Getting Started: Platform Overview

👋 Welcome to Nametags! This enablement guide aims to show you how to install and set up Nametags at your organization. We'll take you step-by-step through the install process of Nametags to enable you (and your organization) to start leveling up your Zoom experience and leave memorable impressions on each call.

If you’re like most who want to use Nametags, you realize how tough it is to build lasting relationships virtually. But you also recognize the power of how using an on-screen Nametag will be a powerful unlock for your business and its brand. Nametags is the Zoom add-on that provides team’s virtual Nametags to help them in building deeper relationships and professionalism.

Here’s a quick video overview of what this guide covers:

1. Joining your company’s team account

2. Building and managing your first Nametag

Over 10,000 organizations like Nike, Salesforce & Twilio trust Nametags to look professional

Navigating this guide

Before you begin your Nametags journey, feel free to navigate back to any of the below sections as needed. If you should ever need further assistance, please reach out to [email protected] with all questions. Additionally, below is a brief checklist for review that will help you to reach success in setting up Nametags for use.

1. Getting Started: Platform Overview

   1. Navigating this guide

2. Joining Your Company’s Team Account

   1. Part I: Install the Nametag add-on to your Zoom client

   2. Part II: Sign on to create an account

      1. Sign On using Single Sign-On (SSO)

3. Building and managing your Nametag

   1. Edit your profile information on the You tab

   2. Install and Nametag Completion

Joining Your Company’s Team Account

Part I: Install the Nametag add-on to your Zoom client

Nametags saves you time so you can focus on what matters most: building better relationships. Our convenient Zoom-add on makes it easy to look professional and create connections where you meet co-workers & clients everyday. To add Nametags to your Zoom client:

1. Head over to Nametag's Zoom app marketplace listing.

2. Click Sign in to Add (use your corporate Zoom account, e.g. [email protected]).

3. After signing into your corporate Zoom account, click Visit Site to Add.

   1. Be sure to click Allow to add Nametags to Zoom.

b. After, you’ll be redirected to your Zoom client to complete the add-on.

4. Once redirected (or if you clicked AI Business Cards by Nametag in the previous step), click Start Meeting to open Nametags.

*Note: this is a self-meeting, where only you will be in the meeting.

Part II: Sign on to create an account with Nametags

After adding Nametags to your Zoom client, you’ll need to create an account with Nametags to use the App. There are two ways to sign up/on to Nametags:

• Google / Microsoft

• Single Sign On (SSO)

In this section, we’ll show you how to sign on safely with your Google/Microsoft email.

1. Start your account creation by clicking Sign in with Google/Microsoft

*Note: you’ll notice the “Apps” icon between the “Reactions” & “End” meeting buttons on your taskbar. To open or close Nametags in meetings, toggle the Apps button.

2. Enter your corporate Zoom email address (e.g. [email protected]).

3. Confirm this email once more; do so by logging in with your corporate Zoom account via your typical Zoom login method.

4. Click Connect your Calendar and Allow Nametags to view calendar events.

5. Once redirected back to Zoom, your Nametag account will be successfully created, dropping you back into the self-meeting to begin building your Nametag.

Sign on using Single Sign-On (SSO)

If your Admin has already approved SSO and requires you to use it, then please follow the directions below to sign up/in to Nametags. Otherwise, please use your work-associated Google or Microsoft account to sign up.

1. Start your account creation by clicking Sign up/in with SSO

   *Note: you’ll notice the “Apps” icon between the “Reactions” & “End” meeting buttons on your taskbar. To open or close Nametags in meetings, toggle the Apps button.

2. Enter your corporate Zoom email address (e.g. [email protected]). You will be redirected to your SSO portal to sign in with your corporate email.

3. Confirm this email once more; do so by logging in with your corporate Zoom account via your typical Zoom login method.

4. Click Connect your Calendar and Allow Nametags to view calendar events.

5. Once redirected back to Zoom, your Nametags account will be successfully created, dropping you back into the self-meeting to begin building your Nametag.

If your Admin requires SSO, and it has not been set up yet, then please reach out to us at [email protected] to get SSO set up.

Building and managing your Nametag

Edit your profile information on the You tab

The “You” tab is one of three tabs, located on the bottom of the Nametag taskbar as the furthest right button. In this section, we’ll show you how to add a personal touch to your Nametag. As you configure to your needs, Nametag will craft your Nametag in real time:

1. In the self-meeting, turn on your camera by clicking Start Video.

*Note: Nametags will auto-populate a hyper-basic Nametag for convenience.

❓Why is my Nametag not showing? If you’ve never set a background in Zoom before, you might be missing the "Smart Virtual Background package". To fix this, click the ^ on the Start Video button and set a native background from the settings to start the install:

2. Click the Nametag Builder tab to add & edit profile information that appears on your Nametag.

a. Here, you can share location, pronouns, name pronunciation & more to help others get to know you better.

3. Any information on your Nametag can be shown or hidden as desired by clicking the toggle in the respective profile field.

Install and Nametag completion

Having now learned a few ways to configure your profile information, you have successfully installed the app and set a hyper-basic Nametag. Interested to learn more? Continue on to an in-depth Part II enablement guide here.

Any questions?

If you need further help in installing or setting up your virtual Nametag, keep in mind that your Nametags for Enterprise subscription comes with unlimited help center tickets. Please reach out to our team at [email protected] with any questions.