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CIVIZOOM-47 Corrections to README text for default configuration
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agileware-fj committed Nov 6, 2023
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Expand Up @@ -54,26 +54,25 @@ section below.
Zoom, it is a good idea to run this job **after** the **Import Zoom Webinars and Meetings**
job_.

## Import Optional Configuration
## Import Configuration Defaults

Zoom Zoom is provided with optional configuration sets that can be imported using a third party
extension,
[CiviCRM Configuration Loader (configitems)](https://lab.civicrm.org/extensions/configitems). To use
these configuration sets:
extension, [CiviCRM Configuration Loader (configitems)](https://lab.civicrm.org/extensions/configitems).
To use these configuration sets:

1. Install the [configitems](https://lab.civicrm.org/extensions/configitems) extension
2. Go to "Administer / System Setings / Manage configuration sets" in CiviCRM
3. Press the **Import Configuration** button:
4. To install default CiviRules rulesets, use
[optional/zoom_zoom_default_rules-v1.zip](optional/zoom_zoom_default_rules-v1.zip)
[zoom_zoom_default_rules-v1.zip](optional/zoom_zoom_default_rules-v1.zip)
5. To install the sample schedule reminder message template, use
[optional/zoom_zoom_schedule_reminder-v1.zip](optional/zoom_zoom_schedule_reminder-v1.zip)
[zoom_zoom_schedule_reminder-v1.zip](optional/zoom_zoom_schedule_reminder-v1.zip)
6. You can then create a schedule reminder from "Administer / Communications / Schedule Reminders":
7. Press the **Add Reminder** button
8. For the **Used For** field, select *Event Type*
9. Your **Event Type** field should be *Meeting* and *Webinar* for the default setup, or use the
event types you have configured for the **Zoom Meeting, Event Type** and **Zoom Webinar, Event
Type** at the "Administer / Zoom Settings"
Type** in the extension configuration at "Administer / Zoom Settings"
10. For **Participant Status**, select *Registered*
11. Fill out the rest of the basic fields as required
12. Under **Email**: **Use Template**, select *Zoom Event Reminder*
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