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Manage Supplier-Hosted Zoom Events

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Permission Required

In Unifyr One Admin, only users with role Administrator or Integrator have the ability to integrate their Unifyr One account with third-party apps as a default. This may differ in your implementation - submit a request to your Unifyr One team if you need information.

Overview

Zoom is a video conferencing software that lets you exchange information via video meetings and webinars. Use Supplier-Hosted Event Campaigns to easily share your Zoom events with your partners in Unifyr One, help them generate Event Registration leads, and pass registrations generated from the Unifyr One platform into Zoom. After the event is over, Unifyr One pulls from the Zoom API to confirm the list of attendees. You and your partners can reference this data and partners can engage leads based on whether or not they attended the event.

Before You Begin

  • You must be using Zoom Pro or a higher plan to integrate your meetings with Unifyr One.
  • You must create a webinar or meeting in Zoom that corresponds to the campaign you’re creating for your partners before creating the campaign in Unifyr One. Ensure these settings are in place for the Zoom webinar or meeting:
    • Requires registrations.
    • Occurs on a future date.
    • Is not recurring.
  • Have the templates for any emails, landing page or plugin you want to use in your campaign ready before creating the campaign - these are usually prepared with the Unifyr One team during your implementation phase. Submit a request to your Unifyr One team if you need further assistance.

Contents

Click + to expand the section.

Configuring the Zoom Integration in Unifyr One

Permission Required

In Unifyr One Admin, only users with role Administrator or Integrator can integrate their Unifyr One account with third-party apps as a default. This may differ in your implementation - submit a request to your Unifyr One team if you need information.

Follow these steps to integrate your Unifyr One account with Zoom:

  1. Navigate to   > Settings > Integrations and choose the Legacy tab in the left hand sidebar.
  2. Click Create Integration > Zoom.
  3. In the pop-up window, authenticate to your Zoom account by providing your Zoom account credentials and clicking Sign In. The account must have a Pro Zoom license or higher to support an integration with Unifyr One.

  4. The account is listed on the Integrations list view after it is created.

    mceclip0.png

Creating a Supplier-Hosted Zoom Event Campaign in Unifyr One

Important

Before you can create the Event Campaign in Unifyr One, you must first create a webinar or meeting in Zoom that corresponds to the campaign you’re creating for your partners. Otherwise, you will not see the option to create a Zoom event.

Ensure these Zoom settings are in place for your webinar or meeting:

  • Requires registrations.
  • Occurs on a future date.
  • Is not recurring.

Create a Supplier-Hosted Event Campaign using your Zoom integration - partners can activate the campaign and invite their contacts to register for the event via the Campaigns or Virtual Event Center pages in their partner portal.

Registration form submissions push back to Zoom as registrations. Approved registrants receive Zoom confirmation emails that include a link to the event so they can attend it.

Follow these steps to set up the Supplier-Hosted Event Campaign in Unifyr One:

  1. Navigate to Partner Marketing > Campaigns.
  2. Click Create > Create New Campaign.

  3. Complete these fields to associate the campaign with the event you have set up in Zoom. 

    Parameter  Type  Description
    Type  Dropdown

    Choose Event - Zoom.

    This option is available when:

    • You have an authenticated Zoom integration - see the Configure the Zoom Integration in Unifyr One section of this article for more information
    • You have a suitable webinar or meeting available in Zoom - see above

    If you still can't see the option when both of these are set up, try reauthenticating your integration to Zoom. For more information, see the Re-authenticating Zoom in Unifyr One section of this article.
    External Event  Dropdown  Select the Zoom event you want to associate with the campaign.
  4. All other fields in the form are standard fields for setting up any marketing campaign - complete them as required. For more information, see Create and Manage Campaigns.

  5. Click Apply. The Campaign Details view opens, showing details of the associated event in the Virtual Event box.

    admin_campaign_supplier_event_virtual_event.png

  6. Scroll down to Campaign Assets. A workflow named Virtual Event Workflow for <Campaign Name> has been automatically generated. This defines the actions that will be taken during the campaign's lifecycle and how/when the actions are triggered.
    1. Click on the workflow to open the Workflow Details page.

    2. On the top right-hand corner of the Workflow Details page, click Steps to edit the workflow as required.

      Workflow_Edit.png

      You will see a Conditional Step named Attended Event - this step is required and can't be edited. It forms the basis of the workflow - whether a contact attends the event, and what actions/communications will happen when they do or they don't.

      Note: Unifyr One gets the duration of the event from Zoom and triggers the Conditional Step based on the duration + 15 minutes.

      You also see a Final Step on the Yes and No pathways - these are Unifyr One system steps to close the workflow and can't be edited.

    3. We recommend adding Thank You for Coming and Sorry We Missed You emails between the Conditional Step and each Final Step in the workflow.
      • Thank You For Coming email:

        1. Click the + between the Attended Event > YES and the Final Step on the pathway.  

          admin_campaign_workflow_event_attended_yes.png

          The Add New Step window opens.

        2. Under Actions, click Send Mail.

          Add_New_Workflow_Step.png

          The Send Mail window opens.

        3. In Email Template, search for and select the template for the Thank You for Coming email.

          Note: The name of the template may be different in your account. If you are having trouble finding the template, or one does not exist, please reach out to your Unifyr One point of contact.

          Configure the other settings for the step as required.

          admin_campaign_workflow_thanks_for_attending_template.png

        4. Click Save.
      • For the Sorry We Missed You email:

        1. Click the + between the Attended Event > NO and the Final Step on the pathway. 

          admin_campaign_workflow_event_attended_no.png

        2. Under Actions, click Send Mail.

          The Send Mail window opens.

        3. In Email Template, search for and select the template for the Sorry We Missed You email.

          Note: The name of the template may be different in your account. If you are having trouble finding the template, or one does not exist, please reach out to your Unifyr One point of contact.

          Configure the other settings for the step as required.

          admin_campaign_workflow_sorry_we_missed_you_template.png

        4. Click Save.
  7. Click Done to return to the Campaign Details page.
  8. Build the other tactics for your Supplier-Hosted Event Campaign.

    • For partners to market your event properly, include an Invitation Email and a Web Plugin that they can use to generate leads for their event.

      Use a microsite template to build a Web Plugin that partners can use to generate and track registrations for this event. When added to the campaign, it will automatically track form submissions for each partner and connect registrants to the event. If you have questions about your microsite template or do not have one, submit a request to your Unifyr One team.

    • We recommend adding any Reference Materials (Print or Library Assets) your partners would find helpful to execute this campaign.
  9. Package the tactics into the Supplier-Hosted Event Campaign. For more information, see Create and Manage Campaigns > Add Content to a Campaign.

  10. Click Publish in the top right-hand corner of the Campaign Details page. This makes the campaign available in the portal, if either the Browse Campaigns or the Virtual Event Center feature page is included in the site navigation.

    For more information, see Adding Feature Bundles/Pages to a Partner Portal.

Event Registration/Attendee Reporting

As partners share the event with their contacts and they register for it, then attend it, the information is available in these places:

  • Registrations from the portal appear in the Zoom account as registrations against the event or webinar.
  • Registrants receive emails from the Zoom account before and after the event, when their registration is approved.
  • Registrants are added to the campaign workflow, based on the rules configured for including participants.

  • Registrations captured through the Unifyr One Supplier-Hosted Event Campaign are listed in the campaign in Unifyr One Admin, under the Campaign Summary Report.

    admin_campaign_supplier_event_summary_report.png

  • Attendees are also listed in the Campaign Summary Report. 15 minutes after the event, Unifyr One pulls this information from the Zoom API.

  • Registrations and attendees are listed as leads in the portal, in the campaign's Leads tab.

    Go to the tab and select Event Registrations or Event Attendances from the Events drop down.

    Contacts receive lead scores for registering / attending:

    • Register for the event - 60 points
    • Attend the event - 40 points

    portal_campaign_supplier_event_leads_registrations.png

Re-Authenticating Zoom in Unifyr One

You can re-authenticate with Zoom if you want to use different Zoom accounts or if you have a connection failure and events are not pulling into Unifyr One. Follow the steps below to re-authenticate.

  1. Navigate to   > Settings > Integrations and choose the Legacy tab in the left hand sidebar.
  2. Find your current Zoom integration in the view.

  3. In the Actions column, click Reauthenticate.

    Reauthenticate_Remove.png

Deactivating Zoom

To uninstall or stop pulling events from Zoom:

  1. Navigate to   > Settings > Integrations and choose the Legacy tab in the left hand sidebar.
  2. Find your current Zoom integration in the view and click to open it.

  3. In the Actions column, click Remove.

    Reauthenticate_Remove.png

 Training

Learn more with our training course:

You will be prompted to log into your CustomerONE account to access the link.

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