Custom Identity Confirmation Process

Transcription

1 Custom Identity Confirmation Process August 2017 Cvent, Inc 1765 Greensboro Station Place McLean, VA

2 Contents 1.0 Overview Client Setup WSDL Fields and Identifiers Finding Cvent Identifiers Application Setup Enabling the Process Testing the Process

3 1.0 Overview The custom identity confirmation process provides a way for you to use the Cvent standard service configuration to retrieve information about invitees from your own service. You can use this process to retrieve an invitee s registration type or to prepopulate an invitee s information into your event and Cvent address book. These retrievals occur whenever an invitee passes through the Identity Confirmation page during registration. 3

4 2.0 Client Setup To set up the custom identity confirmation process in an event, you must first enable your API to accept calls from Cvent. To do this: 1. Implement the Web Service Definition Language (WSDL) file provided by Cvent into your API. Note: The implementation process may vary depending on which type of API you have. See section 3.0 WSDL for more information. 2. Once the file has been implemented, send the URL it generates to Cvent. Note: The URL must be HTTPs. Cvent will add this URL to its database. Once this is done, Cvent can call your API each time an invitee proceeds past the Identity Confirmation page. During each call, Cvent will compare the information returned by your service with the contact fields in your Cvent address book. If there are discrepancies between the two, all of the non-blank fields in your database will override the corresponding fields in the Cvent address book. Note: The invitee s fields will be updated regardless of whether they complete registration. 4

5 3.0 WSDL You must implement the WSDL file provided by Cvent into your API. The WSDL will always be the same no matter which type of API you have. Before implementing the WSDL file in your API, you must make the following changes in the file: At the end of the WSDL, change the placeholder location referenced for your Web service. Look for the following: <soap:addresslocation= standardservice.svc/> Change the location in the SOAP address to your service s URL. This path contains the address: /wsdl:definitions/wsdl:service/wsdl:port/soap:address@location 3.1 Fields and Identifiers When Cvent makes a call to your API, it sends identifiers that will be mapped to fields in your service. Your API should contain the identifiers of every field you are displaying on your Identity Confirmation page. Note: Blank fields in your service will never override any Cvent contact fields. Cvent Field Address Domain CC Address Primary City Address Contact Type Passport Number Home Address 1 Primary Country Code Work Country Code Home Country Home State Home Fax Pager Number Home Country Code Primary ZIP/Postal Code Work Phone First Name Social Security Number Work Fax Mobile Phone Home ZIP/Postal Code Primary State Identifier C764FB48-A62B-4C5F-B98F-01B5DAE2C2FF D5BD2DF0-2E6C-4457-A F71E C25F0BA-9B93-4A14-B1BA-0339F3450D2F F-265F-4D94-83A4-05C8479B5599 B604F766-DD AAF B920DCB 6741A5F5-564C-4A9E-9C4F-0941C33B64E4 2476C39C-1BC0-4DBA-A239-09F A 2AF54FCE-D847-4EC5-89FC-0CEEA6DEAC C39-0B9A-4093-B4AF-14D8B948D E18A CAF-AA F801CA1 D575DD64-64CD-49D7-A442-16F3AE5AC895 CDD26BEC-EAD5-4AFD-81EA-16F44680C17E CCD72D71-D0D8-41CD-904B-171F6FEFE51E BA9E44E3-6EB BDF7-1DD6267B44C B7A-B6A E8E C5 9EA3A89D-AFD A1D2FFFD D1A-B09D-498A-B625-29D5F757F022 9B2DCA91-E BD05-2B648C700EF0 EF291B8E A6-B227-32FD3FB9084A 7A6C3CBF DA-8BA3-3BEE1A414F5A CEA2981E-A0C B9A5-3EAE4C8B A808-8BFB-44A6-AE82-3F8E151CE84B 5

6 Total Credits Awarded F286F73C-AFAB-417E-BC96-448D26147E81 Work State Code 7A C3-46CC-BA AE19ABDD Nickname AC083E9D-CAD4-40ED-B0EC-5A0980A4567B Work ZIP/Postal Code 6749B2E3-DB97-437D-AA47-5E8F Prefix 82F8F5D2-1F05-449E-B468-61D0870F57D4 Work Country C19021EA-A E-B925-61DFE Work City FCB77F4F-48C A4CC CC2056 Primary Address 2 FA6CDB38-34D1-4B26-BF8B-67A1A2BD31D0 Primary Address 1 D B23-BDD3-6C2B6C49D7AC Company 62F6B259-9FE4-4E BE05E90C4D Work Address 2 B9475E9D-6CFD-4331-A294-7A0B2E89547B Last Name 2FFEF048-9F F1-8F5C5DE38DA5 Home Address 3 9FB6F1AD-CBC1-495D-AEE1-9080B7A2705B Work Address 1 46CBE8EF-BB67-419F-AAA4-91B7A00965C3 Twitter URL B-BD94-472C-87BE-9327EAC5B4E0 Passport Country 01B00A3A AC9-BEFF-9875AA0972A5 Contact Group Membership A21EF4CD-AF98-4E4A-A587-9B BF Date of Birth 159B543C-ABC6-441B-82CD-9B8389CBE4A1 Home City 557DA6C2-96C4-433C C3DCE046C6A Title BDAF9AD5-B6F D85-AA48D3AF34A6 Source ID A0ED79F6-67D0-4FA4-AC57-AB26BFA5835D Home State Code 550EF104-DD51-47A9-9B96-ADDC16BBF388 Designation F793D1BB-E621-4C96-9C55-B17DF46306CB Facebook URL B2FDB7AF-CB94-478F-A0C5-B5AC5E1B30BC Primary Country E9CD5390-9B9C-4D51-B549-B5B7A9273EDB Work State 9E67987A B-9894-B9E54876DEDC Home Phone 7874C5F DB BDE57054C93B Primary State Code 65E4AD9A-8FA AE55-C79E9F7E6261 Primary Address F F-D229C05D0BA0 Middle Name 7F D26-9A49-D4DCA2611D21 Home Address 2 FB5551B3-2CF2-4A53-A2CC-D903EE Work Address 3 A48434E0-D77C-43A1-88FB-E1B2DE6B207A Gender 3FCD6EB0-0B44-4B99-9F37-E42510AB30A6 National Identification Number 204EF34C-E719-4B99-A435-F C3B9 LinkedIn URL 6176F57E-8E3E-4051-AF0D-FEFB93B43F5A Account Stub Event Stub

7 3.2 Finding Cvent Identifiers In your Cvent account, you can view the identifier of any contact custom field you want to map to your service. To do this: 1. Go to Admin > Account Settings > Custom Fields > Contact Custom Fields. 2. Click the name of a field. On the Custom Field tab, you will see the field stub. This is the identifier that your API uses to send custom contact data to Cvent. 7

8 4.0 Application Setup Once your API is enabled to accept calls from Cvent, you must enable the custom identity confirmation process in the Cvent application. 4.1 Enabling the Process To do this: 1. Go to Events > Website & Registration > Registration > Registration Settings. 2. On the Identification & Security tab, click Edit. 3. Under Registration Type Selection, click Yes to allow invitees to select their registration type and then select Going through a custom process. A new Custom Identity Confirmation section will appear. 4. Select whether to display personal information for invitees who arrive from a Cvent Select which personal fields to display and require on the Identity Confirmation page. Note: These fields will be matched with the information in your service. 6. Under External Data Source, select to receive contact information from Cvent. Note: The Cvent option will only appear after Cvent has updated its database with the URL you provided. See Step 2 in section 2.0 Client Setup for more information. 8

9 4.2 Testing the Process To test the custom identity confirmation process, you must use your event s actual Identity Confirmation page. To make this easier, Cvent suggests you launch your event before you begin testing. If you prefer not to test in your actual event, you can copy it, then launch and test in the copied version. Note: Before testing, please contact your Client Services representative to ensure your test registrations are not debited from your pre-purchased pool of registrations. To do this: 1. Go to Events > Promotion & Communication > Web > Weblinks. 2. Under Standard Links, copy the URL for Registration. 3. Enter the URL into a new browser window. 4. Fill out the contact fields. 5. Click Next. Note: The page may take a second to load while it calls your API to verify the information you entered. If your service contains different information, your contact fields will be updated on the next page. Note: The page has 30 seconds to load. If it cannot retrieve the information within this time, the page will time out. 9