Integration Links

(Event) > Plan > Configure > Integration

Jump to: || Hints || List of Links || Link Details || Guidelines || Previewing a Link ||

Introduction

Caution: This feature is for advanced users.

Creating Integration Links typically requires thorough knowledge of the parameters and syntax needed to communicate information to the destination website.

Integration Links enable you to create links to external websites, applications, and Certain forms. You can include links you create in this area in your event and form-specific confirmations, websites, and emails.

Use the Append drop-down lists throughout Certain to include integration links on your forms, emails, and websites.

Hints

• To add an integration link, click Add New

• To edit an existing integration link, click  in the Actions column

• To copy an existing integration link, click  in the Actions column

• For example links, see the Integration link examples page.
  The syntax shown there is only example text, and should only be used to get an idea of how to use the data fields.

List of Integration Links

A list of all existing integration links, with the following information for each one:

• Name and Label, as described below

• Actions
   – edit the link
   – copy the link

Integration Link Details

When adding or editing an Integration Link, you complete the following fields:

• Name – (Required) Example: "Link to Passkey Step Mode"

• Label – (Required) The on-screen text that will be hyperlinked using the information in the Web Address field.
  Example: "Reserve accommodation now!"

• Open in a New Window – If this check box is selected, the link will load the hyperlinked page in  a new browser window instead of the current browser window.
  Important: For links to sites and applications external to Certain, this box should always be checked.

• Show as One-Click Action (Registration Overview) – If this check box is selected, the Web integration link will appear at the top of the Registration > Overview section for each registrant.
  This enables you to quickly access Web integration links for individual registrations (such as tracking UPS shipments).

• Append – Use this drop-down menu to select a Certain dynamic data field to include in the link. See the instructions below on guidelines for adding data fields to links.

• (To) Web Address – Click this button to add the selected Append dynamic data field to the Web Address text box (see below).
  This enables you to construct links that include data from Certain, such as the attendee's name.

• http:// drop-down menu – Here you can specify the behavior of the link as either http:// or https://, create a / (Relative) link, mailto: recipient address for sending emails, javascript: reference, or leave the portion of the URL preceding the Web Address section (blank).
  The default setting is http:// and only needs to be changed should you require different behavior in your Web integration link.

• Web Address – (Required) The URL that goes between the quotation marks in the link: <a href = "">

Guidelines for Creating Links

The Integration Link is a powerful feature which enables you to customize links for a wide variety of requirements. The links you create in this area may include:

• Event-specific data fields with information from Event Details, including the Contact and Location areas.

• Custom Event Data fields. Use custom event data when you need to pass data specific to an external application. Certain enables you to create custom questions where you can store this kind of information.

• The Form ID for URL field (listed at the end of the Append drop-down menu). The value for this field comes directly from the end of the Form URL, similar to: PKformID=0x588062d92 where the string after the equals sign is the Form ID.

• Using these tools in conjunction with standard HTML hyperlink syntax, you can create links that direct attendees to external Web sites.

• Use the Integration links examples page to get started building your own bridges to external sites and applications.

Note:

Once defined, Integration Links can be inserted as dynamic fields into email messages and on the  Forms Confirmation" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"confirmation page of a registration form, for example.
Because they include information about the individual registrant, Integration links are only available in places where the registrant is known. For example, they're not accessible from the Form Entry page or Websites page, since those locations are not related to a particular registrant.

Previewing a  Web Integration Link

To preview the Web Integration link, go to Registration > Overview and click the link listed under One Click Actions.

If the link isn't shown there:

1. Return here to Plan > Configure > Integration.

2. Check and/or edit these settings in the Integration Link Details section:
   
   Show as One-Click Action (Registration Overview) – This option should be selected (checked).
   
   Web Address – Make sure this is a valid, working URL.

3. Click Save.

4. Return to Registration > Overview and select a Web link to preview the web site.

 

 

Integration Link Examples

See Plan > Configure > Integration for details of creating web integration links.

Caution: For advanced users.

Creating Integration Links typically requires thorough knowledge of the parameters and syntax needed to communicate information to the destination website.

The syntax shown below is example text and should only be used to get an idea as to how to use the data fields.

Please note that, once defined, Integration Links can be inserted as dynamic fields into e-mail messages and on the confirmation page, for example. Because they include information about the individual registrant, Web integration links are only available in places where the registrant is known. For example, they are not accessible from the Form Entry or Websites pages, since these locations are not related to a particular registrant.

Single Sign-On (SSO) link:

• Name: "SSO link to Attendee Form"

• Label: "Click here to register online now!"

• Web Address: www.example.com/vendors/certain.asp?url=https://www.certain.com/profile/form/index.cfm &PKformID=<{Form Id For Url: Registration Form}>

• Add to Confirmations, etc. as "<{Web Link: SSO link to Attendee Form}>" in Append drop-down list.

Custom link for Passkey Step Mode:

For this type of link, you need to set up custom event data fields to store items such as the passkey event Id and other passkey parameters.

Note: Any values stored in the custom event data fields must match the respective information at Passkey for the integration to work properly.

• Name: "Link to Passkey Step Mode"

• Label: "Reserve accommodation now!"

• Web Address: api.passkey.com/RegLink/API?PartnerID=<{Passkey Partner ID}>&Mode=S&OP=CreateBridgeAndRedirect ResWeb&Destination=02&Version=4.00.00&eventID=<{Passkey Event ID}>&eventCode=<{Passkey Event Code}>& Lastname=<{Last Name}>&Firstname=<{First Name}>&Organization=<{Organization}>&Address1=<{Address}>& Address2=<{Address 2}>&City=<{City}>&State=<{State}>&ZipCode=<{Postal Code}>&Country=United%20States& WorkPhone=<{Phone}>&Faxnumber1=<{Fax}>&e-mailaddress=<{e-mail}>&PassthruURL= http%3a%2f%2fwww%2eregister123%2ecom%2fevent%2form  

• Add to Confirmations as "<{Web Link: Link to Passkey Step Mode}>" in Append drop-down list.

• 'Step Mode' is currently the only passkey integration option supported.

Registration links for forms:

• Name: "Link to Cancellation Form"

• Label: "Click here to cancel your registration!"

• Web Address: www.myconference.com/profile/form/index.cfm?PKformID=<{Form Id For Url: Cancellation Form}>

• Add to Confirmations as "<{Web Link: Link to Cancellation Form}>" in Append drop-down list.

Link to Mapquest with address:

• Name: "Link to Mapquest"

• Label: "View city map of the Event Venue"

• Web Address: www.mapquest.com/maps/map.adp?country=US&searchtype=address&address=<{Loc. Address}>& city=<{Loc. City}>&state=<{Loc. State}>&zipcode=<{Loc. Postal Code}>

• Add to Confirmations as "<{Web Link: Link to Mapquest}>" in Append drop-down list.