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Customer Insights - Journeys forum

Invitation Only Events

Posted on by 20

Hi,

Is there a way to lock down the registration to events so only invited contacts can register? So if the user forwards the email invitation, the next recipient shouldn't be able to click in the link and register to the event.

Eventbrite achieves this functionality by making the email field read-only in the event registration form, but I wasn't able to find something similar in Dynamics for Marketing.

Thanks a lot,

  • Jetj25 Profile Picture
    Jetj25 532 on at
    RE: Invitation Only Events

    Is here a solution for

    We want to block the event form for submisssion is this possible?

  • Anne PessoaX Profile Picture
    Anne PessoaX 20 on at
    RE: Invitation Only Events

    Hi Shravan,

    Thanks a lot for your input, the issue with this approach is that I have multiple events running at the same time, so Contact A can be invited to Event X (and therefore has a registration to Portal) but not invited to Event W. Also, if they forward the email with the code, another contact could possibly register.

    Any other suggestions would be more than welcome.

    Thanks Again,

  • Suggested answer
    ShravanSuri Profile Picture
    ShravanSuri 1,255 on at
    RE: Invitation Only Events

    Hey Anne,

    Here's how you can achieve this scenario (it requires a bit of customization).

    If you're hosting the event website on the Dynamics 365 portal - then you need to:

    1. Set the anonymous registration on the event to "No" (General tab on an event, Website section, set the "Allow anonymous registrations" to No) - this will make the event registration button route to the D365 portal login field.

    2. On the D365 portals, set up invitations for your contacts (you can use this link to know more - docs.microsoft.com/.../invite-contacts ). This is a pure D365 portals capability.

    3. On the D365 portals sign in page, remove the options for invitees to start a new registration (you'll have to customize the page). This way, the only option for them would be to log in or use the invitation code that you send them.

    4. Now use dynamic emails to send the invitation emails out to your contacts, and include the unique invitation code on the email.

    If you're hosting the event website on your own site - you'll have to tie in with the authentication provider that you're using for your own website. We document all of this in our Events developer guide here - docs.microsoft.com/.../self-hosted

    Also, you can prevent the invitee from registering multiple attendees by disabling it from the event itself (General > Website > "Enable multi-attendee registration" to No)

  • Anne PessoaX Profile Picture
    Anne PessoaX 20 on at
    RE: Invitation Only Events

    Hi Clofy,

    Thanks for the detailed answer, this seems a good workaround but I would like the users to still be able to access the Event Portal page so they can select the sessions they want to attend - but if a contact that has not been invited to this event access the same portal page they shouldn't be able to register to it. I hope this makes sense.

    Thanks,

  • cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Invitation Only Events

    Hi Anne,

    Here is a workaround for your demand:

    You could set your event as a marketing list and let your recipients check the option then submit in Subscription center. On this type of marketing page, people can only submit their infomation successfully via the link in email sent to them. 

    Then you could add these contacts in event marketing list to your event.

    For email limitation, I'll give a similar implementation in D365.

    A full process is below:

    1. Create a subscription center marketing form, you can apply readonly attribute to fields you want.

    2. Create a subscription center marketing page and insert the previous form.

    3. Add the page link on marketing email.(In this step, you may need to read tutorial: https://blogs.technet.microsoft.com/lystavlen/2018/04/23/subscription-center/, because subscription center is special marketing page)

    4. Create a customer journey to send the email.

    5. Add contacts in your event from event marketing list.

    Regards,

    Clofly

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