This feature will work with Salesforce Integration or Ping Federate SSO
Route Buyers to the Correct Limited Display Link
The Routing Rules feature allows you to redirect registrants to a specific registration link after they enter their buyer name and email address. You'll need the Salesforce Integration or Ping Federate SSO enabled for your event for this to work. The system will verify if the buyer is a user in Salesforce or Ping Federate. Once verified, the buyer will be redirected to the correct link based on the rules you created (e.g. If the registrant's email address domain is @accelevents.com, then redirect them to Link A, If the email address is not @accelevents.com, then redirect them to Link B, if the registrant's Department is Customer Support, then redirect them to Link C).
Before You Begin
Before you begin make sure you've already done the following:
✅ The Accelevents and Salesforce integration is connected and working
✅ Or the Ping Federate SSO integration is connected and working
✅ Limited Display Links are created
Create a Routing Rule
Go to Registration > Order Form
Select Routing Rules
Click + Create Rule Set
Add a name and description
Customize the Routing URL slug (it will be the rule name by default)
Select the platform that will authenticate the information entered by the registrant
SSO Authentication - enable this if you have Ping Federate SSO enabled for the event
CRM Lookup - enable this if you have Salesforce integrated with the event
Enter a fall back URL. This is where registrants will be redirected if the rules do not apply to them.
Go to the Rule Set tab and click + Add Rule to add your routing rules
Routing Rule Logic
When creating a 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 email address contains "@accelevents.com"
IF Settings
In the IF settings, we choose the Salesforce user Email field, the condition or operator is "Contains", and the value is "@accelevents.com"
Note: The fields that will show are User fields in Salesforce or Ping Federate
This means if the registrant enters their Accelevents email address in registration page, it will trigger the action below.
WHEN Settings
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.
In summary, If the registrant has an Accelevents email address, then redirect them to the the Limited Display Link for paid tickets and apply the discount.
Test the Routing
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 the other platform (Salesforce or Ping Federate) and proceed to redirect to the correct URL once verified.
Notes:
This will work if the buyer is a "User" in Salesforce or Ping Federate, it will not work if they are only contacts or leads.
You cannot add more fields in the Routing URL. For now it's only name and email address.