The ON24 Veeva integration syncs ON24 activity data to Veeva objects. ON24 activity is associated with Person Account records. The integration supports Veeva CRM Events Management objects as well as Multichannel Activities.

Veeva CRM Events Management

Overview

The ON24 Veeva integration syncs ON24 activity data to Veeva objects. ON24 activity is associated with Person Account records. The integration supports Veeva CRM Events Management objects as well as Multichannel Activities.

Veeva Objects

1. EM Event
2. Remote Meeting
3. Attendee
4. Remote Meeting Attendee
5. Multichannel Activity
6. Multichannel Activity Lines

Setup

Contact Support to set up and enable the TIBCO Scribe integration service for Veeva. The ON24 support team will manage the integration setup in the ON24 iPaaS TIBCO Scribe, but a Veeva admin will need to add new fields, update existing fields, and authenticate the TIBCO Scribe integration connector for API access to Veeva CRM. 

 

Veeva Admin Tasks

Objects and Fields

Important: At the bottom of this article, download and complete the "ON24 API Data Veeva - Event Management" Excel spreadsheet. It lists the available API fields that the integration interacts with for the ON24 events, registrants, and attendees. These fields can optionally be added to any of the objects discussed below. 
 

Additional Veeva Admin Setup

Page Layout – EM Event

Add the following fields to the EM Event page layout:

1. ON24 Event
2. ON24 Template
3. External Id On24 vod
4. Audience URL On24 vod
5. Presenter URL On24 vod
6. Reporting URL On24 vod
7. Preview URL On24 vod

Page Layout – EM Attendee

Add the following fields to the EM Attendee page layout:

1. Attendee Audience URL ON24
2. External Id On24 vod
3. Registration_Timestamp On24 vod
4. Engagement Score On24 vod

Page Layout – Multichannel Activities

Add the following fields to the Multichannel Activity page layout:

1. Event ID
2. Event Name
3. Activity
4. Content Type

Enable Multichannel Activities to show in Timeline (optional instructions)

To enable Multichannel Activity information to show in the Timeline records:

1. Object Manager > Multichannel_Activity_vod__c > Fields & Relationships > Color_vod__c > Set Field-Level Security, and check the "Visible" and "Read-Only" checkboxs for appropriate profiles including the API user.
2. Object Manager > Multichannel_Activity_vod__c > Fields & Relationships > Icon_vod__c > Set Field-Level Security, and check the "Visible" and "Read-Only" checkboxs for appropriate profiles including the API user.

Creating Events

The ON24 Veeva integration can take advantage of templates created in the ON24 platform to dynamically create ON24 webinars from Veeva EM Events. Your first step would be to establish templates in ON24, and reference the eventids for these templates in the EM Event records.

 

Create a Veeva Event

Create an Event, check the checkbox for “ON24 Event”, and add the ON24 Event ID to the field “ON24 Template” for the ON24 template that you want to use.


 

Webinar Created in ON24

Once the Event is “Approved”, a Webinar will be created in the ON24 platform. The new Webinar will be a copy of the “ON24 Template”, and the start time will match the Start Time from the Event and time zone of the user who created the Event.


 

ON24 Sync to Veeva Event

ON24 Webinar data sent to EM Event:

1. External Id On24 vod
2. Audience URL On24 vod
3. Presenter URL On24 vod
4. Preview URL On24 vod
5. Reporting URL On24 vod

 

ON24 Creates the Remote Meeting

This record is paired with the EM Event record as part of the Veeva Events Management set of objects. This is optional, this record is not used for any operational activities. Fields are listed below:

1. Event
2. Meeting Id
3. Meeting Name
4. Remote Meeting Name
5. Veeva External Id

Presenters

The “Presenter URL On24 vod” is what your presenters will use to access ON24 Elite Studio to practice for and run the Webinar. Slides, polls, and video clips can be uploaded and organized in Elite Studio.
 

Inviting Attendees

Add Attendees to EM Event

Add Accounts as Attendees to your Event as “Invitees”.








 

Send Invited Attendees Approved Emails

You can either send Approved Emails to Invited Attendees to click on a link and Accept the Invite, or you can send a link to the ON24 registration page.

If you do not want Invitees to have to fill out a form to register, the integration can automatically pull “Accepted” Attendees to register Accounts in ON24 and update Attendee statuses to “Registered”. Please discuss this process with your Integration Support specialist.

If you want Invitees to fill out a registration form, use the “Attendee Audience URL ON24” in Approved Emails to send a link to the ON24 hosted registration page. The Attendee ID is appended to the URL and ON24 will use this ID to identify the person to update their Attendee record and create Multichannel Activity records.
 

Registration Data Sync

ON24 Update Attendee Records for Registrants

The integration will update the Attendee records and include the below fields:
Fields that are updated:

1. External Id On24 vod
2. Registration Timestamp On24 vod
3. Status (“Registered”)

ON24 Creates Multichannel Activity for Registrants

A multichannel activity will be created noting that a person has registered for an event. This record will contain the below fields, and the record will appear in the Account Timeline.

1. Record Type
2. EM Event
3. Veeva External Id
4. Event Name
5. Event ID
6. Content Type
7. Account
8. Activity ("Registration")
9. Record Type Name ("ON24_Event_vod")

 

Walk-Ins

There is an option to support walk-ins by having people register via the ON24 audience URL. This is available in the EM Event records as “Audience URL On24 vod”. When a person registers via ON24, the integration creates an EM Attendee record with the below information.

Fields added to Attendee record:

1. External Id On24 vod
2. Registration Timestamp On24 vod
3. Status (“Registered”)
4. Event
5. Last Name
6. First Name
7. Email
8. Walk-In Status ("Needs_Reconcilation_vod")

With the Attendee records, you can use the Veeva Attendee Reconciliation process to match the registrant with the appropriate Account.


 

Attendee Data Sync

ON24 Create Remote Meeting Attendee

This record is paired with the EM Attendee record as part of the Veeva Events Management set of objects. This is optional, this record is not used for any operational activities. Fields are listed below:

1. Remote Meeting
2. Record Type
3. Event Attendee
4. Name
5. Account
6. Meeting Type On24 vod ("Live_vod" or "Archived_vod")
7. Veeva External Id

 

ON24 Creates Multichannel Activity for Attendee

When an Account attends an On24 experience, a Multichannel Activity will get created associated with the activity. This will indicate details like the type of event, event name, etc. See below for the fields that will be populated at creation of the record:

1. Record Type
2. EM Event
3. Account
4. Content Type
5. Veeva External Id
6. Event Name
7. Event ID
8. Total Duration
9. Record Type Name ("ON24_Event_vod")
10. Activity ("Attendance")

ON24 Creates Multichannel Activity Lines for Attendee

Associated with the Multichannel Activity records, the ON24 integration will also create Activity Line records for all the engagement activity. These are key for tracking engagement activity and are tied back to the Accounts to indicate interests, intent, etc. Below are the engagement activities types that will generate the Activity Line records.

1. Polls
2. Surveys
3. User Questions
4. Resources
5. Demo Conversions
6. Free Trial
7. Get Pricing
8. Meeting Conversions
9. Call to Actions
10. Contact Us
11. Certifications
12. Breakouts