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In today’s digital landscape, recognizing and credentialing participant engagement and achievement is crucial for organizations conducting online meetings and events. Whether it’s a training session, webinar, or conference call, ensuring participants receive proper acknowledgment for their attendance and participation adds value to their experience. This is where integrating Sertifier with Zoom comes into play, allowing seamless automation of certificate issuance once a meeting concludes.
What is Sertifier?
Sertifier is a versatile platform that facilitates the creation, issuance, and management of digital certificates and badges. Designed to streamline the certification process, Sertifier empowers organizations to automate the delivery of personalized credentials to recipients, enhancing both operational efficiency and participant engagement.
What is Zoom?
Zoom is a leading video conferencing and online meeting platform that has become indispensable for remote collaboration, virtual events, and webinars. It provides robust features for hosting and managing virtual meetings, making it a preferred choice for businesses and educational institutions worldwide.
Why Use the Sertifier + Zoom Integration?
Integrating Sertifier with Zoom offers several benefits for organizations looking to enhance their virtual meeting experiences:
- Automated Certificate Issuance: With this integration, certificates can be automatically issued to participants once a Zoom meeting concludes. This eliminates the manual effort involved in distributing certificates, saving time and reducing administrative workload.
- Enhanced Participant Engagement: Recognizing participant attendance and achievements with personalized certificates enhances engagement and motivation. Participants feel valued and acknowledged for their contributions, fostering a positive experience.
- Brand Consistency: Customize certificate designs and email templates to align with your organization’s branding guidelines. This ensures that every certificate issued reflects your professional image and enhances brand recognition.
- Efficiency and Accuracy: Automation reduces the likelihood of human error in certificate distribution. Once configured, the integration ensures that certificates are delivered promptly and accurately based on predefined criteria.
- Seamless Integration Setup: The integration setup is straightforward. By installing the Sertifier app from the Zoom App Marketplace and configuring it within Sertifier’s platform, organizations can quickly start automating certificate issuance for their Zoom meetings.
How to Integrate Sertifier with Zoom
Integrating Sertifier with your Zoom account lets you send automated certificates to the participants of a meeting of your choice once the meeting is finished.
To start the integration process, choose and install Sertifier from the Zoom App Marketplace. You will be directed to a consent page, where you can scroll down and press Accept. After that, you will be redirected to the Sertifier App. If you have not created a Sertifier account before, you have to go to the signup page to create a new account, if you already have an account you can directly log in.
Once you’re inside, it means your Sertifier and Zoom accounts are now connected. Now the only step left is to configure a certificate that is going to be sent once the meeting is finished. To begin, navigate to the “Advanced” section and select the “Integrations” tab from the menu on the left. Within the Integrations tab, proceed by clicking on “Create New Integration.”
After selecting “Create New Integration,” a list of integrations will appear. Choose Zoom from the list and then select the specific Zoom meeting you would like to integrate.
After you choose the meeting, you will be sent to the credential campaign page where you can select or create the components of the credential which are the Design, Detail, and Email Template.
Creating Details
The Credential Details page is where you can input all the essential information for your digital credentials. This section enables you to complete the necessary details for your certificates. Click here for more detailed information on how to create certificate details.
Design Credential
Click the Select Certificate/Badge Design button to choose your preferred design. If you do not have a design yet, you can click on Create New Design to access the Credential Designer. You can click here for more detailed information about the Credential Designer.
Email Template
The Email Template tab is where you can customize the email that will be sent to your certificate recipients. In this tab, you can customize your mail, and you can find more detailed information here.
For a complete guide to sending Digital Credentials, you can click here.
Upon selecting and saving all the details, the status of your integrated certificate will switch to “Active”. This indicates that you have successfully completed the setup for your certificate automation process. Congratulations!
Uninstallation
- Login to your Zoom account and navigate to the Zoom App Marketplace
- Click Manage > Installed Apps or search for Sertifier
- Click the Sertifier app
- Click Uninstall
Conclusion
The Sertifier + Zoom integration empowers organizations to streamline the certification process by automating the issuance of digital certificates to meeting participants. This not only enhances participant engagement and satisfaction but also improves administrative efficiency. By leveraging this integration, organizations can focus more on delivering impactful meetings and less on manual certificate distribution.
Ready to enhance your Zoom meetings with automated certificate issuance? Install Sertifier from the Zoom App Marketplace today and start recognizing participant achievements effortlessly.
