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How to use Zoom: 10 tips and tricks for better video meetings.
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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. Other calls might be in the style of a collaborative meeting, in which case you want to record everyone.
Be sure to explore Zoom's settings at least a few minutes before recording a call. If you don't see the option to record, check your settings in the web app under My Meeting Settings or have your account administrator enable it. If you need to share the recording later, try one of these Zaps to automatically share once the recording has finished.
If you record meeting attendees' video or audio, it's common courtesy—and in some places a requirement—to inform them before you do. Screen sharing allows the host of a call to display whatever's on their screen to everyone else on the call.
Annotation tools let all the meeting participants draw and highlight what's on screen, which can be immensely helpful when discussing visual materials, such as mockups, graphic designs, and so forth.
To annotate while viewing someone else's shared screen, select View Option from the top of the Zoom window, and then choose Annotate. A toolbar appears with all your options for annotating, including text, draw, arrow, and so forth.
The presenter can use the save button on the toolbar to capture the complete image with annotations as a screenshot. You can also disable attendee annotation altogether. Meetings can have more than one person at the helm.
A PR rep might want to cooperatively control a meeting alongside an executive, or a team with more than one lead may prefer to each co-host rather than choose one person over the other. Whatever your circumstances, you can start a Zoom call and have more than one person be in charge. To use co-hosting tools, you first must enable it in Zoom's Meeting Settings.
Look for the Meeting tab and choose the Co-host option. Then, when you start a meeting, wait for your co-host to join, and add the person by clicking the three dots that appear when you hover over their video box.
Alternatively, you can go to the Participants window, choose Manage Participants , hover over the co-host's name, and select More to find the Make Co-Host option. If the option doesn't appear, ask your account administrator to enable the settings in the Meeting tab for co-hosting privileges. Zoom lets attendees get into a video call with or without the host being present.
Small groups sometimes like this option because they can have a few minutes to chit-chat before the meeting officially kicks off. In some situations, however, it could be in poor form to have attendees in a virtual room together, waiting for you to start. A better solution is to create a virtual waiting room, where attendees remain on hold until you let them in all at the same time or one by one. Precisely how you enable a waiting room depends on the type of account you have.
When you set one up, however, you can customize what the attendees see while they await your grand entrance. People who work with an assistant will love this option in Zoom that gives scheduling privileges to someone else. Whoever manages your calendar can now schedule Zoom calls for you. To set up the scheduling assistant privilege, log into Zoom, open Meeting Settings , and look under Other.
You'll see a plus sign next to Assign Scheduling Privilege. Add your scheduling assistants by typing their email addresses and finish by clicking Assign.
After you add your scheduling assistants, they must log out of Zoom and log back in for the feature to take effect. From this point on, assistants can create meetings for others by using the Schedule tool.
Look for Advanced Options or Meeting Options depending on which version of Zoom you use , and follow the prompts to create a new meeting. Requirements: The primary Zoom account holder and everyone who receives scheduling privileges must all have Pro or Corp licenses.
And for webinars, both account holder and scheduler must have webinar licenses. If you use Zoom more than once a week, there are a couple of keyboard shortcuts worth learning to save you oodles of time. I is for invite. M is for mute. S is for share.
For more inspiration on how to use Zoom more efficiently, explore more Zaps you can create with Zoom and Zapier. The Zapier editorial team is an experienced group of writers and editors who want to help people be more productive at work. A freelancer's simple project management template for Notion.
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Zapier University Video courses designed to help you become a better Zapier user. With Zoom, you can also conveniently set up webinars. In recent times, Zoom has been the go to application for connecting with colleagues, clients, and friends around the world. With Zoom , you can set up voice calls , video calls, share files , and perform other similar tasks. The app also lets you download textual transcripts , which come in handy for reviews and feedback. Unlike other apps in this category, the program lets you set up calls in HD video quality.
Paid members can also record videos for convenient offline access. Compared to other collaboration tools, Zoom comes with a simpler interface. The program takes cue from leading platforms, and displays everything in large-sized icons. When you join or start a meeting, a pop-up window appears on the screen. Right at the bottom of the window, you can find multiple meeting controls , giving access to various functionalities.
All the participants are displayed in thumbnails stacked at the top of the main window. Until a few years ago, Zoom was primarily used as a messaging app for individuals. However, it has quickly become a popular choice among companies across the globe. Currently, Zoom is the preferred medium of enterprises to conduct virtual meetings, video conferences, and webinars. Since the company offers variable and nominal pricing plans, small businesses have been interested in leveraging Zoom for official purposes.
Paid members can also benefit from VoIP connectivity , ensuring seamless communication among colleagues. When it comes to call and video quality, Zoom leads from the front. However, the video conferencing app runs much faster as a standalone program. While most companies consider one of the paid subscription plans, Zoom Meetings offers some useful features with the free account. For instance, you can access Zoom Rooms to host virtual meetings with up to people. The participants are visible on-screen in a grid-style display.
Unfortunately, free users get only limited time for the meetings or conferences. Having said that, there are no time restrictions on one-on-one video calls. As such, the free version of the app becomes an excellent choice for individuals only interested in informal chats and video calls. Zoom app is a feature-loaded video conferencing tool and messaging solution for Microsoft Windows, Mac, iOS, and Android. Within a short period of time, it has become a convenient way to connect with your team remotely.
In recent times, there have been some privacy concerns about using Zoom. The video conferencing tool has been criticized for leaking user data to third-party vendors. While the company claims to focus on strengthening privacy and security, you might want to consider a few alternatives. For a long time, Skype for Business has been a reliable platform for video conferencing, direct messaging, and virtual meetings.
Unfortunately, the program experiences a lot of connectivity issues, which disrupt the overall experience.
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