To change the contact-matching strategy in Event Portal

(0) Share

Report

Posted on by xhj45

133

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.

I have the same question (0)

All responses (2)

Answers (1)

Verified answer

cloflyMao 25,210 on at

Like (0)

Report

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

Was this reply helpful? Yes No
xhj45 133 on at

Like (0)

Report

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?

Was this reply helpful? Yes No