Connected App - On24 Follow

Overview

Adding a ON24 connection to your Convertr platform is easy and can be completed in just a few steps, with no additional resources or systems required.

Once you’re set up, you’ll have a faster, more secure process for routing your online events registration and attendee data, and add a new standard of reliable, quality data to bring you closer to your customers.

 

Contents

1. Pre-Requisites and System Requirements
2. Access Your ON24 Account Details
3.  Determine Which Data Type You’d Like to Pull 
        a. ON24 Registration Data 
        b. ON24 Attendee Data
4. Integrating ON24 Data Fields
5. Set Up Your ON24 Connected App in Convertr
6. Delivering Your Events Data
7. Submit a Test Lead via ON24
8. Configure Your Integration
9. Test Your Integration 

 

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1. Pre-Requisites and System Requirements

To add ON24 to Convertr, you'll need the following:

• An ON24 Licence with API Access
• ON24 Admin Access
• A Convertr Pro or Enterprise package
• Convertr Admin Access, with a minimum of Agency user permissions

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2. Access your ON24 Account Details

Before you create an ON24 Connected App in Convertr, you will need the following from ON24:

• Client ID
• Token Key
• Token Secret
• Event ID (optional)

 

Find Your ON24 API Details:

1. Go to Analytics
2. Click API Dashboard
3. Click Provision a New API Access Token (if a token has already been generated, this step is not necessary).
   a. Click the login you want to associate it to
   b. Select all endpoints
   c. Click provision

 

4. Copy the details

 

Obtain Your Event ID:

1. Click Webcast Elite
2. This will show the event ID
3. Shows the campaign name

Once you've successfully completed the steps, you'll have everything you need to start adding your connection in Convertr.

 

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3. Determine Which Data Type You'd Like to Pull

Before connecting your ON24 Connected App, you will need to decide what type of information you would like to pull into the platform:

• Registration Data is pulled hourly and will include all fields on the registration form
• Attendee Data is pulled after an event and may take up to 24 hours. It will include everything that was entered on the registration form, as well as all engagement data from the digital event.

If you would like to pull both sets of data, you will need to create two campaigns and create two Connected Apps, for example:

 

ON24 Registration Data

This data will be pulled on an hourly basis and will only pull in data from the point that the connection was set up in Convertr. In terms of the data, this will include everything that was entered on the registration form (to view this, see below):

1. Go to Webcast Elite
2. Click on the campaign you wish to see
3. Click Registration

 

Example Registration Response in Convertr

 

ON24 Attendee Data

This data pull can take up to 24 hours (API Restriction), and will include everything that was entered on the registration form, as well as all engagement data from the digital event. This can include:

• Minutes Attended
• Questions Asked
• Polls Answered
• Content Downloaded

 

Attendee Response in Convertr

The Connected App will pull in the registration data covered above, but will additionally include all engagement data.

As you can see in the example below:

 

Example of Attendee Questions Passed to Convertr:

[
{
"questionid":25147072,
"createtimestamp":"2020-04-20T05:05:45-07:00",
"content":"Do you have any use cases?",
"answer":{
"createtimestamp":"2020-04-20T05:06:13-07:00",
"content":"Yes, I can email these to you after the demo",
"presenterid":3690451,
"presentername":"Adam Carter",
"privacy":"Private"
}
},
{
"questionid":25147042,
"createtimestamp":"2020-04-20T05:03:59-07:00",
"content":"How long is a typical contract?",
"answer":{
"createtimestamp":"2020-04-20T05:04:36-07:00",
"content":"Contracts are typically 12 months",
"presenterid":0,
"presentername":"",
"privacy":"Private"
}
},
{
"questionid":25147016,
"createtimestamp":"2020-04-20T05:02:10-07:00",
"content":"How much does Convertr Cost?",
"answer":{
"createtimestamp":"2020-04-20T05:03:03-07:00",
"content":"Prices can vary we can set up a demo to discuss?",
"presenterid":3690451,
"presentername":"Adam Carter",
"privacy":"Private"
}
}
]

 

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4. Integrating ON24 Data Fields

You can then send this data to external systems referencing the name field as a field in your integrations:

 

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5. Setup Your ON24 Connected App in Convertr

Pre-Requisites

Please make sure you have the following details before progressing with the integration within Convertr:

ON24 details:

• Client ID
• Token Key
• Token Secret
• Event ID (optional)
• Parter Ref (optional)

Convertr Platform:

• Convertr Campaign
• Convertr Form

* If you are a new Convertr customer, your Client Success Manager will assist you in creating your first Convertr campaign and form and ON24 Integration.

Setup

1. Within your Convertr platform, select Connected Apps in the left navigation, and then ON24

 

2. Once in the ON24 section, click Add

 

3. After clicking Add, a modal will display. Items 2, 3 and 4 will need to be populated with the details you retrieved in section 2. For items 1, 5 and 6, you can select from the drop-down menu available.

1. Campaign (Dropdown of available campaigns in Convertr)
2. Client ID - Enter your ON24 Client ID here
3. Access Token Key - Enter your ON24 Token Key here
4. Access Token Secret - Enter your ON24 Token Secret here
5. Type - Here you can choose to either select Registration data or Attendee Data from ON24
6. Append to Registration Records (optional) - Instead of creating two separate records for registration and attendee data. If this is configured on this will append attended data to the original registration record

 

7. Form (dropdown of available forms in Convertr)

 

4. After you select a form, there are additional steps to follow:

1. Link (optional)
2. Publisher (optional)
3. Event ID (optional, if left blank pull all data across all hosted webinar events)
4. Marketing Email - Is a yes or no option

- If you select Yes, the platform will only pull data where the leads have opted in to receiving marketing communications.
- If set to No, it will only pull data where the leads have not opted in to receiving marketing communications.
- If no option is selected, all leads will be pulled in.

5.  Sub Accounts (optional) - To connect sub accounts, you will need to request the IDs from your ON24 CSM.
6. Partner ref (optional) - This allows the user to filter leads based on the partner ref

 

5. Once all details have been confirmed, please click Save. From here, you will see all of the connections you have saved in the table listing. In the example, a separate connection has been created both for Attendee (1) and Registration (2) data.

 

*To make changes to the listing, you can click Edit to do so.

Point 3 is the Import All Data option; by clicking this it will pull all registration data for the configured connection, regardless of the timeframe (this is particularly useful if the connection was set up after the event has started).

 

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6. Delivering Your Events Data

Prerequisites

• ON24 Connection Added for Campaign
• Set up Webinar Campaign in ON24
• Submit a test lead via ON24
• Integration added to the campaign

To submit a test lead:

Go through the previous steps documented to set up your connection. Wait for the test lead to appear in Convertr.

* If you are a new Convertr customer, your Client Success Manager will assist you in submitting a test lead.

 

 

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7. Submit a Test Lead Via ON24

1. Login to your On24 platform

a. Click Webcast Elite
b. Click the event you would like to submit a test lead for

 

2. Once in your event:

a. Go to Registration
b. Scroll down to expand the Customize Audience URL option
c. Click Copy Audience URL e.g. it will look something like the below:

 

3. Go to the URL and submit a test lead

4. To view the test record you will need to go back to your main dashboard

a. Click Webcast Elite
b. On the event you wish to see click the ellipsis (3 dots)
c. Click Reports

5. Here you can view the test lead you have submitted.

 

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8. Configure Your Integration

Once the test lead is available, you are ready to set up an integration to deliver your data.

To create or manage an integration:

1. Select your campaign in Convertr from the Dashboard
2. From the campaign dashboard, select the Processr tab
3. Select the Integration sub-tab
4. Select Add Job to create a new integration
5. Select Configure to manage an existing integration or to finish configuring a new integration

 

 

After you select Configure, you will need to complete required integration settings and map the data fields to your endpoint. The following example shows:

- ON24 value Jobtitle to the CRM value Job Title

- ON24 value company to the CRM value Company Name

 

Requirements steps will vary by integration. Your CSM can provide documentation or assistance to your specific integration requirements.

 

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9. Test Your Integration

Once the integration is configured, you can send a test lead. 

1. From the Leads tab in the campaign, find and select the test lead you would like to integrate. Then click 'Flag/Manage'.

2. Within the modal select Mark as Valid.

3. In the next step:

• Select Confirmed Their Details
• Under Integrations, select the integration(s) you would like to test
• Click Save

 

 

4. View the data in your CRM. The following is an example from Hubspot.