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Welcome to the Customer Success Forum!

Welcome to the Customer Success Forum! This is a collaborative place for Zoom users to share customer success stories, learn about upcoming events, and exchange use cases for helpful ways to use Zoom features.

Recent Activity

Elevate Your Holiday Cheer with Zoom Clips: Creative Greeting Ideas!

The holiday season is here, and it’s the perfect time to spread joy and connect with your loved ones in unique and creative ways. Let’s take our holiday greetings to the next level! Whether you’re connecting with loved ones, friends, or colleagues, Z... Show more

The holiday season is hereand it’s the perfect time to spread joy and connect with your loved ones in unique and creative ways.

Let’s take our holiday greetings to the next level! Whether you’re connecting with loved ones, friends, or colleagues, Zoom Clips offers the perfect way to share personalized, festive messages that spread joy and cheer.

Imagine creating a short video with a cozy fireplace background, fun filters like reindeer antlers or snowfall, and heartfelt wishes that make someone’s day brighter. With Zoom Clips, you can record, customize, and share your greetings effortlessly like sending a digital holiday card, but way more fun!

Ready to make your greetings memorable?

 

Here are some creative tips and tricks to craft the perfect holiday Clip. Let’s spread the joy, one Zoom Clip at a time! 🎁

 

Step 1. Go to your Settings and  Generate a creative Virtual Background using AI 

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Step 2. Go to your Zoom Clips and choose video only option to record.

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Once done, you may now download or share the video link to your love ones!

 

Cheers!

 

As we continue evolving how we deliver Customer Success at Scale, we're excited to introduce the Zoom Digital Customer Success Hub

This new initiative is designed to help drive product best practices and create new avenues for customers to engage with us, all with the goal of improving awareness, value, and adoption of our offerings.

This hub will be accessible to all Zoom customers and will feature all of our Scaled Digital Customer Success (CS) events in one place.

You can:

  • Register for live product training sessions
  • Attend 'What's New at Zoom' webinars
  • Participate in Open Office sessions
  • Explore our library of on-demand content

This hub aims to provide consistent, accessible support and keep customers up-to-date on Zoom’s latest innovations and best practices!

 

 

 

 

 

 

 

 


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Attendance Report Setting

I was assigned to be a teaching assisstance on Canvas. When I tried to set "Attendance Report Setting", it showed "Can't update the Attendance Report Setting due to the invalid Setting from the input value". Could you guys please help me with that? Show more

I was assigned to be a teaching assisstance on Canvas. When I tried to set "Attendance Report Setting", it showed "Can't update the Attendance Report Setting due to the invalid Setting from the input value". Could you guys please help me with that?


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zoom needs a spam button

I get added to zoom meetings without my consent. I feel this is a new way for spammers to get into my inbox. zoom, if you are listening, add a spam button to your meetings so you can identify these bad actors. Also include the email of the person who... Show more

I get added to zoom meetings without my consent. I feel this is a new way for spammers to get into my inbox. zoom, if you are listening, add a spam button to your meetings so you can identify these bad actors. Also include the email of the person who added you to a meeting, because why would a legitimate host want to hide that info anyways.


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Back from leave and need to catch up? Zoom AI Companion 2.0 is here to help!

Coming back to work after being on leave can be overwhelming. The inbox is flooded, projects have progressed, and you feel like you're playing catch-up.  However, my recent experience with Zoom AI Companion 2.0 made this transition surprisingly smoo... Show more

Coming back to work after being on leave can be overwhelming. The inbox is flooded, projects have progressed, and you feel like you're playing catch-up. 😫 However, my recent experience with Zoom AI Companion 2.0 made this transition surprisingly smooth and efficient. 

 

Here's how it helped me get back on track:

 

Meeting Summaries at a Glance

The first thing I did was review the AIC-generated summaries of all the meetings I missed. These concise yet comprehensive summaries gave me key discussion points, action items assigned, and decisions made.This overview allowed me to quickly understand what transpired in my absence without having to watch hours of recorded meetings, read long chat threads, or reach out to my colleagues to get updates.

 

Intelligent Q&A

Zoom AI Companion 2.0 allowed me to ask specific questions about the meetings and projects. Some questions I asked were "Help me catch up with the scheduled meetings last week." and "What meetings do I have scheduled for the week?" AIC provided accurate answers, pulling information from meeting transcripts and shared documents, saving me time and eliminating the need to bother my colleagues with basic questions.

 

Document Summarization

Zoom AI Companion 2.0 summarized important documents shared during my absence, such as internal team meetings and client communications. This feature allowed me to quickly grasp essential information without reading through lengthy documents.

 

Thanks to Zoom AI Companion 2.0, what could have been a stressful and time-consuming process of getting back up to speed turned into a smooth and efficient transition! AIC's ability to summarize, prioritize, and organize information allowed me to hit the ground running, feeling informed and prepared to contribute effectively from day one. 

 

To learn more about Zoom AI Companion, check out the following:

 

We look forward in seeing you in our upcoming sessions! 🚀

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New Zoom Workplace

With my Zoom Pro I never had issues but now with Zoom Workplace I have to close almost all app etc as the space Zoom Workplace takes is excessive and the quality of my call keeps on dropping. Is there any way I can optimise my memory etc whilst in Zo... Show more

With my Zoom Pro I never had issues but now with Zoom Workplace I have to close almost all app etc as the space Zoom Workplace takes is excessive and the quality of my call keeps on dropping. Is there any way I can optimise my memory etc whilst in Zoom Workplace mode?

 


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zoom alternative?

zoom customer's support is atrocious. I have had a webinar that I am supposed to host just disappear and now the account is saying I don't have the webinar service. Getting someone on the phone. The chat system is a joke. Anyone have any suggestions? Show more

zoom customer's support is atrocious. I have had a webinar that I am supposed to host just disappear and now the account is saying I don't have the webinar service. Getting someone on the phone. The chat system is a joke.

 

Anyone have any suggestions?


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Accidentally Selected an Education Account

I am trying to create a Zoom account for my job. I accidentally selected an education account as I am training teachers (I thought maybe there would be teacher specific content). I WILL NOT be working with students. Now, I cannot create the account w... Show more

I am trying to create a Zoom account for my job. I accidentally selected an education account as I am training teachers (I thought maybe there would be teacher specific content). I WILL NOT be working with students. Now, I cannot create the account without it being validated. Please help!!!!


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What's New At Zoom - May 2024 Recording & Recap

Thank you so much for taking the time to join our May What's New at Zoom webinar. If you were not able to join us, we've got you covered with a comprehensive summary of the event. Check out the recording of today's event here. Our Next What's New Web... Show more

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Thank you so much for taking the time to join our May What's New at Zoom webinar. If you were not able to join us, we've got you covered with a comprehensive summary of the event.

 

Check out the recording of today's event here.

 

Our Next What's New Webinar is on June 27th. You can also find the list of our upcoming events in the Customer Success Events page.

 

Below we have summarized the key themes from the Q&A. If you have any additional questions or follow up, kindly post a reply in the comments and a Zoomie will respond promptly.

 

 

Key Question Themes:

 

AI Companion Security

Zoom does not use any of your audio, video, chat, screen sharing, attachments or other communications-like customer content (such as poll results, whiteboard and reactions) to train Zoom’s or its third-party artificial intelligence models.

 

LTI Pro

 

AI Companion for Education and Healthcare

Healthcare and education customers have unique industry-specific data security and privacy concerns. As such, for those customers with BAAs in place with us, certain AI Companion features will be made available once the necessary HIPAA compliance is provided for these features.

Currently, Meeting Summary, Smart Recording for Meetings, and Thread Summary for Team Chat are available for Healthcare and Education accounts with BAAs in place. The admin settings for these features are all disabled and locked by default.

 

AI Companion Features

 

Zoom Workplace

 

Customizing Zoom Waiting Room

 

Zoom Spaces

 

You can also stay informed with up-to-date release notes that include detailed descriptions of new features, enhancements, modifications to existing features, and resolved issues. Easily navigate through updates by either date or product to explore the latest additions in the newest version of Zoom.

 

We are looking forward to seeing you on June 27th for the next webinar in this awesome series!


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Qualify your Attendees with Routing Forms in Zoom Scheduler

At the start of last month, I had a customer call where they raised a few concerns and wondered if Zoom had any means to resolve them. They felt the back-and-forth of scheduling meetings quite dragging. Their team struggled to keep track of and prior... Show more

At the start of last month, I had a customer call where they raised  a few concerns and wondered if Zoom had any means to resolve them. They felt the back-and-forth of scheduling meetings quite dragging. Their team struggled to keep track of and prioritize meeting requests. They basically wanted to streamline their scheduling process and improve efficiency.

 

So I recommended they take advantage of the Zoom Scheduler Routing Forms, it allows you to create customizable forms that automatically route meeting requests to the appropriate person or team based on the information provided by the scheduler.

 

How it Works:

  1. Create a Routing Form: Design a form with specific questions relevant to your scheduling needs (e.g., meeting topic, location, or urgency).   
  2. Set Up Routing Rules: Define the rules for routing based on the form responses. For example, you could route requests to different teams or individuals based on the meeting topic.
  3. Share the Scheduling Link: Once the routing form is set up, share the unique scheduling link with others.
  4. Automatic Routing: When someone schedules a meeting using the link, they'll be prompted to fill out the form. Their responses will then be used to automatically route the meeting request to the appropriate person or team.  
     

Luckily, they were open to the idea and tried to implement it on their IT, HR, sales, and customer support departments. They soon realized that this tool helped customers save time and improve their team's response times. They gladly shared what they did with the feature in a sync with me last week.

 

They had their IT support teams route requests based on issue severity. Their HR directed interview requests to the appropriate hiring managers. And their Sales teams qualified leads and scheduled product demos more efficiently. It was a fun and engaging meeting, good enough to share this here to let Zoom users know that it's available and it works.

 

By automating the routing process, Zoom users can ensure that meeting requests are handled promptly and effectively. I'm sharing this in hopes that Zoom Users can get the most out of the Zoom Scheduler and have the right attendees book the right meetings. 

 

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Workplace Screen Shuffle

Bring back old zoom! Why is Workplace such a nightmare of clicks when i want to shuffle between meet and a doc I may have on second screen? I used to be able to tab between my meeting screen and other program i have open. Now i have to go in to Zoom ... Show more

Bring back old zoom!

 

Why is Workplace such a nightmare of clicks when i want to shuffle between meet and a doc I may have on second screen?

 

I used to be able to tab between my meeting screen and other program i have open. Now i have to go in to Zoom - Window- Workplace meet to get back to my colleagues? There is NOTHING anywhere on this BASIC issue.

 

3 clicks too many!!!!

 

We will be moving to BigMarker if this isnt fixed in the next few months. 

 

Bring the DOGE into Zoom. 


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