Hi,
Is there a way I can identify which contacts are registered to the Event Portal, i.e. both those that have been invited and registered and those that have signed up from the portal.
Thank you,
Darren
Hi Darren,
In the invitation form, there are 2 helpful attributes for us to differentiate those two types of contacts.
1. Redeemed Contact
If a contact uses invitation to register(redeeming the invitation code), the Redeemed Contact field of invitation will be populated.
Therefore, you could use the field to retrieve all associated contacts, and FetchXML Builder might be required to build complex query.
2. Execute Workflow on Redeeming Contact
A workflow will be executed when the invite is redeemed. The workflow will be passed the redeeming contact as the primary entity.
So we could also create a custom field to Contact entity, the workflow will set a value such as "Registered from invitation" to the field, then we can identify two types of contacts by creating a new view with custom filters.
Regards,
Clofly
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