Sections

On the Event Record in Engage

After creating the event in Engage, do not forget to click the Create Zoom Meeting or Create Zoom Webinar button to create the Zoom details.
Aim to create the Zoom details on the same day it is published on the website, or leave it in draft status until then.
Avoid creating or recreating the Zoom details on the day of the event if it has already been advertised on the website for several days.
Keep the password set for the Zoom Meeting or Zoom Webinar event in Engage to ensure security.
For event registration, always direct clients to register through our website, rather than manually adding them in Engage or by providing them with only the Zoom links. Each event has a unique registration link available in the event record page - feel free to provide this link to the client.
Check the Event Registrations list before manually adding the client to the event to prevent duplicate registrants.
For recurring events, you can reuse titles with added dates (MM/DD/YYYY) for clarity. See examples below:
- - 12/23/2024 - Start-Up Business Marketing Plan
  - Start-Up Business Marketing Plan (1/12/2024)
Do not include webinar or meeting links in the location name to avoid registrants bypassing standard event registration. This may result in their information appearing in Zoom but not in Engage. If you opt to use a link, understand that it can lead to incomplete registration tracking. Proceed at your own discretion.

After clicking the Create Meeting/Webinar button in the event creation process, leave the chapter field unchanged to avoid any potential issues with the event. This ensures that all linked details, such as the Zoom and Constant Contact accounts, stay intact. If an event is switched from one chapter to another after creation, essential Zoom links originally set up will be lost.

In the Chapter's Zoom Account

Do not edit the Registration Options in Zoom.
Maintain the required registration enabled in Zoom.
Do not use the convert function in Zoom. If there's a need to change a meeting to a webinar in Zoom, cancel the current event and create a new one. Similarly, for changing a webinar to a meeting in Zoom, cancel and create a new event.
Avoid clicking the Start button in Zoom until you're ready to being the event. If you start and end the meeting/webinar multiple times, it creates duplicate attendance reports which would cause Engage to incorrectly capture the attendance. In a Zoom Webinar, you can enable a Practice Session, which should allow you to rehearse without affecting the actual webinar. Be sure to use this feature instead of starting the live session prematurely.

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