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We provide an inbox for customer service email collaboration, a knowledge base for self-service and training guides, and a reporting dashboard to help our customers scale appropriately. Our daily video meeting rhythm helps us to stay productive, happy and close-knit.
We spend hundreds of hours per year in Zoom. So time-saving hacks, even if they just save a few seconds, can make a meaningful difference in our productivity. Record them for reference. Record it and get it transcribed. We do this for all of our founder interviews. Screen sharing is one of the key features that Zoom does better than any other video conferencing platform we tried. You can access Audio Settings directly from a Zoom call by clicking the arrow next to the microphone.
This particular setting zkom you to turn it off when entering a call you can always turn it on later —which is another helpful way to reduce sudden interruptions.
You can access Video Settings directly from a Zoom call zoom app tricks clicking the arrow next to the camera. Found in General settings, this option makes it super easy to invite people to any meeting, tric,s even ticks through the process of manually copying the invite URL. So I zoom app tricks up Zoom reminders to ensure that I never miss an important scheduled meeting.
Zoom recently turned on a bunch of privacy-related settings by default. One of those is the waiting roomwhich requires you to admit each attendee zoom app tricks. You can use it to start Zoom meetings right from Slack. Zapier connects Zoom with hundreds of other apps, but perhaps the most useful integration of all tficks scheduling tools. When you schedule a meeting zoom app tricks someone, whether using Calendly zoom app tricks Google Calendar, rather than following up with that person to send them a Zoom meeting link, or manually updating the calendar invite with the link, you can have Zapier automatically add your Zoom link to the event, making meeting scheduling hands-free.
Note: Want more advice trcks all things remote work? Subscribe to our email list! We love Zoom, and recommend it to triicks looking for a video meeting tool.
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- Zoom Meetings: 10 tips and tricks you should know about
Read the Zapier blog for tips on productivity, automation, and growing your business. Hire a Zapier Expert to help you improve processes and automate workflows. Get help with Zapier from our tutorials, FAQs, and troubleshooting articles. Ask questions, share your knowledge, and get inspired by other Zapier users.
Video courses designed to help you become a better Zapier user. Learn about automation anytime, anywhere with our on-demand webinar library. The best video conferencing apps can do more than merely enable a virtual face-to-face meeting. They let you show what's on your screen to everyone else on the call, seamlessly pass control of the meeting to another person, and record the call as a video. Web conferencing service Zoom offers these features and more, some of them hidden options in advanced menus.
The tricks and tips below will show you how to use the app better to work, learn, and communicate with others virtually. Some of these tips include ways that you can connect Zoom with other popular apps to automate your work. Zapier is an automation platform that lets you connect your favorite apps to save time, cut down on tedious tasks, and focus on the work that matters most.
Our automations are called Zaps, and you'll see several pre-made Zaps which we call Zap templates throughout this piece. To get started with a Zap template, just click on it, and we'll guide you through customizing it—it only takes a couple minutes. You can read more about setting up Zaps here. Note: To set up integrations between Zoom and Zapier, you need a paid Zoom account. Free account holders don't have access to the Zoom API.
If you run a lot of meetings—for example, with clients—but don't have an assistant, you might want to connect your scheduling app, Zoom, and your calendar. Whenever someone books an appointment in a scheduling app, for example, Zapier can automatically create a new Zoom meeting and add it to whatever app you use for your personal calendar.
Here are some pre-built Zaps to power this workflow, but you can create a Zap with whatever apps you use. To make this automation even more powerful, you can add a step that shares the meeting details with your team via a chat app like Slack. We use this automation all the time here at Zapier—any time a new team meeting in Zoom kicks off, the Zoom link gets posted to the appropriate channel in Slack automatically.
For weekly meetings, monthly check-ins, and other regularly-scheduled calls, Zoom lets you create a recurring meeting. There are two benefits to using this setting. First, it lets you lock in all the call settings you want once and have them be in place every time you meet. Second, recurring calls use the same join URL each time, so you never have to send a fresh one to attendees.
Additionally, if you meet with the same group regularly but not on a regular schedule, you can choose an option called No Fixed Time, which lets you use the same settings and meeting ID over and over with the same group, no matter when you get together. This option is popular with educational groups who use Zoom as their virtual classroom.
How you do this will depend on which platform you're using, but you can refer to Zoom's documentation for setting up your recurring meeting. Fair warning that for any recurring meeting, you cannot schedule it with your Personal Meeting ID also called PMI in Zoom; it's a virtual private meeting space for you, and the link never changes.
Also, know that all recurring meeting IDs expire after one year, so you'll have to generate a new one then. 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 the app more than once a week, there are a couple of Zoom 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. Get productivity tips delivered straight to your inbox.
The Zapier editorial team is an experienced group of writers and editors who want to help people be more productive at work. The Gmail shortcuts you should actually be using to navigate your inbox.
Zoom app tricks.5 Essential Zoom Tips and Tricks
We spend hundreds of hours per year in Zoom. So time-saving hacks, even if they just save a few seconds, can make a meaningful difference in our productivity. Record them for reference. Record it and get it transcribed. We do this for all of our founder interviews.
Screen sharing is one of the key features that Zoom does better than any other video conferencing platform we tried. You can access Audio Settings directly from a Zoom call by clicking the arrow next to the microphone. This particular setting allows you to turn it off when entering a call you can always turn it on later —which is another helpful way to reduce sudden interruptions. You can access Video Settings directly from a Zoom call by clicking the arrow next to the camera.
Found in General settings, this option makes it super easy to invite people to any meeting, without even going through the process of manually copying the invite URL. So I set up Zoom reminders to ensure that I never miss an important scheduled meeting. Zoom recently turned on a bunch of privacy-related settings by default. One of those is the waiting room , which requires you to admit each attendee individually.
You can use it to start Zoom meetings right from Slack. Zapier connects Zoom with hundreds of other apps, but perhaps the most useful integration of all is scheduling tools.
When you schedule a meeting with someone, whether using Calendly or Google Calendar, rather than following up with that person to send them a Zoom meeting link, or manually updating the calendar invite with the link, you can have Zapier automatically add your Zoom link to the event, making meeting scheduling hands-free. Note: Want more advice on all things remote work? Zoom Chat comes free with every version of Zoom. You can read more about Zoom Chat in this comprehensive review.
This transcription software can be set up to turn on automatically, pause, or turn off anytime, live stream the transcription, and save the transcription for later download and review. It also notifies all attendees that the transcription software is running like Zoom notifies users that a meeting is being recorded.
This feature is perfect for preventing hackers from joining your meeting mid-way through your session. In a session lockdown, even someone who knows your session ID and password can not enter the meeting once the lockdown is in effect.
Recognizing the use case of semi-public Zoom calls, Zoom created a checklist of features to keep uninvited guests out of your calls. Jennifer Jin, Product Marketing Manager at Mio , shared an underused feature of Zoom — sharing more than one screen at a time. You can enable multiple participants to share their screen simultaneously — rather than one at a time. To enable this, follow these instructions :.
There are several ways to connect Zoom and Slack. The two companies even announced a formal partnership in Starting Zoom meetings from within Slack is simple thanks to a handy integration. Once integrated, there are also some handy keyboard shortcuts to make the two apps work together more quickly. There are several ways to connect Zoom and Microsoft Teams. For meetings, you have options like the Zoom meetings bot and the Microsoft Teams integration.
There are several ways to connect Zoom and Webex. Businesses that have Webex in their offices but use Zoom for home workers often use the API connector to launch Zoom meetings within Webex. This saves messing around with meeting invites and saves on IT administration time so users can just join the meeting.
Message interoperability connects the messages you send in Webex to Zoom Chat. This means that when you message someone from Webex, and they use Zoom, they still see that message. Message interoperability includes all parts of the messaging experience — like message threads , edits, files, GIFs, and reactions.
Try Mio Pricing.
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