Customer Success Forum
cancel
Showing results for 
Search instead for 
Did you mean: 

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

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?


Show less

reply-icon Latest Reply - 

annotation using ipads

I can't get my zoom to allow annotations when screen sharing from an ipad, since all the students in my school use ipads this is a big problem. Any way to share screen ipad to ipad and write on each others screen without using whiteboard, want to wri... Show more

I can't get my zoom to allow annotations when screen sharing from an ipad, since all the students in my school use ipads this is a big problem.  Any way to share screen ipad to ipad and write on each others screen without using whiteboard, want to write on pdfs

 

thanks so much

Andrew


Show less

reply-icon Latest Reply - 

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!!!!


Show less

reply-icon Latest Reply - 

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

A07724B7-DFE6-4F0C-8A77-C9BCE39FEB1D (1).png

 

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!


Show less

reply-icon Latest Reply - 

Resolved! How to Get a New Account Rep?

Anyone figure out how to get an account rep that handles your account without waiting weeks for followup? I thought the previous phone company we had was bad, but Zoom seems to be worse. It was great during the sales cycle, and then just utter crap o... Show more

Anyone figure out how to get an account rep that handles your account without waiting weeks for followup?  

I thought the previous phone company we had was bad, but Zoom seems to be worse.  It was great during the sales cycle, and then just utter crap once the order was signed.


Show less

reply-icon Latest Reply - 

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. 

 

lancetlc_4-1732071097633.png

lancetlc_5-1732071133013.png

lancetlc_3-1732071034837.png

lancetlc_6-1732071730241.png

lancetlc_7-1732071899800.png

 

 

 


Show less

reply-icon Latest Reply - 

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. 


Show less

reply-icon Latest Reply - 

Small non-business hybrid meetings

Imagine 5 to 15 retired seniors meeting to be taught and/or discuss a subject of interest. Sometimes all parties are in their homes connecting by Zoom. Sometimes everyone except the speaker is in one room like a church social hall or the back room of... Show more

Imagine 5 to 15 retired seniors meeting to be taught and/or discuss a subject of interest. Sometimes all parties are in their homes connecting by Zoom. Sometimes everyone except the speaker is in one room like a church social hall or the back room of a small restaurant with a large screen TV and an upgraded microphone/camera on a laptop.

 

The problem is that most of the time there are a mix of people in the room on phones, tablets or laptops; There are also people in the room depending on a communal monitor, speaker, mike and camera to participate. Finally, there are some people trying to be in both worlds with a phone for speaker and mike, but using the monitor to see the group. 

 

The pure groups work fine but the mixed groups have problems with not enough volume, not enough mike sensitivity and feedback.

 

I am sure that part of the problem involves managing the layout of the groups but part of the problem is not having the right equipment. We are not a business with mega bucks to spend on IT consultants and room rentals. How do I identify equipment that is likely to work in this environment, is portable, and is durable. 


Show less

reply-icon Latest Reply - 

Recording not found

I just held a meeting with a client for about an hour. I definitely clicked record and we both heard the " this meeting is being recorded" But it is not in my cloud or on the computer. Can any one give me advice on how to recover it? Where it might b... Show more

I just held a meeting with a client for about an hour. I definitely clicked record and we both heard the " this meeting is being recorded" But it is not in my cloud or on the computer. Can any one give me advice on how to recover it? Where it might be or what might have happened? Cos I can't get any help from Zoom. I have a paid account 


Show less

reply-icon Latest Reply - 

Maximizing Customer Success with Zoom's Analytics Tools: Best Practices and Strategies

How can we better leverage Zoom's analytics tools to enhance customer success and drive engagement in our organization? Are there specific features or strategies that have proven effective for your team?

reply-icon Latest Reply -