Verix for Zoom App Guide

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Your step-by-step guide to issuing credentials during Zoom Meetings

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Getting Started

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Verix for Zoom requires a Zoom Pro account.
You can easily download the Verix for Zoom app from the Zoom App Marketplace.

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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.

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Step 2: Log in

Launch Verix and continue.

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Step 3: Set up your account profile

Enter your company detail and confirm.

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Step 4: Choose a template

Select a certificate design template from the available options. If you are an existing user, you can choose from saved designs.

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Step 5: Design your 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.

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Step 6: Set up Zoom sessions

Select the number of sessions for the course/event, then add the dates and corresponding Zoom meeting links.
If it’s a recurring meeting on different days, you can use the same link for all sessions.
If you have multiple sessions on the same day, use unique meeting links for each session.

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Step 7: Set up eligibility criteria

You can set a minimum attendance requirement for participants to be eligible for certification.
You can also exclude individual participants from receiving certificates.

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Step 7: Preview and 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.

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‍View credential analytics

After scheduling sessions or issuing your certificates, you can view analytics to see meeting IDs, total number of sessions, participant attendance, and the participants who’ve received credentials.

Click the three dot menu options and then choose Analytics to navigate to that page.

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FAQs

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How should I schedule my Zoom meeting if I plan to issue certificates?
To ensure Verix can issue certificates, follow these steps when scheduling your Zoom meeting:‍

Option 1: Schedule directly via Zoom

Log in to your Zoom account.
Click Schedule a Meeting in the top menu.
Enter the meeting details, such as date, time, and duration.
Enable registration so Verix can capture participant details for certificate issuance.
For added security, check the Approval Required box to manually review and approve attendees before they join.
Click Save and your meeting will be scheduled!

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Option 2: Schedule via your calendar

If you're scheduling your Zoom meetings through your calendar, follow these additional steps to ensure proper set up:

Create a new event in your calendar and add a Zoom meeting link.
After scheduling in your calendar, log into your Zoom account on a web browser.
Go to the Meetings section and click Upcoming to view your scheduled Zoom events.
Locate your event and click Edit to adjust settings such as registration requirements, security preferences, and attendee eligibility, per the instructions below:

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For Meetings:

Be sure to check the Registration Required box to capture attendee information effectively.

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For Webinars:

Select either Include email address in the attendee report or Registration Required to ensure that Verix has the email addresses it needs to send the certificates.

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How do I schedule a Zoom course or event using Verix for Zoom?

To schedule a course or event with Verix:

Open Zoom and navigate to the Verix app.
Choose a certificate template or use your custom design. Edit the variable fields, leaving Recipient Name as is.

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Select the number of sessions for the course/event, then add the dates and corresponding Zoom meeting links.
- If it’s a recurring meeting on different days, you can use the same link for all sessions.
- If you have multiple sessions on the same day, use unique meeting links for each session.

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Set certificate issuance criteria, including:
- Minimum attendance percentage required.
- Exclusion rules for certain participants who shouldn’t receive certificates.
Click Schedule & Send and Verix will automatically distribute certificates based on your settings.

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Where can I view analytics for my Zoom meetings and issued certificates?‍

To access analytics:

Click the three-bar menu in the top left corner of Verix for Zoom.
Select Analytics from the menu.

Here, you can:
1. View meeting IDs, total number of sessions, and credentials issued
2. Track individual participant progress, including session participation and attendance
3. Check whether a credential was issued to each participant

This gives you a clear overview of attendance and certificate distribution at a glance!

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How can I set eligibility criteria for receiving a Verix certificate?‍

Verix allows you to set a minimum attendance threshold to be eligible to receive a certificate. For example, you can require that all attendees need to attend at least 75% of the session in order to receive a certificate. To set eligibility criteria, follow these steps:

Toggle Set minimum participation to ON.
Enter the required percentage of participation (e.g., 80% means attendees must be present for at least 80% of the meeting to qualify).
Choose whether this participation requirement applies to all Zoom sessions by selecting Yes or No.

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What is the difference between ‘Registration Required’ and ‘Invite-Only’ scheduling on Zoom?

Registration Required:

Attendees must sign up before joining the meeting/webinar.
You collect names and email addresses beforehand.
Requiring registration makes tracking attendance and certificate issuance easy.
Useful for public events and those with open enrollment.

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Invite-Only:

Only people who receive a direct invite link can join.
No pre-registration needed; less control over attendee details.
Best for internal meetings or private sessions.

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How do I find my Zoom meeting or webinar ID?

You can find your meeting/webinar ID in multiple ways:

In the Zoom dashboard: Go to Meetings → Click the meeting to view the ID.
In the Zoom invite link: The meeting ID is embedded in the URL.

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How do I set up recurring meetings in Zoom?

To schedule a recurring meeting:

Go to Schedule a Meeting in Zoom.
Check the Recurring Meeting box and select the recurrence pattern (daily, weekly, etc.).
Set the timeframe (e.g. every Monday at 10 AM for 4 weeks).
Enable registration so Verix can retrieve recipient details for certificate issuance.
For added security, check the Approval Required box to manually verify attendees before they join.
Click Save, and Zoom will create multiple sessions with the same link.

This ensures seamless scheduling while capturing participant details for Verix certificate issuance.

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Does the host need to stay for the entire duration of the meeting to schedule certificates?‍

Yes, the host must stay connected throughout the call. To avoid this, you can pre-schedule certificates in advance using Verix for Zoom.

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‍What happens if the meeting ends unexpectedly? Will certificates still be issued?‍

If the host disconnects before issuing certificates, they will not be sent. To prevent this, pre-schedule certificates via Verix for Zoom.

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How do I ensure that attendees receive their Verix certificates?‍

Make sure attendees’ email addresses are added to the Zoom meeting invite for seamless certificate delivery. If you don’t have their email addresses, enable Registration Required for your Zoom meeting. This will prompt participants to enter their full name and email address before joining, ensuring this information is captured for certificate issuance.

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What is the purpose of enabling 'Approval Required' for Zoom registrations?‍

Enabling Approval Required under Registration Required allows the host to review and approve attendees before they can join the meeting. This ensures that:

Only verified participants are allowed access.
Attendees enter accurate details, such as their full name and email.
Spam or unauthorized registrations are filtered out before the session begins.

This feature helps maintain data accuracy and ensures that only eligible attendees receive their Verix certificates.

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Can co-hosts issue certificates if the host leaves?‍

No, only the original host can issue certificates. Ensure the primary host stays to the end of the meeting, or pre-schedule certificates via Verix for Zoom.

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Can certificates be issued for webinars as well as meetings?

‍Yes! Verix supports both Zoom meetings and Zoom webinars for certificate issuance.‍

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What happens if the meeting is canceled? Will certificates still be sent?
If the Zoom meeting is canceled before it starts, no certificates will be issued. If it ends early, only those who meet the attendance criteria will receive them.

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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.

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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 analytics from three dot menu on top right corner.

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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 go to analytics from three dot menu on top right corner.

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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.

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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.

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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.

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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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