Leads on Checkout

v2.17 onwards

From v2.17 onwards there is a change in the checkout process to allow Leads or Contacts to be created if there is no match. By default, a Contact is created.

On Event Checkout, to enable management of Leads with create or update, set the Event Settings as follows:

Create/Update Event Setting

In Event Settings record define

  • Registration Entity Type = Lead
  • Update the Event Settings lookup on Event to reference the settings

Matching logic order:

  1. Attempt to match on existing Contacts as defined by Salesforce Contact Matching Rules (which starts with identical email matching)
  2. If there is a match, set the Attendee to the matching Contact.
  3. If there is no match, attempt to match on existing Leads by Salesforce Lead Matching Rules.
  4. If there is a match, set the lookup on Attendee to the matching Lead.
  5. If there is no match, a new Lead will be created and associated with Attendee.

When a Lead is converted, the Contact Id is automatically updated on the associated Attendee record (the lookup from Lead to Contact is carried over automatically).

Updated 10 months ago

Leads on Checkout

v2.17 onwards

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