Leads on Checkout

v2.17 onwards

Leads or Contacts are created on checkout if there is no match to an existing contact or lead. By default, a Contact is created.

To enable Leads to be created or updated, 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).

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