Things to Know

• The size of the tool on the Console will depend on how it was set up; attendees will not be able to resize it when they view it.
• Any Take Action tool set to display post-live will not display during live events.
• The Take Action tool and the Take Action by Segment tool are similar but separate tools
  • If you have Segment Builder and would like to direct certain segments to different destinations, see the article on using the Take Action by Segment tool here.  

Display Options

Take Action tools can be set to automatically display after a live event (including Simu-live). 

• Check the Show automatically on webcast end box if you want the tool to automatically appear in the post-live console; the tool will not show in the Menu Dock.
• If the box is unchecked, the tool will be available to the audience during the event, in the Menu Dock.
  • Note: On-Demand viewers will only see the tool if this box is UNchecked.  

If the Take Action engagement tool is set to Show automatically on webcast end, the audience console will remain open after the event ends to display the tool.  The post-live audience console will remain open as long as your audience is interacting with it.

Pro Tips 

• The viewing minutes and interactions will be counted in the live event report
• If a redirect is set up for the live event, this will happen after the post-live console closes
• If you are using both Survey and Take Action tools, the Survey will show as an overlay on top of the Take Action tools at the end of the event.  Once the Survey has been completed or dismissed, the Take Action tools will be revealed.   

Button Configuration

Select an Action.  Choosing the Custom option allows users to specify a specific destination that will be presented to ALL attendees.

Select a Type.  Choose from Classic, Button Only, or Text + Button. 

Note: The Button Only option is only available when using Top Navigation. Set your Menu Type to Top Navigation first before setting the Take Action tool to Button Only.

If you choose AI Recommended, the ON24 recommendation engine will use AI to analyze the engagement data for each attendee, including other webinars they've viewed, what resources they've downloaded, etc., to come up with a list of topics each attendee has shown an interest in.

Note: Changes to the AI Recommended configuration should be made at least 2 hours before the webinar start time to ensure the recommendation engine has time to analyze the relevant data and generate relevant recommendations.  Last-minute changes may not be reflected in the tool.

Use the Fixed Destination dropdown to choose one of the following:

AI Recommended Content   

The Artificial Intelligence (AI) recommended content option allows the Take Action tool to provide personalized webinar recommendations to each attendee.

The ON24 recommendation engine analyzes engagement data for each attendee (including other events they've viewed, resources they've downloaded, etc.) to generate a list of topics they've shown interest in.  The Take Action tool will then populate with one event from your account that will be relevant to each attendee.  It is a personalized recommendation, so Attendee 1 could be recommended Webinar X, while Attendee 2 could be recommended Webinar Y.

By presenting each attendee with a webinar that more closely matches their interests, attendees are more likely to click on and consume another piece of your content and continue their journey towards becoming a buyer.

How does it work? 

The recommendation engine has built-in logic to avoid poor recommendations:

• It will not recommend a webinar that the attendee has already registered for or viewed.   
• Only webinars that have more than 50 registrants (for future webinars) or 50 attendees (for past webinars) will be recommended. This removes the possibility of recommending test webinars or niche webinars.
• The recommendation engine will factor in the webinar's age.  More recent webinars will get a relevance boost, compared to older webinars.  

AI Recommended Content Configuration 

Choose AI Recommended Content under Action.

Under Filter by Time, specify whether you want the recommendation engine to recommend all events, future webinars only, or past webinars only.

Filter by Tags allows you to control which events are recommended to attendees.  Using tags limits the set of webinars that the recommendation engine can recommend to attendees.

The tags you can select will be based on those added to your webinars on the Overview page. 

You'll also need to choose a Logical Operator for Tags:

• AND - recommended event must have all the specified tags
• OR - recommended event must have at least 1 of the specified tags

You are required to specify a Fallback Option.  There will be scenarios where the recommendation engine cannot produce a good recommendation for an attendee.

This could happen if none of the events being considered match the attendee’s interests.  It could also happen if there is a relevant recommendation, but the attendee has already registered for or viewed it.  Defining a fallback option ensures that even in those scenarios, the Take Action tool will have something to display.

Set the fallback option to be a Webcast, Engagement Hub, or Target.  Those options will correctly populate the token.  If you choose URL or Email, the token will be rendered to attendees as blank.

Attendees will be seamlessly registered for the recommended webinar after they click on the button in the Take Action tool.

Within the Text field add the #DYNAMICCONTENTITLE# token.   This token represents the title of the event the recommendation engine returns. 

When an attendee sees the Take Action tool, the token will populate the recommended webinar's title.  The image, text, background color, button text, and color can all be changed to meet branding requirements. 

Styling

Pro Tip: The size of the Take Action engagement tool should be proportional to the console design. Testing via the Preview URL is recommended to confirm that the size and layout works with the console design.

Background Color

Choose a background color using the color picker or a hex code.

Image

Upload an image to add visual appeal.  The image can be displayed as a circle or square and will be center justified. 

• Minimum size is 120 120 px - anything smaller may appear pixelated
• Maximum size is 4096 x 4096 px
• Supported image file formats are JPEG, PNG, and GIF

Text

Use the rich text editor to choose the color, font, size, and alignment of the text

The character limit is 800

If using the AI Recommended action, a Tokens drop-down will also be available to add the dynamic content token to the text field

Button

Use the rich text editor to set the color, font, and size of the button label

The button will be center justified, and localization logic does not apply

Note: Button text is required for the button and tool to work.

Library

A library of previously created tools can be created for easy reuse in other events.   The library is held at the account level, so all events can access the same libraries.  

To access the library, choose Open Library from the tool's gear icon, then choose the version of the tool you want to use.

To add a version of the tool to the library, click the gear icon and choose Save to Library > Save as New.  Name the preset and click Save.  The name of the preset can be different than the name in the Attributes window

To update an existing tool in the Library with the changes you made, choose Save to Library > Update in Library.

To rename or delete a tool from the library, select Open Library and hover over any tool you would like to rename or delete.  Use the pencil icon to rename and the trash icon to delete

Note: Deleting a tool from the library only removes it from the library - it does not remove the tool from any webinars that use it. To delete existing tools from a webinar, navigate to that event’s audience console, and delete the tool.

Reporting

The Call to Action tab provides a graphical representation of total clicks.  Clicking the pie chart will load a detailed report that displays each attendee’s name, company, the number of times they clicked the CTA engagement tool, and their email address.  

Important: When Take Action Tools are set to appear during live webinars, attendees who click a Take Action tool must leave the audience console open for 2 minutes after clicking for the analytics to record the action. If an attendee leaves the webinar before the required two-minute period, or if the event ends before the two-minute period ends, the click will not be recorded in reporting.  If the Take Action Tool is set to show at the end of the webinar, the click is recorded immediately.