Things to Know

Timing for Tool Configuration

Important: The Earn Certification tool will be locked down 15 minutes prior to the event start time, and no further changes to the tool will be allowed to ensure accurate certification data. All criteria must be fully configured before this time.

Once the tool is locked, you will not be able to:

• Make changes to the configuration of an Earn Certification tool that was previously added to the console
• Add a new Earn Certification tool to the console

If you need to make a configuration change after an Earn Certification tool has been locked down, submit a Support ticket to find out additional options.

Using Multiple Certification Tools for Different Criteria

If you need to offer multiple certifications with different sets of criteria (for example, one set of criteria for live viewers, and one set of criteria for on-demand viewers), you can set up multiple instances of the Earn Certification tool in your console.

Timing for Certification Results in the Tool

It can take 1-2 minutes after meeting the criteria for the tool to show the attendee they have passed.

Certification When On-Demand Viewers Use Increased Playback Speed

If a viewer uses an increased playback speed when watching the event on-demand, the number of viewing minutes may differ between the Audience tab and the qualification for certification.

For example:

• The Earn Certification tool has been configured so that 30 minutes of viewing is required for certification.
• An attendee watches the full 30 minutes at 2x playback speed, meaning they were in the event for 15 minutes.
  • The certification report will show as qualified since they watched the full 30 minutes.
  • The Audience tab will only show 15 minutes viewed.
    • Both are correct.

Certificate Downloads

There are several ways to access earned certificates:

From the Audience Console

Attendees can download their certificate as soon as they have met the required criteria for the webinar.

A certificate icon will appear in the tool window, allowing the attendee to download their certificate.

Clicking the icon will open the certificate as a PDF in a new browser tab.

From a Post-Event Email

You can add a Download Certificate token to the Thank You For Attending email so attendees can easily download their certificate after the event, even after they've exited the console.

Learn more about email tokens in Webcast Elite.

From the Earn Certification Reporting

Certificates are available in the Earn Certification Reporting in the Webcast Intelligence Report Interactions Tab.

Certificate Access for Simu-live Webinars

The audience console will close automatically after the recorded presentation is complete. To ensure your attendees have enough time to download their certificate at the end of the webinar, include extra time in your pre-recorded media.

Attendees can also access their certificate once the webinar is available on-demand, or by using the download link in the ON24 "Thank you for attending" email (if configured).

Personalized Certification for Audience Segments

Note: This feature is available with the AI-Powered ACE package. It will be rolled out to customers in phases. Please see ON24 Platform Rollouts for details.

With AI-Powered ACE, the Earn Certification tool has segmentation capabilities that allow you to deliver personalized and relevant certificates to attendees in different segments created in Segment Builder.

For example, you could define a "California Attendees" segment and an "Arizona Attendees" segment in Segment Builder based on a registration field, then configure the Earn Certification tool so that attendees in each segment receive unique certificates:

• Attendees in the "California Attendees" segment are presented with a certification that requires watching 30 minutes and passing a test. If they fulfill the criteria, they earn a California-specific downloadable certificate.
• Attendees in the "Arizona Attendees" segment are presented with a certification that only requires 25 minutes of viewing. If they fulfill the criteria, they earn an Arizona-specific downloadable certificate.

While all attendees will see the same tool container in their audience consoles, the content displayed within it will vary for each attendee based on their segment.

Setting Up Personalized Certification For Different Segments

To begin, open the Earn Certification Tool Configuration menu by clicking the gear icon on the tool in your console. 

Under the Certification tab, you can select Certification for All or Personalized Certification.

• If you choose Certification for All, you can set up the tool to display one standard, single certification to all attendees.
• If you choose Personalized Certification, you can choose segments and certification criteria to deliver a unique certification to attendees in the selected segments. You can add multiple Personalized Certifications with different segments and criteria.

Click Personalized Certification to begin selecting your segments and criteria.

Select the desired Segments for the Personalized Certification from the dropdown menu and Save.

Note: The Fallback Option is available for attendees who do not fall into a selected segmentation category. This can be configured after Personalized Certifications have been configured.

Once segments have been selected, you can configure unique certification criteria for the Personalized Certification by adjusting the options in the Full Credit, Partial Credit, and Certificate tabs (in the same way you'd configure one single Certification for All.)

Once set up is complete, you'll see all Personalized Certifications you've created in the Certification tab. For Each Personalized Certification, you'll see the name of the segment(s) it's shown to and the criteria for certification. You can also can view the certificate, reorder the certifications in the list, and edit or delete the Personal Certification.

When previewing your audience console from the Console Builder, you can select segments to see the audience view for attendees in that segment, then review how the Personalized Certificate will look in the tool.

Full Credit Options

In the Earn Certification Tool Configuration menu, click the Full Credit tab to set up criteria attendees must meet in order to get full credit.

First decide how this set of criteria will be labeled in the tool for the audience. By default, it will be labeled Criteria for Full Credit. Click the pencil icon if you'd like to enter new text for the label.

Next, decide the criteria attendees must meet in order to get full credit by toggling the following criteria on/off:

• Required Viewing Minutes - the amount of time an attendee must view the event
  Live and on-demand minutes are tracked and calculated separately - viewing minutes are NOT cumulative. For example, an attendee cannot watch 5 minutes of a live webinar and 10 minutes on demand to meet a 15-minute viewing requirement.
  • Live viewing minutes are based on how long the console was open, starting at the scheduled webinar's live start time. The lobby time and any activity after the webinar ends is not counted.
  • On-demand viewing minutes are based on the duration of the play of the Media Player. There is the possibility of cheating if the user were to use the seek bar to skip through the event - the Media Player can be configured to prevent this.
  • If you need one set of criteria for live viewers and one set for on-demand viewers, you can set up multiple instances of the Earn Certification tool in your console.
• Required Number of Polls to Answer - poll questions are created in Elite Studio
• Require Completed Test - the test information is based on the passing requirement set in the test criteria of the Take Test tool
• Message for Full Credit - customize the message attendees will see once they meet the certification requirements
• Earned Credit for Completion - enter the number of credits attendees can earn for meeting all of the certification criteria

Partial Credit Options

In the Earn Certification Tool Configuration menu, click the Partial Credit tab to set up criteria attendees must meet in order to get partial credit.

You can offer up to 14 levels of credit for a webinar. Click Add Partial Credit Option to add a level of credit.

First decide how this set of criteria will be labeled in the tool for the audience. By default, it will be labeled Criteria for Partial Credit Option 1. Click the pencil icon if you'd like to enter new text for the label.

Just like with the Full Credit option, next you'll decide the criteria attendees must meet in order to get partial credit by toggling the following criteria on/off:

• Required Viewing Minutes
• Required Number of Polls to Answer
• Message for Partial Credit Complete
• Earned Credit for Completion

The tool will track an attendee's progress through the certification levels.

When configuring multiple credit levels, make sure to define increasing criteria for each subsequent level. The example shown in the screenshot below has increasing criteria and is configured correctly (e.g., Level 1 requires 10 minutes, Level 2 requires 20 minutes, Level 3 requires 30 minutes, etc.).

(An example of an incorrect configuration is Level 1 requires 30 minutes, Level 2 requires 20 minutes, Level 3 requires 10 minutes.)

Other Settings

Include Certificate

Attendees can download or print a PDF certificate upon meeting the certification requirements. Use the certificate image provided or upload your own.

In the Earn Certification Tool Configuration menu, click the Certificate tab to set up a certificate.

First, toggle on Include Certificate.

• Use the dropdown to select a desired font.
• Click Change Certificate Image if you'd like to upload a custom JPG or PNG certificate image.
  • Custom image dimensions should be 11 x 8.5 inches (landscape), 150 DPI recommended, and 500KB Max file size.

Next, click Add to add any of the following information to populate in the certificate:

• Participant Name and Event Name - will pull information from the registration
• Date - will automatically fill with the date the certificate was earned
• Credit - will fill with the number of credits the attendee earned watching the webinar
• Free Text - allows you to add custom text. See below for how to add custom text or additional registrant information to the Certificate.

Once added, you can drag and drop the field where you'd like it to appear on the certificate image.

To preview the certificate, click the Preview button on the Console Builder, then open the Earn Certification tool and click on the certificate icon. Previewing the certificate is an important step to ensure tokens are displaying as expected. You can adjust the alignment as needed and preview until you are satisfied with the display.

Add Custom Text or Additional Registrant Information to the Certificate

When customizing your certificate in the Certificate tab of the Earn Certification Tool Configuration menu, the Free Text option under Add will allow you to add custom text to the certificate, including information captured from any registration fields set up on your Registration page (using the tokens listed below).

The example below illustrates how to include the License # and Job Function registration fields. 

Click and drag the Free Text option onto the certificate image. Then click into the box and begin typing.

Using the tokens listed below, Job Function and License # have been added to the certificate.

From the Registration tab of your event, hover over the field on the Registration Fields to see the database ID so you can use the appropriate token. For example, License # is in field STD1 in the registration setup, so STD1 token was used on the certificate.

 

Supported User Tokens

The list below indicates the Registration Field and Database ID followed by the Token.

• First Name | @@FIRSTNAME@@
• Last Name | @@LASTNAME@@
• Company | @@COMPANY@@
• Email | @@EMAIL@@
• Job Title | @@JOBTITLE@@
• City | @@CITY@@
• State | @@STATE@@
• Postal Code | @@ZIP@@
• Country | @@COUNTRY@@
• Street Address1 | @@ADDRESSSTREET1@@
• Street Address 2 | @@ADDRESSSTREET2@@
• Industry | @@COMPANYINDUSTRY@@
• Job Function | @@JOBFUNCTION@@
• Custom Field 1 through 10 | @@STD1@@
  
  • For each custom field replace the number with the number of the custom field ie: Custom Field 2/STD2 | @@STD2@@, Custom Field 3/STD3 | @@STD3@@

Automated Attendance Checks

In the Settings tab of the Earn Certification Tool Configuration menu, you can enable the Automated Attendance Check which will automatically deliver a single answer pop-up for attendees to answer during the webinar. This check will not interfere with the delivery of the webinar content, so presenters will not see or be required to manage this automated attendance check.

Notes:

• Automated Attendance Checks are supported for Live and Sim-2-live webinars only. Automated attendance checks are NOT supported for Simu-live and On-Demand recordings.
• If you have multiple Certification tools on your console, the Automated Attendance Check option only has to be turned on in one of the tools. Once you have turned it on in one of the Certification tools, the field will be disabled in the other Certification tool(s).
• Due to an inherent limitation in iOS browsers and how they work with ON24, the audio notification chime will not work on Automated Attendance Checks for anyone using iOS.

Under Automate Attendance Check, select On.

• Enter a custom message to display to the attendees
• Choose how often you want the check to appear
  • The attendance check will display within 10% of the interval entered, meaning the checks will be less predictable, so attendees can not cheat the system.
• Choose the display duration (30 seconds, 1 minute, or 2 minutes)
  • The check will disappear once the time has passed
• Choose if an audio chime will play for the attendees when the check displays on their console

Attendee view Note: Attendance checks will be visible in the Single File Archive if the recording area is set to the Event Console. Therefore, as a best practice, we recommend setting the recording area of the Single File Archive to the Slide Area only.
All responses to attendance checks will be captured in the Interactions section of Webcast Intelligence reports under Polls.

Allow Certification

Choose whether attendees can earn certification during Live events only, On-Demand events only, or Live and On-Demand viewings.

In the Earn Certification Tool Configuration menu Settings tab, select one of the following options under Allow Certification when:

• Live Only - choose this option if your certification program requires viewers only to earn credit during a live webinar.  
  • Users who receive their certificate during a live webinar will still be able to access and download their certificate on-demand.
• On-Demand Only - choose this option if your certification program allows viewers to earn credit when watching the event on-demand.
• Live and On-Demand - choose this option if viewers can earn credit either watching the event Live OR on-demand.
  • The same set of criteria must be used for both types of viewers - changing any criteria in the tool post event will impact historical data. 
  • If you need one set of criteria for live viewers and one set for on-demand viewers, you can set up multiple instances of the Earn Certification tool in your console.

Allow Group Viewing

Audiences can view webinars as a group to earn certifications. 

In the Earn Certification Tool Configuration menu Settings tab, select On under Allow Group Viewing.

The Group Leader can add other viewers by opening the Group Viewer form.

Proof of certification for the added viewers may be obtained by viewing the Certification Report. Added viewers may log in to the webinar individually (using the same email address that was entered into the group certification form) to receive a PDF certificate with their name on it.

When Group Viewing is enabled in the Certification tool and all certification criteria is met, viewers will see a Open Group Viewing Form button.

When an audience member opens the Group Viewing form, they must attest the additional participants met the certification criteria.

All listed group viewers will receive the Thank You for Attending email if it has been enabled. To provide access to their certificate, use the Certification token when setting up the email.