If your Zoom Webinar is set up to require manual approval for registrations, you can approve or reject people directly from Act-On. This article walks through that workflow.
Who this is for
Marketers running a Zoom webinar that requires registration approval (set in Zoom), who want to approve or reject registrants without leaving Act-On.
Why this matters
Approving in Act-On triggers the Registration Accepted and Registration Rejected emails you have already configured, and keeps your Act-On activity history in sync with Zoom. You do not have to bounce between tools for each decision.
Approve or reject registrations
- Open your Webinar Campaign and click Manual Approval.
- Review the pending registrations.
- Use the radio buttons to accept or reject each registrant individually.
- Use the square checkbox at the top of a column to select everyone in that column at once.
- Click Save.
If you have the Registration Accepted and Registration Rejected messages enabled, saving triggers those emails to go out automatically.
Changing a decision after saving
Act-On only handles new pending registrations
The Manual Approval screen in Act-On only shows registrations that are still pending a decision. Once you have approved or rejected someone in Act-On, any further changes have to happen in Zoom.
To change a previous decision:
- Log in to Zoom and update the registration status there.
- Return to your Webinar Campaign in Act-On.
- Click Sync at the top right so Act-On picks up the change.
Quick reference
- Where: Webinar Campaign > Manual Approval
- Individual: radio buttons per registrant
- Bulk: checkbox at the top of either column
- Save triggers Registration Accepted / Rejected emails (if enabled)
- Already decided? Change it in Zoom, then click Sync in Act-On