Zoom Integration

Tired of no-shows to your Zoom meetings and webinars?

Here's a great way to drive up attendance (and post-event engagement): SMS reminders.

Check out the following the explanation on how to integrate your Mobile Text Alerts account with your Zoom webinars and scheduled meetings.

This will allow you to send reminder texts as well as follow-up texts for your events so you can maximize attendance and engagement.

Connecting with Zoom

To integrate with Zoom, first make sure that "phone number" is an option on your Zoom meeting or webinar registration from.

You can then go to the Mobile Text Alerts page in the Zoom Marketplace and click the "Sign in to install" (or "Visit site to install") button:

This will create an account for you at Mobile Text Alerts (or will connect you with your already existing account).

Alternatively, you can access your Zoom integration from the "Webinars" tab within your Mobile Text Alerts platform. If this tab does not appear on your screen, you can go into your Settings, select the "Industry" drop-down, and choose "Webinar Sales" as your industry. Then the "Webinars" tab will appear.

Setting Up Your Message Flow

You can connect to Zoom in your Mobile Text Alerts "Webinars" tab by selecting the Zoom option under the "Connect Platform" section.

Once you connect to Zoom, you'll be able to select whether you'd like to set up messages just for particular events, or for all events. If you select the option for only particular events, you'll be able to choose which events you'd like to set it up for:

(As a reminder, you'll need to make sure that the registration link for your meeting or webinar has a phone number field.)

You can then set up a flow of messages you'd like people to receive when they register for your meetings or webinars. (You can toggle any of these message elements on or off using the toggle triggers - for example, if you don't want an automated welcome message to be sent, you can toggle that off.)

You can include an automated Welcome Message people receive immediately upon registering, and you can include as many reminder or follow up messages as you'd like to be sent before and after your event.

When editing or adding messages in the workflow, you'll be able to select how long of a timeframe before or after the event that you'd like the messages to go out.

The buttons toward the bottom of the text input box allow you to insert elements such as emojis and links. Of particular note is the "Variable" button. This will allow you to include important variables, such as first name and the unique join link for your registrants.

The "Send Test" button will allow you to send the message to your own phone so you can see how it might look to your recipients.

Click "Save" to save any changes you make.

You can also set up a message to go out to absentees (those who registered for your meeting/webinar but don't end up showing up).

Managing Your Event Alerts

Once you're done setting up your message workflow, you can edit and manage it anytime from your "Webinars" tab:

• Default Alert Template
  • Select Event - Select whether you'd like your message workflow to be scheduled for a particular meeting/webinar, or whether you'd like the message flow to be the default for future events as well
  • Send Welcome Message Upon Registration - Toggle this on or off according to whether or not you'd like your registrants to receive a "welcome message" immediately upon registering
    • Edit the content you'd like to include in your "welcome message" within this box
  • Send Reminders/Follow-ups - Toggle this on or off according to whether or not you'd like your registrants to automatically receive the reminder/follow-up flow of messages that you've set up
    • Click the "delete" trash bin icon to remove a message from the flow 
    • Click the "pencil" edit icon on any message to edit the content for that message
    • Click "Add Message" to create a new message and add it to the flow
• Account Settings
  • Webinar Alerts - Toggle this on or off according to whether or not you'd like your meeting/webinar registrants to receive any messages in your flow (including the welcome message and reminder/follow-up messages)
  • Auto-Import New Events - Toggle this on or off according to whether or not you'd like your message flow to be automatically sent for any new scheduled meetings/webinars you add to Zoom
  • Connected - From here you can connect and disconnect your Zoom integration
• Message Settings
  
  • Auto Top-Up - Toggle this on or off according to whether or not you'd like to have additional message credits automatically purchased and added to your balance whenever you run out of messages
    • If toggled on, you'll also be able to select how many messages you'd like the system to automatically purchase whenever you run out
  • International Texts - Toggle this on or off according to whether or not you'd like to have international credits automatically purchased whenever a number outside of the US/Canada is added to your message flow
    • International texts are billed separately from the credits allotted to your regular subscription
    • If toggled on, you'll also be able to select the dollar amount of international credits you'd like the system to automatically purchase whenever you run out
  • Upgrade Your Plan - Click here if you'd like to upgrade to a plan that allows more messages to be sent
• Send Message to Absentee - Toggle this on or off according to whether or not you'd like registrants who didn't attend your webinar to receive an automated message
  • Edit the content you'd like to include in your "absentee message" within this box