The OptimizePress Zoom integration allows you to connect your Optin Forms to Zoom in order to send leads to a specific Zoom webinar, where they will be added as an Attendee
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Integration Requirements
You will require an active zoom account with the Webinars add-on in order to use the Zoom webinars integration inside OptimizePress. If you do not have the webinars addon, you will need to upgrade your account to use this integration
How to use this integration
The OptimizePress Zoom integration is simple and easy to setup. You will need to have the latest version of OptimizePress Dashboard and OptimizeBuilder installed to use this integration. As mentioned above, you will also need a non-free Zoom account with the Webinars add-on.
The new integration requires that you setup a Zoom OAuth App
Steps to create Zoom OAuth App
Zoom Integration Video Tutorial
Zoom Integration Step by Step
Step 1 – Go to https://marketplace.zoom.us/user/build and pick “Build App” from the “Develop” menu
Step 2 – Pick the OAuth app
Step 3 – Enter the app name, chose “Account Level App” and deselect “publish to the marketplace” toggle
Step 4 – On your WordPress site, add the new integration -> Zoom new integration and copy the “Redirect URL”
Step 5 – Paste the “Redirect URL” into the Zoom App credentials form under “Redirect URL for OAuth”, add your domain under “add alow lists”, and copy/paste your “Client ID” and “Client Secret” from Zoom App Credentials into your integration settings on the WordPress site. You can “Save Credentials” but DO NOT connect at this time, as the integration will not work yet!!!
Step 6 – Fill out your information (Pay special attention to the “Developer Information” because without it the application cannot work) and feature forms. Under Scope, click “Add Scopes”
Step 7 – Select ALL options under “Webinar”
Step 8 – Select ALL options under “User”
Step 9 – Select ALL options under “Account”
Step 10 – If everything is setup correctly on the “Activation” screen will be no warnings.
Step 11 – You can “Connect” your integration from the OptimizePress Integrations form now.
Setup the Zoom Integration on your Optin Form
Note:
Zoom requires you collect first name, last name and email for any submission to a webinar in their platform. When using the Zoom integration, you will notice these fields are automatically locked as required.
Step 1: Connect your Optin forms on your landing page
The next steps take us inside the OptimizeBuilder. Open your landing page where you have an optin form you want to integrate with Zoom. This integration will send any subscribers from that form directly to your Zoom account as attendees for the selected webinar
Click the integrations option when you have selected your optin form, and then click “Edit Integration”
Step 2: Select Zoom from the Integrations List
The next stpes take us inside the OptimizeBuilder. Open your landing page where you have an optin form you want to integrate with Zoom. This integration will send any subscribers from that form directly to your Zoom account as registrants for the selected webinar
Click the integrations option when you have selected your optin form, and then click “Edit Integration”
Step 3: Select your webinar to add Attendees to
Once you select Zoom as your form integration, you’ll need to select which webinar you want your leads to be added to. You should see a dropdown of all your webinars which are setup and active from inside your Zoom account.
If you do not see the webinar you are looking for here, ensure it is properly setup and active inside Zoom, and go to OptimizePress > Settings > Advanced > Clear cache to clear any cache that may be affecting your webinars list
Step 4: Confirm your form fields
At present, Zoom requires first name, last name and email to be submitted as part of any integration with their platform. These fields are locked and cannot be adjusted. You will simply need to click the “Next Step” button to proceed with this integration
Step 5: Choose your form post action
You can now select the action to happen once your form has been submitted. Choose your preferred option and click “Next Step” to finalise your integration
Step 6: Check the integration settings
At the final step of the integration process, you’ll be presented with a summary of your integration settings. Check these are correct, and close the window. If you need to modify anything, simply reopen the integration screen and restart the wizard to customize any settings you need to
Step 7: Your Zoom integrated form is ready 😄
Your integrated form is ready – you should see something similar to this on your page:
Step 8: Test Your integration
Now you should test your integration before putting your page live. Subscribe to your form and check that you appear in the Attendees for your webinar
You’ve now integrated Zoom with your OptimizePress Optin Form – great work!
Uninstalling the OptimizePress Zoom Integration
If you wish to no longer use the Zoom integration there are a few steps to do this
Firstly you can disconnect your OptimizePress > Zoom integration from your OptimizePress Dashboard
- Go to OptimizePress3 > and click “Integrations” on the left sidebar
- Find the Zoom integration in your list of connected Integration services
- Hover over the Zoom box and you should see the button turn red for disconnect
- Click to disconnect the Zoom integration
To fully remove the connection between your site and Zoom, you can also remove this inside your Zoom account:
- Login to your Zoom Account and navigate to the Zoom App Marketplace
- Click Manage > Installed Apps or search for the OptimizePress app
- Click the OptimizePress app
- Click Uninstall
Troubleshooting
Why can’t I see meetings in the integration?
The current OptimizePress > Zoom integration supports webinars only. We do not connect to the meetings part of the Zoom platform so you cannot add subscribers to Zoom meetings through this integration at present.
How to Contact Support
Here’s how you can get further help from our team for your questions regarding our Zoom integration, or any other OptimizePress related questions
- Our support team are available Monday to Friday, 10am to 5pm GMT to assist with queries or issues you may have.
- We endeavour to reply to all emails within 48 working hours – normally much sooner.
- You can submit a ticket via our email form here. You can also use the widget on the right corner of this screen.
- You can find more support for OptimizePress questions in our knowledgebase