Integrating your Zoom webinar with Sinorbis via Zapier

Introduction

This article explains how to integrate your Sinorbis webinar registration page with your Zoom webinar.

Using a Sinorbis landing page to take registrations has many benefits over using the default Zoom registration page, including:

1) The standard registration page on Zoom is not optimised for China, meaning that it may not load at all or load too slowly for the page visitor to complete the registration successfully. What’s more, slow page load time has been proven to negatively impact overall conversion.

2) With a Sinorbis landing page you have full control over your branding, making it easier to include additional information about your university, organisation or product.

3) All Sinorbis landing page templates have been designed for optimal conversion not just in terms of load time but also the overall layout and placement of the forms on the page. This means you will be able to get better results from your traffic generation efforts.

 Zoom Sinorbis integration

• a Sinorbis contact form (to be included on your registration page)
• a Zoom webinar account.
• a Zapier account (free with limited service)

Optimising your Zoom account for webinars in China

To ensure webinar attendees in China have a good experience, we recommend optimising two Zoom settings in your webinar account. This are on-off changes you will only have to implement once:

1 Include China in your data center regions

In the menu on the left hand side select Account Settings. A second level navigation menu will appear. Select In Meeting (Advanced).

Check the box next to China and click Save to include China in your data center regions.

2 Change your CDN settings to China

Select Admin Options under Account Settings.

Change your CDN settings from Default to Wangsu (China).

1  Creating a Zoom webinar

The first step is to create your webinar in Zoom.

If you want to run multiple webinars under the same theme for different dates, we recommend creating them all at the same time, so you can maximise your promotion efforts via the Webinar Series landing page template.

At this stage, copy down your webinar ID somewhere. You will need this later to integrate your Sinorbis form.

IMPORTANT: For the integration to work, you will need to ensure that in your Zoom webinar settings only First Name, Last Name and Email are set as required fields for the registration. Please note that this will not impact your data collection as this part will be taken care of by Sinorbis.

To manage these settings navigate to Admin >> Account Management >> Webinar Settings on the navigation menu on the left hand side.

Scroll down to Registration Settings and click edit on the right hand side.

 

Then select Questions and untick all required fields in the right column other than First Name, Last Name and Email.

 

2 Creating a contact form

The next step is to create a contact form on your Sinorbis site. Be sure to publish the page with the contact form, otherwise, it won't be picked up by Zapier.

To learn how to create a contact form, see:

• Adding a Contact Form

 3  Creating a Zapier account

The next step is to create a Zapier account if you don’t have one already.

• Go to the Zapier website and open an account.

 

 

4  Integrating the webinar registration form with Zoom via Zapier

Integrating your Sinorbis webinar registration form with Zapier is a relatively straightforward process and pain-free process. It takes about 5 minutes.

4.1 Making a zap

In the Zapier universe, a zap is a connection with another system or application. Your first zap is the connection between Sinorbis and Zapier.

1. Log in to Zapier.
2. On the main page, scroll up to the top and click the red button Make a Zap! The Editor page displays.

 

4.2 Locating the Sinorbis app

With the Zapier Editor page open, locate the Sinorbis app. It's not on the main menu and it's available by invitation only.

1. Type Sinorbis in the search bar. The Sinorbis app icon displays.
2. Click the Sinorbis icon. The Choose App and Event panel displays.

 

4.3 Verifying the trigger 

The Choose App and Event panel asks you to enter a trigger. A trigger is an action that causes another event to start.

In this case, the trigger is a form submission on your webinar registration page.

Click Continue. The Choose Account displays

 

4.4 Choosing your account 

1. On the Choose Account panel, click the arrow. A drop-down menu displays.
2. Select your account. It shows your email address.
3. Click Continue.

 

 

4.5 Testing your form

With the Find Data panel open, test the form connection. There's an option to skip the test altogether or test and move on. Test and Review is recommended. It does not take much time and lets you learn a bit about the Zapier process.

1. Click Test and Review.
2. Select your form. The form loads.
3. Click Continue.

 

If successful, a new panel displays with a green checkmark.

1. Click the button Form A to see the fields in your form.
2. Click Done Editing.

 

4.6 Connecting your registration form to your Zoom webinar

You’re now starting the second part of your Zap which will add the person who has filled in the form on your Sinorbis webinar registration page to the corresponding webinar in Zoom.

1. Search for the Zoom app and select it.
2. From the Choose Action Event dropdown select, choose the Create Registrant option.

 

 

Choose the right Zoom account from the dropdown list and click continue. If you haven’t done so already you can now link you Zapier account to your Zoom account here.

 

4.7 Map your Sinorbis registration form fields with Zoom

Map the form fields you previously created on your Sinorbis form with the equivalent fields in your Zoom webinar. You only need to map the required fields unless you also want to also store all your webinar attendee information in Zoom as well as in Sinorbis.

4.8 Click test and review

Zapier will now create a test registration for your webinar. If there are any issues with the integration, it will highlight them here.

4.9 Turn on your Zap and test your landing page

You can now turn on your Zap in the top right corner of your Zapier account. Once you have done that head on over to your Sinorbis landing page and submit a test registration for your webinar. It should appear shortly in your Zoom account and you should also receive the webinar registration confirmation if you have configured your webinar this way.

5 Integrating a Zoom webinar via Zapier with multiple date options

You may want to run multiple webinars under the same theme to provide attendees with different times slots that suit their schedule. The process for this is very similar to setting up a registration page for a one-off webinar with just a few small differences.

The differences are explained in this section.

5.1 Create a Sinorbis form that includes a dropdown select field

Create your contact form as you would for any registration page. In addition to the form fields you want to include for data collection, add a dropdown field to give page visitors the option to select their preferred webinar date.

Click on Options to enter both the text you want to include for the user to see on the dropdown field and the values that need to be passed to Zoom to register the user for the correct webinar.

A new window opens. In the Options section add the date and the time of each webinar with one webinar per row. In the Values section add the corresponding Zoom webinar ID after removing the dashes. It should look similar to this example.

Once you have entered all your dropdown select options click OK and continue to publish your form as usual.

5.2 Create your Zap

Creating a Zap for a webinar series follow steps 4.1 - 4.6 as you would for a one-off webinar. The only difference in this case is that when it comes to mapping your Sinorbis form fields, you need to select the Custom option instead of mapping an individual webinar from the list.

You will then be able to map this field to the dropdown date selector field you have previously created in the Sinorbis platform.

Complete the mapping process and publish your Zap as usual, but skipping the integration test.

To complete your testing, simply fill out your Sinorbis landing page for multiple different dates to ensure it works across your entire webinar series.

6 Accessing your form submission data

There are a few different ways to access the form submission data for your webinar. You can either integrate the form directly with your CRM via Zapier or Sinorbis’ native HubSpot integration, or you download your form data from Sinorbis into an Excel file to upload into your other marketing systems.