How to use Zoom: 10 tips and tricks for better video meetings.

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Or from the Zoom Desktop Client or Zoom Mobile App click Sign In then click Sign Most people never have the need to create an additional Zoom meeting. To use Zoom, you need to set up a Zoom account. Here’s how. Zoom meetings using your web browser or using the special Zoom app. You can download. How to Create a New Zoom Account · 2. In the upper-right corner of the website, click the orange Sign Up, It’s Free button. · 5. Open the email.
 
 

– Getting Started with Zoom | Think Tank

 

Learn about automation anytime, anywhere with our on-demand webinar library. The best video conferencing apps can do more than merely enable a virtual face-to-face meeting. They let you show what’s on your screen to everyone else on the call, seamlessly pass control of the meeting to another person, and record the call as a video. Web conferencing service Zoom offers these features and more, some of them hidden options in advanced menus.

The tricks and tips below will show you how to use the app better to work, learn, and communicate with others virtually. Some of these tips include ways that you can connect Zoom with other popular apps to automate your work. Zapier is an automation platform that lets you connect your favorite apps to save time, cut down on tedious tasks, and focus on the work that matters most.

Our automations are called Zaps, and you’ll see several pre-made Zaps which we call Zap templates throughout this piece. To get started with a Zap template, just click on it, and we’ll guide you through customizing it—it only takes a couple minutes. You can read more about setting up Zaps here.

Note: To set up integrations between Zoom and Zapier, you need a paid Zoom account. Free account holders don’t have access to the Zoom API. If you run a lot of meetings—for example, with clients—but don’t have an assistant, you might want to connect your scheduling app, Zoom, and your calendar. Whenever someone books an appointment in a scheduling app, for example, Zapier can automatically create a new Zoom meeting and add it to whatever app you use for your personal calendar.

Here are some pre-built Zaps to power this workflow, but you can create a Zap with whatever apps you use. To make this automation even more powerful, you can add a step that shares the meeting details with your team via a chat app like Slack. We use this automation all the time here at Zapier—any time a new team meeting in Zoom kicks off, the Zoom link gets posted to the appropriate channel in Slack automatically.

For weekly meetings, monthly check-ins, and other regularly-scheduled calls, Zoom lets you create a recurring meeting. There are two benefits to using this setting. First, it lets you lock in all the call settings you want once and have them be in place every time you meet.

Second, recurring calls use the same join URL each time, so you never have to send a fresh one to attendees. Additionally, if you meet with the same group regularly but not on a regular schedule, you can choose an option called No Fixed Time, which lets you use the same settings and meeting ID over and over with the same group, no matter when you get together. This option is popular with educational groups who use Zoom as their virtual classroom. How you do this will depend on which platform you’re using, but you can refer to Zoom’s documentation for setting up your recurring meeting.

Fair warning that for any recurring meeting, you cannot schedule it with your Personal Meeting ID also called PMI in Zoom; it’s a virtual private meeting space for you, and the link never changes. Also, know that all recurring meeting IDs expire after one year, so you’ll have to generate a new one then.

Say you’re using Zoom to hold a mandatory event, like a university lecture or a safety training session. You probably want to know who attends. You can get that information from a report once the meeting is finished. Look for Usage Reports, and then click Meeting to find the meeting you want, select the report type and date range, and generate the report.

Requirements: To generate an attendee list, you need to be the 1 the host of the meeting, 2 in a role with Usage Reports enabled, or 3 an account administrator or owner. In addition to getting an attendance sheet, you can also gather information from meeting attendees about themselves before they join the call.

For example, you might want to require that attendees provide their name, company affiliation, or industry. To collect this information, first you need to require Registration, an option found in the My Meetings tab of the Zoom web app.

Then, you can set up a form that attendees must fill out before they can join the meeting. For the registration form, Zoom provides standard fields, such as name and company affiliation, that you add using checkboxes. To add new questions or fields, jump over to the tab called Custom Questions. If you’re using Zoom to run a digital event like a webinar, however, you might want to let attendees register via a form on your website or an event management app.

Automation is a great way to make sure that everyone who signs up for your webinar is then registered in Zoom. 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. You can send a private message to an individual user or you can send a message to an entire group. As the host, you can choose who the participants can chat with or to disable chat entirely.

In-meeting chat can be saved manually or automatically. Auto-save chat will automatically save your in-meeting chat locally on your computer.

You can also manually save your chat when you start local or cloud recording. It is vital to the security of your meetings to keep Zoom updated. You can learn more about their releases and what is included in the updates from their website. Your Account:. Academic Affairs. About Us. Meeting Settings The Zoom meeting default settings are good for most users. Start Your Meeting Before you start your meeting: 1. Security Audio There are two ways to join meeting audio, joining via computer or joining via telephone.

Prerequisites to listen to and participate in a meeting. Microphone, such as the built-in microphone, a USB microphone or an inline microphone on headphones Speaker or headphones Improving your Audio You can improve your audio by using an appropriate headset instead of relying on your webcam microphone.

Please visit our equipment page to select a headset. Video You can test your video camera with Zoom before joining the meeting to ensure that the camera is working correctly.

Log in to the Zoom desktop or phone app. Click your profile picture in the upper right corner then click Settings. Click the Video tab. You will see a preview of your camera and can choose a different camera if needed. Select Video Settings. Zoom will display your camera’s video and settings. If you don’t see your camera’s video, click the drop-down menu and select another camera.

To do this, either click Host a Meeting on the upper right corner of your screen to initiate an automatic client download, or scroll down until you hit the bottom of the page and look for the Download menu. Once the client is downloaded, click on it to install the application. Click Ok on any notification windows that may pop up. Using Zoom on a mobile device is quite similar, and as you have to download the app to sign up on mobile, all you have to do is open the application to start or join a meeting.

 

Personalize Your Zoom Account – University IT – Using Zoom on Mobile

 
Copyright , Connecting for Kids of Westlake. Address: P. Meetings can have more than one person at the helm. Whoever manages your calendar can now schedule Zoom calls for you. To add new questions or fields, jump over to the tab called Custom Questions. In that case, set Zoom to only record the audio and video of the host.

 
 

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