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
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
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
Step 1 - Go to https://marketplace.zoom.us/user/build and pick "Build App" from the "Develop" menu
Step 2 - Pick the General App option and click Create
Step 3 - You need to copy the Client ID (1) and the Client Secret (2) over to your OptimizePress integrations screen and then copy the Redirect URL from your OptimizePress site to the Oauth Redirect URL
Step 4 - On your WordPress site, add the new integration -> Zoom new integration and copy the "Redirect URL". Ensure you paste the Client ID and Client secret from Zoom here.
You can "Save Credentials" but DO NOT connect at this time, as the integration will not work yet!!!
Step 5 - Paste the "Redirect URL" into the Zoom App credentials form under "OAuth Redirect URL",
You can "Save Credentials" but DO NOT connect at this time, as the integration will not work yet!!!
Step 6 - Click through each screen by clicking continue until you reach the scopes screen.
Step 7 - You need to add certain scopes to your app by clicking "Add Scopes" and then add each of the following:
View all user information - user:read:user
View all user Webinars - webinar:read:list_webinars
View a past webinar's instances - webinar:read:list_past_instances
View and manage all user Webinars - webinar:write:registrant
Add a registrant to a webinar - webinar:write:batch_registrants
Your screen should look something like this:
Step 8 - Select ALL options under "User"
Step 9 - Select ALL options under "Account"
Step 10 - If everything is setup you can now go back to your WordPress website and click connect to connect the integration.
Step 11 - You can "Connect" your integration from the OptimizePress Integrations form now.
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.
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"
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"
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
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
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
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
Your integrated form is ready - you should see something similar to this on your page:
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!
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
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.
