able to add a merge tag only when you select a component in your content.

Audience

In the recipients page, select the mailings list(s) in which you have imported your registrants and attendees. If you haven't created a list yet, you will be asked to create one now.
Select mailing lists

Send Campaign

The final step in completing your email campaign is to send it for review.Send campaign for review

Once the review is complete, you will be able to send the campaign. You can choose to send your campaign immediately, schedule it to be sent at a later date or send it in batches at specified intervals.
Schedule campaign

If you select the schedule option, you can choose to send it at a fixed date and time, according to the recipient's time zone or according to the recipients optimal open time.Select schedule option