Syncing Registrants to Touchpoint from Platform
Purpose
The "Touchpoint: Synced" tag is a tag used to mark registration statuses for syncing to Touchpoint. The article explains how to create and apply the tag within account settings.
Create the "Touchpoint: Synced" tag
- Navigate to Account Settings.
- Under the Management menu, click Tags.
- On the Tags setup page, Add Tag.
- In the Add Tag section, set Name to "Touchpoint: Synced" and Label to "Touchpoint: Synced".
- For Object, select Registration Statuses.
Apply to default registration statuses
- Under Account Settings > Management, select Registration Statuses.
- Edit the desired statuses.
- Assign the "Touchpoint: Synced" tag to those statuses.
Apply to custom registration statuses
- For event level custom statuses, select Plan > Custom Statuses.
- Click the pencil icon to edit a status.
- Add the "Touchpoint: Synced" tag to the statuses that should be pulled to Touchpoint.
Important note
- If registrations already exist in Certain Platform prior to adding the tag, adding the tag will not trigger the sync by itself.
- A modification on the registration record is required for the sync to pick up the registrations.
- 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.