Allowing Attendees to Join an Engage Meeting via Zoom®
Engage hosts can offer attendees the option of joining an Engage meeting via their Zoom® application. This provides another option for HCPs to join virtually, maintaining the compliant hosting capabilities of an Engage meeting while also providing the attendee the choice of joining the meeting via their preferred service.
Who can use this feature?
- Attendees - Browser
- Join an Engage meeting via Zoom
- Content Creator Users - Browser
- Add the Zoom URL to Approved Email templates
- Meeting Hosts - Browser, iPad
- Display and communicate the Zoom meeting link
- Users require an Engage license
Configuring Joining an Engage Meeting via Zoom for
Meeting Hosts
To enable this feature:
- Ensure Configuring Engage Meeting is complete.
-
Grant Edit field permission to the following fields for the call__v object type on the remote_meeting__v object:
- allow_for_joining_via_zoom__v
- zoom_join_token__v
Displaying and Communicating the Zoom Meeting Link as
Meeting Hosts
When a meeting host schedules an Engage meeting, the corresponding Zoom URL displays on the meeting details modal.
From this modal, hosts can either directly copy the Zoom URL to communicate to attendees, or send the Zoom URL in invitations via email or text.
The Zoom URL only displays if there is at least one attendee who has an Engage URL associated. If no attendees have an associated Engage URL, then the Zoom URL does not display.
Adding the Zoom URL to Approved Email Templates as
Content Creator Users
Approved Email content creators can add the Zoom URL to Approved Email templates using the {{insertEngageAndZoomJoinURL[Language Code]}} token.
Click tracking is not supported for Approved Emails containing the {{insertEngageAndZoomJoinURL[Language Code]}} token.
The token’s [Language Code] parameter must be replaced with one of the following language values to render the text of the token in that language:
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be – Belarusian |
ga – Gaeilge (Irish Gaelic) |
pt_BR – Portuguese (Brazil) |
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bg – Bulgarian |
hr – Croatian |
pt_PT – Portuguese (Portugal) |
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bs – Bosnian |
hu – Hungarian |
ro – Romanian |
|
cs – Czech |
in – Indonesian |
ru – Russian |
|
da – Danish |
it – Italian |
sk – Slovak |
|
de – German |
ja – Japanese |
sl – Slovenian |
|
el – Greek |
ka – Georgian |
sr – Serbian |
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en_US – English |
ko – Korean |
sv – Swedish |
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es – Spanish |
lt – Lithuanian |
th – Thai |
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es_MX – Spanish (Mexico) |
lv – Latvian |
tr – Turkish |
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et – Estonian |
mk – Macedonian |
uk – Ukrainian |
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fi – Finnish |
nl_NL – Dutch |
vi – Vietnamese |
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fl – Flemish |
no – Norwegian |
zh_CN – Chinese (Simplified) |
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fr – French |
pl – Polish |
zh_TW – Chinese (Traditional) |
For example, to insert a token that renders the text in English, the token would be {{insertEngageAndZoomJoinURL[en_US]}}.
In English, the text renders as the following:
Join Meeting [Engage URL]
Meeting ID: [Engage ID]
Password: [Meeting Password]
If you prefer to join using Zoom [Zoom URL]
Zoom Meeting ID: [Zoom Meeting ID]
Password: [Password]
If Joining an Engage meeting via Zoom is not enabled, the {{insertEngageAndZoomJoinURL[Language Code]}} token only renders the Engage section of the text:
Join Meeting [Engage URL]
Meeting ID: [Engage ID]
Password: [Meeting Password]
When the {{insertEngageAndZoomJoinURL[Language Code]}} and {{addToCalendar}} tokens are used together, the text generated by the {{insertEngageAndZoomJoinURL[Language Code]}} token is included in the description of the .ICS file generated by the {{addToCalendar}} token.
In the BEE Editor, this token can be found by navigating to Merge tags > Remote Meeting and Zoom Invite Links.
Joining an Engage Meeting via Zoom as
Attendees
Attendees joining an Engage meeting via Zoom have access to all of the same in-meeting functionality as attendees joining via the Engage Web Client or the Engage apps.
When remote_meeting_attendee__v connection records are created for attendees who join an Engage meeting via Zoom, some fields are not populated. See Zoom Attendee Information in remote_meeting_attendee__v Records for more information.
Considerations
- Attendees joining using a Zoom URL cannot leave Engage Experience Ratings
Functionality Support for Engage and Zoom Attendees
Attendees
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Functionality |
Available to Hosts? |
Available to Engage Attendees? |
Available to Zoom Attendees? |
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