INTEGRATIONS NEEDED FOR ZOOM GROUP MEETING CONNECTION

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In this section, you will find the options for building your Zoom Group Meeting Connection tool. Follow along in your PlusThis app, or by viewing the numbered step in the screenshots.
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Step 1: Which Meeting?

In the drop-down, select the meeting you'd like to register contacts for. The meeting must already have been created and scheduled in Zoom, before configuring this tool.

Dynamic Registration Tagging

If your meeting is recurring, you can use the "Apply configured registration tag dynamically to all occurrences?" toggle to have PlusThis generate dynamic tags specific to the occurrence registered for. The static registration tag will still be applied as well if configured.

Step 2: Store the Meeting Join Link Here:

In the drop-down, select the field where you would like to store the unique Meeting Join Link for each registrant if you would like to send your reminders through CRM.
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Step 3: Apply This Tag After Successfully Completing Registration

If you choose to send your reminders through CRM, select a tag from this drop-down to have applied to the contact by PlusThis after successfully completing registration.

Step 4: Additional Options: Store the Meeting Title Here

In the drop-down, select the field where you would like to store the Meeting Title if you would like.

Step 5: Additional Options: Store the Meeting Start Date/Time Here

In the drop-down, select the field where you would like to store the Meeting Start Date/Time if you would like.

Step 6: Additional Options: Store the meeting start time in the meeting's timezone?

By default, this toggle will be set to "Yes". If you would not like to store the meeting start time in the meeting's timezone, and instead would like it stored in EST, switch the toggle to "no".

PlusThis will get your attendee information 15 minutes after the scheduled end time of your meeting. Below are the options for configuring the tags that get applied at that time.

Dynamic Attendance Tagging

If your meeting is recurring, you can choose to apply dynamically created tags that are specific to this meeting occurrence. The static attendance tag will still be applied as well if configured.

Step 7: Apply This Tag to the Attendees:

In the drop-down, select the tag that you would like to be applied to the contacts who attend your meeting.

Step 8: Apply This Tag to Non-Attendees:

In the drop-down, select the tag that you would like to be applied to the contacts who do not attend your meeting.

Step 9: Additional Options: Store the Number of Minutes Attended Here

If you would like to store the number of minutes that someone attended the meeting for, select a field from the drop-down.

Step 10: Additional Options: Store the User's Join and Exit Times Here:

If you would like to store the join and exit times someone attended the meeting, select a field from the drop-down.

Step 11: Tool Name

Enter a name for your tool in this field. The name is solely for use inside of PlusThis, and will not be visible to customers.

Many people want to test and see if the tags are applying on contacts appropriately when setting up this tool. The best way to test this would to create a test zoom meeting to use this tool with. Add a test contact into your campaign. Have that contact register for the zoom call attend and then end the call. You will see the appropriate tags applied on that contact.
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If you see the desired outcome, make a new Zoom Meeting for your live call and use the same settings for that Zoom Meeting Connection tool.

Run your tool virtually anywhere in your campaign using an HTTP post element.

Step 1: This Tool should be triggered by an "HTTP Post" from Infusionsoft. This can be done using the Campaign Builder's "Send HTTP Post" option found on the left hand side of the sequence builder, under the "Process" section.

Step 2: Decide where in your campaign you want to trigger this Tool. It can be part of virtually any Campaign Sequence.

Step 3: In the Campaign Sequence, place a "Send HTTP Post" action where you want to run the Tool.

Step 4: Use the Tool URL, provided above, in the "POST URL" field of the HTTP Post.

Step 5: Leave the default "Name / Value Pairs" as is. There should be an entry that looks like this: contactId = ~Contact.Id~

Step 6: Leave the Merge Fields as is. PlusThis gets all of the data necessary to run from the Contact Id Name / Value pair.

Step 7: Mark the HTTP Post (and Sequence) as "Ready".

Step 8: Publish your campaign changes and test! The "Send Test" button in Infusionsoft is not a good way to test PlusThis Tools. Instead, create a test contact record and push that record through the appropriate sequence.