How to configure the registration journey
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Set a date range on when you’d like potential attendees to register for your event. If you leave the date fields blank, the registration process will be open until the last day of your event.
For further guidance on opening or closing the registration process, watch this video.
You have three options within section: Public event, Private event with password access, and Private event with invitation-only access.
In a Public event, everyone with access to the registration link will be able to complete their registrations without any interference from the event organiser. To maximise attendance, this is the most typical configuration for the registration process.
For a Private event with password access, you will need to create a password that registrants must type in in order to access the registration process. You may create more than one password per event.
For a Private event with invitation-only access, you can upload a whitelist to the system thereby limiting registrations to only those who are in the list (CSV file). Nobody else is allowed to register to the event apart from those on the whitelist.
For further guidance related to the privacy settings of your registration process, watch this video.
Within this section, you may control specific elements of the header and body area of the registration page.
For further guidance related to basic registration page design, watch this video.
If you wish to add specific terms and conditions that attendees must agree with upon registering, add them here by clicking on Add new terms and conditions.
For further guidance on adding terms and conditions, watch this video.
To extract specific information from attendees when they register, you must build the registration form. To add the “company” and “role” fields as basic profile fields, click on Add question within the Profile Form section. All other questions you wish to ask are added within the Registration Form section by clicking on Add question.
For further guidance on how to build the registration form, watch this video.
Attendees will arrive at a confirmation page after successfully registering for your event. To set the confirmation page, you may modify the default text and configure some redirections.
If you do not want attendees to receive a confirmation ticket (PDF attached to the automatic email), tick the last option “Don’t attach tickets...”.
For further guidance related to the confirmation page, watch this video.
Your registration process can be ticketless or you can create free or paid tickets; these tickets will appear on the ticket widget of your registration page.
For further guidance on how to create event tickets, watch this video.
If you would like attendees to register for specific sessions on the agenda during the registration process, you may activate sessions booking. Make sure to activate registrations first within each specific session for this to work.
For further guidance on how sessions booking works, watch this video.
You must create at least one ticket to activate this section. You may choose from Stripe, PayPal and Payfort as your payment gateway. You may only use one payment gateway per event.
If you choose PayPal, please inform your Project Manager or the Help Center of your PayPal address so that it can be activated for you.
For further guidance on how to activate a payment gateway, watch this video.
To create promo codes that can be applied to any ticket purchase, click on Add Code and configure the settings. You may set specific percentage or amount discount codes, limit the validity, and set restrictions per promo code.
For further guidance on how to create promo codes, watch this video.
It is important to configure the branding and text of the primary automatic email that attendees will receive after registering for your event. To do this, click on the pencil icon beside the “Confirmation of successful event registration” automatic email.
For further guidance on how to modify an automatic email, watch this video.
