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Customer experience | Sales, Customer Insights,...
Suggested Answer

Cancel event registration without portal with button in marketing e-mail

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Posted on by 534

Hi all

We want the possibility to cancel an event registration whitout the sign in restrictions of the portal. We do not want our contacts to have passwords of invitations.

I have was thinking about the following solution

  1. Create E-mail button in marketing e-mail 
  2. Create a Marketingform named "Cancel Event XXX"
  3. Link the button to this form
  4. Customer journey with a workflow to deactivate the event registration in the marketing app when contact supmits the form.

I could not manage to create a workflow to cancel the even registration 
There is no relation between event and marketing form also I cannot find the field to cancel the registration

Has someone suggestions?

I have the same question (0)
  • Suggested answer
    cloflyMao Profile Picture
    25,210 on at

    Hi Mariette,

    It is difficult to run workflow to deactivate the event registration, because of workflow can only capture information of contact, while we want to get a specific event record from context.

    (When a workflow is executed by customer journey, it can only get submitted form data from contact.)

    Instead, you could work with custom channel: create a lookup field to associate a specific event to the custom entity for custom channel,

    in flow, retrieve the event registration record whose event field equals the value of lookup field of custom channel activity, then set status field of the registration to Inactive to deactivate it.

    Finally, only create the custom channel activity on condition of specific link clicked.(e.g: A link with text "Cancel your registration".)

    Regards,

    Clofly

  • Jetj25 Profile Picture
    534 on at

    Thank you for the idea

  • Suggested answer
    Jetj25 Profile Picture
    534 on at

    We will test this

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