Jifflenow Zoom App

Objective

The objective of this document is to detail the functionality of the Jifflenow Zoom App. The document is intended for those who need to understand how to install/uninstall the Jifflenow Zoom app.

About Jifflenow

Jifflenow helps Marketing and Sales automate the scheduling of in-person and virtual B2B meetings and sign-ups for sessions at events and campaigns.

About Jifflenow Zoom App

Jifflenow integrates with a comprehensive list of leading sales and marketing software such as CRMs, Marketing Automation, Video Conferencing, Calendars, Virtual Event software, Event Registration Systems, Badge Scanners, and Event Mobile Applications to enable easier data sharing and meeting scheduling, management, and reporting.

With native Zoom integration:

• Automatically generate Zoom conference details when scheduling meetings
• Eliminate the need to manually enter Zoom conferencing information
• Update meeting details in real-time when rescheduling or canceling

Functional and usability testing

Jifflenow Zoom app helps users automatically generate Zoom conference details when scheduling meetings. This document explains how users can install/uninstall the Jifflenow Zoom app

Installation

There are two ways a user can install the Jifflenow Zoom app.

1. Install within Jifflenow Application
2. Install from Zoom Marketplace

Install within Jifflenow application: Once a user signs into the Jifflenow web app, installation can be done either from the user profile or from the page where a user requests a Jifflenow meeting. Below are the steps to install from the user profile and meeting request page.

Steps:

1. 1. After signing in, the user clicks on his/her name on the top right
   2. Click Profile
   3. Look for the “Connect to Zoom” option and click on it.
   4. Jifflenow opens a child window for users to authorize with Zoom
   5. The user either provides username and password or can log in to zoom via Google or SSO
   6. On successful login, Jifflenow asks the user to provide his/her consent for the scopes and permissions to authorize.
   7. On clicking on Authorize, Zoom redirects the user back to Jifflenow and the app is installed
   8. Zoom app can be seen in the meeting request page for creating Zoom meetings and associating the same to Jifflenow

Screenshots:

Screenshot 1: Steps 1,2 and 3 are covered.

 

Screenshot 2 and 3: Step 4 and 5 are covered.

 

 

Screenshot 4: Step 6 covered.

 

Screenshot 5: Step 7 covered.

Screenshot 8 and 9: Step 8 covered

 

Install from Zoom Marketplace:

Users can search “Jifflenow” app in Zoom Marketplace and click the “Visit site to Install” option, Zoom redirects the user to Jifflenow static page “https://integrations-<env>.jifflenow.com”

Environments: 

Staging: https://integrations-staging.jifflenow.com
Production: https://integrations.jifflenow.com

A user needs to provide his/her email. Based on the email domain Jifflenow identifies which sub-domain (company) the user is part of and accordingly redirects the user to the company login page.

For example: If the user has provided the email address as “abc@zoom.com”, Jifflenow verifies whether there is a company already a customer with Jifflenow or not, if yes, then Jifflenow redirects the user to zoom-<env>.jifflenow.com/app/login.

Upon successful login, the user is redirected to the Profile page and can click on the “Connect to Zoom” button to authorize with Zoom and install the app. 

The user now can click on the “Connect to Zoom” button to authorize which will be the same flow as mentioned in the above Installation steps

 

Uninstallation

Users can anytime disconnect Zoom services either within Jifflenow or can visit the Jifflenow app from Zoom Marketplace to uninstall.

Uninstalling from Zoom Marketplace:

• Login into Zoom Account and navigate to Zoom Marketplace
• Click Managed > Installed Apps or Search for Jifflenow app
• Click Jifflenow App
• Click Uninstall

Uninstalling from Jifflenow User profile page:
Users can uninstall the app from the User profile page, On clicking “Disconnect to Zoom”, Jifflenow makes the revoke API call, which revokes the user token and also deletes all the user’s Zoom details like “Zoom user_id, access_token, refresh_tokens”. Doing this will remove the Jifflenow app from Installed apps in Zoom Marketplace.  Users have to authorize again to make use of Zoom services within Jifflenow.

 

 

Testing Instructions

As a user, you can either create, update or cancel the Jifflenow meetings. 

 

Create Flow

As a user, you can create a Jifflenow meeting and associate the meeting with the Zoom conference link. Below are the steps to create a meeting.

Steps:

1. Login to Jifflenow with your credentials.
2. Click “Request Meeting” for the Event you would like to request for. It opens up a pop-up.
3. Choose the Meeting Type (If there is only one meeting type configured then it defaults)
4. Provide “Meeting with” (Company Name/ Person Name with whom you would like to request a meeting)
5. Select your Internal attendees (Can be the SME who can support your meeting)
6. Select External attendees (By clicking on External tab) and choose your customer/prospect.
7. Select the time slot from the calendar view
8. On the right side select Zoom (If this is a virtual meeting) from “Add Conference” drop-down)
9. Click “Next Steps”
10. Click “Submit”

Screenshots of the above steps:

 

 

Edit Flow (Update/Reschedule flow)

As a user, you can reschedule a Jifflenow meeting as soon as the meeting is rescheduled; the Zoom link will also get updated to the rescheduled time. Below are the steps to reschedule a meeting.

Steps:

1. Login to Jifflenow with your credentials.
2. Click “Go to” and click “Meetings”
3. Click anywhere on the Meeting row that you would like to reschedule
4. Right side a preview page gets open, Click “Reschedule”
5. Double click on the calendar time slot you would like to reschedule
6. Click on “Next Steps”
7. Click “Update”

Screenshots for the above steps:

 

Cancel flow (Meeting Cancel)

As a user, you can Cancel a Jifflenow meeting as soon as the meeting is canceled all the invitees will receive Cancelled ICS, and also if the meeting is associated to Zoom, then we delete the Zoom meeting by calling delete Zoom API. Below are the steps to reschedule a meeting.

Steps:

1. Login to Jifflenow with your credentials.
2. Click “Go to” and click “Meetings”
3. Click anywhere on the Meeting row that you would like to Cancel
4. Right side a preview page gets open, Click
5. Click “Cancel Meeting”, A pop-up gets open asking for the reason for cancellation.
6. Select your reason and click “Proceed”
7. Clicking on Proceed will cancel the Meeting and the Zoom Meeting associated will also get deleted (We’re making Zoom delete api call to delete the meeting).
   
   

Screenshots for the above steps:

For Step 2 Follow the Edit flow screenshot

 

 

Usage

Authorization flow via User profile:

Prerequisite:

• Create an integration with the adapter name “Zoom App OR Zoom Marketplace”. Jifflenow CSM will take care.

Feature

• When this integration is enabled, Under user profile (both company and event) of each internal user have a placeholder for Zoom “Connect with Zoom”.
  
  
• Clicking on “Connect to Zoom” should open a child window to authorize
  
  
• Clicking on authorize, the user provides the consent to app permissions.
  
  
• On successful authentication, Child window is closed and instead of “Connect to Zoom”, show “Disconnect Zoom”

Authorization flow via Meeting Request Page:

• Jifflenow customer's login to the platform to schedule a meeting.
  
  
• On selecting Zoom from the Video conferencing drop-down, Connect to Zoom option should be visible. Clicking on “Connect to Zoom” should open a child window to authorize
  
  
• Clicking on authorize, the user provides the consent to app permissions. It asks the user to authorize with his/her Zoom account via OAuth.
  
  
• On successful authentication, Jifflenow creates the Zoom Meeting with all the details.
  
  
• If the user had uninstalled the app from the Zoom market place then authorization is again required.

FAQ

Q. Is a certain license type required? 

A. No, Jifflenow also works with the Zoom Basic version.

 

Q. Can Zoom meetings be created on behalf of someone else? 

A. No. Since the user has to authorize by his/her own credentials.

 

Q. Once authorized do I need to authorize again?

A. No, As long as the user uninstalls the app.

 

Q. Is creating a Zoom meeting through this integration available in the Jifflenow Mobile App? 

A. Yes.

 

Q. When I click on “Connect to Zoom” Jifflenow automatically authorizes me without providing consent?

A. Please delete your browser cookies or your Zoom session. This might be because your Zoom session is active in your browser

 

Q. Can I include a password to enter the meeting? 

A. Zoom meetings are automatically given a password.

 

Q. Can we designate the host or add an alternate host for Zoom meetings? 

A. Yes. The person selected as the meeting requester in Jifflenow is designated as the host for the Zoom meeting. The requestor can assign any internal participant as an Alternate host

 

Contact Support

Our Global support team is available for any assistance 24 X 7. We provide Email and In-Product assistance; we also have telephonic support during emergencies.

• Email support: support@jifflenow.com  
• In-product: The in-product help widget to quickly reach support (Signed-in users)
• Telephonic support during emergencies: +1 (844) 275-5380
• Remote assistance via Zoom/ Skype/ Telephone on special cases
• Help Guides - https://support.jifflenow.com/hc/en-us
• Submit support requests via our website - https://support.jifflenow.com/hc/en-us/requests/new
• First Response Time by our support specialists within 30 mins
• L1 and L2 support tiers

On contacting support via any of the above channels, our support specialists will be happy to help you with any queries, issue resolution, or how-to information that you might have. To help you assist at the earliest please help us by providing information like screenshots, your URL, and any error messages.

 

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