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. You'll need to add the other platform's API endpoint URL and Authorization Token to the Accelevents routing settings for this to work. The system will verify if the buyer is a user in the other platform. Once verified, the buyer will be redirected to the correct link based on the rules you created.
Examples:
If the registrant is a user/member in the other platform and the membership type is Business Partner, then redirect them to Link A with a discount code.
If the registrant is a user/member in the other platform 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, 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 Membership 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:
✅ 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 GET Lookup as 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.
Use GET Lookup when you need to route registrant based on data that lives in your CRM or other platform. You'll need to enter the Endpoint URL, Authentication Token and a test email to verify the endpoint.
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 they 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.
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 to members of your CRM, and If someone who is not a member tries to register, you can redirect them to a page that tells them they cannot register for this event.
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 other platform's Member Type field and the value is "Business Partner"
This means if the registrant enters their name and email address, it will try to find their information in your CRM and 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 enter their name and email address.
Accelevents will check if the email address is in your CRM.
If yes, the email is an email address of a CRM member:
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.
If no, the email is not in your CRM:
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.
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 member in your CRM and proceed to redirect to the correct URL once verified.
