On24

Client Adoption

Onboard 3-5 customers using the solution

Data processing

Process at least 10,000 leads from on24

Add & delete a connection

As an admin or agency user they will have the option to add and delete an on24 connection.

HIGH

Link to Campaign

As an admin or agency user after selecting to add a connection I should be able to select the Convert campaign i would like the data to pushed to.

HIGH

Set Client ID, Access Token ID and Access Token Secret

As an admin or agency user after selecting to add a connection I should be able to set the Client ID, Access Token and Access Token Secret.

HIGH

Select Registration or AttendeeData

As an admin or agency user after selecting to add a connection I should be able to select to select if they would like to pull either registration or attendee data.

HIGH

Event ID Filter

As an admin or agency user after selecting to add a connection I should be able to specify an event id to filter the leads by.

HIGH

Marketing Optin Filter

As an admin or agency user after selecting to add a connection I should be able to specify a sub account id to filter the leads by.

HIGH

Sub Account Filter

As an admin or agency user after selecting to add a connection I should be able to specify a sub account id to filter the leads by.

HIGH

Associate to a form

As an admin or agency user after selecting to add a connection I need to have the option to select the form from the campaign i selected.

HIGH

Associate to a link and a publisher

As an admin or agency user after selecting to add a connection I should have the option to associate a form link and a publisher.

HIGH

Edit settngs

As an admin or agency user they will have the option to edit the connection after being saved.

HIGH

Import all data

As an admin or agency user they will have the option to import all data from the table listings page, but on for a connection that is for registraints.

HIGH