This is the second of three topics about setting up Digital Events when using ON24 as your webinar provider. Digital Events Overview is a summary of what digital events in Certain are and the steps to take in setting them up. This topic contains the details of setup in Certain Signal and ON24 that are summarized in the overview. Setting Up a Digital Event contains the 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. Management Tags set up by an Administrator in your Certain account. You will use these in your Flows in Signal. Certain Signal – One-off configuration is referenced for the Management Tags use.
Steps to Follow
As explained below, there are two or possibly three things you need to do.
1. One-off initial configuration in ON24. 2. One-off configuration in Certain Signal. 3. Set up each webinar in ON24. This applies if you choose to link to an existing webinar instead of creating one from within Certain Platform.
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. These pieces of information will be used when setting up the Connection in Certain Signal.
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. Add a Connection to ON24 using the Client ID, Token Key, and Client Secret from ON24 Step 4. 3. Click Data Sources on the left. Add a Data Source: ON24. 4. Click Outbound Flows on the left. 5. Click QUICK START. This action automates the creation of the following flows, outbound and inbound. These flows apply to each digital event or session connected to a webinar.
Assuming you select all the Flow Types described below, these flows are:
### Outbound Flows Four Outbound Flows from Certain to that ON24 Connection for each event.
- Add Registration
- Cancel Registration
- Add Session Registration
- Cancel Session Registration
### Inbound Flows Two Inbound Flows to Certain from that ON24 Connection.
- Update Digital Engagement for Event
- Update Digital Engagement for Sessions
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.
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 the Connections step 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.
The engagement includes whether they attended live or on-demand.
The engagement includes the numbers of questions asked.
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. Certain Platform creation is enabled by selecting that option when setting up the event or when adding or editing speakers and sessions. If the ON24 webinar is created from within Certain Platform, these instructions do not apply.
If the event or session connects to a webinar set up in ON24, 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. These fields should all be included in the mapping(s) used in the relevant Flow(s) in Certain Signal.
2. Record the Webinar ID. This ID is needed when setting up the event or session in Certain.
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