The Zoom + UI integration helps your team automatically generate unique Zoom links for confirmed sessions, saving the time and hassle of manually creating and sharing links with participants. The link will be included on confirmation and reminder emails to participants, so no need to send the link to them yourself. You can set the moderator at the project or session level, giving your team flexibility on who leads a session. Let’s get started!
For more information about Zoom, check out the Zoom Troubleshooting guide.
1. Sign into your UI account
2. Navigate to the drop down arrow in the upper righthand corner
3. Select "Integrations"
4. Select "Connect"
5. Authorize syncing your UI + Zoom accounts
6. Congrats- you're connected!
1. On step 2 of the builder, "Set Up Project", navigate to "Online session details" (if an online study)
2. Select "Connect" next to to Zoom
3. Authorize syncing your UI + Zoom accounts
3. You're connected! Select Zoom for "Meeting location" if you'd like to automatically generate Zoom links for this project.
1. Sign into your UI account
2. Navigate to the drop down arrow in the upper righthand corner
3. Select "Integrations"
2. Select "disconnect" for the Zoom sync
3. You're disconnected! If you'd like to reconnect, select the "Connect" button.
Please note that if you are a default or session moderator for a scheduled session, disconnecting your Zoom account will delete the Zoom meeting.
Unique Zoom links will populate automatically for participants who confirm a time with the default moderator who has Zoom set as the meeting location. Confirmed participants receive this link in their confirmation and reminder emails. Please note that each location link will be a different number, as they're unique links. Clicking on a link will open up a Zoom meeting using your Zoom account.
1. On the launched project, go to the "Project overview" section
2. In the "Session details" section, click "Edit"
3. Select a name from the drop down that includes the Zoom icon. That means the person has a synced Zoom account. You must select a default moderator with a synced Zoom account to activate automatically generating unique Zoom links
4. Click the checkbox for "Automatically generate unique Zoom links per session". Please not that this checkbox will not clickable if you have not selected a moderator with a synced Zoom account. Save!
5. All future sessions will have a Zoom link automatically generated with the moderator. If you had any sessions confirmed before making this update, you will need to, for each session, click the pencil icon and generate the meeting link.
The project owner or any project collaborator can update the default or session moderator.
The default moderator can be the project owner or any of the project collaborators that have Zoom synced. You can set the default moderator during project creation, or anytime after the project has launched. Updating the default moderator will update all confirmed sessions that were with the original default moderator.
1. Go to the "Session details" section of the "Project overview" tab on the active project
2. Select "Edit"
3. Select the a moderator from the "Default moderator" drop down. If they have a synced Zoom account, the Zoom logo will appear next to their name.
4. Save!
The session moderator will be the default moderator unless you’ve updated the moderator on the confirmed session itself. A session moderator must have Zoom synced in order to populate a unique Zoom link.
Please note: you can only have 1 session moderator per session. To add additional session moderators, you'll need to manually add that person to the session on a calendar event outside of UI.
1. Go to the "Confirmed sessions" tab of the active project
2. Select the pencil icon on the session you'd like to set or update with a session moderator
3. Select a moderator from the drop down
4. If they have a synced Zoom account, the Zoom logo will appear next to their name
5. Select a location: choose "Generate Zoom meeting" or type in a link for "Add a custom location"
6. Save!
You can always access a session link in the "Confirmed sessions" section of your project, as well as from the calendar event and day of sessions reminder email.
Your Zoom link will populate in a calendar event for synced calendars. You'll notice the link is not a Zoom link—we do that so should you update the link (eg if you switch moderators) you'll still be able to access your session from your calendar.
On the day of sessions, you'll receive an email with information for each session: the session time, participant's name, Zoom link, etc. You'll notice the link is not a Zoom link—we do that so should you update the link (eg if you switch moderators) you'll still be able to access a session from that email.
If you do not have a Zoom account, or want to include a different link type for participants such as Google Meet, Webex, etc., learn how to do that here.