Streamline your membership management and improve member engagement with automated webinar attendance tracking using Zapier. This article will guide you through the process of setting up a seamless integration between Zoom and Member365 such that when someone signs on to a Zoom Webinar, they are automatically marked as 'attended' in the corresponding Member365 event. Eliminate manual data entry, save time, and ensure accurate records of webinar participation for your members.
IMPORTANT
While this article uses Zoom as an example to explain the process, the same process will work with other webinar hosting software integrated with Zapier such as PheedLoop, WebinarGeek, EasyWebinar, and more.
This article assumes that you have already read this related article. If you have not, please make sure you have completed steps 1-5 in that article.
Create Attendance Zap
1. From the homepage in Zapier, click 'Create'...
... and then select 'Zaps' from the drop down menu.
2. Click on the 'Trigger' button
3. Type "Zoom" into the search bar and click on 'Zoom' when it appears
4. Choose the trigger event by clicking on the 'Trigger event' drop down and menu and selecting "New Participant Joined Webinar or Meeting"
5. If you have already connected your Zoom Account, skip to Step 9. Otherwise, proceed to Step 6.
6. In a new tab, make sure you are signed in to Zoom.com (on your web browser, not the app)
7. In the 'Account' section, beside "Zoom" click 'Sign In'
8. Verify that Zapier auto-signed you in to the correct Zoom account.
9. Click 'Continue'
10. Click the dropdown below 'Webinar or Meeting' and Select 'Webinar'
11. Click the drop down below 'Webinar' and select the event you wish to connect (use the search bar to narrow down the list of events, if necessary).
12. Click 'Continue'
13. Click 'Test Trigger'
14. Click 'Continue with selected record'
Note
14b. Step 14 will run the test and automatically take you to Step 15 to start configuring your "Action" but you can also get to Step 15 at anytime by clicking the 'Action' button.
15. Type "Member365" into the search bar and click on 'Member365' when it appears
16. Select the 'Action event' by clicking on the drop down menu and choosing 'Mark Attendance'
17. If you have already connected your Member365 Account, skip to Step 21. Otherwise, proceed to Step 18.
18. In the 'Account' section, beside "Connect Member365" click 'Sign In'
19. Fill in your Account Details for Member365 and click 'Yes, Continue to Member365'
emailAddress - this is the email address you use to login to the Admin Portal of Member365
Password - this is the password you use to login to the Admin Portal of Member365
domain - this is your domain with Member365. Login to the admin portal and then copy paste everything up to (and including the top-level domains; i.e, ".com", ".ca", or ".org"). For example: http://example.member365.com
20. Click 'Yes' when asked "Do You Authorize Member365 to access your data?"
21. Click 'Continue'
22. Click on the 'Event Name' drop down, and select the event to which you wish to connect (use the search bar to narrow down the list of events, if necessary).
23. Click the '+' button in beside "Enter text or insert data..." in the 'Email' box.
24. Select 'Email' (type in "email" (or "ema") into the search bar to narrow down the list, if necessary).
25. Click 'Continue'
26. Click 'Test Step'
27. Notice the green check marks in both the 'Trigger' and the 'Action' boxes...
... and click 'Publish'
28. You'll be taken to a "Zap published" / 'Success! Your Zap is live' screen, confirming that your Zap is set up
Congratulations! You have now automated the process of passing attendance information from Zoom to Member365 using Zapier.
***If you want to learn about passing registration information from Member365 to Zoom, please go to this article.***
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