Related Links on Sessions can be synced from Platform to Touchpoint by using the following tag on a conference custom field in Platform: Touchpoint: Related Link. Touchpoint: Related Link is a tag used on a conference custom field in Platform to link a related link to Touchpoint.
Tag Setup
This section explains how to create and configure the Touchpoint: Related Link tag on Platform.
- Create the "Touchpoint: Related Link" tag on Platform.
- Under Account Settings, select Tags.
- In the Add Tag area, set Name to "Touchpoint: Related Link".
- Set Label to "Touchpoint: Related Link".
- Set Object(s) to "Conference Custom Fields".
- Click Add to create the tag.
- The tag appears in the Tags List.
Apply Tag to a Custom Field
This section explains how to apply the tag to a Conference Custom Field for syncing.
- Add the "Touchpoint: Related Link" tag to a Conference Custom Field.
- Within your event, go to Manage > Sessions > Setup > Custom Fields.
- Edit an existing Custom Field or click Add Custom Field to create a new Custom Field.
- In the Custom Field Details window, click in the Tags field.
- Select the "Touchpoint: Related Link" tag.
- Click Save to add the Tag to the Custom Field.
Platform > Touchpoint mapping
This section describes how the integration uses the tagged field to sync data.
- Once the "Touchpoint: Related Link" tag is added to a Custom Field on a session, the integration server will recognize the FIRST link it finds in the tagged Custom Field.
- The Title of the link in Platform will sync over to Touchpoint as the title of Related Link on the session.
- The URL of the link in Platform will sync over to Touchpoint as the URL of the Related Link.
Items to Note
This section notes important considerations for multiple links and timing.
- The integration server will only recognize the FIRST link it finds in a tagged Custom Field.
- If you are adding MULTIPLE Related Links to a Session, include each Related Link in a separate Custom Field — one Custom Field per Related Link.
- If the "Touchpoint: Related Link" tag is added to the Custom Field after the Platform > Touchpoint integration is activated, perform a mass action on any sessions that have Related Links to ensure those changes are recognized by the integration server and synced to Touchpoint.
Related articles
- Activating Session Waitlist Automation