WeEngage for Zoom

1. Open the Zoom App Marketplace (from Zoom, click Apps and then Discover, or visit marketplace.zoom.us) and search for WeEngage.
2. Click Add. Zoom shows what the app can do — WeEngage asks to open inside your meetings and to see whether you hold a WeEngage Pro license bought through Zoom. It requests no access to your meetings, contacts, chat, or recordings. Click Allow.
3. Zoom opens with WeEngage in the apps panel. If it does not open on its own, click Apps in Zoom and choose WeEngage under My Apps.
4. Sign in with your WeEngage email and password, or click Sign up to create an account. New accounts start with a free trial — no card needed. Signing up emails you a 6-digit code to confirm your address; enter it on the next screen. It is a code rather than a link so you never have to leave the Zoom panel to finish.

If your organization’s Zoom admin restricts which apps can be added, you may see a Request to add button instead. Zoom sends the request to your admin; once approved, come back and click Add.

1. In the meeting toolbar click Apps, then WeEngage. Your dashboard appears in the side panel. Drag the panel edge, or pop it out into its own window, if you want more room.
2. Start a session: click Create New Session, or resume one from Active Sessions or start one from Upcoming Sessions. If you know when the meeting is, you can schedule the WeEngage session ahead of time for the same date, time, and time zone as the Zoom invite — the time zone starts as wherever you are now, so change it if the meeting is set in a different zone. It then waits under Upcoming Sessions until you start it. When you create it, the Meeting Context box (your “why we’re meeting” note, which participants see) has B, I, List, and Link buttons — handy for a short agenda or a link to a pre-read.
3. Share the join code or link with participants — paste it into the Zoom chat, or read the code aloud. Participants go to weengage.app/join on any phone, tablet, or laptop. They do not need the Zoom app or a WeEngage account.
4. Run the session exactly as you would in a browser: open a question, watch responses arrive live, show results, and move on. The full User Guide covers every question type, chat, the whiteboard, and AI insights.

• Your WeEngage account is separate from your Zoom account. Sign in once; Zoom keeps you signed in between meetings on the same computer.
• Upgrading to Pro opens your regular web browser, because payment happens on a secure page outside the Zoom panel — this is expected. See WeEngage Pro through Zoom below.
• Sessions you run from Zoom appear on your dashboard everywhere else too, with the same records and insights.

Inside the Zoom desktop app, Upgrade to Pro opens WeEngage's page on the Zoom App Marketplace in your browser. Pro costs the same there as on weengage.app: $29 a month. Zoom takes the payment and sends the receipts.

1. In WeEngage inside Zoom, click Upgrade to Pro.
2. On the marketplace page, choose the Pro plan and complete the purchase with Zoom.
3. Zoom sells Pro as licenses. Whoever buys assigns each license to a person in their Zoom account — including themselves. If your Zoom admin bought it, ask them to assign one to you.
4. Go back to WeEngage in Zoom, signed in to your WeEngage account. Pro appears within a minute or so of the license being assigned. If it does not, close the app panel and open it again.

Your Pro then works everywhere you use WeEngage — in Zoom, in a browser, and in Microsoft Teams — because the license is matched to your WeEngage account the first time you open the app in Zoom while signed in.

Your plan reads Pro — managed through Zoom in your profile. Changing the payment method, cancelling, and refunds are all handled by Zoom, in the Zoom App Marketplace, by whoever bought the license — not on weengage.app. When Zoom tells us the license has ended, your account moves to the Free plan (or back to your trial, if it is still running).

Two things do not cancel a Zoom subscription: removing the WeEngage app from Zoom, and deleting your WeEngage account. Cancel it in the Zoom App Marketplace first.

• Your 30-day WeEngage trial is the same whichever way you sign up. There is no separate trial on the Zoom side.
• Have an Early Adopter code? Your Upgrade to Pro button keeps going to our own checkout, even inside Zoom, because that is where your lifetime $20 rate applies.
• Already paying for Pro on weengage.app? You do not need a Zoom license as well.
• On Zoom's phone and tablet apps WeEngage shows no upgrade buttons. Buy from the desktop app or a browser.

1. Go to the Zoom App Marketplace and click Manage, then Added Apps.
2. Find WeEngage and click Remove, then confirm.

Removing the app from Zoom does not delete your WeEngage account or your sessions — you can keep using WeEngage in a browser or add the app again later. The little Zoom information WeEngage keeps (see the Privacy Policy, Section 6.6) is deleted when you remove the app; if you hold a paid license through Zoom, the link between your Zoom user and your WeEngage account is kept until that license ends, so the Pro you are paying for keeps working. Removing the app does not cancel a Zoom subscription. To delete your WeEngage account itself, open your profile from the dashboard sidebar or email support@weengage.app.

Update Zoom to the current version (in Zoom, click your profile picture, then Check for Updates) and open the app again. If you are on a work account, confirm with your Zoom admin that Zoom Apps are enabled for your account.

Use Forgot password? on the sign-in screen to reset it by email. If you signed up with a different email address than you expected, try Recover account. Still stuck? Email support with the address you used.

Check three things: the session is active (anything still under Upcoming Sessions needs to be started first), participants typed the join code exactly, and they are on weengage.app/join rather than searching inside Zoom. A session can hold up to 50 participants at once.

Try Add again from the Zoom App Marketplace. If it fails twice, sign in at weengage.app in a browser to confirm your account works, then email support with the time it happened so we can check our logs.

Email support@weengage.app. Support hours are Monday to Friday, 9 AM to 5 PM Eastern (US); we reply within one business day, and sooner for anything affecting a session in progress. The User Guide has answers to the most common questions.