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Using Zoom with the Experiences app
Using Zoom with the Experiences app

Interested in making your experiences virtual? Use Zoom to offer webinars and meetings.

Updated over a week ago

You can add Zoom to any experience by adding the Zoom app integration to your Experiences account.

  • Make any Experience a Zoom meeting or Zoom webinar and reach your customers wherever they are.

  • Don't worry about sending out unique Zoom URLs and passwords by hand. The Experiences app will create a unique URL and password automatically for you for any given booked time slot which saves you tons of time and increases security!

  • Log into the correct Zoom meeting by clicking on the Zoom meeting link for any given booked time slot.

TL;DR: How it works

  1. Add the Zoom integration from our app center (see below).

  2. Create a new experience (or edit an existing one) and add Zoom that particular experience.

  3. When a customer books any time slot, a unique Zoom meeting or webinar (based on your setting) will be created. You will not see Zoom meeting pre-created for any time slot that does not have at least one future booking.

The customer experience

  1. Your customer will receive a booking confirmation from the Experiences app via email. It will have a Zoom link.

  2. If the Zoom session is more than 24 hours in the future, it will link to a page presented by Experiences prompting them to come back within 24 hours

  3. They will receive an automatic reminder 24 hours before the Zoom session with a link to the Zoom meeting. When they click that within 24 hours, they will be directed into the Zoom session.

Add the Zoom integration

Log in to the Experiences app in your Shopify dashboard and navigate to the apps section of the Experiences admin. Find the Zoom integration tile and click on it. Follow the instructions to connect the Experiences app to Zoom.

Make an Experience a Zoom meeting or webinar

Once you have added the Zoom app to Experiences, you can create a new experience or edit an existing one to make it a Zoom experience. Please note that you will need to have an active Zoom account with a meeting license and the additional Webinar license if you want to use their webinar features.

If you want to assign an alternative host, that person must have a paid Zoom license or it will not work. You'll need to add the alternative host by logging into your Zoom account and adding them manually.

You can then also adjust the Zoom meeting or webinar settings that will be applied to each new booked time slot. This saves you a lot of time because you don't have to log into Zoom to change the settings ahead of time or do so when the meeting/webinar first starts.

Update Your Email Templates if necessary

NOTE: This only applies if you added the Experiences app to your Shopify store before January 2021. Skip this step otherwise.

One of the most important pieces of integrating with Zoom is to ensure you have the proper email template snippet embedded in your email templates so your attendees know how to join.

The Zoom join URL that helps your attendee show up to the virtual experience when they click on it is included in both the "Order Confirmation" and "Reminder" emails so those are the two emails that you will need to edit.

For recently created experiences (any experience created after 6/15) this code snippet will already be present and you won't need to do anything.

However, in some cases, if the experience was created before our Zoom integration was released, you will need to add it to the custom email templates in order for your customers to receive the Zoom "Join Url" in their emails.

Step 1: Locate the correct place in the email template to place the code.

Based on the layout of the email template, it's important that you paste the "Join Url" snippet in the correct location for it to function properly. To know where to place it you will want to find the section where we display each variant and the quantity booked. You can find this by locating the below snippet in your email template. If you haven't already customized your emails, this will be at roughly line 34 in both emails.

We recommend that you edit the global email templates first because it will apply to any experience level templates you have unless you've edited them. In that case, you'll need to edit the templates at the experience level if you want the Zoom links to show up in your emails.

Find this:

<ul style="Margin:0; padding:0;">
{% for variant, variants in bookings | groupby("variant") %}
<li style="Margin:0 0 1em; list-style:none; mso-special- format:bullet;">{{variants | length}} x {{ variant }}</li>
{% endfor %}

Step 2: Paste in the snippet

Paste the below "Join Url" snippet directly below the </ul> line from the above snippet. If you already see the "Join Url" snippet under that line, then it means you're good to go and already have the most recent email template.

{% set booking = bookings[0] %}
{% if booking.webinarLink %}
<table width="100%" cellspacing="0" cellpadding="0" border="0">
<td style="padding:15px 15px 30px 15px" align="center" valign="center">
<table width="50%" cellspacing="0" cellpadding="0" border="0">
<td valign="center" align="center">
<a href="{{ booking.webinarLink }}"
style="display:block;background-color:#519be5;text-align:center;color:#FFFFFF;text-decoration:none;border:none;border-radius:3px;padding:10px 25px;"
Join via Zoom
{% endif %}
<hr noshade color="#FFFFFF" width="100%" size="1" style="padding:0; margin:8px 0 8px 0; border:none; width:100%; height: 1px; color:#FFFFFF; background-color: #FFFFFF" />

Be sure to click "Save" to ensure that your changes were saved successfully and then you should be good to go!

How to deactivate Zoom for an experience or your account

Remove Zoom from an experience

If you decide you no longer want to make an experience a Zoom meeting location, you can remove it from the experience by editing that experience. Please keep in mind that you may still have upcoming Zoom meetings or webinars scheduled because people booked a future date before you disabled Zoom for that experience.

You can see which time slots will remain as Zoom experiences by looking at your upcoming time slots in the dashboard.

Uninstall Zoom from your Experiences account

If you no longer want to have your Zoom account integrated with your Experiences account, please navigate to the apps section of the Experiences app, click on the Zoom app, and click "Uninstall"

Deauthorize Experiences from your Zoom account

To uninstall an app on an account, navigate to the app by going to your Zoom dashboard and navigating to Manage > Installed Apps > and click Uninstall.

Clicking Uninstall will prompt a confirmation to remove the app. You have the option to grant or deny permission for the Experiences app to retain your data. If consent is granted, the data will not be deleted. Here are Zoom's uninstall instructions »

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