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. You'll need Salesforce integrated with Accelevents for this to work. The system will verify if the buyer is a user or contact or lead (depending on your integration setup) in Salesforce. Once verified, the buyer will be redirected to the correct link based on the rules you created.

The Routing Link is shared to registrants. When they access the link, they will enter their name and email address. While it's processing, the system will determine where to route them next based on the rules you created (e.g. value in the Company field). Once determined, they will be routed to the correct URL (e.g. Limited Display Link with a discount code).

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.

When the registrant enters their name and email address in the routing link, the system will lookup the indicated object in your settings (e.g. Contact) and validate if their email address exists in a record (e.g. Contact). If the registrant has a record in the selected object in your Salesforce account, they will be routed to the proper link depending on the rules you create. And if they do not fall under any rules or if they do not have a matching record, 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 (e.g. their email address is not existing in your Salesforce account or their email address is a match in the user object, but your set up os for the contact object and they do not have a matching contact record). 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. If someone who is not a Salesforce user 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 from the company NovaTech Innovations to see the Limited Display Link for the paid ticket and a discount code to automatically apply when they check out. The discount that would apply would depend on their discount type in Salesforce.

In the IF settings, we choose the Salesforce 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.

If you're routing registrants to a limited display link, you can automatically apply a discount if the link is accessed through the routing link.

When you choose Use event discount code, in the next dropdown you'll see the discount codes you added to your event. The discount code you choose will apply to anyone who access the limited display link through the routing link, given that the discount code is associated to the ticket(s) shown in the limited display link.

When you choose Use Salesforce fields content, in the next dropdown, you'll see the Salesforce fields. The values in the field you select must also be created as a discount codes in your event. That way, when the registrant accesses the limited display link through the routing link, the matching discount code (based on the their Salesforce field value) will automatically apply — as long as that discount code is associated to the ticket(s) shown in the limited display link.

Example:

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 email address is associated to a record in Salesforce and proceed to redirect to the correct URL once verified.