Digital Events: Using Certain Signal Connector with ON24

Introduction

This is the second of three topics about setting up Digital Events when using ON24 as your webinar provider.

1. Digital Events Overview: a summary of what digital events in Certain are, and the steps to take in setting them up. 2. This topic: the details of setup in Certain Signal and ON24 that are summarized in the overview. 3. Setting Up a Digital Event: full details of the Certain Platform setup introduced in the overview.

Prerequisites

1. An account with ON24.

2. Certain Signal and its ON24 sub-module enabled in your Certain account.

3. Tags set up by an Administrator in your Certain account.

4. You’ll use these in your Flows in Signal.

5. See Certain Signal – One-off configuration, below.

Steps to Follow

As explained below, there are two or possibly three things you need to do.

1. One-off initial configuration in ON24, as explained in the next section, ON24: Initial Configuration. 2. One-off configuration in Certain Signal. 3. See Certain Signal – One-off configuration below. 4. Set up each webinar in ON24, if you choose to link to an existing webinar instead of creating one from within Certain Platform. 5. See ON24: Setup per Event or Session below.

ON24: Initial Configuration

Take the following steps in ON24 before you can configure Certain Signal.

You only need to do this once.

1. If not already enabled, request directly from ON24 that you have access to all endpoints. 2. In your ON24 account, go to Analytics > API Dashboard. 3. Provision a New API Access Token. 4. Record these three pieces of information from that token. 5. You’ll use these when setting up the Connection in Certain Signal (see Step 2 below): 1. Client ID 2. Token Key 3. Token Secret

Certain Signal: One-off configuration before you can set up a digital event

1. As an Administrator, open Certain Signal from Account Settings > Implementation.

2. Click Connections on the left and add a Connection to ON24 using the Client ID, Token Key and Client Secret from Step 4 above.

3. Click Data Sources on the left and add a Data Source: ON24.

4. Click Outbound Flows on the left.

5. Click QUICK START.

6. This automates the creation of the following flows (outbound and inbound), which will apply to each digital event or session connected to a webinar.

Flows created by QUICK START

Assuming you select all the Flow Types described below, these flows are:

Four Outbound Flows from Certain to that ON24 Connection for each event:
Add Registration
Cancel Registration
Add Session Registration
Cancel Session Registration
Two Inbound Flows to Certain from that ON24 Connection:
Update Digital Engagement for Event
Update Digital Engagement for Sessions

The Update Digital Engagement for Sessions inbound flow includes a List of engagement details captured.

> Note: The default mapping(s) will include all the mandatory fields required by ON24. do not change these. Consult our technical experts for specialized field mappings.

Quick Start settings

6. In the Quick Start:

7. Flow Category – select Digital Event Support

8. Integration Type – Select Zoom Webinar or Zoom Meeting

9. Connection Used – Select the Connection set up in step 2 above.

10. Flow Type –

Select Event Registration Flows to create Outbound Flows from Certain (to the Zoom Connection in step 2) for digital events where the event itself is linked to a webinar.
Select Session Registration Flows to create Outbound Flows from Certain (to the Zoom Connection in step 2) for sessions linked to webinars.
In addition you would usually select both the following:
Select Attendance Flow to capture in Certain (via an inbound flow) whether an attendee actually attended a webinar in Zoom.
Select Engagement Flow to capture in Certain (via an inbound flow) the attendees' engagement in the event or session, such as whether they attended live or on-demand, the numbers of questions asked, etc.
List of engagement details captured.

ON24: Setup per Event or Session — only if not creating Webinar from within Certain

You can choose to create the ON24 webinar from within Certain Platform, by selecting that option when Event Setup Detail or Speakers and Sessions Sessions Add/Edit is set to Webinar.

If that option is selected, then these instructions do not apply.

If instead the event or session connects to a webinar set up in ON24, then follow these steps.

For each digital event or each session in a digital event:

1. Set up the webinar in ON24 2. Registration > Option > Enable Registration 3. Registration > Security Settings > Registration Capacity 4. Note the mandatory fields. 5. Include the mandatory fields in the mapping(s) used in the relevant Flow(s) in Certain Signal. 6. Record the Webinar ID. 7. You’ll need the ID when setting up the event or session in Certain. 8. See Setting Up a Digital Event.

ON24 FYI: Settings Applied in ON24 (when you create the webinar from within Certain)

To streamline the creation of ON24 webinars through Certain Platform, the following setting is always applied:

Enable Registration = true