Introduction
- Digital Events Overview is a summary of what digital events in Certain are, and the steps to take in setting them up.
- This topic is the second of three topics about setting up Digital Events when using ON24 as your webinar provider.
- This topic details the 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
- ON24: Initial Configuration
- Certain Signal – One-off configuration
- ON24: Setup per Event or Session
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
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 the following flows (outbound and inbound), which will apply to each digital event or session connected to a webinar.
- The QUICK START flow setup includes the following flows (assuming all Flow Types are selected):
- 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
- 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.
ON24: Setup per Event or Session
- This section applies 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 — the on-page labels may vary. If you select this option, then the instructions in this section do not apply.
- 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:
- 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
- Settings applied when you create the webinar from within Certain include Enable Registration = true.
- To streamline the creation of ON24 webinars through Certain Platform, the following setting is always applied: Enable Registration = true.
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- Related articles:
- Signal Outbound Flows for Digital Events (ON24)
- Security Settings
- Invoices