Zoom Integration for Your Tendenci Online Webinars and Meetings!

Zoom Integration for Your Online Webinars and Meetings!
Zoom Integration Benefits
❖ Ease of use - Ease of use for the end user -
Event registrants can now join your
organization’s meeting directly from the event
page on your website
❖ Increased traffic to your website -
Encouraging users to join via your website’s
event page enhances member engagement
and drives traffic to your website
❖ Award CEU credits - With a more complex
event configuration, your organization’s
members and event attendees can earn
credits and certification based on their
attendance and/or poll responses.
**Polling requires at least the workplace Pro
subscription.

Zoom Integration
❖ Setting up Your Zoom account
❖ Creating & integrating your
organization’s Zoom apps
❖ Setting up your first virtual
event using the integration
❖ Enhancing your integration
with additional features
➢ Zoom credits logic,
based on attendee poll
answers
➢ Award credits and
certificates to your
attendees
Figure 1: Select your level of Zoom based on how long you expect to host meetings and
what features you intend to use.

Zoom Integration: Setting up your Zoom Account
❖ Check your version of Tendenci: Ensure your
are running the latest version of Tendenci, as
new features won’t be present in older versions.
➢ You can stay up to date with the latest by
following the GitHub changelog:
https://github.com/tendenci/tendenci/bl
ob/main/CHANGELOG.md
❖ Create your Zoom account: Unless you already
have a Zoom Account, set up an account at
https://www.zoom.com. For the purpose of this
call, we will be using the Basic plan.
➢ Verify your birth year
➢ Add and verify your email address
Figure 2: For self-hosted websites, be sure you are up to date
with the latest version of Tendenci by reading our changelogs and
documentation.

Zoom Integration: Setting up your Zoom Apps
❖ Log in to your Zoom account: We are
currently using a Basic plan. Please stay
tuned for details on using the tiers above for
your integration!
❖ Create your Zoom apps: Follow the steps to
create the two Zoom apps required for
Tendenci integration!
➢ Once logged in, in your sidebar,
navigate to your left sidebar menu
under “Advanced” to expand the menu.
➢ Select “App Marketplace”. This will
open you a new tab on
https://marketplace.zoom.us/, where
you will need to read and agree to the
Terms & Conditions.
Figure 3: Once you have a Zoom account, navigate to the App Marketplace
to begin your app setup!

Once in the App Marketplace, use the top right menu to
select the “Develop” dropdown menu and select “Build
App”. Read and agree to their terms and continue.
❖ Develop the General App: First, we are going to
build the “General App”, so select this from the list
of choices, and click “Create”.
➢ Select “Admin-managed” at the top, since
this is a private app on your private Zoom
account. Press “save”.
➢ Skip down to the Oauth section and place
your organization’s URL (i.e.
https://data.tendenci.net/) into the OAuth
Redirect URL and OAuth Allow List fields.
Select “Continue” at the bottom of the page.
Figure 4: Start by creating your “General” app, used for
integration to your Tendenci website.

❖ Develop the General App: Let’s continue building out your
first app.
➢ Skip the “Access” section, and select “Continue”.
➢ On the “Surface” page, select what areas you want to use
your app. For the purpose of this call - on the basic plan
we will select “Meetings” only. “Webinars” are available
on other paid tiers.
■ On the “Home URL” field, paste your full URL (ex:
https://www.YOURWEBSITE.net)
■ On the “Domain Allow List” post just an allowed
domain (ex: data.tendenci.net) and provide a
one-line reason for choosing this domain. Add
others as needed. Select “Continue” to go to the
next page.
➢ On the “Embed” page, toggle on “Meeting SDK” and
then “Use Device OAuth”, and then Continue at the
bottom of the page.
Figure 5: Complete the steps for your initial app setup,
including adding allowed domains.

❖ Develop the General App: Let’s continue
building out your first app.
➢ Finally we will build the scopes.
■ Select “Add Scopes” and toggle on
scopes in the “Meeting” section at
your discretion, or all scopes in this
section, as we have.
■ Do the same for “Webinars”, then
click “Done” at the bottom
■ Enter a Scope description, such as
“Allow Meetings and Webinars for
Website Virtual Events” and then
select “Continue”.
➢ Your app should now say “Ready for local
test” at the top right of your screen.
Figure 6: Add scopes for Meetings & Webinars, by checking the select
scopes under each dropdown item.

❖ Develop the General App:
➢ Once you see “Ready for local test”,
toggle from the Development tab to the
“Production” tab.
■ You will need to follow most of
the same steps.
● Add redirect as well as
allow list domains.
● Add surface and embed
information
● Add scopes
■ You will also be asked to
complete additional steps.
● Describe your app
● Add Privacy and TOS
information
Figure 7:When you first configure your General app, you will be in the
“Development” stage. Once you have completed all of the required fields, you
will be able to toggle onto the Production configuration and complete the
required steps to finish setup.

Zoom Integration: Setting up your Zoom
Apps
❖ Develop the General App:
➢ Additional information, continued:
■ Add developer info (you
may use Tendenci and
communications@tendenci.
com)
■ Answer Security & Technical
Design questions
■ Once you have completed
the necessary steps, your
app will say “Ready for beta
test”, and your production
app credentials will be
available in your left sidebar.
Figure 8: Once you see that the app is “Ready for Beta Test” at the top right of
your screen your app credentials are ready to use for your Tendenci integration.

❖ Integrate the General App: We will now plug in the
credentials from your General app to your Tendenci
website.
➢ Navigate to your Tendenci website’s admin
backend, to the Events section, and select
“Zoom API Configurations”. Use the blue add
button to add a configuration.
➢ Now on your Zoom tab, use the left sidebar on
your App Marketplace window to go back to
copy and paste the values into your Tendenci
admin backend.
■ Click to copy the “Client ID” and paste it
into your website’s “Sdk client id” field.
■ Do the same for the “Client Secret” and
paste it into your website’s “Sdk client
secret” field. Figure 9: Plug in the values of your app credentials into your
Tendenci admin backend in the “Zoom API Configuration”
section under Events.

Next we will be developing the Oauth app. This is what allows
users to access the Zoom platform directly from your website.
Navigate back to the App marketplace where we started, and use
the “Develop” dropdown menu to select “Build app” once again.
❖ Develop the Server to Server OAuth App: This time,
select “Server to Server OAuth App” from the app choices,
and click “Create”.
➢ Name your app - ex: “OAuth app Data Tendenci Site”
➢ Skip the first section and select “Information” from
the left sidebar.
■ Provide a short description of the app, and
enter your organization’s name.
■ Provide developer name and email. You may
use “Tendenci” and
communications@tendenci.com, respectively.
Figure 10: Create your OAuth app to securely pass user
data between your website and Zoom.

❖ Develop the OAuth App: Let’s continue to build
your OAuth app.
➢ Skip the “Features” section to go to “Scopes”.
■ Select “Add Scopes” and toggle on
scopes in the “Meeting” section at your
discretion, or all scopes, as we have
done. Do recall this is a private, not
public, app. Thus there is far less risk
in misappropriation of scopes.
■ Enter a Scope description and then
select “Continue”.
➢ Your app is now ready for activation - click
“Activate your app”.
➢ Now it is time to navigate back to your
website admin backend and plug in these
values.
Figure 11: Add the same Meeting & Webinar scopes as you did
for the previous app.

❖ Integrate the OAuth App: We will now plug in values
from this app to your Tendenci website.
➢ Navigate back to the tab with your “Zoom API
Configurations”.
➢ Now on your Zoom Marketplace tab, use the left
sidebar on your Oauth App tab to select “App
Credentials”.
■ Click to copy the “Account ID” and paste it
into your website’s “Oauth account id” field.
■ Do the same for the Client ID and Client
Secret fields.
■ If you have more than one Zoom account
integrated, decide which is the default
check the “Use as default” field as needed.
Be sure to save your work!! Figure 12: Plug in your OAuth ap values to your Tendenci
website backend.

Zoom Integration: Setting up your Virtual Event
❖ Create Your Zoom Meeting
➢ Set up your Zoom Meeting, and select the option for
passcode. We will use several details while setting up
your corresponding Tendenci Event.
❖ Configure your Tendenci Event: We will now navigate back
to your Tendenci site to the Events module to set up our
virtual event.
➢ Add an event as you normally would, with a few
exceptions:
■ In the location section, select the “Virtual”
checkbox. This opens up the option to use your
Zoom integration.
■ Also check “Use zoom integration”, which will
expand more fields for you.
● Select which Zoom account you are using
● Fill in the meeting ID (remove spaces) and
passcode.
Figure 13: Configure your Tendenci event, and connect
your Zoom meeting by way of using the virtual location
information section.

Zoom Integration: Setting up your Virtual
Event
❖ Configure your Tendenci Event:
➢ If you are hosting a Webinar
(available on Pro), check the
“Webinar” checkbox.
➢ Ensure your Tendenci event & Zoom
event times match!
➢ Be sure to enable registration so
registrants will be able to receive
the proper event & joining details.
■ Put an appropriate
registration cap on,
considering virtual meeting
limitations.
Figure 14: There are several ways to communicate with your registrants, via email
or automated notices, regarding event details - so be sure to leverage these tools.

Zoom Integration: Setting up your Virtual Event
❖ Configure your Tendenci Event:
➢ Also consider creating a custom registration
confirmation email which contains
information about the virtual call, including
joining information.
➢ If you are awarding credits, your options are:
■ Define what credit types are offered for
attending your event , and specify the
quantity that can be earned for
attending
■ Override the quantity above by
implementing poll questions at regular
intervals to determine attendance. The
number of credits here override the
quantity you set up in the first
section**
Figure 15: If you are administering credits for virtual event attendance,
decide on your strategy.

Zoom Integration: Attendance Credits Explained
❖ Configuring Virtual Event Credits:
➢ If you are asking polling questions to confirm
virtual attendance, configure credits logic based on
poll questions answered at your site’s backend**
■ Decide on how long attendees should be on
the call to earn credits, and how many
■ Awards credits in increments based on poll
questions answered in a given time period
● Percentage based - questions
answered as a percentage of total
questions per period
● Amount based - number of questions
answered per period
■ Decide if you will award half credits, and if
there is a threshold to begin doing so
Figure 16: If using the Virtual Event credits logic to
override the default values, configure the intervals at which
you will create poll questions and other parameters.

Zoom Integration: What the End User Can
Expect
❖ The User Experience:
➢ Depending on how you’ve
configured your event
registrations and pricing, users
may need to be logged on to the
site and/or be members to attend.
➢ 10 minutes prior to the event start
time, users who have navigated to
the event landing page will see a
“Join Zoom Call” link.
➢ Users will be automatically
launched onto the Zoom app, and
into the meeting. Users are
identifiable by their username.
Figure 17: If registered for your virtual event, registrants will see a “Join” link
on your event’s landing page 10 minutes prior to the event.

Zoom Integration: What Admin Can Expect
❖ The Admin Experience:
➢ It is recommended you launch your
Zoom meeting at least 5-10 minutes
early.
➢ Users will be able to join the call, using
the link from your website, as soon as
it begins by the host. There is no
waiting room.
➢ With the basic experience, you will not
be able to poll/quiz attendees.
However, with Pro this option is
available.
➢ With the basic experience you will
have attendance reporting via
Tendenci, but not Zoom.

Zoom Integration: Attendance Credits Explained
❖ Admin: What to Expect after your Event
➢ When a user accesses the Zoom link from your
website, their username and email are “passed” to
Zoom to create an attendance record.
■ This will auto-check the “checked-in” box on
your event’s roster report.
■ If you are using Pro, you should also be able
to download an attendance report from
Zoom.
➢ If you are administering credits for event
attendance in one of the two ways discussed,
credits will be available for admin review after
your event has passed. Here you will be able to:
■ Filter by credit type or Event
■ Review credits for release individually or in
bulk
■ Unrelease credits, if a mistake was made.
Figure 18: Setting up the types of CEUs to be earned by attending
events at your association will enable you to award these types of
credits for each event.

Figure 19: Users accessing your Meeting or Webinar via the join link on your website event’s landing page will automatically check them
in on the roster report.

Zoom Integration FAQ Documents (Help-files)
❖ Configuration (Readthedocs):
https://tendenci.readthedocs.io/en/latest/topic-guides/events.h
tml
❖ Help-File
https://www.tendenci.com/help-files/how-to-configure-your-zo
om-integration/
❖ How to Configure Events Credits
https://www.tendenci.com/help-files/awarding-credits-for-even
t-attendance/

What we have covered:
❖ Setting up your Zoom apps in the Zoom App
Marketplace
❖ Plugging in your app credentials to your
Tendenci website
❖ Configuring your events with Zoom virtual
Meetings & Webinars
❖ Awarding credits via credit types and polling
❖ Attendance Reporting
What we will cover in future sessions:
Dates & Times TBD
❖ Events: Training module

Zoom Integration for Your Tendenci Online Webinars and Meetings!

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