Route Buyers to the Correct Limited Display Link
The Routing Rules feature allows you to redirect registrants to a specific registration link after validating their information from another platform, such as YourMembership. You'll need YourMembership SSO integrated with Accelevents for this to work. The system will verify if the buyer is a member in YourMembership. Once verified, the buyer will be redirected to the correct link based on the rules you created.
Examples:
If the registrant is a member in YourMembership and the member type is Business Parter, then redirect them to Link A with a discount code.
If the registrant is a member in YourMembership and the member type is Individual, then redirect them to Link A without a discount code.
How Does it Work?
The Routing Link is shared to registrants. When they access the link, it will redirect to the YourMembership login page. When they log in, the system will determine where to route them next based on the rules you created (e.g. value in the Member Type field). Once determined, they will be routed to the correct URL (e.g. Limited Display Link with a discount code).
Before You Begin
Before you begin make sure you've already done the following:
✅ The YourMembership SSO is connected and working
✅ Limited Display Links are created
✅ Discount codes 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). This is the URL you share to possible registrants
Choose YourMembership for Member Verification Method
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 SSO Authentication under Pre-Registration Routing
Select YourMembership for SSO Type
With YourMembership selected, registrants will be redirected to the YourMembership login page when they access the Routing URL. Then after logging in, the registrant will be routed to the proper link depending on the rules you create. And if they do not fall under any rules, then they will be redirected to the fallback URL.
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.
Routing Rule Logic
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 Business Partner members to see the Limited Display Link for the paid ticket and a discount code to automatically apply when they check out.
IF Settings (trigger)
In the IF settings, we choose the YourMembership member field "Member Type" field and the value is "Business Partner"
Note: For YourMembership, the field available are Member fields for First Name, Last Name, Email, Member Type and Member ID.
This means when the registrant logs in to YourMembership, it will check the Member Type field, then it will trigger the action below.
THEN Settings (action)
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.
Apply a Discount Code Through the Routing Rules
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 accesses 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.
Select Use event discount code in the apply discount code (optional) dropdown
Select the discount code in the next dropdown
Routing Behavior
With the rule above, this is the expected flow:
The registrant will access the Routing Link.
The registrant will be redirected to the YourMembership login page.
It will check the member's Member Type field
If the value is Business Partner, then they will be redirected to the the Limited Display Link for paid tickets with the discount code to be applied automatically on the check out page.
If the value is not Business Partner, it will check if you have other rules that would apply to those who have values other than Business Partner. And if another rule applies - they will be routed to the link in that rule.
If they do not fall under any rule, then they will be redirect to the fallback URL.
Test the Routing
Copy the Routing URL from the settings or click the 3 dot menu.
Access the Routing URL in an incognito tab so you're not logged in to YourMembership. It will route to the YourMembership login page, enter you username and password.
When you sign in, the system will check if your membership type proceed to redirect to the correct URL once verified.
Note: This will work if the buyer is a member in YourMembership