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2025 CMX Awards

The Zoom Community is nominated for the 2025 CMX Community Industry Awards in the Customer Support Community category!

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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

Source tracking reporting in Zoom Events??

I know how to create source tracking codes for my Zoom events, but cannot get code usage to show up when I run reports. I have configured the reports to capture it (I think), but the Source of Registration column in the report only lists "N/A."Help??... Show more

I know how to create source tracking codes for my Zoom events, but cannot get code usage to show up when I run reports. I have configured the reports to capture it (I think), but the Source of Registration column in the report only lists "N/A."

Help??!!


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Wondering Whats New at Zoom?

Ever thinking about how to keep up with Zoom's innovation and learn about all the new amazing products and features being released across the Zoom platform? We've got you covered! Here are a couple amazing resources for you: Whats New Blog - get a qu... Show more

Ever thinking about how to keep up with Zoom's innovation and learn about all the new amazing products and features being released across the Zoom platform? We've got you covered! 

 

Here are a couple amazing resources for you:

 

Whats New Blog - get a quick write up of the latest innovations!

 

Zoom Customer Success Hub - get access to live and on demand webinars featuring, whats new, platform training, open office hours, and much more!

Comment below if you have any questions and we are here to help 🙂


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Elevate Your Zoom Experience: Introducing AI-Generated Virtual Backgrounds!

Hey Zoom Community! We're thrilled to introduce our latest update: AI-generated Virtual Backgrounds!  Now, creating the perfect backdrop for your Zoom calls has never been easier. Here's how it works: Within the virtual background selection window, ... Show more

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Hey Zoom Community!

We're thrilled to introduce our latest update: AI-generated Virtual Backgrounds! 🌟 Now, creating the perfect backdrop for your Zoom calls has never been easier.

Here's how it works: Within the virtual background selection window, eligible users can now access the generate custom background feature. Simply choose from preset options or describe the background you envision, and our AI model will work its magic to bring your vision to life! 🎨

Whether you're dreaming of a serene beach scene, a bustling cityscape, or something totally out-of-this-world, our AI-generated backgrounds have got you covered. Plus, with multiple images to choose from, you're sure to find the perfect fit for any occasion.

But that's not all! Admins can also manage this feature through account and group-level settings, ensuring seamless integration into your organization's Zoom experience. 💼

So, why wait? Try out our AI-generated Virtual Backgrounds today and elevate your Zoom calls to a whole new level of creativity and professionalism! 

Background & Effects> Virtual Backgrounds> Generate

 

Concerned about how Zoom AI Companion features handle your data?  Please refer to this comprehensive guide for more information.

 

 

 


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Signatures during zoom meeting

I'm in healthcare/behavioral health. We need our participants (clients) to sign off on a form acknowledging they presented for their service via telehealth. I looked at the integration of docusign but that just pulls us out to send a docusign through... Show more

I'm in healthcare/behavioral health.  We need our participants (clients) to sign off on a form acknowledging they presented for their service via telehealth.  I looked at the integration of docusign but that just pulls us out to send a docusign through a web-browse.  I don't know if there are any solutions that exist for this.  I would love to be able to get signatures in real time while in a session.


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Multiple People using the same account, can that cause problems? The specific situation is this:

I'm part of a nonprofit that allows various people enter the zoom account using the same password and user name. There is no specific administrator or different passwords for different people to enter. Recently someone entered the zoom account and st... Show more

I'm part of a nonprofit that allows various people enter the zoom account using the same password and user name. There is no specific administrator or different passwords for different people to enter.

 

Recently someone entered the zoom account and started a meeting. They were in the meeting but it was not acting like they were the host of the meeting. They could not see when new people were in the waiting room, waiting to join the meeting.

 

Is it possible that when I went into the account an hour before the meeting to create a different meeting on a different date, when I didn't sign out of the account after I was finished, could that have created a problem for the person starting the meeting?

 

I wasn't at the meeting with them so I am not certain what they experienced but they did say that they couldn't see all of the people in the waiting room, and so, could not let them in to start the meeting.

 


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New and Improved Survey and Polls

Productivity is a measure of efficiency and output in various aspects of life, surrounding work, personal tasks, and overall goal achievement. It involves managing time, resources, and energy effectively to maximize output. Adopting strategies such a... Show more

Productivity is a measure of efficiency and output in various aspects of life, surrounding work, personal tasks, and overall goal achievement. It involves managing time, resources, and energy effectively to maximize output. Adopting strategies such as goal setting, prioritization, time management, and continuous improvement can significantly enhance productivity.

While meetings usually serve as effective platforms for collaboration and aligning everyone, productivity can suffer if not well-executed. Have you ever experienced unproductive meetings, whether they involved planning additional meetings or reiterating known information, you understand the inefficiencies that can arise. However, this issue can be readily addressed by utilizing a survey tool, enabling you to gather information beforehand and establish a shared understanding prior to the actual meeting.

 

And speaking of enhancing productivity, let me introduce Zoom’s new Survey and Polls! This feature offers a seamless method for polling and surveying your target audience to collect valuable feedback and opinion. Prior to your meeting, initiate a swift survey among participants to gather insights in advance, pinpoint overarching themes, and identify the most crucial topics. By tailoring your meeting content based on these findings rather than assumptions, you can ensure that everyone departs well-informed.

We recognize the importance of surveys, but if the process of creating them, chasing down emails, or, worse yet, receiving insufficient engagement is time-consuming, an integrated survey tool can be the solution. Embedded in the Zoom platform, Zoom Surveys empowers you to obtain timely feedback and fosters an engaging and interactive experience for participants. Launch surveys whenever necessary to gather input from colleagues, propose areas for improvement, and gain deeper insights into your customers' preferences.

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Zoom Surveys is readily available and can be utilized independently or initiated directly within Zoom Meetings or Zoom Webinars. Additionally, in the near future, Zoom Surveys will extend its integration to encompass Zoom Team Chat, Zoom Phone, Zoom Events, and Zoom Scheduler. 

Have you tried equipping your Zoom Meetings or Zoom Webinars of a survey or a poll yet?


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Can I Link My Zoom Account To Social Media?

Can I Link My Zoom Account To Social Media?

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AI in Collaboration: How Zoom’s AI Companion is Shaping Modern Workflows

The rise of artificial intelligence has revolutionized the way we work , and Zoom is at the forefront of integrating AI into collaboration tools 烙. Features like AI-powered meeting summaries , transcription , and task suggestions ⚙️ are transformi... Show more

The rise of artificial intelligence has revolutionized the way we work 🌐, and Zoom is at the forefront of integrating AI into collaboration tools 🤖. Features like AI-powered meeting summaries 🗋, transcription 🎥, and task suggestions ⚙️ are transforming workflows and enhancing productivity. But how exactly is Zoom’s AI Companion making an impact in today’s hybrid work environments? Let’s explore the tangible benefits, real-world applications, and key insights about this game-changing technology .

 

Streamlining Communication and Reducing Workload

One of the standout features of Zoom’s AI Companion is its ability to simplify post-meeting processes. Instead of manually reviewing hours of meeting recordings or taking notes during discussions, users can rely on AI to:

  • Generate Concise Summaries: Automatically create accurate meeting recaps that highlight key decisions, action items, and follow-ups.
  • Automate Transcriptions: Provide clear, searchable transcripts, making it easy for teams to revisit critical points.
  • Suggest Next Steps: Identify and recommend actionable tasks based on the meeting’s context and discussions.

By automating these repetitive tasks, Zoom’s AI Companion allows teams to focus on strategic work instead of administrative overhead.

 

The Tangible Value for Hybrid Teams

Hybrid teams face unique challenges, from coordinating across locations to managing communication silos. Zoom’s AI Companion bridges these gaps by:

  • Enhancing Collaboration: AI-generated insights keep team members aligned, even if they can’t attend every meeting.
  • Saving Time: Teams can reclaim hours spent on manual tasks and dedicate that time to creative problem-solving.
  • Increasing Engagement: With less time spent on administrative tasks, teams can focus on meaningful collaboration.

Ultimately, Zoom’s AI Companion transforms how hybrid teams work, enabling them to achieve more with less effort.

 

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As AI continues to reshape the workplace 🔄, Zoom’s AI Companion stands out as a key tool for modern collaboration 🌐. From simplifying workflows ⚖️ to empowering hybrid teams 🤝, it’s clear that AI is no longer just a nice-to-have—it’s essential for staying competitive in today’s fast-paced environment . By leveraging these tools effectively, organizations can unlock new levels of productivity and innovation .

Are you ready to experience the future of collaboration? Dive into Zoom’s AI features and transform your workflows today! 🎥


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Enhancing Engagement with Simulive in Zoom Events

In the ever-evolving world of virtual events, creating a seamless and engaging experience for attendees is key. One feature that’s helping event organizers strike the perfect balance between preparation and live interaction is Simulive in Zoom Events... Show more

In the ever-evolving world of virtual events, creating a seamless and engaging experience for attendees is key. One feature that’s helping event organizers strike the perfect balance between preparation and live interaction is Simulive in Zoom Events. This tool has become a game-changer for many professionals, including myself, who aim to deliver polished presentations while staying accessible to their audience.

 

Recently, I had the opportunity to host a Zoom Event where I leveraged the Simulive feature. For the main session content, I pre-recorded my presentation, allowing me to deliver my message with precision and consistency. During the event itself, I stayed behind the scenes in the Backstage area, monitoring the session and responding to attendees’ questions in real time. This approach not only helped me engage with my audience more effectively but also reduced the pressure of speaking live.

 

What makes Simulive so unique is the ability to transition seamlessly from a pre-recorded session to live interaction. Once the pre-recorded content ended, I stepped into the spotlight for a live Q&A session. This combination of polished delivery and real-time interaction added a personal touch that attendees truly appreciated.

 

Simulive also provides flexibility for event hosts. While you must be present during the session's transition from pre-recorded to live, you’re not required to stay for the entire duration of the playback. This means you can multitask or handle other event logistics, knowing you’ll step in when it’s time to engage directly with attendees.

Whether you're managing a large-scale virtual conference or running a focused educational webinar, Simulive offers a perfect blend of structure and spontaneity. By preparing your content in advance and staying available for live interaction, you can create an event experience that’s both professional and highly engaging.

 

Have you tried Simulive yet? If not, I highly recommend exploring it for your next Zoom Event. It’s a tool that truly empowers you to deliver the best of both worlds.

 

Things to consider: 

Limitations of Zoom Events simulive webinars

  • During the simulive phase, hosts and panelists cannot speak or appear on live video in front of webinar attendees and can only use the chat and Q&A features. However, once the simulive playback ends and the webinar transitions to live (if the option was enabled), all previously restricted features—such as video, audio, and full interaction—are enabled.
  • Only the speaker view is selected in recordings, even if you recorded with multiple views.
  • Hosts can’t add multiple cloud recordings to a single simulive webinar.
  • Since simulive webinars start automatically, they do not support practice sessions. If backstage is used, access to backstage will begin at the scheduled time.

     

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BAA

I have a Pro Business subscription to ZOOM and looks like a BAA should be supported, but not 

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