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Zoom - Quick Start Guide

Looking to setup and get Zoom + AEvent running quickly? Follow these steps.

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Written by AEvent
Updated over a week ago

Our Quick-Start series is a 5 Step Guide to making the best use of what AEvent offers. Within the platform, there are a few core elements to set up, regardless of the Delivery Platform or Native Integrations selected for use.

Through this Quick-Start guide, there will be times in which you need to select the delivery platform you are setting up (Zoom) and your User Level Selection type. (You selected this option at log-in and can change that within your User Settings). There are also highlighted areas specific to your delivery platform (Zoom).

If this is your first time setting up AEvent with Zoom, please make sure you follow this guide step-by-step so you get full use of our innovative solution.

Step #1 - Setting Up Your Integrations

A significant component of AEvent is our ability to integrate natively with over 60+ services and multiple delivery platforms.

This, and our behavioral targeting intelligence, helps you create a completely automated online event series that runs like a well-oiled machine.

Before doing anything else, first, you NEED to add the integrations you want to use with AEvent.

If you're looking for ideas, head over here to learn about our different integrations and what they can do when paired up with AEvent.

We have complete tutorials covering every aspect of every integration we integrate with, and each integration tutorial begins with a sub-section titled 'Adding your Integration Account to AEvent.' We recommend starting with your Zoom integration!

Do you plan to use Zoom Meetings with AEvent? If so, there are a few very specific settings that need to be adjusted within your Zoom account. Please ensure after adding your Zoom Integration to AEvent, you follow the tutorial below

Step #2 - Uploading Your Media

Next, we recommend that you upload your Media that AEvent will be delivering. The Media assets you upload here can be anything from the main presentation video to images and audio clips that can be sent out through our several different Media-Supported integrations.

(IF you don't have your Media ready yet, don't worry, you can skip this step for now and process onto Step #3)

Uploading Media - In order to upload any type of multimedia file, click on Media, then Upload Media.

When you upload a new video, our platform will transcode and prepare it for use. This activity isn't immediate, and sometimes there can be a queue. Once your Media Transcoding is complete, your video will be ready for use. A green check mark will appear on that video asset.

Once an upload is initiated, you can continue to Step #3 below.

(To learn more about our Media area, check out our 'Managing Your Media' tutorial.)

Step #3 - Creating Your First Timeline

When creating a new Timeline, click on Timelines, then click on Create Timeline.

To continue our Quick Start Guide for Zoom + AEvent, select below based on the user level you chose upon first login.

Our wizard is designed to work with your User level. Please ensure you make the selection below corresponding with your account settings. If you do not select an Experience Level, Advanced will be pre-selected.

Step #4 - Integrating With Your Web Page Campaign

AEvent integrates on both a code-based level and offers a full JavaScript popup for event registration. Either selection, you host your Registration, Confirmation, and Replay Page.

Because of how AEvent integrates into your website and campaign, you can keep everything the way you want. All elements function dynamically with AEvent keeping them current and specific for that registrant and their Event Registration.

Locate your Page Builder tutorials below for Step-by-step instructions, integrating all elements of an AEvent-Integrated Page.

#1, Utilizing the Page-Builder tutorials above, your first step is to integrate our JavaScript Popup or Form Code (to collect your registrations).

#2, AEvent provides all the dynamic elements you might want to use on your Registration page. A countdown timer (or multiple) counting down to the start of your next Event plus the Date and Time of the event (in the registrant's time zone). The 'Code' portion of your Timeline provides all the dynamic elements to place onto your Registration page.

AEvent provides all the dynamic elements you might want to use on your Confirmation page. A countdown timer counting down to the start of the Event plus the Date and Time of the event (in the registrant's time zone).

We also offer an Add-to-Calendar Tool for use on your Confirmation page, as well as a ManyChat / Facebook Messenger Widget Integration. Unlike other platform solutions, with AEvent, YOU host your confirmation page, enabling maximum customization.

AEvent provides all the dynamic elements you may want to use on your Replay page and in your Replay Sequences, adding true scarcity with an accurate expiring countdown timer (and page) and showing a countdown to offer expiration. Once you set up our Replay Header Script on your Confirmation page, it works as a lock and key, keeping your replay evergreen while also keeping your replay sequence under true expiration.

Using any other pages in your Funnel and wishing to track views or set up dynamic elements on those pages?

After integrating your Web Pages into AEvent, it's finally time to schedule your first Zoom Timeline!

Step #5 - Scheduling Your First Zoom Timeline

Once you've built out your Timeline and integrated it with your Web Page Campaign, it's time to schedule it!

You can schedule a Zoom Meeting or a Zoom Webinar as a one-time event or a recurring event happening daily or weekly.

And that's IT!
โ€‹Once you schedule your event, we recommend running a full test from the Registration page through the last message.

If you run into any issues along the way, please don't hesitate to reach out to our support team!

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