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 Connector 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 Connector and its ON24 sub-module enabled in your Certain account. 3. Tags set up by an Administrator in your Certain account. 4. You will use these tags in your Flows in Signal Connector. 5. See Certain Signal Connector – 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 Connector. 3. See Certain Signal Connector– 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 Connector.
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 will use these pieces of information when setting up the Connection in Certain Signal Connector. 6. See Step 2 below. 7. Client ID 8. Token Key 9. Token Secret
Certain Signal Connector: One-off configuration before you can set up a digital event
1. As an Administrator, open Certain Signal Connector from Account Settings > Implementation. 2. Click Connections on the left. 3. Add a Connection to ON24 using the Client ID, Token Key, and Client Secret from Step 4 above. 4. Click Data Sources on the left. 5. Add a Data Source: ON24. 6. Click Outbound Flows on the left. 7. Click QUICK START. 8. QUICK START automates the creation of the following flows. 9. The created flows include outbound and inbound flows. 10. The created flows apply to each digital event or session connected to a webinar. 11. Assuming you select all the Flow Types described below, these flows are:
Outbound Flows from Certain to that ON24 Connection for each event
1. Add Registration 2. Cancel Registration 3. Add Session Registration 4. Cancel Session Registration
Inbound Flows to Certain from that ON24 Connection
1. Update Digital Engagement for Event 2. Update Digital Engagement for Sessions 3. “List of engagement details captured.”
> Note: The default mapping(s) will include all the mandatory fields required by ON24. > You must not change these mappings. > Consult our technical experts for specialized field mappings.
Quick Start configuration fields
1. Flow Category – select Digital Event Support
2. Integration Type – Select Zoom Webinar or Zoom Meeting
3. Connection Used – Select the Connection set up in step 2 above.
4. 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.
- Engagement includes whether an attendee attended live or on-demand.
- Engagement includes the numbers of questions asked.
- Engagement includes other engagement details.
- See 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.
1. You create the ON24 webinar by selecting that option when setting up the event. 2. You create the ON24 webinar by selecting that option when setting up the session. 3. The instructions in this section do not apply if you create the webinar from within Certain.
If instead you will be connecting the event or session to a webinar you 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. 1. Registration > Option > Enable Registration 2. Registration > Security Settings > Registration Capacity 3. Note the mandatory fields. 4. The mapping(s) used in the relevant Flow(s) in Certain Signal Connector should include these mandatory fields. 2. Record the Webinar ID. 3. You will need the Webinar ID when setting up the event or session in Certain. 4. 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:
1. Enable Registration = true
Related articles
- Signal Outbound Flows for Digital Events (ON24)
- Security Settings
- Invoices