In this tutorial, we will cover a recommended best practice for your Zoom integration with AEvent.
Did you know that your Zoom account can only host one meeting or webinar at a time? If you log into a separate meeting while AEvent is automating your event, it can cause your automated event to shut down unexpectedly.
To avoid this, we highly recommend opening a separate (sub) Zoom account.
This tutorial will guide you through the steps of opening a secondary Zoom account, setting up your new Zoom account, and integrating it with AEvent.
Step #1 - Creating New Zoom Account
First, log in to your Zoom account. In the left-hand navigation menu, scroll down to Plans and Billing and select Plan Management (you will need to add a second paid account).
Under Plan Management, click on Manage for Zoom Workplace Pro.
Next, click on Edit Plan, add an additional user license, and complete the purchase.
Once your purchase is complete, you will have an additional Zoom Workplace Pro user license to assign to a new Zoom account.
Next, within your Zoom account, click on User Management and select Users, then click on + Add Users.
Now, enter the email address for the new account you’d like to create. This can be events@your_domain.com, webinars@your_domain.com, or any other address you prefer.
Next, select Licensed, and ensure the newly purchased Workplace Pro license is selected.
The new account has now been created, and an introductory email has been sent to the address you provided. Please locate and open this email to finalize the account creation by selecting a password and completing any other required steps from Zoom.
Once you’ve successfully set up the secondary account, you must promote the new account to the User Role Admin. This is required for our Zoom app to schedule and run your events. Without this change, Zoom will not allow the app to be installed in Step 3.
To do so, navigate back to your main Zoom account, go to User Management, and select Users. Then click the Edit button for the new account you've just created, and select Admin for the Role.
Step #2 - Adjust User Settings for AEvent Integration
Depending on your planned use of Zoom with AEvent (Meetings or Webinars), there are a few settings you can dial in to enhance your results. (Please ensure you are working within the new Zoom account that you're using with AEvent when making these changes).
#2-1, Zoom HD: Does your presentation contain full-motion video? If your content includes less screen sharing and slides and more video, we recommend using Zoom HD. To activate it, there is a manual step you need to take with Zoom. Learn More Here.
#2-2, Are you using Zoom Meetings for your events? If so, there are a few specific settings we recommend adjusting as best practices. These settings must be configured within the Zoom website interface. View the full tutorial here.
#2-3, Configuring Zoom Chat: Whether you're hosting a meeting or a webinar, the chat experience can be tailored for your audience. Options range from everyone chatting with everyone to disabling chat entirely. We recommend pre-setting this at the account level so all your events will operate with chat configured the way you intend. Learn more about defining these settings by clicking here.
Bonus: Zoom Templates: You can utilize Zoom Templates to further personalize your Zoom experience. From customized emails to branded email templates, we recommend using these features to enhance your branded presentation. Learn More Here.
Step #3 - Integrating your new Zoom account with AEvent
Created your new Zoom account and adjusted the settings to your liking? Great! Now it's time to add your new Zoom integration to AEvent.
First, we recommend logging out of Zoom.us from your web browser. This will help ensure you connect the correct account to AEvent, rather than your main account.
After doing this, please click this tutorial for step-by-step instructions.