Registration Page URLs for Use in Emails

Overview

You will want to include the registration page URL in emails inviting Contacts (or Leads) to an Event, and you will often want the URL that you include in such an email to be personalized, that is, to contain as a parameter the Contact’s record ID, so that when this URL is clicked and the Registration page opens, the Contact’s basic contact information is pre-populated.

The package comes with a Campaign formula called “Event Page URL.” This is a link that can be used to preview and test the registration form, but the link it shows is for internal use only and will not work for external users. So you need to create two formula fields: one on the Campaign containing a link to the registration page for that Campaign and a second formula field on the Campaign Member containing a secure personalized link that will open the registration page with the Contact’s information pre-populated.

Creating Formula Fields that Contain a Link to the Event Registration Page

Generic Link to the Event Registration Page (on the Campaign)

To create a URL on the campaign that can be provided to external users, go to the Setup > Object Manager > Campaign > Fields & Relationships and create a new Formula field of type Text. You can name it whatever you wish; one possibility might be "External URL." Use the following template to create the formula:

HYPERLINK("[Site Default Web Address]?eventId=" & Id, Name & " Registration Link", "Blank")

The value for [Site Default Web Address] is the “Default Web Address” of the Site you created, seen on Step 2 of the post installation instructions. Therefore the final formula may look like this:

HYPERLINK("http://mydomain.force.com/EventListing?eventId=" & Id, Name & " External Link", "Blank")

This link should direct you to the same URL as going to the event listing calendar and choosing a campaign.

Secure Personalized Link (PURL) to the Event Registration Page (on the Campaign Member)

To create a URL on the Campaign Member that will open the event registration page with the Contact’s personal information pre-populated, go to the Campaign Member field setup menu and create a new Formula field of type Text. You should name it “Personalized URL”. Use the following template to create the formula:

HYPERLINK("[Site_Default_Web_Address]?eventId=" & CampaignId & "&c=" & ContactId & "&h=" & Contact.ERx_Events__Random_String__c , "Personalized Link", "Blank")

In this formula, the value for Site_Default_Web_Address is the “Default Web Address” of the Site you created, seen on Step 2 of the post installation instructions. Therefore the final formula will look like this (but with your own Site_Default_Web_Address):

HYPERLINK("http://mydomain.force.com/EventListing?eventId=" & CampaignId & "&c=" & ContactId & "&h=" & Contact.ERx_Events__Random_String__c , "Personalized Link", "Blank")

This link should direct you to the event registration page with the Contact’s personal information pre-populated. You can use merge this link into emails for personalized invitations to events.

Note:
In versions of Events Rx prior to Summer 2017, Personalized Links did not contain the field Contact.ERx_Events__Random_String__c, which has been added to make these URLs impossible to spoof.For backward compatibility, we provide a checkbox on the Campaign called “Enforce Personalized Security”. Older links without the Random String will continue to work unless this box is checked. We recommend leaving it unchecked on old Campaigns and checking it on new Campaigns.

Secure PURL to the Visit Registration Page

The following instructions are for including in emails inviting a Contact to register for a Visit on a certain day. Use a similar formula to compose a Personalized URL to a Visit registration page. Use this template:

HYPERLINK("[Site_Default_Web_Address]?VisitId=" & ERx_Events__Visit_Series__c & "&date=" & TEXT(MONTH(ERx_Events__Visit_Date__c)) & "/" & TEXT(DAY(ERx_Events__Visit_Date__c)) & "/" & TEXT(YEAR(ERx_Events__Visit_Date__c)) & "&c=" & ERx_Events__Contact__c & "&h=" & ERx_Events__Contact__r.ERx_Events__Random_String__c , "Personalized Link", "Blank")

In this formula, the value for Site_Default_Web_Address is the “Default Web Address” of the Site you created, seen on Step 2 of the post installation instructions. Therefore the final formula will look like this (but with your own Site_Default_Web_Address):

HYPERLINK("http://mydomain.force.com/EventListing?VisitId=" & ERx_Events__Visit_Series__c & "&date=" & TEXT(MONTH(ERx_Events__Visit_Date__c)) & "/" & TEXT(DAY(ERx_Events__Visit_Date__c)) & "/" & TEXT(YEAR(ERx_Events__Visit_Date__c)) & "&c=" & ERx_Events__Contact__c & "&h=" & ERx_Events__Contact__r.ERx_Events__Random_String__c , "Personalized Link", "Blank")