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Customer experience | Sales, Customer Insights,...
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Event Portal Registered Contacts

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Posted on by 67

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

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  • Verified answer
    cloflyMao Profile Picture
    25,210 on at
    RE: Event Portal Registered Contacts

    Hi Darren,

    In the invitation form, there are 2 helpful attributes for us to differentiate those two types of contacts.

    https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/invite-contacts#invitation-attributes

    aa.JPG

    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

  • SivaR Profile Picture
    67 on at
    Event Portal Registered Contacts

    Hi,

    I’ve set up the workflow, but when I try to redeem the invitation from the portal site, I’m getting the following error:

    System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: Entity 'adx_invitation' With Id = 60ee2ac4-5127-f011-8c4e-002248afd54a Does Not Exist (Fault Detail is equal to Exception details:
    ErrorCode: 0x80040217

    Do you have any idea why this might be happening?

    if I remove the workflow setting from the invitation page, I’m able to redeem the invitation without any issues. However, i need to run the workflow to do some other actions. 

    thank you, Siva

     

     

     
    Image where I configured the flow.
     
     
    This is the workflow
     
     
    This is where i am using redeem contact

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