GoToWebcast Integration

This integration allows administrators access to create, manage and process CPE for GoToWebcast sessions in LCvista.

Integrations
Gathering API Information
Entering Provider Credentials
Creating a Session
Launching a Session
Best Practices
Processing CPE

 

Integrations

For more information on the Integrations feature, and best practices for using this workflow, please refer to our article on Integrations.

Continue reading this article to learn more about creating, managing and processing CPE for GoToWebcast events in LCvista.

 

Gathering API Information

Before entering your Provider Credentials into LCvista, take note of the items which will be requested by GoToWebcast:

  • Username: this needs to be the client’s API Username provided by their GoTo Team
  • Password: this needs to be the client’s API Password provided by their GoTo Team
  • Client ID: this field currently displays as Optional and credentials can be saved successfully without adding. However, we highly recommend you retrieve this detail from your GoTo team as it will ensure we auto-register users with their first and last names.

 

Entering Provider Credentials

From the Provider menu within LCvista, click on the Add Provider button and enter the credentials requested below. 

  • Name: this is the title you can give to your GoTo account within LCvista
  • Username: this needs to be the client’s API Username provided by their GoTo Team
  • Password: this needs to be the client’s API Password provided by their GoTo Team
  • Client ID: this field currently displays as Optional and credentials can be saved successfully without adding. However, we highly recommend you retrieve this detail from your GoTo team as it will ensure we auto-register users with their first and last names.

Select Validate to confirm credentials. Once they are approved, you can save. You will only need to do this once per provider.

If your firm uses more than one provider, you may add multiple providers upon setup.

 

Creating a Session

Once set up of Provider and Rulesets are complete, you can begin to create sessions within LCvista. For more information on creating Integrated Provider sessions, see article Integrations and the section on Creating Your Session.

In addition to the standard fields Webcast Credentials and Integration Provider Ruleset, you will be asked to provide the following additional data when creating a GoToWebcast session within LCvista:

  • Event URL. This is where you will input the webcast information that is given to you from your webcast tool provider.

Please find a helpful screenshot here on where you can retrieve this Event URL from GoToWebcast:

 

Launching a Session

Once this webcast session has been created and released to end users for enrollment on LCvista, enrolled professionals will have access to a Launch button which will appear on the day of the event, an hour ahead of the event's start time. Professionals will be navigated to GoToWebcast's interface upon launch.

 

Best Practices

There are a few items to be aware of when working with GoToWebcast sessions: 

  • Create Unique Polling Questions. Due to limitations with GoToWebcasts, please make sure your polling questions are unique. This will ensure that the responses are captured and associated properly in the Raw Data Report. Should you choose to repeat a polling question we suggest adding a number (1, 2, 3, etc.) to the beginning of your polling question.

 

Processing CPE

What happens after the event concludes? Once your event is over, you will have access to both the Raw Data report as well as the Completion report. Both will assist in processing CPE for your participants.

To learn more about reviewing the Raw Data and Completion reports and processing CPE please review article on Integrations, specifically the section on Reports: Completion Data Report.