1 Presentation Close - 3. How to Create a Zoom Webinar Link for Your Webinar Campaign and Embedding it in Reminder Emails

Step 1: Log in to Zoom & Confirm Webinar Plan

Log in to your Zoom account by visiting Zoom.us or using the Zoom desktop application.

• Make sure your account includes a Webinar Plan, as creating a webinar link requires this specific subscription.

• If you don't have a webinar plan, you can upgrade from your account settings.

Step 2: Schedule a Zoom Webinar

Once logged in and confirmed that you have a webinar plan, proceed to schedule your webinar.

1. Navigate to the "Webinars" Tab:

• On the Zoom dashboard, locate the "Webinars" tab on the left-hand menu.

  

• Click on "Schedule a Webinar" to start the setup process.

  

2. Fill in Basic Webinar Details:

• Topic: Enter the name or title of your webinar. This is what attendees will see when they register and join.

  

• Description: Provide a brief description of what the webinar will cover.

  

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Date and Time: Set the specific date, time, and duration of the webinar. Make sure you choose the right timezone, especially if your audience is global.

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Step 3: Configure Webinar Settings

After entering the basic details, configure the settings for your webinar to optimize the experience for both panelists and attendees.

1. Registration:

• Uncheck the "Registration Required" option, as it won't be needed for this specific setup.
  This means attendees won’t need to register through Zoom itself (you’ll handle this in FCK or your CRM).

• Unchecked – A passcode won’t be required for attendees to join.

  

2. Authentication Settings:

• Require Panelists to Authenticate: Checked
  This ensures only invited panelists can join.

• Require Attendees to Authenticate: Unchecked

3. Passcode :

• Unchecked – A passcode won’t be required for attendees to join.

4. Q&A : 

• Enabled – This allows attendees to ask questions during the webinar, enhancing engagement.

5. Enable Practice Session :

• Enabled – This allows hosts and panelists to join the webinar early to rehearse before going live. It ensures everything is set up correctly.

6. Automatic Recording :

• Enabled (In the Cloud) – The webinar will be automatically recorded and saved to the Zoom Cloud. This is useful for future reference, replays, and sending follow-ups.

7. Include Email Address in Attendee Report : 

• Enabled – This helps you gather contact information from attendees for future use.

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Click "Schedule"

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After creating the webinar go to "Email Settings"

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Under Reminder Email click "Edit" button

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Check all the items for 1 hour, 1 day, and 1 week before webinar

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Click "Save"

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Go back to "Details"

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Copy the zoom link and embed into the Intellia webclass reminder emails

Step 4: Finalize and Schedule the Webinar

• After configuring all the settings, click the "Schedule" button at the bottom of the page.

• Copy the Webinar Link: Once the webinar is scheduled, you’ll see the webinar details page. Copy the webinar link, which will be used in your email campaign.

How to embed the zoom link to the webinar reminder emails on Intellia automation :

https://www.loom.com/share/4a7ea85f391b4cca8dfb4fd6c06d47e5?sid=463c0163-d77c-4c73-a5bc-02b9f20762e5

Extracting webinar attendees details on zoom and adding in to Post Webinar Attendees Email Reminder :

https://www.loom.com/share/a6fef53b0ec74c06bdeed4f5e0027dcb?sid=99353a2a-422c-4868-b95e-7d1803ab3a7e