Connect an EveryAction Event to Zoom | Ticketed + Non-Ticketed
Caitlin Lee |
21 steps
1
Create a New Event in EveryAction.
You can do this from:
Event Calendar > Create New Event
Event List > Create New Event
Main Menu > Create New Event (quick link)
This screenshot shows the Create New Event link on the Main Menu page.
2
SELECT an EVENT TYPE. Fill out the Event details.
The Zoom integration works for both Ticketed and Non-Ticketed Event structures.
3
In a new tab, sign into Zoom
4
Click on SCHEDULE A MEETING.
5
Add your title, date and time to match the Event in EveryAction
6
Make sure your time zone matches what's in EveryAction.
The Zoom integration does not work with recurring meetings.
7
Check the box to require REGISTRATION.
Checking REQUIRED for REGISTRATION is what allows Zoom to send confirmation emails and Event reminders.
8
Check the PASSCODE box.
9
Add your other team members who are helping as ALTERNATIVE HOSTS.
10
Click SAVE.
11
Back in the EveryAction event management page, find the Zoom Integration drop down
12
Click on LINK TO ZOOM MEETING.
13
Submit the Zoom account where your meeting/webinar is located
14
Select the correct Zoom meeting; click LINK.
15
You should see your meeting linked!
16
In EveryAction's Online Actions dashboard, click to edit the Event sign up form