Creating an Event
Calendar Download in Emails
Include a calendar download link in your email(s) so participants can easily add the event to their personal calendars with just one click. To add the calendar download link to an email, follow these steps: Choose the event from the company dashboard ...
Allow Participants to Log Back In
Once a participant enters their email address in the registration form, their record is created in the platform admin. Participants can log back into the registration site to complete or edit their registration. Clients can configure how participants ...
How to Add a Transaction
Clients can use this feature when accepting or receiving any payment type other than credit cards. Use case: If a participant mails in a check, the client will need to update that participant's record by logging the check. This will change the ...
Registration Cancellations
Enable the Allow Cancellations function to give participants the ability to cancel their completed registration. Once registration is cancelled, the participant will automatically receive a confirmation email. Only admins can enable or disable this ...
Blacklisting
Creating a blacklist helps control event sign-ups by blocking specific email addresses or domains. Use case example: If an event requires participants to use their company email address to register, a Backlist can be created to block common personal ...
Capped Options
A capped option is a pre-set limit (a cap) on how many times an option can be selected by participants on the registration site. Use case: limiting how many times an activity can be selected, due to limited space at the venue A cap can be set for any ...
Add a Content Page
A content page(s) can provide important event information to participants before they begin their registration. Use cases examples: A content page can include details such as Know Before You Go information, venue specifics, speaker bios, terms and ...
Creating Custom Fields for Sync Mapping
Custom fields may be required for successful sync mapping. Clients can create custom fields based on their specific needs. To create a custom field, follow the steps below: Choose the event from the company dashboard On the left-side navigation, open ...
How to Customize and Invoice
Customize verbiage and design the invoice to align with your company or event brand guidelines. To customize an invoice, follow the steps below: Choose the event from the company dashboard In the left-side navigation, click the down arrow next to the ...
Glossary
The glossary is a library of standard and advanced merge fields that can be used in events emails and HTML blocks to display dynamic information from a participant's record. Use case example: Personalize the greeting in the event confirmation email - ...
Enable Group Registration
One person has the ability to register a group of people. Use case example: A company's Team Lead is registering themselves and their team of five staff for the event. To add a group registration page to the registration form, follow these steps ...
Invite Only
Only allow participants who received an invitation to register for the event. To enable the invite only setting, follow the steps below: Choose the event from the company dashboard In the left-side navigation, click the down arrow next to the ...
Create a new Option Group
Option groups support questions that are asked on the registration form, essentially serving as an "answer bank." They are used for questions that do not require an open-text field answer. To create an option group, follow the steps below: Choose the ...
Prepopulate Fields in Group Registration
In group registration forms, specific fields can be automatically prepopulated for additional registrants based on the parent registrant's responses (i.e.,the person completing the registration for the group.) This helps streamline the process and ...
Pricing Tiers
Create a pricing tier to allow for various pricing levels during specific date ranges. Use case example: Create an "Early Bird" pricing tier to offer a discount to those who register for the event early. To create different pricing tiers, follow the ...
Promo Codes
Create a promo code for an event to allow participants to receive a discount when the code is applied before completing payment. Promo codes can be specific to registration types, and there is no limit to how many can be created for a single event. ...
Referral Tracking Codes
The Promote tool allows you to create custom referral tracking links that can be shared with partners or specific audiences to monitor visitor engagement. To set up a referral tracking code, follow the steps below: Choose the event from the company ...
Update a Participant's Status
Clients can manually update a participant's status. Status options: complete, incomplete, waitlisted, pending, canceled, declined, approved, transferred/pending, deleted, inactive and invited To update a status of a participant record, follow the ...
How to Build a Registration Form
To allow participants to sign up for your events, a registration site must be created. A well-structured registration form is essential for a smooth registration experience and a successful event. To build your registration form, follow these steps: ...
RegTech User Roles
Clients can have admin accounts that provide access to different settings. The different user roles and their functions are outlined below: Company Admin: Full control over Company information View, edit and archive Company Dashboard View and edit ...
Create a New User
A company admin can create additional users for the company. Additionally, you can activate/deactivate other company users and prompt reset password emails to company users. To create a new user, follow the steps below: In the left-side navigation ...
Conditional Logic
Conditional logic uses "if-then" statements to perform actions or control the visibility of content based on specific conditions or user input. On the platform, it can be applied to Forms, Reports, Emails, and Advanced Search within the Participants ...
Import Options to Participants Records, Options into Option Groups, and Promo Codes
The platform supports bulk data imports, eliminating the need for manual entry. Data can be imported into the system across three key areas: Participants Options Promo Codes To import options to participant records, follow the steps below: Choose the ...
Email Sender Authentication to Validate Custom Domain
This article details the email authentication (i.e., sender authentication) process for site admins who wish to use a custom domain managed by a third-party provider (Network Solutions, GoDaddy, etc.) when sending outgoing emails from Registration ...