Our Concep Send and Zoom integration is a service that can be purchased which will allow recipients to complete a survey and upon submission of the survey, the recipient will be automatically registered to a specific Zoom Webinar.
NOTE: You will need to have a pre-existing Zoom account. The webinar should be setup within Zoom prior to creating and setting up the Concep Send survey.
Please reach out to support or your account manager to have the integration enabled, after this is completed a new Integrations tab (Next to API Keys) will appear which will allow you to setup and authenticate with your own Zoom Webinar account. You will be required to enter your Zoom Account email and password. You may need to ensure you have the webinar license enabled within your Zoom account.
Now you can dive into setting up your survey and linking it to Zoom. In a survey select Actions >> Add Action. A new radio button would have appeared called Zoom, this must be selected for the additional fields to appear.
You will need to fill in the following details:
1. Action Title. This can be anything related to the action i.e. Zoom Training 12/12/2020
2. Select the Webinar that should be linked to this survey. This is the webinar where the registrants will be posted.
3. It is MANDATORY to map first name, last name and email but you do have other additional options such as: Industry, Organisation, Job Title and Comments. All of these fields can be mapped and synced to Zoom.
NOTE: Within the survey; first name, last name and email have to be checked as mandatory and the email address answer must be restricted to email address only.
4. Save the action
When a recipient completes the survey, they will appear in the Zoom webinar as a registrant:
The recipient will also receive an email from zoom on details regarding the webinar and how to join: