How to use Zoom: 10 tips and tricks for better video meetings
These pre-built Zaps are perfect for getting started:. You can make this automation even more powerful by making sure that any registrant information you collect is also added to your CRM or email marketing tool, so you can follow up more easily.
Requirements: To require attendee information in Zoom, the host must have a Pro account. Additionally, the meeting cannot be your Personal Meeting ID. Zoom lets you record your web conferencing calls as videos, a handy feature for sharing the meeting with people who may have missed it or for reviewing what was said. When you record, you must choose whether to use the local or cloud option. Local means you store the video file yourself, whether locally on your computer or in another storage space that you provide.
With Cloud, which is for paying members only, Zoom stores the video for you in its cloud storage different account types come with different amounts of storage. One convenience of the cloud option is that people can stream the video in a web browser once it’s ready. When creating a video from a conference call, it makes a big difference in the final quality to optimize a few settings in advance. For example, some calls might be broadcast-style, where only the host appears on screen.
In that case, set Zoom to only record the audio and video of the host. Other calls might be in the style of a collaborative meeting, in which case you want to record everyone. Be sure to explore Zoom’s settings at least a few minutes before recording a call.
If you don’t see the option to record, check your settings in the web app under My Meeting Settings or have your account administrator enable it. If you need to share the recording later, try one of these Zaps to automatically share once the recording has finished. If you record meeting attendees’ video or audio, it’s common courtesy—and in some places a requirement—to inform them before you do. Screen sharing allows the host of a call to display whatever’s on their screen to everyone else on the call.
Annotation tools let all the meeting participants draw and highlight what’s on screen, which can be immensely helpful when discussing visual materials, such as mockups, graphic designs, and so forth. To annotate while viewing someone else’s shared screen, select View Option from the top of the Zoom window, and then choose Annotate.
A toolbar appears with all your options for annotating, including text, draw, arrow, and so forth. The presenter can use the save button on the toolbar to capture the complete image with annotations as a screenshot. You can also disable attendee annotation altogether.
Meetings can have more than one person at the helm. A PR rep might want to cooperatively control a meeting alongside an executive, or a team with more than one lead may prefer to each co-host rather than choose one person over the other.
Whatever your circumstances, you can start a Zoom call and have more than one person be in charge. To use co-hosting tools, you first must enable it in Zoom’s Meeting Settings. Look for the Meeting tab and choose the Co-host option.
Then, when you start a meeting, wait for your co-host to join, and add the person by clicking the three dots that appear when you hover over their video box. Alternatively, you can go to the Participants window, choose Manage Participants , hover over the co-host’s name, and select More to find the Make Co-Host option.
If the option doesn’t appear, ask your account administrator to enable the settings in the Meeting tab for co-hosting privileges. Zoom lets attendees get into a video call with or without the host being present. Small groups sometimes like this option because they can have a few minutes to chit-chat before the meeting officially kicks off. In some situations, however, it could be in poor form to have attendees in a virtual room together, waiting for you to start.
A better solution is to create a virtual waiting room, where attendees remain on hold until you let them in all at the same time or one by one.
Precisely how you enable a waiting room depends on the type of account you have. When you set one up, however, you can customize what the attendees see while they await your grand entrance. People who work with an assistant will love this option in Zoom that gives scheduling privileges to someone else. Whoever manages your calendar can now schedule Zoom calls for you.
To set up the scheduling assistant privilege, log into Zoom, open Meeting Settings , and look under Other. You’ll see a plus sign next to Assign Scheduling Privilege. Add your scheduling assistants by typing their email addresses and finish by clicking Assign. After you add your scheduling assistants, they must log out of Zoom and log back in for the feature to take effect. From this point on, assistants can create meetings for others by using the Schedule tool. Look for Advanced Options or Meeting Options depending on which version of Zoom you use , and follow the prompts to create a new meeting.
Requirements: The primary Zoom account holder and everyone who receives scheduling privileges must all have Pro or Corp licenses. And for webinars, both account holder and scheduler must have webinar licenses.
If you use Zoom more than once a week, there are a couple of keyboard shortcuts worth learning to save you oodles of time. I is for invite. M is for mute. S is for share.
Go back to the Wix dashboard and click Done. Complete the rest of the service and click Save. Note: When clients book the service, they receive their Zoom link in their confirmation email. Create an online Class or Course. Click Add a New Service. Select Multiple Participants. Select Class. Complete the Service details section. Select an option from the Location drop-down: Business Address: Select an address you entered in the Business Info tab.
Custom Location: Enter a location e. The text appears on your site. Connect to Zoom: Tip: If you’ve already created an online service with Zoom, skip to step 9. Schedule when the service takes place and select a staff member in the Booking Calendar. Classes Courses Note: When clients book the service, they receive their Zoom link in their confirmation email. Start your session. When it’s time to hold your event, access the service from your calendar or the Wix Owner app and click Start Zoom Meeting.
You can also click Copy link to send the link to clients. Your clients can join the event by clicking the Zoom link in the:. Notes: If you add a Zoom link to a service that clients have already booked, only new clients receive the link. Make sure to manually send the Zoom link to clients who booked before you added video conferencing via Zoom.
Troubleshooting Zoom Issues. Tip: For additional support and resources, check out the following links:. I connected to the wrong Zoom account, what do I do? To connect to a different Zoom account, you must delete the app and re-add it: Go to the Manage Apps tab in your site’s dashboard.
Click the More Actions icon next to the Zoom app. Select Delete. This wikiHow will teach you how to share a Zoom meeting link while you’re in the meeting as well as a scheduled meeting link. To be able to share an on-going meeting’s link, you’ll need to use the desktop client; to share a scheduled meeting’s link, you can use either the desktop client or a web browser.
Click Meetings. Click the meeting you want to share web only. Click Copy Invitation. Click Copy Meeting Invitation web only. Share your copied invite. Did this summary help you? Yes No. Log in Social login does not work in incognito and private browsers. Please log in with your username or email to continue. No account yet? Create an account. Popular Categories.
How to send a zoom link through email – how to send a zoom link through email:
Apr 06, · How Do You Make A Call Zoom Link? Go to Zoom’s Meeting tab at the bottom of the app and tap ‘Send Invitation’ to set up an invitation for Zoom users. Meeting links can be sent through different apps so you can pick the type of app you are using. ‘Copy to clipboard’ will be available under the ‘Copy from Clipboard’ tab. Jan 24, · To send the invitation via email, click the “Email” tab. Then select your email provider. When you click a provider, Zoom opens that email’s site, composes a new email, and automatically pastes your meeting invitation. You can then . Apr 05, · How Do I Send A Zoom Link In An Email? To invite participants to a meeting, tap Manage Participants then the invite link. Tap the Email tab. You can use private email addresses if your invitations include multiple recipients. Fill in the name of your invitee (to: field with an unsorted email address). Tap Send Invitation.