Setting Up Zoom Meetings & Webinars for Session Streaming

Zoom is an incredibly powerful tool, which most of the world is familar with and used to at this point. Among the many products they offer, they also offer a developer-friendly integrated version of Zoom which PheedLoop leverages and countless events very successfully use. The power of PheedLoop and Zoom combined! We have built an awesome integration with the Zoom Web SDK which allows you to seamlessly allow attendees to view and participate in Zoom meetings and webinars right from the PheedLoop virtual event portal. PheedLoop's integration allows attendees to automatically authenticate and join the Zoom meeting or webinar you are running, with a single click into the session from the virtual event portal.

Note: The Zoom integration is not the full Zoom product, it is called the Zoom Web SDK. It is a separate product Zoom offers which is primarily focused on the ability to view and participate via audio/video in meetings and webinars. It does not support advanced features like breakout rooms, gallery views, live polls or HD streams. It does support options like Q&A and hand-raising, screen sharing, and audio/video sharing and many features specific to integrations like programmatic authentication. Zoom is constantly upgrading their integration and as soon as new versions are released, PheedLoop typically uses the latest version within a few hours of its release.

Step 1 - Generate Zoom API Credentials

PheedLoop's integration with Zoom requires an API connection. A Zoom Pro (paid) account is required for the best connection between PheedLoop and Zoom.

  1. Login to your Zoom account and navigate to the Zoom App Marketplace
  2. Navigate to Develop > Build App and Create a JWT App by clicking on the first "Create" button (name the app anything you like)
  3. Populate the basic information required, like contact information, and proceed to the Activation step and ensure the app is activated
  4. Return to the App Credentials screen and take note of the API Key and API Secret for the next step

Step 2 - Populate PheedLoop with Your Zoom API Credentials

Back in your PheedLoop dashboard, from your account's integrations section, populate the Zoom API Key and API Secret fields with the values you retrieved from the first step. It is absolutely vital that the values you copy in are 100% accurate. It is not uncommon for event planners to accidentally insert incorrect API credentials, which leads to frustration in the following steps - so please be precise in your steps here!

Step 3 - Create a Zoom Meeting or Webinar

Depending on the type of session(s) you are going to be running, you'll want to choose a Zoom Meeting or Webinar. At a high level, a Zoom Meeting ideal for a collaborative session where all attendees are able to contribute to a larger discussion with their audio/video whereas a Zoom Webinar is ideal for a lecture-style session where attendees are primarily listening into one or more speakers delivering a talk/panel. For a complete overview of the differences between meetings and webinars, visit this link. To learn how to schedule a Zoom meeting, visit this link and to learn how to schedule a Zoom webinar, visit this link.

It's ideal that all of your Zoom Meetings or Webinars are recorded in case you'd like to upload these videos back into PheedLoop to make the sessions available on-demand. You can ensure recording is enabled in your Zoom settings. If you plan on having concurrent sessions for your event, note that you will need multiple host licenses from Zoom as a single host can only host one Zoom session at a time. If you are running a Zoom Webinar, please ensure that registration for your webinar is turned off as webinars requiring registration do not work with the Zoom integration.

Step 4 - Populate Your Session in PheedLoop with the Zoom Meeting/Webinar Details

Navigate to the session you're planning on running the Zoom Meeting or Webinar within in your PheedLoop dashboard and under the session's Virtual Event Settings, populate the Meeting/Webinar ID with the precise Zoom Meeting or Webinar ID, the Meeting Password field with the precise Zoom Meeting or Webinar's password, and the Direct Link with the direct web link to the Zoom Meeting or Webinar. The Direct Link is very helpful in case an attendee experiences an issue with the Zoom integration, as there will be an easily accessible backup option for them to go directly to the Zoom app.

You'll also want to ensure the session's Enable Stream setting is selected, just for testing purposes for now. For a live event, you'll want to enable the stream at the right time depending on when your session actually starts. More information about enabling streams available here.

Step 5 - Test the Integration

You've finally made it, the last step! Start the Zoom Meeting or Webinar you created in the native Zoom app (we typically recommend moderators and speakers use the native Zoom app to start and join the meeting or webinar) and ensure you're out of practice mode if you're running a Zoom Webinar (i.e. the webinar or meeting should be live and running). Open up your PheedLoop virtual event portal, navigate to the session, and you should be greeted with your live Zoom Meeting or Webinar!

Like with any other technology, when first getting it going there may be some troubleshooting required. In the Zoom integration's case, they are typically caused by very basic issues such as getting the API credentials wrong, getting the meeting/webinar ID or password wrong, or simply not starting the correct Zoom session. We've listed a few common troubleshooting and frequently asked questions here.

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