Verix for Zoom App Guide
Your step-by-step guide to issuing credentials during Zoom Meetings
Verix allows you to automatically issue credentials to active meeting participants, without ever leaving Zoom.
Getting Started
- To use Verix for Zoom, you’ll need to install the Verix app from the Zoom App Marketplace.
- Certificates will be issued based on an attendance threshold that you specify.
- Note that only the Zoom meeting organizer can create and distribute certificates.
- You’ll need to set up your certificate template during the Zoom meeting. If you’d like, you can join your meeting a few minutes early to do this.
How to Use Verix for Zoom
Step 1: Install the Verix app
- Open the Zoom app, go to Apps, and search for "Verix."
- Click Get to install the app.
Step 2: Log in
- Launch Verix and continue.
Step 3: Choose a template
- Select a certificate design template from the available options. If you are an existing user, you can choose from saved designs.
Step 4: Design your personalized certificate
- Verify the pre-filled information (you may need to scroll down to see it) and edit if needed. You can delete any items you don’t want to include, and you can also upload your logo or signature for further customization.
- Double-click any item in the certificate preview to change the font, color, style or size.
Step 5: Set minimum participation
- Specify the minimum percentage of time a participant must be present in the meeting to earn the certificate (e.g. if set to 80%, attendees must be present for at least 80% of the meeting's duration to qualify).
- Tip: Ask participants to check that their Zoom meeting profile name is accurate – it will appear on the certificate.
Step 6: Preview & schedule certificates
- Click Schedule send to finalize. The certificate link will be sent to the participants using the same email address where they received their Zoom invitation.
FAQs
Do I have to be in an active Zoom meeting to design my certificates?
A: Yes, you need to be in an active meeting to set up your certificates, and you also need to do so in the same meeting where you plan to distribute it. That said, you can join the meeting before your participants arrive to set it up, or you can also do so after your participants have left if the meeting is still in session.
When do attendees receive their certificates?
A: Participants who meet your minimum participation threshold will automatically receive their certificates via email as soon as your meeting ends.
How does Verix track participation?
A: Participants who meet your minimum participation threshold will automatically receive certificates. To see the list of attendees who met your requirement, go to verix.io and sign in using your Zoom host email address.
How do I know if my participants received their certificates?
A: You can check the status of issued certificates in your Verix dashboard. For access, go to verix.io and log in using your Zoom host email address.
Can I customize different templates for different Zoom events?
A: Yes, you can create different certificates for each Zoom event. You can opt to customize the same template with different fonts and personalization elements, or you can use a different template design altogether.
What happens if I uninstall the app?
A: Uninstalling the app will revoke Verix.io's access to your Zoom data, but existing credentials will still be accessible through your Verix.io account.
How can I remove the App?
A: To remove the Verix app from your Zoom account:
- Login to your Zoom account:some text
- Visit zoom.us and sign in.
- Navigate to the Zoom App Marketplace:some text
- Click on your profile picture and select "App Marketplace."
- Manage Added Apps:some text
- Click on Manage and then select Added Apps.
- Alternatively, search for the "Verix" app.
- Remove the App:some text
- Select on the"Verix" app from the list.
- Click the "Remove" button.
Important Notes:
- Removing the app revokes Verix’s access to Zoom data, but previously issued credentials remain accessible on verix.io.
- To reinstall, log in with the same email to access your existing credentials.
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