In order to pull Certain Platform registrants into Touchpoint as attendees, the desired registration statuses need to be tagged with a "Touchpoint: Synced" tag.
Create the "Touchpoint: Synced" tag under the account settings:
Using "Touchpoint: Synced" on default registration statuses:
Under Account Settings select Registration Statuses. Edit the desired statuses and assign the "Touchpoint: Synced" tag.
Using "Touchpoint: Synced" on custom registration statuses:
For event level custom statuses, select Plan > Custom Statuses. Click the pencil icon to edit and add the "Touchpoint: Synced" tag to the statuses that need to be pulled over to Touchpoint.
Important note: For cases where registrations already exist in the Certain Platform prior to adding the tag on the registration status, the action of adding the tag will not, in and of itself, trigger the sync from Platform to Touchpoint. A modification on the registration record is required for the sync to pick up the registrations to add to Touchpoint. This can be addressed by performing a mass action to reassign the registration status. This action will update the registration date modified and trigger the sync to pick up those records.
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