This topic is an outline of setting up digital events in Certain.

See the linked topics for greater detail.

Contents

Jump down  to a section in this topic:

1. What is a "Digital Event"?
2. Prerequisites
3. Steps to Follow:

1.  Zoom – One-off Preparation
2.  ON24 – One-off Preparation
3. Certain Platform – One-off Configuration (Tags)
4.  Certain Signal – One-off Configuration
5.  Zoom or ON24 – Per Event or Session
6. Certain Platform:

   1. Per Event (if one webinar for event)

   2. Per Session  (if one webinar per session)

What is a "Digital Event"?

A digital event is one of the following:

• An event where the entire event is provided as a webinar
  or
• An event with individual sessions provided as webinars

Certain Platform provides out-of-the box integration with Zoom  and ON24. 

(If you use a different webinar provider, talk to your Customer Success Manager at Certain about contracting Professional Services to set up a custom integration for you.)

In this topic we refer to "Zoom" and "ON24".  Think of "Zoom" as referring to "Zoom Webinars" or "Zoom Meetings", since Certain Signal works with both.  If you have a custom integration to a different webinar provider, the details below still apply.

If the event is one webinar, the attendee receives an automatic email with a link to join the webinar.

If the event has separate sessions, each with its own webinar, you set up a Session Catalog which attendees can use to register for and join sessions.

Prerequisites

Before setting up any digital events you will need :

1. The following  enabled in your Certain account:
   1. Certain Signal
      1. and its Zoom or ON24 sub-module
   2. Digital Events
      1. and its Join Emails sub-module, if you'll be sending automatic emails with join details
2. If any of your digital  events will include digital sessions (with a webinar per session, instead of one per event), the following must also be enabled in your Certain account:
   1. Speaker and Session Management
      1. and its Conference Sessions sub-module (to make the Session Catalog available)
3. An account with your chosen webinar provider: Zoom or ON24

Steps to Follow

1. In Zoom – One-off preparation before you can configure Certain Signal

   1. In Zoom, go to account > Advanced > App Marketplace.
   2. Build App using OAuth.
   3. Record the Client ID and Client Secret.
   4. Enter the Redirect URL and Whitelist Info for your organization, which will be the same.
   5. Install your app on the last screen.

      See details in Using Certain Signal with Zoom.

2. In ON24 – One-off preparation before you can configure Certain Signal 

   1. Provision a New API Access Token.
   2. Record the Client ID, Token Key, and Token Secret

      See details in Using Certain Signal with ON24.

3. In Certain Platform– One-off configuration before you can configure Flows in Certain Signal

   1. As an Administrator, add the account-level  Management Tags" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Tags that you will use to activate Flows in Certain Signal. 

      1. One for each standard registration status: 'New', 'Cancelled', etc. Use the same name as the status.

      2. One for any event-level custom statuses you will use to trigger flows. 
         Best practice:  use 'Registered' as a custom status, tagged with the same name.

   2. Tag each standard status with the tag created in step 3.1.1

4. In Certain Signal – One-off configuration before you can set up a digital event

   1. Add a Connection to Zoom  or ON24 .

   2. Add a Data Source: Zoom or ON24.

   3. Click QUICK START to add:

      1. Outbound Flows from Certain to the Zoom or ON24 connection.

      2. Inbound Flows from the Zoom or ON24 source to Certain.

         See greater detail in Using Certain Signal with Zoom or Using Certain Signal with ON24.

5. In Zoom or ON24 – For each digital event or each  session in a digital event

   1. If you'll be creating the webinar from within Certain:

      1. Note: This option is only available for Zoom and ON24.

      2. No steps are required in Zoom or ON24 for this option. Continue on to Step 6.

   2. If you'll be connecting to an existing webinar:

      1. Set up the webinar in Zoom or ON24.
         Note: The Webinar host cannot be  an event registrant in Certain.

      2. Select 'Registration Required'.

      3. Record the Webinar ID (for use in Step 6 when setting up the event or session in Certain)

6. In Certain Platform

   If the whole EVENT is digital, using  one webinar, see Step 1: Whole Event.

   If individual SESSIONS in an event are digital, with a Webinar per Session, see Step 2: Sessions.

   1. If the whole EVENT is digital, using  one webinar.

      1. (For details, see Setting Up a Digital Event.)

      2. Best Practice: Don't open the registration form(s) until this process is complete.

      3. Apply any event-level  Management Tags" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Tags that will activate your Flows in Certain Signal.
         Best practice: Add 'Registered' as a custom status and apply the 'Registered tag to it.

      4. In  Configure Options 'Functional Areas'" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Plan > Configure > Options: Enable the  Digital Events module and  if you want to send join emails automatically. enable its Join Emails sub-module .

      5. In the  Forms (form) Registrant Details" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Registrant Details section of the registration form, select 'Enforce email uniqueness within this event'.

      6. If you want to create the webinar (in Zoom or ON24) directly from within Certain:

         1. In  Event Setup Overview 'Event Webinar'" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Event Setup > Overview, click
            Create webinar/meeting
             and complete the details.

      7. If you want to connect to an existing webinar you've already set up on Zoom or ON24 (in step 5.2.1 above):

         1. In  Event Setup Overview 'Event Webinar'" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Event Setup > Overview, click
            Connect webinar/meeting  
            and complete the details.

      8. If you want join emails to be sent out automatically, configure the email template  created on  Communication Digital Events Templates" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Communicate > Digital  Event Templates.

   2. If SESSIONS are digital: a Webinar per Session. 

      1. (For details, see Setting Up Digital Sessions.) 

      2. Best Practice: Don't open the registration form(s) until this process is complete.

      3. Apply the  Management Tags" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Tags that will activate your Flows in Certain Signal.

      4. In  Configure Options 'Functional Areas'" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Plan > Configure > Options, enable the Digital Events  module plus the Conference Sessions sub-module of Speaker and Session Management.

      5. In Speaker and Session Management:

      6. Select Conference Sessions as the  Speakers and Sessions Setup" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Session Layout (so that you can set up a Session Catalog)

      7. Set up at least one  Speakers and Sessions Locations" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Location, such as 'Online' for digital-only events.
         For hybrid events, set up the relevant rooms as Locations.

      8. Set up each  Speakers and Sessions Sessions" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Session and its instances.

      9. If you want to create the webinar (in Zoom or ON24) directly from within Certain:

         1. In Edit Session:

            1. edit each instance,

            2. click Create Webinar/Meeting and complete the details.

      10. If you want to connect to an existing webinar you've already set up on Zoom or ON24 (in step 5.2.1 above):

          1. In Edit Session, edit each instance,
             click Connect Webinar/Meeting 
             and complete the details.

      11. Set up an email template with an 'Auto-Login-URL' for the Session Catalog. 
          Make this a scheduled email.

      12. Set up a   Speakers and Sessions Catalog List Add Catalog" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Session Catalog.
          Best practice: Use the 'Card' session display with the 'Layout w/ Circular Image' template, which is pre-configured for a digital experience.

 Any comments about this Help topic? © 2020 Certain, Inc.
Note: Help topics may include features about to be released.