Connect your external event platform with your event on Roger to automate guest registrations.
Please note: there must have an active event with Roger in order to set-up our integration with an external platform.
2 | Select Event method
Proceed to fill-out the Event Details and once you reach the event type page select either Basic or Pro.
3 | Select Guest List Method
Once you reach the guest list page, select External Platform (for Basic events) or Through external registration' (for Pro events)
4 | Select an External Platform
Select a platform.
5 | Finalize your event
Proceed to finalize the event then head to the Preference section and then Integrations to get the information required to set-up our integration.
6.1 | RegFox
Select Add Integration and then Webhooks.
6.2 | RegFox
Enter a name for the webhook, paste the copied Webhook Endpoint URL from the event on Roger and click Add Integration.
6.3 | RegFox
Paste the copied App Key from the event on Roger and switch the webhook on to activate.
7.1 | Set-up New Webhook
Enter a name for the Webhook and the Webhook URL copied from your event on Roger (integrations tab).
7.2 | Set-up New Webhook
Enter Post as Request Type. Enter a Payload Template.
Here is the payload template from the screenshot below. It uses lead-level first name, last name, email address and city tokens.
7.2 | Trigger Smart Campaign
Smart List is Form submit. Flow Step is to Call Webhook to OK Roger.
7.2 | Verify it works
8 | Microsoft Dynamics 365
On the events page, click Flow from the menu and then Create a Flow.
8.1 | Create a New Flow
Select +Automated-blank from the dropdown list.
8.2 | Build an automated flow
Enter Flow name: 'OK Roger Registrations with Webhooks'.
Choose your flow's trigger which is 'When a record is created'.
8.3 | Connect with OKRoger
Complete the next two sections as shown below and once you reach the HTTP Webhook section, enter the URL copied from your event on Roger (integrations tab).
9.1 | Trigger Webhook
Click the name of the workflow and click the + icon to add an action. In the right panel, select Trigger a webhook.
9.2 | Connect with OKRoger
Enter the webhook URL from your event on Roger. Then click Save.
9.2 | Done!
Invitees will be added to your event as soon as they register!
10 | Cvent