Zoom Setup Guide

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Zoom meeting or Zoom webinar?


Zoom Meeting is usually used when you want most of the participants to speak. Zoom Webinar is for a lecture-like scenario where only a few people speak while others listen. Below is a practical summary that we find most helpful for the event organizers. For detailed feature comparison, please check here.

Zoom Meeting Zoom Webinar (Recommended)
Turn on Audio/Video All participants can turn on themselves Only speakers and panelists can control
Chat All participants can chat with each other The host can control whether the audience can chat
Zoom Q&A No Yes
Zoom Poll No Yes
Practice Room No Yes
Good For Group meetings Talks, lectures, keynotes, and panel discussions

Which Zoom package to buy?


Depending on your event’s needs, there are multiple add-ons available. Below we list the most commonly used add-ons for the majority of the events.

*All the packages need to have Zoom Pro plan, which is $15/month and is calculated in the estimated price.

Scheduling a webinar


This section describes how to create Zoom meeting/webinar on your Zoom dashboard.

Whova released Advanced Zoom Integration where you can directly create the Zoom meeting/webinar in Whova. Click here for the steps.

  1. Sign in to Zoom’s web portal. On the left-hand side, under Personal, click Webinars, and then click Schedule a Webinar.
  2. Fill in your webinar details, such as the title, a description, and the time and date. If you’ve saved a previous webinar’s settings as a template, and want to use them again, just select the name of that webinar under Use a template.
  3. There are several other settings available. If you are not sure, please refer to our “Recommended Settings” section.
  4. Enter the emails of any alternative hosts.
  5. Click Schedule.
  6. Your webinar will now appear on your list of upcoming webinars.
  7. To begin the webinar, click Start on the right side of the webinar name.
  8. You can always click the webinar to edit it. If you have many sessions that are similar, we also recommend that you click Save this Webinar as a Template, so that you can create other webinars faster and also avoid missing some settings.

Adding Speakers/Panelists


  1. Sign into Zoom’s web portal. On the left-hand side, under Personal, click Webinars.
  2. Click the name of your webinar you want to add speakers.
  3. Scroll to the bottom of the screen, where you should see a tab called Invitations. Click Edit next to Invite Panelists.
  4. Click Add Another Panelist to add all the speakers/panelists you want to invite. The invitees will receive an email including the Zoom link to join the session.

Creating simultaneous sessions


While you can add an unlimited number of simultaneous sessions in Whova, you need to purchase additional licenses from Zoom in order to stream them all at the same time.

  1. Log in to your Zoom account. Click Billing on the left-hand side menu.
  2. Click Add to Cart on the right of Webinar.
  3. Input the number of sessions that can happen simultaneously at the host field, and complete the purchase.

Recommended webinar settings


  • Always set a passcode (or use the auto-generated one) to help avoid Zoom-bombers. Don’t worry – the invitation link automatically contains the encrypted passcode so it still only takes one click for the participants to join.
  • You can set video to be off so you don’t show the video before fully prepared. You can always start the video any time.
  • Use “Both” to make sure the audio works in either situation.
  • For the interactions, Whova supports both Zoom and Whova interactions. But sometimes it can be confusing for the attendees if both are enabled. Many Whova customers choose to use Whova’s so the interactions can start before the session and continue after the session.
    It’s also recommended to auto record the session so that you can later upload the video for replay.

Integrating the session into Whova


  1. Sign into Whova and access the Agenda tab on the left-hand side under Event Content. From there, choose Session Manager.
  2. Find the session you want to add the Zoom link, click the pencil icon to edit it.
  3. On the pop-up, find Live Stream URL section and copy-paste the Zoom link.
  4. Click Save Agenda.

Connect Zoom account to directly create Zoom meetings in Whova


Now you can directly create Zoom meetings and webinars in Whova. It saves you from manually copying the meeting links from Zoom to Whova and prevents the copy-paste errors.

  1. On the dashboard, click Adv. Stream Integration on the side menu, and click Connect your Zoom account on the page
  2. Log in to your Zoom account on the popup dialogue, and click Pre-approve and Authorize.
  3. After authorization, click Create Zoom meeting button on the screen, select your account, and choose whether you want to create a meeting or a webinar. If you want to create a Zoom webinar, please make sure that you have purchased the webinar addon from Zoom.
    If you already have some meetings created in Zoom, you can click Import Zoom meetings to import existing meetings.
  4. Fill in the settings page the same as when you create on Zoom. Please make sure you have a meaningful name to the Topic field – later when you connect the meeting to the session, you can use this name to find the meeting instead of the meaningless meeting IDs. Click Create to create the meeting.
  5. After you’ve created all the meetings, go back to the Session Manager and click into the sessions to select the corresponding newly created Zoom meetings.

Handling breakout sessions


While the breakout rooms work normally on the Whova mobile app, Zoom’s Web SDK doesn’t support it – so if the attendees are viewing the session on the web app, they need to use the native Zoom app to attend the breakout sessions.

Whova helps make the flow intuitive and smooth for the attendees in this case. When adding a Zoom meeting link, you can mark the session as Zoom breakout session as shown below. When the attendees come to a marked breakout session on the web app, Whova shows a button for the attendees to one-click to open their native Zoom app and join the session smoothly.

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