The Routing Rules feature allows you to redirect registrants to a specific registration link after they enter their buyer name and email address by validating their information from another platform, such as Salesforce and YourMembership. You'll need the Salesforce Integration or YourMembership SSO enabled for your event for this to work, or if you're using a different platform to validate the data, you can validate through API. The system will verify if the buyer is a user in Salesforce or a member in YourMembership. Once verified, the buyer will be redirected to the correct link based on the rules you created.

Before you begin make sure you've already done the following:

To route registrants to the correct URL, Accelevents will need an external source of truth to check who the buyer is and what attributes they have before deciding where to route them.

Select this if you have Salesforce integrated with Accelevents. If the buyer is a user (not contact / lead) in your Salesforce account, then the buyer will be routed to the proper link depending on the rules you create. And if they are not a user or do not fall under any rules, then they will be redirected to the fallback URL.

Select this if you have YourMembership SSO integrated with Accelevents. If the buyer is a member in YourMembership, then the buyer will be routed to the proper link depending on the rules you create. And if they are not a member or do not fall under any rules, then they will be redirected to the fallback URL.

Use GET Lookup when you need to route registrant based on data that lives outside of Salesforce or YourMembership.

This method allows Accelevents to call your own secure API endpoint after the registrant enters their email. Your system returns additional fields (such as membership level, customer status, or eligibility), and those fields can then be used to determine which registration link the attendee should be routed to. And if they are not in your system or do not fall under any rules, then they will be redirected to the fallback URL.

The fallback URL is where registrants will be redirected if the rules do not apply to them. This can be the URL for your regular registration page, it can be your landing or it can be a limited display link. It really depends on your goal. It can also be a link to a custom page, like for example, your event is exclusive and someone who is not a member or user in your system tries to register, you can redirect them to a page that tells them they cannot register for this event.

In the second tab, you can create your rule sets. Click + Add Rule to add your routing rules.

When creating logic rules, there's always a trigger and an action. The trigger is the IF part of the settings, and the THEN part is the action.

In this example we want registrants to see the Limited Display Link for the paid ticket with the discount code applied if their company name is Novatech Innovations

In the IF settings, we choose the Salesforce user Company Name field, the condition or operator is "is", and the value is "Novatech Innovations"

This means if the registrant enters their name and email address, it will try to find their information in Salesforce and check the Company Name field, then it will trigger the action below.

In the THEN settings, the action will always be to route them to a page. You can choose whether they will be routed to the Standard Registration Form, Limited Display Link or Custom Link. If you choose Limited Display Link or Custom Link, you'll need to enter the link.

In this example we added a Limited Display Link that shows the paid tickets and the link has a discount code so that the discount automatically applies when they check out.

With the rule above, this is the expected flow:

In the example above, we are routing those who have Novatech Innovations as their company name and the rest will go to the fallback link. Now, if you want those from other companies to be routed to different URLs, you can add more rules within the rule set.

So your rules can be route them to link A if they are from Company a, and route them to link B if they are from Company B.

Access your Routing URL from the settings or click the 3 dot menu.

When you access the page, it will ask you to enter the buyer's name and email address. When you submit, the button will change to "Processing.." as the system will check if the registrant is a user in Salesforce and proceed to redirect to the correct URL once verified.