Digital Events: Using Certain Signal with ON24

Introduction

• Digital Events: Using Certain Signal with ON24 is the topic about configuring digital events when ON24 is the webinar provider.
• Digital Events Overview is a summary of what digital events in Certain are, and the steps to take in setting them up.
• The Introduction topic provides the details of setup in Certain Signal and ON24 that are summarized in the overview.
• The Setting Up a Digital Event topic provides full details of the Certain Platform setup introduced in the overview.

Prerequisites

• An ON24 account.
• Certain Signal and its ON24 sub-module enabled in your Certain account.
• Management Tags are set up by an Administrator in your Certain account.
• These tags are used in your Flows in Signal.
• See Certain Signal – One-off configuration below.

Steps to Follow

• There are two or possibly three tasks to perform.
• Perform a one-off initial configuration in ON24, as explained in the ON24: Initial Configuration section.
• Perform a one-off configuration in Certain Signal.
• Set up each webinar in ON24 if you choose to link to an existing webinar instead of creating one from within the Certain Platform.

ON24: Initial Configuration

• Take the following steps in ON24 before you can configure Certain Signal.
• You only need to do this once.
• 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.
• You will use these three pieces of information when setting up the Connection in Certain Signal.

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 Step 4 above.
• 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.
• If 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
• 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.
• In the Quick Start:
• Flow Category – select Digital Event Support
• Integration Type – Select Zoom Webinar or Zoom Meeting
• Connection Used – Select the Connection set up 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.
• In addition you would usually select both the following:
• Attendance Flow to capture in Certain (via an inbound flow) whether an attendee actually attended a webinar in Zoom.
• 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

• 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 is used.
• If instead you’ll 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:
• Set up the webinar in ON24.
• Registration > Option > Enable Registration.
• Registration > Security Settings > Registration Capacity.
• Note the mandatory fields – these should all be included in the mapping(s) used in the relevant Flow(s) in Certain Signal.
• Record the Webinar ID. You’ll need the ID when setting up the event or session in Certain: 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.

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