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Zoom Integration

Posted: May 29, 2020 at 7:34 am


asisnyc

May 29, 2020 at 7:34 am

Does Event Espresso 4 support integration with Zoom or other online meeting software where attendees can register with EE4 and login credentials are sent with the attendee ticket? With the current COVID restrictions we have turned to online meetings and hope Event Espresso has a solution. Please let me know what options I have.

Thank you,
Rich Patti


Tony

  • Support Staff

June 1, 2020 at 5:29 am

Hi Rich,

It is possible if you are using the same credentials for all and no individual users.

What you can do is add the Zoom like and password into event meta and then include those details in the emails/ticket.

Would that work for you? I can provide more details on how to set it up if so.


mpurse

June 1, 2020 at 11:42 am

I’m following this because we need to do exactly this please.


Tony

  • Support Staff

June 1, 2020 at 5:32 pm

Hi @mpurse,

How do you have your Zoom event(s) set up?

Using the same link and password for all registrants?

Where do you want to include the info, I’m guessing the Registration Approved email?


asisnyc

June 3, 2020 at 2:14 pm

I will be using the same link and password for all registrants. I would like to include this information in the registration approve email.


asisnyc

June 3, 2020 at 2:41 pm

I found this page useful in setting up virtual events.

https://eventespresso.com/wiki/tips-hosting-virtual-events/


Tony

  • Support Staff

June 4, 2020 at 6:44 am

Ok, so to add the details into your event you just use a custom field.

if you are using ACF you can use that or just use the standard custom fields within the event editor, as long as the value is stored as a string it will work.

So on the event editor, look for ‘Custom Fields’, like this: https://monosnap.com/file/JVbUAv4OMw4N0Jl0nOlO6ZyFXI1ars

If this is the first time you are adding a ‘zoom’ field you’ll need to click the ‘Enter New’ link below the dropdown to add a new field, after that it should just display in the dropdown.

So click Enter new and you’ll have a ‘Name’ and ‘Value’ field.

Name can be whatever you want but in this example, we’ll use zoom-link.

The value is the zoom link itself, I’ll use http://example.com

Click ‘Add Custom Field’: https://monosnap.com/file/XaUDqoBs1pihugp7MTTQjVwiSbXYJP

That custom field is now saved on the event. Do the same for password: https://monosnap.com/file/mRf4aP2EGpRhVJzPfTRYR6t1Z0vg56

Now you have 2 custom fields in your event call zoom-link and zoom-password.

Now in your messages, you need to call those values and we do that using the [EVENT_META_*{meta-key}] shortcode.

This part will different depending on your messages set up but if you used a custom ‘Registration Approved’ message type on the event as shown on the above link you’ll already have a custom message template specifically for virtual events.

Edit that template, either in Event Espresso -> Messages -> Custom Message Templates) or but click the ‘edit’ button in the notifications section on the event editor.

Make sure you are editing the ‘Registrant’ context, see HERE.

Because we added the meta values to an Event, we can pull those values in the EVENT_LIST section.

You can then add something like:

Zoom Link: [EVENT_META_*zoom-link]
Zoom Password: [EVENT_META_*zoom-password]

Into that section wherever you want the link to display, a quick example:

https://monosnap.com/file/HzMeYogzHKEglb4RX0r3M5KfVMFmga

Then save.

You now have the zoom link and password saved within the event and the values for those pulled into a message template.

Is that what you are looking for?


asisnyc

June 4, 2020 at 2:56 pm

Hi Tony,
Thank you for your detailed explanation this looks like what I am looking to do.

Rich


asisnyc

June 4, 2020 at 2:57 pm

Hi Tony,
Thank you for your detailed explanation this looks like what I am looking to do.

Rich


mpurse

July 14, 2020 at 4:15 am

I’m trying to set up our first zoom online workshop using these instructions for the custom fields but I’m not sure it’s working.

The first problem is that when I add a new custom field, it’s not actually being saved to the list. So I am having to add it again for each event, which seems odd, is that normal?

Secondly, I don’t think the field content is being pulled into my messages. It’s hard to tell when testing though.

This is what I have in the messages (they match the custom fields added to the event):

Workshop Registration Link: [EVENT_META_*zoom_link]

Workshop Notes: [EVENT_META_*course_notes]

Does that seem ok to you?


Tony

  • Support Staff

July 14, 2020 at 7:47 am

The first problem is that when I add a new custom field, it’s not actually being saved to the list. So I am having to add it again for each event, which seems odd, is that normal?

Using standard custom fields or something like ACF?

As you’ve now already created them once, are you selecting (for example) zoom_link in the dropdown rather than adding a new field each time?

Secondly, I don’t think the field content is being pulled into my messages. It’s hard to tell when testing though.

Assuming you are using the ‘Registration Approved’ message type just add a registration to the event and manually set it to be Approved, then trigger the emails for that registration.

Don’t use the ‘send text email’ function as they are intended to be used for giving you an idea of the layout and use dummy data, which may not work for all use cases.

This is what I have in the messages (they match the custom fields added to the event):

Workshop Registration Link: [EVENT_META_*zoom_link]

Workshop Notes: [EVENT_META_*course_notes]

Does that seem ok to you?

Sure, as long as they do indeed match the custom keys.


giftedstudies

August 13, 2020 at 1:02 pm

We are running a virtual enrichment program and have 17 ticket types setup, one for each of 17 classes. Each person registers for one class. Each class/ticket will have its own Zoom information. Is it possible to set that up?


Tony

  • Support Staff

August 14, 2020 at 5:22 am

Yes, but you’ll need custom development for it.

You would need to store the zoom information at a ticket level, not event level (which is what the above does) so would need custom development to add custom meta to the tickets themselves. You’d also need custom development to add an additional message shortcode that can pull that value as we don’t have one currently.

So, yes, it’s possible but not as easily as above and you’ll likely need a developer to help with the custom code.

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