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Zoom Meetings
Best Practices
September 22nd, 2020

© 2020 Zoom Video Communications, Inc. 1

 Before We Begin

A Super Power Poll!

We are using Zoom Meetings

● You are muted
● Your video is visible

Use the Chat feature for comments and questions

● Our team of panelists are standing by to engage
with you

© 2020 Zoom Video Communications, Inc. 2

Agenda

Carter Jenkins
Settings Customer Success
Manager Lead
Good Habits to Cultivate

Engagement Vincent
Escamilla
Sr. Technical Trainer

© 2020 Zoom Video Communications, Inc. 3

Settings
Zoom Portal
Zoom Desktop Application

© 2020 Zoom Video Communications, Inc. 4

Zoom Portal
Settings

© 2020 Zoom Video Communications, Inc.

Configure Personal Meeting ID (PMI): Assigned to you
your Profile automatically, permanent virtual meeting room.

Personal Link: Personal URL that is associated with

Personal your Personal Meeting ID.
Meeting ID
Personal Link
Configure
Meeting
Settings
Link to settings
Configure
Meeting
Settings
Security
Configure
Meeting
Settings
Schedule
Meeting
Configure
Meeting
Settings
In-Meeting
(Basic)
Configure
Meeting
Settings
In-Meeting
(Advanced)
Recording
Settings

Local Recording
Cloud Recording
Telephone
Dial-in
Settings
Zoom Desktop
Application

© 2020 Zoom Video Communications, Inc.

Install
Zoom Client

Head to:
zoom.us/download
Sign in to
Zoom

zoom.us/download
Email
SSO
Google
Facebook
Zoom Settings
Desktop
Application
Home screen
General
Settings

Mac
Windows
Video
Preferences
Audio
Preferences
Virtual
Background

Image
Video
Video
Filters
Zoom
Desktop
Application
Schedule a Meeting

Schedule
Good Habits to Cultivate

© 2020 Zoom Video Communications, Inc. 24

Tips & Best Practices
Before the Meeting:
• Test audio & video
• Have content you wish to
share ready in advance
• Close applications with
popups
Hosting a Meeting: Turn your camera ON!
• Mute your microphone if • Position your webcam at, or slightly
others are presenting or above eye level
speaking
• Make eye contact – try to look at your
• User “Gallery View” for webcam as often as possible
collaborative meetings
• Share your screen: Share
specific applications to
control displayed content
• Use “New Share” to
transition between
applications
• Use Annotation to grab
attention
 Search
Quick Start
Resources & Support Guides

Zoom Help Center:

support.zoom.us Video Tutorials

24/7 Customer Support

• Chat
• Call
• Submit a Request Support Topics
When submitting tickets, always include:
• Meeting ID
• Impacted User(s)
• Screenshots
• Details (date, time, duration, errors)

support.zoom.us
Zoom Mobile
Applications

© 2020 Zoom Video Communications, Inc.

Zoom Cloud
Meetings

Apps available
for Android &
Apple devices.

Find app at:

zoom.us/download
Apple App Store
Google Play Store
v5.2 Deck
Engagement

© 2020 Zoom Video Communications, Inc. 29

Hosting a Zoom
Meeting
In-Meeting Controls

© 2020 Zoom Video Communications, Inc.

Connect
Audio
Call via
Phone
Connect
Audio
Video Views
Active Speaker
Video Views
Gallery View
Video Views
Active Speaker

Audio/Video
Settings
Video Views
Active Speaker

Audio Options
Video Views
Active Speaker

Virtual Background
Video Filter
Video Settings
Security
Button

Security
Additional
Controls
Co-Host controls
Spotlight
Stop video
Global
Controls
Affect all
participants
Chat
Chat
Host controls
Co-Host controls

Controls
Chat
Control
participant chat
Chat
Files up to
512Mb
Chat 1:1 or group
Share
Screen

Sharing
Share
Screen
Computer sound
Optimize for
video clip
Whiteboard

Options
Share
Screen
New Share: You can
click on New Share to
start a new screen Additional
share without first Controls
stopping your current
screen share

Pause Share: This will

pause your current
share and not show
any changes to your
screen until you
choose Resume Share.

Annotate: This will

allow you to annotate
on your shared screen.
It will open up the
annotation options.
Annotation
Tools
Control access in
Security toolbar
button
Zoom Polling Feature

The polling feature for

meetings allows you to create
single choice or multiple
choice polling questions for
your meetings. You will be
able to launch the poll during
your meeting and gather the
responses from your
attendees.

© 2020 Zoom Video Communications, Inc. 50

Breakout Rooms
Non Verbal Feedback
Reactions

Breakout rooms allow you to split

your Zoom meeting in up to 50
separate sessions.

Nonverbal feedback feature,

meeting participants can place an
icon beside their name to
communicate with the host and
other participants without
disrupting the flow of the
meeting.

Meeting participants can now

react during a meeting by an
emoji to communicate without
interrupting the meeting.
Reactions will disappear after 5
seconds.
© 2020 Zoom Video Communications, Inc. 51
Record
Local recording
Cloud recording
Summary

Carter Jenkins
Settings Customer Success
Manager Lead
Good Habits to Cultivate

Engagement Vincent
Escamilla
Sr. Technical Trainer

© 2020 Zoom Video Communications, Inc. 53

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