How to Use Express Registration
- 29 Nov 2023
- 1 Minute to read
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How to Use Express Registration
- Updated on 29 Nov 2023
- 1 Minute to read
- Print
- DarkLight
Article Summary
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Pre-requisite
- The Salesforce admin has enabled the Express Registration feature.
- The parent can only see the Contacts within their Account.
- There are Contacts other than the parent’s Contact record connected to the parent’s Account.
Steps
- A parent logs into the Experience Cloud to register for an Event. They do not want to re-enter data that is already saved in their children’s Contact records. (We will only leverage existing Account/Contact data.)
- The parent selects a Main event ticket.
- The parent sees a list of other Contacts in their household and selects a Contact in their Account. (The Contact can be the parent or any other Contact.)
- The Contact’s information will be pre-filled (but editable) in the Attendee and Form fields. (If “Someone else” is selected, the fields will be blank.)
- If the Contact selection is changed, all data will be overwritten. If the Contact is unselected, all fields will be cleared.
“Add Myself” Feature
- A parent uses the Add Myself feature to select a Main event ticket and any other tickets to their cart.
- The Salesforce Admin enables the Express Registration feature.
- The parent navigates to the Contact Info page.
- The ticket selected when using “Add Myself” will have already selected the parent’s information from the picklist and prefilled the fields.
- The parent can then use the Express Registration feature to add all other tickets, or to reassign the ticket originally selected using “Add Myself”.