Passkey
Passkey, the travel industry's leading online solution for group reservations management and distribution, provides all channels of the meeting industry's planning process with better, more efficient ways to manage events.
Abila has developed an integration between NetForum Enterprise and Passkey to pass information in NetForum to Passkey
This integration is built based on the following business objectives:
- Client will work with hotels and passkey for all the conference/event hotel registrations
- Client will use NetForum as the conference registration system
- Client wants to use Passkey to handle hotel reservations.
- The integration is to include a hotel registration link in the NetForum event confirmation email to allow the event registrants to make their hotel reservation on the Passkey system
The integration is defined as follows:
- Client works with Passkey and will set up hotels for events
- Client works with Abila to configure NetForum accordingly
- When a registration record is created for a Passkey event in NetForum, NetForum will connect to Passkey and create a BridgeID. The integration will pass name, title, company name, email and address to Passkey when a BridgeID is created.
- A BridgeID will be the unique identifier for the registrant in Passkey. It contains the name of the registrant.
- The BridgeID, assigned by Passkey, will be stored in the NetForum registration record.
- The URL to Passkey including the BridgeID will be configured in the confirmation email.
- When the registrant gets the confirmation email after registration, the registrant will have a choice to click on the link to book hotel registration if needed.
- When the link is clicked and the customer is directed to Passkey screen (client works with Passkey), the customer does not need to login again and the demographic information (first name, last name, address info) will be populated automatically.
Passkey Features
See Passkey products and services at http://www.passkey.com/.
Client Tasks
- Client should inform Passkey and Abila to prepare for this integration as early as possible to prepare for the joint effort
- Client should work with Passkey and the hotels and make sure everything is configured properly
- Client needs to set up the system option value for PassKeyEventIDs.
- Client is responsible to configure the email confirmation template by using the URL provided by Avectra.
- Client agrees that if Passkey changes the API information and causes the integration to break, Avectra might charge client for additioanl effort depending the level of complexity.
Abila Tasks
- Abila will deploy the installation package to the client site
- Abila will set up the system option value for PassKeyBridgeRequestLink
- Abila will set up the system option value for PassKeyEndUserLink
- No xWeb license is needed for this integration. NetForum calls out to PassKey using the PassKey API. In this integration, PassKey does not read data from or write data to NetForum, so no xWeb license is needed.
Usage and Instructions
This section describes the integration from the perspective of association staff user working with NetForum and PassKey.
Setup in NetForum by Client
Client MUST configure and setup all the events and the hotel information properly with Passkey before setting up NetForum.
Once the event to be integrated is setup in Passkey, the Event Code and Event ID must be obtained from Passkey. The client should obtain this information from Passkey setup for each event.
Go to the event profile in NetForum and click on Edit Event Info.
Go to the bottom of the page and fill in the Passkey ID and Passkey Code from Passkey setup. Client is responsible to obtain this from Passkey.
Attendee access code is used under a Passkey event setup. This value is passed into Passkey site for attendee registration operation. Currently the integration supports one access code (event attendee access code).
Go to system option and setup the option of PasskeyEventIDs.
The integration is designed assuming that not every event will be integrated with Passkey. Therefore, for any event that needs to be integrated with Passkey will be tracked in the system option. Separate each event with a comma (,) in the system option value. Please make sure that the value of "Passkey ID" should be entered in system option and NOT the NetForum event ID.
Attendee access code is used under a Passkey event setup. This value is passed into Passkey site for attendee registration operation. Currently the integration supports one access code (attendee type "Attendee" access code). See screenshot from Passkey setup:
Setup in NetForum by Abila
There are two system options PassKeyBridgeRequestLink,PassKeyEndUserLink that need to be setup for the integration.
The PassKeyBridgeRequestLink is used to obtain the BridgeID from Passkey for the registrant record. This link is used when a registrant record is created in NetForum. NetForum will call this Passkey web service to get the BridgeID for the registrant.
The PassKeyEndUserLink is used for the customer to make hotel reservations. This link will be used in the email confirmation. The email recipient will click this link to go to the Passkey site to make a hotel reservation. Because a BridgeID was obtained and used in the URL, some contact information about the customer will be pre-populated.
Each client will have different values for these 2 system options. The values in the screenshot are for testing purpose and should not be used in a production environment.
Email Template Setup Sample in NetForum
The following screenshot shows a simple email template. It shows how a confirmation email can include Passkey information.
Sample Email
The following screenshots display the actual email received and the screen in Passkey when the link is clicked inside the email
Follow this sample link to get the user experience once the link is clicked in the confirmation email: