Support

Knowledge Base

Browse our knowledge base articles to quickly solve your issue.

ON24 Fields & Processes

NOTE: This integration is not yet available. We're aiming to release this integration to the general public in July 2020.

The Plugin automatically installs the following configuration for use with the integration. The fields listed are hidden by default, therefore we recommend manually configuring the Event Form Layout as required once the Plugin installation has completed.

Events

# Field Name Data Type Field Description
1 Webinar Id Text Stores the Webinar Id returned by ON24 when a Webcast is created. It is used for registrations of attendees. It is also used to find a Webcast when storing attendee data and questions after the Webcast has completed.
2 Status Picklist Indicates the current status of a Webcast. Uses the "Campaign Statuses" picklist.
3 New Registrations Last Checked Date Time Indicates when the "ON24 - Create Registrants" Scheduled Process last ran against this Event.
4 ON24 Account Picklist Allow a user to create a Webcast against a specified ON24 account if the more than one has been configured, otherwise ignored. Maintained automatically by the integration.
5 Attendee Score Integer Attribute a Score to a person that registered and attended a webcast on an Online Activity which can be used to drive other internal processes. Online Activity created after the webcast has completed.
6 Attendee Absent Score Integer Attribute a Score to a person that registered but did not attend a webcast on an Online Activity which can be used to drive other internal processes. Online Activity created after the webcast has completed.
7 Webcast Template Text

When creating a new webcast, choose an existing webcast to copy from to mirror settings to the new one.
8 New Survey Last Check Date Time 
Used to identify new survey responses received after the last check so only new responses are stored

 

Other Record Types

Custom Fields are also created on Event Attendees and Tasks as part of the Integration as follows – again, you will need to configure the relevant Form Layouts to your business needs:

# Field Name Data Type Record Type Field Description
1 Synced to ON24 Checkbox Event Attendee (Mailing List Member) Used to indicate that the Attendee has been invited to the Webcast. Set to TRUE once invited.
2 ON24 Id Text Event Attendee (Mailing List Member) The key returned from ON24 after an Attendee has been registered to a Webcast.
3 Question Answer Rich Text Task Store the answer to a question that was asked by an attendee during a webcast.

Automation Processes

  • ON24 – Create Registrants (Scheduled Process): This process is used to automatically create Event Attendees in Workbooks as Registrants in ON24. See here for more information.
  • ON24 – Retrieve Webinar Data (Scheduled Process): This process is used to synchronise data about a Webcast and it’s attendees after it has finished. see here for more information.
  • ON24 - Retrieve Survey Data (Scheduled Process): This process is used to synchronise data about Survey Responses captured after the webinar has completed. See here for more information.
  • ON24 (Integration Process): This process allows you to configure which ON24 accounts are available for your Workbooks users to synchronise Workbooks Events to. See here for more information.