Zoom Webinars Integration

Article Sections

• Installation / Where to Start 

• Creating a Zoom Webinar in Events

• Pulling Zoom Webinar Data

• Uninstalling / Removing the integration

• Support Options

Overview

PeopleGrove's integration with Zoom Webinars aims to help you incorporate live webinars into your existing PeopleGrove platform in the Events module as a means to provide further virtual support to your stakeholders.

Installation / Where to Start

Lost? Hub Admin > Initial Setup > Apps & Integrations

To use Zoom with your PeopleGrove platform you need to have the Events module. Once you had ensured you have the Events module follow the steps below:

Before getting started, please note that you must have an active Zoom Webinar subscription on your existing Zoom account for this integration to work. You need to purchase the subscription directly from Zoom.

Note: The PeopleGrove + Zoom Integration can only support Zoom events through a host who has a Zoom Webinar subscription. All other Zoom versions are not supported at this time.

1. Open your Hub Admin panel 
2. Choose Apps & Integrations under Initial Setup 
3. Toggle on the Not Installed/Installed button 
   1. Once this is toggled on you will see the Settings tab 
4. Click on the Settings tab
5. Choose + Link Account 
6. Sign in to the Zoom account that you wish to host events in the tab that opens                                                    
   1. That account will automatically link to your PeopleGrove account 

Your Zoom account is now linked!  Now you can begin creating Zoom Webinar within Events

Creating a Zoom Webinar in Events

1. Visit the Events tab on your platform
2. Click Create an Event
3. For the event type, select Zoom Webinar
   Note: that if you do not already have a Zoom account linked, you will be prompted to link your Zoom account during the event creation. If you already have a Zoom account linked, you will not be prompted to link an account. 
4. Follow the steps to finish your event listing as normal
5. Once your event is published, PeopleGrove will automatically create the event via the Zoom, and the Webinar will show up in your Zoom Account.

Uninstalling / Removing the integration

There are a few ways to un-link your Zoom account or to disable the integration entirely.

For admins, to disable the integration for your entire platform, follow these steps:

1. Go to the Apps & Integrations page
2. Click the Zoom Integration tile
3. Switch the toggle to Uninstall the integration

At this point, users will no longer be able to create events using the Zoom integration, even if they have already linked their Zoom account.

As an individual user, if you want to remove your link, please visit the Zoom App Marketplace and follow these steps.

1. Click Manage > Installed Apps or search for the Zoom Webinars for PeopleGrove app
2. Click the Zoom Webinars for PeopleGrove app
3. Click Uninstall

This will remove your link to PeopleGrove, and note that this will automatically delete Zoom Webinar events you have created on PeopleGrove. 

What happens next?

Once created, the following things will happen:

• Users who register for your event via PeopleGrove will be added to the webinar via the Zoom.

• A confirmation email will be sent to the registered users with a link to attend.

• Users who unregister for the event via PeopleGrove will be removed from the webinar via the Zoom.

• Registered users will see a link to join the webinar on the PeopleGrove Events listing page

• You (or the organizer of the webinar) will see a link to start the webinar on the events listing page

• After the event, all users who attended the webinar will be marked as "Checked In" in PeopleGrove

That's it! There is no limit to the number of webinars you can create. 

Note that all webinars are subject to any limitations of your Zoom account. 

Pulling Zoom Webinar Data

After a Zoom event you will be able to pull the data regarding registrants and attendees into a report in Explore Users

1. Open Explore Users
   1. Open Explore Users via the Quick Links on your homepage or your Hub Admin                                       OR
   2. Open Explore Users via Hub Admin under Users and Analytics 

Registrants

If you want to find data on registrants and non-registrants for your events you can use the following filters:

• Not Registered for Event
  • Then choose the event from the list in the next box to the right

Ex. You may use this report to follow up through a Bulk Email to inform non-registrants of a future date of a related event.

• Registered for Event
  • Then choose the event from the list in the next box to the right

Ex. You may use this report to follow up through a Bulk Email to inform registrants of related information from your event.

Attendees

If you want to find data on attendees and non-attendees for your events you can use the following filters:

• Checked in to event
  • Then choose the event from the list in the next box to the rightEx. You may use this report to follow up through a Bulk Email to inform attendees of related information from your event.

Support Options

PeopleGrove is happy to provide support for the Zoom Webinars integration. To submit a ticket, please click the green question mark in the bottom right of your platform screen to submit a ticket.