Using ZFusion | Predictive Response

Using ZFusion

Learning Objectives

This document will teach you how to:

  • Use ZFusion for all your Zoom Webinars and/or Meetings.
  • Identify new Objects created by ZFusion in Salesforce.
  • Check your ZFusion data in Salesforce

To review, ZFusion is a Salesforce native app that adds your Zoom Webinar and Meeting data to Salesforce in real time. This way, not only will you know who registered and attended, but also how long they stayed in your webinar or meeting.

ZFusion automatically creates Campaigns, Campaign Members, and Contacts and/or Leads and can update existing ones which will give you a wealth of information regarding your Contacts and Leads Webinar engagement.

To get started you will need a Zoom account and to install the ZFusion Application. For ZFusion setup, please visit our setup instructions. You can also create a support ticket if you need help with this step.

Now that you have installed ZFusion, let’s go over how ZFusion works with your Zoom Webinar or Meeting process.

Step 1. Create Your Webinar or Meeting

Step 2. Promote Your Webinar or Meeting

Step 3. Check Campaign and Registrant data in Salesforce (ZFusion)

 

Step 1: Create Your Webinar or Meeting

Start by creating your webinar on Zoom.  If you need help in setting up your Zoom Webinar with Registrations then you can check this step-by-step guide from Zoom.

In order to collect attendee data for your ZFusion Salesforce integration, make sure to require that all attendees register. You can make the registration signup page as simple or as comprehensive as you like–the only fields required for ZFusion’s Salesforce integration are First Name, Last Name, and Email Address. You can ask for other details including Company, Job Title, and so forth. All of those data points will be added to the Zoom Registration object in Salesforce, a custom object created by ZFusion. 

As soon as an attendee registers for your new Zoom Webinar or Meeting, ZFusion automatically creates a campaign in Salesforce with the same name as the title of your Webinar or Meeting.  

Step 2: (Optional) Promote Your Webinar 

To get more people to join your webinar, make sure to promote it to potential attendees. You can do this by copying your registration link and sharing information about your event via an email campaign, on social media or other platforms. There are a lot of great guides on how to increase attendance including this one from Zoom.

Step 3: Checking the Zoom Webinar or Meeting data in Salesforce 

Now that you have created and promoted your webinar or meeting, you will start to get registrants. All of your registrants will automatically be added to Salesforcee by in the ZFusion integration.

How to find ZFusion in Salesforce

To find the ZFusion app in Salesforce, click on the App Finder on the upper-right side of the window and search for “ZFusion”. This will take you to the ZFusion app where you’ll find tabs for viewing and managing all of your Zoom Campaigns and Registrant data. 

See Zoom data in your Salesforce Campaign

ZFusion creates a Salesforce Campaign for each  Zoom Webinar or Meeting.

On the ZFusion Dashboard you can see a report called “All ZFusion Campaigns”. This report shows you all the Campaigns that were created with ZFusion. Your last created Zoom Campaign will always show at the top.

Clicking on a Campaign name brings you to the Campaign record, where you will find details about the Webinar or Meeting along with related lists showing Campaign Members and Zoom Registrations. Note that the Zoom Registration object is a custom ZFusion object and may need to be added to Campaign, Contact, and Lead Page Layouts in your Salesforce.

Auto Creation of Campaigns and Campaign Members

Anyone who registers for your webinar or meeting via the Zoom registration page will automatically be added to your Salesforce Campaign as a Campaign Member. The Campaign Members related list shows all of your Zoom registrants.

For example, Jane Smith is registering to your Webinar or Meeting in Zoom:

A Campaign is then created in Salesforce and she is automatically added as a Campaign Member.

ZFusion will automatically create a Contact or Lead with the registrant’s information if the integration does not find an existing Contact or Lead in Salesforce with a matching email address. However, if ZFusion finds an existing Contact with a matching email address, it will add that Contact or Lead as a Campaign Member. This prevents the creation of duplicate Contacts or Leads in your database.

Each Campaign Member is linked to their Contact or Lead Record

If you want to know more about a Contact in your Campaign, click on the Contact record link to view their Contact page. On each Contact under Zoom Registrations you will be able to see an overview of all webinars that particular Contact has registered for or attended.

Find attendee information in the Zoom Registration object

You will find details about each attendee’s Zoom Registration on the Zoom Registrations object in Salesforce. Zoom Registrations can be found in related lists under Campaigns, Leads, or Contacts, as well as by navigating to the Zoom Registrations tab.

Clicking on the Zoom Registration name, brings you to the Zoom Registration details page which includes the following information:

  • Zoom Registration ID
  • Registration Status
  • Registration Date and Time
  • Joined/Not Joined
  • Zoom Join Time
  • Zoom Leave Time
  • Time in Webinar or Meeting (Minutes)

This is also where all the registration information will be added if you asked additional questions during the registration process.

ZFusion allows you to track the following data from Zoom Registration forms:

  • Last Name
  • Address
  • City
  • Country/Region
  • Zip/Postal Code
  • State/Providence
  • Phone
  • Industry
  • Organization
  • Job Title
  • Purchasing Time Frame
  • Role in Purchase Process
  • Number of Employees
  • Questions and Answers
  • Custom Questions and Answers: Will be displayed as JSON text.

If you don’t see these fields in your Zoom Registration object, your Salesforce Admin will need to add them to your Page Layout.

 

If at any time you need help with using ZFusion, please visit our support resources to contact us.

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