Introduction
A Digital Event is an event that is provided as a webinar.
An event can also consist of individual sessions provided as webinars.
Certain provides out-of-the-box integration with webinar providers Zoom and ON24 via Certain Signal.
Webinars can be set up using the provider of your choice, with integration via Certain Signal.
Webinars can be set up directly from within Certain Platform, or in Zoom or ON24.
If a different webinar provider is used, contact your Customer Success Manager at Certain about contracting Professional Services for a custom integration.
See Digital Events Overview for a brief overview of the entire process, including Certain Signal, Zoom, and ON24.
For details of the Certain Signal and webinar provider configuration, see Digital Events Using Certain Signal with Zoom and Digital Events Using Certain Signal with ON24.
Items Covered
- Prerequisites
- Steps to Follow for each event
Prerequisites
Before setting up any digital events, you will need the following.
Certain Signal and its Zoom or ON24 sub-module must be enabled in your Certain account.
Digital Events and, optionally, its Join Emails sub-module must be enabled in your Certain account.
An account with your chosen webinar provider: Zoom or ON24.
One-off preparation in the webinar provider platform, see Digital Events Using Certain Signal with Zoom or Digital Events Using Certain Signal with ON24.
Account-level Management Tags are set in Certain, which will be used to activate Flows in Signal.
A Connection, Source, and Flows configured in Certain Signal (see Digital Events Using Certain Signal with Zoom or Digital Events Using Certain Signal with ON24).
If you choose to connect to an existing webinar (rather than triggering that setup from within Certain), then before setting up each digital event or session you will need to: set the webinar up in Zoom or ON24.
Note: The Webinar host cannot be an event registrant in Certain.
Select "Registration Required" for that webinar.
Copy its Webinar ID for use when setting up the event or session in Certain. It must be unique within your Certain account.
Note: The event name, date and time, and registration capacity should match those of the webinar.
Warning: You cannot change the webinar link after you have confirmed it.
Caution: If the webinar schedule changes after you have linked to it, remember to change it in the event.
Caution: If the webinar is later cancelled on the webinar platform, you will need to cancel the event and registrations in Certain.
Optionally, configure the email template created on Communication Digital Events Templates.
Each attendee receives an automatically generated email with a link to join the webinar.
Apply the Management Tags to the object(s), such as Custom Registration Statuses, that will activate your Flows in Certain Signal.
Steps to Follow Per Event
1. Best Practice: Don’t open the registration form(s) until this process is complete.
2. Enable the Digital Events module in Plan > Configure > Options.
3. Enable the Join Emails sub-module in Plan > Configure > Options.
4. In the Forms (form) Registrant Details section of the registration form, select Enforce email uniqueness within this event.
5. If you are going to trigger the webinar creation (in Zoom or ON24) directly from within Certain Platform, follow the instructions in Step 6 below.
6. To create the webinar (in Zoom or ON24) directly from within Certain:
- In Event Setup Overview > Overview, click Create webinar/meeting and complete the details.
- Select a webinar/meeting Service configured for your account; probably Zoom Webinar, Zoom Meeting, or ON24.
- Select a Connection (as set up in Certain Signal).
- Select a Presentation Type.
- Select Hosts.
- Click Next.
7. If you’ve skipped Step 6 above (creating the webinar), then instead of that, to connect the event to a webinar you’ve already set up in Zoom or ON24:
- In Event Setup Overview > Event Webinar, click Connect webinar/meeting and complete the details.
- Select a webinar/meeting Service configured for your account; probably Zoom Webinar, Zoom Meeting, or ON24.
- Select a Connection (as set up in Certain Signal).
- Enter the Webinar ID (copied from setting up the Webinar in Zoom or ON24).
- Note: You cannot use the same Webinar ID in more than one event (or for a session as well as an event session). It must be unique within your Certain account.
- Note: The event name, date & time, and registration capacity should match those of the webinar.
- Warning: You cannot change the webinar link after you’ve confirmed it.
- Caution: If the webinar schedule changes after you’ve linked to it, remember to change it in the event.
- Caution: If the webinar is later cancelled on the webinar platform, you will need to cancel the event and registrations in Certain.
8. Optionally, configure the email template created on Communication Digital Events Templates.
9. Each attendee receives an automatically generated email with a link to join the webinar.
10. Apply the Management Tags to the object(s), such as Custom Registration Statuses, that will activate your Flows in Certain Signal.