This article explains the second of three topics about setting up Digital Events when using ON24 as your webinar provider.
Digital Events Overview provides a summary of what digital events in Certain are and the steps to set them up.
This topic covers the details of setup in Certain Signal and ON24 that are summarized in the overview.
Prerequisites
An account with ON24.
Certain Signal and its ON24 sub-module enabled in your Certain account.
Management Tags set up by an Administrator in your Certain account.
You will use these tags in your Flows in Signal; see Certain Signal – One-off configuration below.
Steps to Follow
There are two or possibly three things you need to do.
One-off initial configuration in ON24, as explained in the next section, ON24: Initial Configuration.
One-off configuration in Certain Signal. See Certain Signal – One-off configuration below.
Set up each webinar in ON24 if you choose to link to an existing webinar instead of creating one from within Certain Platform. See ON24: Setup per Event or Session below.
ON24: Initial Configuration
Take the following steps in ON24 before you can configure Certain Signal.
This is a one-time setup.
If not already enabled, request directly from ON24 that you have access to all endpoints.
In your ON24 account, go to Analytics > API Dashboard.
Provision a New API Access Token.
Record these three pieces of information from that token, which you’ll use when setting up the Connection in Certain Signal (see Step 2 below): Client ID, Token Key, Token Secret.
Certain Signal – One-off configuration
As an Administrator, open Certain Signal from Account Settings > Implementation.
Click Connections on the left and add a Connection to ON24 using the Client ID, Token Key and Client Secret from the previous step.
Click Data Sources on the left and Add a Data Source: ON24.
Click Outbound Flows on the left.
Click QUICK START. This automates the creation of outbound and inbound flows, which will apply to each digital event or session connected to a webinar.
The following flows are created when you select all the Flow Types described below:
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.
Note: The default mapping(s) include all the mandatory fields required by ON24; do not change these. Consult our technical experts for specialized field mappings.
In the Quick Start:
Flow Category – Digital Event Support
Integration Type – Zoom Webinar or Zoom Meeting
Connection Used – the Connection created in step 2 above
Flow Type – 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.
Flow Type – Session Registration Flows to create Outbound Flows from Certain (to the Zoom Connection in step 2) for sessions linked to webinars.
Usually select both: Attendance Flow and Engagement Flow.
ON24: Setup per Event or Session
This section applies only if you are not creating a Webinar from within Certain.
You can choose to create the ON24 webinar from within Certain Platform by selecting that option when setting up the event or session.
If you instead link the event or session to a webinar you set up in ON24, follow these steps.
For each digital event or each session in a digital event:
Set up the webinar in ON24: Registration > Option > Enable Registration.