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Webex Integration Guide: How to Connect Webex with Certopus?
Webex Integration Guide: How to Connect Webex with Certopus?

A Step-by-Step Guide on how to integrate Certopus with your Webex meetings & webinars

Raj Bheda avatar
Written by Raj Bheda
Updated over a week ago

Pre-requisite: You will require a event set up with design and email content in Certopus (Sign up from https://app.certopus.com) and a meeting/webinar set up in your Webex account.

  • Installing Webex App

  1. Navigate to integrations page from your Certopus Dashboard. (Make sure you have set up your organization and event)

    Certopus Dashboard
  2. Click on "SIGN IN" button in Webex integration section.

  3. Click on "Allow" after signing-in.

  • Configuring Issuance of Credentials

    1. Once you have authorized Certopus in Webex, you can click on "SIGN IN" button in Webex integration section.

    2. You now have the ability to navigate through the meetings and webinars that are scheduled in the Webex account you have access to, you can select the Webex meeting / webinar for which you want to configure the integration. Click "CONFIGURE" if the event is scheduled to happen in future. Else, click on "IMPORT PAST DATA".

    3. Select the Certopus event and recipient category under which you need to issue credentials, it will take credential design as well as email template which you saved. You can also set a minimum time criteria to ensure that only participants who have spent at least a certain amount of time in the meeting or webinar will receive the credential.

      Auto Generate: If you want the credentials to be automatically generated when the meeting ends, you can set this option on. If this option is turned off, only data of participants will be added to the recipient section.

      Auto Publish: If you want the credential email to be automatically sent when the meeting ends, you can set this option on. If this option is turned off, you will need to manually schedule the email from the Mailing section.

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