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ON24 Knowledge Center

Act-On Integration Service

The ON24 Act-On integration automates the transfer of ON24 registrants, attendees and activity metrics to the Act-On platform.

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Act-On Terminology

  • Client Account: An Act-On client account identifies each unique customer instance. There is a 1:1 relationship between the Act-On and ON24 client accounts.
  • Folders: The way is which ON24 webinars are grouped in Act-On. There is a 1:1 relationship between a folder and ON24 client account.
  • Contact List: A list of individuals that have been logically grouped together. With respect to ON24 webinars, there is a 1:1 relationship between a webinar and contact list.
  • Contacts: Individuals in Act-On that are included in a specific contact list. With respect to ON24 webinars, contacts are viewers who have (at least) registered for the associated webcast.

Linking Client Accounts

  • ON24 will send over the URL to enter your Act-On credentials to connect to your instance of Act-On
  • Enter Act-On username and password and click Submit

    linking client accounts.gif

Webinar Activity Checking and Mapping

  • Periodically, each ON24 Client Account configured for Act-On integration will be checked for new registrants and attendee activity1
  • When the first registrant of a webinar is found:
    • A folder is created for the first registrant in the first webinar in the Marketing Lists section of Act-On
    • A contact list is created
    • A contact in the contact list is created with registrant data
  • For each subsequent registrant, another contact is created in the contact list
  • For each webinar, a new contact list will be created

Note:

  1. Synchronization interval is every six hours. It is the same time for all clients.
  2. The folder name will be the ON24 Client Account ID.

Registration Data

  • Email address is the unique identifier for a contact within a contact list.
  • Lead Source is the partner-ref field that is recorded in the registrant record.
  • The status is set to “registered,” and the date and is recorded.
  • The contact will be created with the standard demographic and status fields below
     
    Demographic Fields
    FirstName
    Last Name
    Title
    Company
    Email Address
    Work Phone Number
    Street Address 1
    Street Address 2
    City
    State
    Postal Code
    Country
    Company Size
    Industry
    Job Function
    Lead Source
    Status Fields
    Status (Registered)
    Registration Date/Time

Webinar Activity & Status

If attendee activity is detected during the webinar check:

  • Contact is identified via an email address
  • Contact status is changed to “Attended”
  • Attendance day/time stamp is recorded
  • Webinar activity is stored in the contact’s record in the contact list
     
    Webinar Activity Fields
    Live Duration
    Archive Duration
    Engagement Score
    # of Poll Responses
    # of Questions Asked
    # of Surveys Submitted
    Number of Resources Viewed
    Status Fields
    Status (Attended)
    Registration Date/Time
    Attendance Date/Time
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