To change the contact-matching strategy in Event Portal

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Posted on by xhj45

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Hi,

We are using the Event portal to manage the event registrations. It seems the default setting of contact-matching is First Name + Last Name + Email, but with our CRM, we only check the email address to definie if the contact exists.

We would like to know if it's possible to modify the contact-matching strategy like the functionnality of marketing forms?(https://docs.microsoft.com/en-us/dynamics365/marketing/mkt-settings-matching)

Thank you in advance.

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cloflyMao 25,210 on at

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Hi xhj45,

Yes, we can create a new event administration settings record and use Email only strategy.

https://docs.microsoft.com/en-us/dynamics365/marketing/events-settings#event-administration

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xhj45 133 on at

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Hi Clofly,

Thank you for the answer! It works well now.

Besides, do you have any idea how can we update the first name and second name if the registration is from an existing contact?

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