This feature will only work with Salesforce Integrated to the Event
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 enabled for your event for this to work. The system will verify if the buyer is a user in Salesforce. 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
✅ 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)
Enable CRM Lookup
Enter a fall back URL. This is where registrants will be redirected if the rules do not apply to them.
Note: SSO Authentication is currently not available, stay tuned for updates!
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
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.
Additional Rules in a Rule Set
In the example above, we are routing those who have an Accelevents email and the rest will go to the fallback link. Now, if you want those who has an @gmail.com email or @yahoo.com email to be routed to different URLs, you can add more rules within the rule set.
Or perhaps you can use Company Name as reference, 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.
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 Salesforce and proceed to redirect to the correct URL once verified.
Notes:
This will work if the buyer is a "User" in Salesforce, 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.