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How to use Zoom Meetings: Everything you need to know
See also: Zoom Meetings: 10 tips and tricks you should know about. If you want to know how to use Zoom, you have to get familiar with its main features. We suggest you do that before you join a real meeting. Here are the main ones you should know and try out:. Just click on the microphone or camera icon to switch either of them on or off.
Mute a participant: This feature is only available to a host — the person who starts a meeting. Raise your hand: Whenever you want to speak, you can signal it to the host by raising your hand virtually. The host will then give you the floor to talk or ask questions. This is a great feature that prevents multiple people from talking at once. Record a meeting: You can record any Zoom Meeting you enter.
Also, keep in mind that the host of a meeting manages this feature. By default, the message will be sent to a group channel, meaning everyone will see it. You also can send a private message to a colleague by selecting their name from the drop-down menu located above the text field.
Share your screen: Zoom supports screen-sharing, a must-have tool for a business-focused video conferencing tool. Zoom is one of the most popular video conferencing solutions for businesses.
It is feature-rich, with various plans based on business size and needs. Millions of worldwide Zoom users happily use the free plan, but if you are looking for something more encompassing for your remote teams, the enterprise-level plan includes up to meeting participants, unlimited cloud storage, custom emails, a vanity meeting URL, and more.
Source: Zoom. The Meeting Owl is Zoom's only recommended degree camera and features p HD camera resolution, degree visual and sound, and an foot audio pickup radius. Microsoft's popular Skype service is augmented as an enterprise-ready video conferencing tool. It has several business features, such as allowing up to attendees in a meeting, connection with other Skype users, and virtual whiteboarding capabilities.
While there are some limitations, such as the lack of an integrated dial-in audio conference feature, and lack of hardware support with online-only plans. The free version of Skype is a good tool for teams with less than 10 members, and is a simple way to make free conference calls from your computer, phone, or tablet. Source: Skype. An extremely popular collaboration tool used in organizations all over the globe, Slack has integrated video conferencing features.
If your organization is not using Slack, adopting it for video conferencing probably doesn't make much sense. But, if you are already utilizing Slack, it is an easy way to make quick calls. Video conferencing is an add-on to the functionality of Slack and can be a great tool for integrating hybrid teams.
One-on-one video chat is part of Slack's free account offerings and you can Slack with up to 15 people if you start a call from a channel, but for larger meetings, customized enterprise pricing is necessary, which requires a customizable quote. Source: Slack. The open-source BigBlueButton features whiteboard capability for meeting productivity and was created specifically for education and online learning.
As a free open source tool, there are many add-ons and integrations through third-party developers that allow for customized web conferencing experiences, including an integration with Learning Management Systems LMS that will make for a seamless student and teacher experience.
Source: BigBlueButton. BlueJeans is a full-featured web conferencing app that integrates with collaboration tools. Touting a simple and modern approach, in contrast to some of the more complex services offered by competitors, Bluejeans uses a system of meetings, rooms and events to enable video meetings anywhere.
No software is required with the ability to launch meetings from a browser. Also, the service allows for easy viewing of all video conference activity in your organization. Source: BlueJeans. 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.
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