Page in progress - Recently purchased. Marketing Operations is in the process of integrating and implementing. Follow along in epic.
We have a limited number of seats. Before putting in an Access Request, please open an issue for Marketing Operations to review your request. Once your request is approved, then proceed to open an Access Request
ON24 licenses are only required for people who are building webinar programs (presenters/speakers do not need a license). We have a limited number of licenses and adding more comes with a price.
Platform Login: Administrative Access (may also be referred to as a license
or seat
)
Presenter Roles: URL/Link Access
The chart below outlines the user permissions for each role (Producer, Presenter, and Q&A moderator)
Producer | Presenter | Q&A Moderator | |
---|---|---|---|
Upload slide and videos | x | ||
Add poll questions | x | ||
Start/stop the webinar | x | ||
Arrange presentation materials | x | ||
Change webcam layouts | x | ||
Mute and disconnect presenters | x | ||
Advance slides | x | x | |
Push poll questions to the audience | x | x | |
Whiteboarding tools | x | x | |
Screenshare | x | x | |
Q&A | x | x | x |
Team chat | x | x | x |
Please note, you will not be able to access these trainings until you have an ON24 login. You can request access by opening a MOps issue.
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button in the top right corner of the webcast overview in the On24 platform.Current use of tags will not supercede use of marketing analytics filters elsewhere and will primarily be used within On24 Analytics to review virtual event performance. There is a limit of 10
tags per event. Each tag has an intended grouping, like workshops
or webcasts
or for tracking the intended target audience
or the virtual event's primary or available languages.
Tags in On24 will only be available in the tag dropdown if they have already appeared in a previous console build. Due to this limitation, as the tags are used on live virtual events, they should be removed from the template and test consoles where they were initially placed - so those empty consoles do not affect analytics. MktgOps will own the task of periodically removing the tags from template and test consoles, but it is appreciated if others take the initiative.
Below are tags the teams have strategitically created, but feel free to create your own custom tag if you find a practical use for it. Current 40
tags in use for the teams:
DO NOT USE
: Added to templates created by the On24 team that we do not intend to use at GitLabTemplate
: Use a console with this tag when cloning a new webinar event. Remove the tag from any console template intended to go live. There should, for the time being, only be 4 consoles with this tagGitOps
DevOps Platform
CI
CD
Automated Software Delivery
Competitive
Language: Japanese
Language: Korean
Language: French
Language: German
Language: Italian
Language: Spanish
Language: English w/ interpreter
Type: Workshop
(Used for Field Marketing Hands-on workshops)Type: Webcast
(only used when another type is not used)Type: ABM Webcast
(Used for events designed for a single or small subset of specific accounts)Type: GTM Webcast
(A webcast aligned with a GTM, produced by the GTM team.)Type: Technical Demo Series
(Used for the weekly Technical Demo Series)Audience: Partners
Audience: Customers - Practitioners
Audience: Customers - Managers
Audience: Customers - Execs
Audience: Prospects - Practitioners
Audience: Prospects - Managers
Audience: Prospects - Execs
Audience: Channel
(Directly targeting the channel partner, any member of the partner organization)Audience: Channel Marketing
(Any activity directly targeting the marketing people within the channel/partner organization)Global
APAC
EMEA
AMER
US Public Sector
All Segments
SMB
MM
ENT
Case Study
(Used on any webcast that presents a customer story)Partner Involved
(Used on any webcast that is co-branded or has a partner speaking on the webcast)Note: Live webinars, the start time, duration, and present type, cannot be changed 1-hour prior. For simu-live and sim-2-live webinars, changes cannot be made 2 hours prior. The drop-down menus will become inactive to ensure the webinar is properly set up and the technical infrastructure is prepared. For on-demand recordings, the start time represents when you want the presentation to be available for the audience to view. It can be changed as long as the scheduled start time has not already passed.
Present Type
. Keep in mind the webcast title will be used as a token on the registration confirmation
and reminder
emails, which are handled via On24 automatically, so make sure the title used is reader friendly.TEMPLATE
tag from your On24 event as other users need to be able to easier fine the console templates.Registration confirmation
, 24 Hour Reminder
and 1 Hour Reminder
emails are handled through On24 rather than Marketo, for setup simplicity. Make sure Registration Confirmation Email
, Reminder email
and Reminder 2 email
are all toggled on. You can also click Preview/Edit
to view the email and check for any formatting you'd like to change or to review active tokens. If you make changes, remember to Save
and send yourself a preview
email to make sure nothing is broken.Each webinar will be given a unique Event ID. This number will be listed in your webcast library, as well as at the top of the screen throughout the platform. Provide this number when reaching out to ON24 about the event.
Click the globe icon in your webcast library or on the chain icon anywhere in an event to access the URLs for the webcast.
The Console Builder is at the heart of creating a custom webcast experience for your audience. The webcast console is what your audience will see when they attend your webcast. We currently have 2 console templates:
Standard event template
, which includes a media player, slides, Q&A, resources, and speaker bio modulesXL Media Player
, which is a media player with no slides. This template should be used if your presenter prefers to screenshare their slides, as opposed to uploading their deck into a separate module. This console also includes Q&A, resources, and speaker bio modules
Note we are sticking to using specific templates for the time being while we build out integrations and test platform capabilities vs team use case.Follow these steps to apply a console template:
Console Builder
from the left hand menuFORM 3299: Alliances
and fills in the CRM Partner ID
field using the `my.partnerid}} program token. Be sure to fill in the token.FORM 3432: Channel Partner Webcast
form. This form fills in field Channel Record
with true
in order to appropriately route the registrants.FORM 1592 Webcast
.Much of the landing page set up is controlled by program tokens, same as email assets.
elements
and variables
sections list all available sections of text - many of which have tokens already in place.tokens
section. Many tokens have definitions of what they are and what they plug in to the program assets. Take special care when changing tokens as they can affect buttons/links.elements
and variables
sections on landing pages will help determine the look of the LP. Elements
is primarily for text editing whereas variables
affects page meta data and allows toggling of sections' visibility. Feel free to toggle any section on/off to see what appears or disappears. Change the LP to your liking and or use case.on-demand
or gated content
LPs, there is also an option to toggle video/content previews, if the content host allows for the proper embed URL. In this example, the embed preview is a Vimeo feature, so mileage may vary on how often video previews can be used. It is video host dependent. To set this up:
value
area under the Value Content
section of the LP elements
. This element acts as a header for the value content
sectionValue Examples
LP element
.valueBox Visibility
and valueBox Examples
to `visible to activate the sections on the LPAfter completing the creation of an On24 web event, the next step is to connect the webinar to Marketo. Something to note, only the workshop template has a difference in set up.
Event ID
, Audience URL
and key
handy. The key
is a several character long alphanumeric snippet and can be found at the end of the Audience URL as seen here.Templates - On24
. Located in this folder are program templates Designed with triggers to work with On24's Marketo cusom object. Make a copy of the needed program type template in the appropriate folder.Event ID
to the following smart campaigns on the ON24 Attendee is Updated
trigger filter:
Has On24 Attendee
instead of On24 Attendee is Updated
like the othersEvent Partner
field on the Marketo program. All data transfer is done via the Event ID
and smart campaigns.04 On24 Processing - Attended
campaign, which is no longer needed after the event ends.my.webcastDate
, my.webcastTitle
and my.event location
are standard to update.my.eventid
and my.key
need to be filled out to have seamless registration work correctly between Marketo and On24. The key
is a several character long alphanumeric snippet and can be found at the end of the Audience URL as seen here.my.bullet1
- my.bullet4
appear on the registration landing page
so be sure to update either the tokens or the templates to accommodate. The series of tokens for my.InviteEmailBody1
, my.InviteEmailBody2
, my.InviteEmailBody3
and my.bullet1-4
also appear on the invitation
email templates, with the InviteEmailBody#
corresponding to which email in the series that text will appear on.speakers
tokens. If there is no need to display the speakers, deactivate the speaker lists
on the registration landing page
template.my.introParagraph
and in some places my.2ndparagraph
are utilized to fill in landing pages.Invitation
email campaigns are supplied within the template.Waitlist
email and smart campaigns as needed.After accomodations have been made to add the webcast recording in Pathfactory for Attended On-Demand
purposes, some additional steps must be taken.
04 On24 Processing - On Demand - On24
should already be activated and it will remain so as long as the webcast is available to registrants in On24. Only registrants who have signed up via the original webcast registration form should be able to view this in On24.On-demand auto responder
asset via the 04 On24 Processing - On Demand - Pathfactory
smart campaign. The main token to fill in is {{my.ondemandURL}}, which is the link to the on-demand PF track. Also fill-in the filters present on the smart list for this program's specifications.Attended On-Demand
. In most cases, this means trade FORM 1592: Webcast
for FORM 2076: On-demand Webcast
.04 On24 Processing - On Demand - Pathfactory
when preparations are complete. This smart campaign will email a link to the Pathfactory track where viewers can watch the webcast.Much of the process to set up On24 and Marketo for Workshops is similar to the Webcast setup previously explained. A few differences to note:
my.agendaTime
and my.agendaTopic
. my.heroImage
has also been updated for each program to suit its topic. Feel free to update the tokens, as needed. Do not worry about updating the my.speaker...
series of tokens. They are not used in workshops.
Week prior - Code for registrants (operational)
email campaign to distribute information vital for the user's success during the upcoming workshop. These emails notify the user of workshop prerequisties: a) create a GitLab.com account b) create an Instrupt account. Schedule these emails to distribute one week prior to the event.The contact us
widget on the On24 console requires the use of email. In order to accommodate this and get contact us
form fills to sales faster, we are utilizing the email address [email protected]
. Once requests are received, Zapier is being utilized to append the email contents to the Last Event Notes
field. The custom object trigger found on the Follow Up Requested
smart campaign is being utilzied to change program status
In order to get Q&A
, poll
and survey
data into Marketo from On24, a list upload will be required. Because this is a manual process, before attempting to upload webinar notes into Marketo ask yourself: Will Sales or BDRs/SDRs use this data?
If the answer to this question is No
, do not proceed with adding notes to Marketo. If there is a mixture of useful and not useful notes taken from the webinar, only pull the useful data into the spreadsheet for upload. Use your best judgment when deciding what leads need notes added and which notes to leave out.
options
button, found on the list of webinars page in the On24 interface (the 3 dots under the Actions
column). The dropdown option is titled Report
.Report
area, there is a spreadsheet download button next to the Dashboards
page header. It looks like a downward arrow.do not make changes to the orignal spreadsheet. Make a duplicate of the spreadsheet to be used specifically for your upload.
On24 Notes Upload Doc
. It is okay if some of the columns are left blank.
On24 Note Upload Activate
should should be filled in with True
.The smart campaign being used to compile the notes is found here: Compile On24 fields into Last Event Notes. This flow can only be triggered once per hour. The field matching for the upload spreadsheet is as follows:
On24 Note Upload Activate
= On24 Note Upload Activate
Marketo Program Name
= Last Event Program Name
Email Address
= Email Address
On24 Q&A
= On24 Q&A
Poll Question 1
= On24 Poll Q1
, etcPoll Answer 1
= On24 Poll A1
, etcSurvey Question 1
= On24 Survey Q1
, etcSurvey Answer 1
= On24 Survey A1
, etcThe On24 Engagement Score is an aggregate of all of the activities that an attendee could do while viewing on of your events. It will give you an idea of how often the engagement tools you’ve added to the console of the event are being used. Each individual attendee will have their own engagement score, and there is an average engagement score for your entire webcast program that is available on the Analytics Dashboard in the platform. Read more about Engagement Scores here
The campaigns team has started a FAQ document here. *Once it is completed, the text will be added to this page.