Registering contacts for a Zoom event
Using the Zoom for Eloqua app, you can register contacts for Zoom events directly in your multi-step campaign using the Zoom Register Action service.
Before you begin:
Note: When setting up and configuring your event in Zoom, the first two options are set through your Zoom account in a browser instead of the Zoom client on your PC or Mac.
- The Required check box for Registration must be checked.
- If the webinar or meeting is recurring, ensure that the Attendees register once and can attend any of the occurrences option is selected.
- The connector is configured to send first name, last name, email address, organization, and title to Zoom. Enable them in the Zoom registration options to view these details on all registrants records.
Note: If these fields are marked as mandatory in Zoom and are missing for the contact record in Eloqua, then the registration will fail.
- First name and email address are mandatory for the Zoom Register Action step. If these are missing in Eloqua, then the record will fail.
To register a contact for a Zoom event:
- Open an existing campaign, or create a new one.
- Drag the Zoom Register Action element from the Actions section onto the campaign canvas.
- Double-click the element to open the configuration screen. The window that opens enables you to do the following:
- Change the name of the step to something more meaningful.
- Configure the element.
- Choose to route contacts that resulted in an error to another step (see: Campaign canvas elements for more information).
- Schedule the action.
- Click Edit
to configure the action.The Configure Registration Action dialog displays.
- Select the Zoom credential you want to use for this action.
- Select the Event Type: Meeting or Webinar.
- Enter the Event ID for the event you want the contact to be registered for.
- Click Save.
When a contact flows into the action step, Oracle Eloqua calls out to Zoom to register the contact in the event.
Installing the app from the Zoom Marketplace