Platform Overview
Create a New Event
To create a new event, follow the steps below: Click into your company dashboard click the Get Started button in the Create an Event section Or Click on Events in the left-side navigation and click on the New Event button in the top right corner 2. ...
Overview of the Participant Edit View
Once a participant is in the system, in a participant profile, clients and admins can view data and make edits to the record. To navigate through the participant view, follow the steps below: In the left-side navigation, click the down arrow next to ...
Import Participants
In addition to adding participants to the platform one at a time, an import can be done to upload multiple participants at once, via a spreadsheet upload. To upload a spreadsheet, follow the steps below: Choose the event from the company dashboard In ...
Add/Edit Participant Records
Add a single new attendee and update the record with the correct necessary information. To add a new participant, follow the steps below: In the left-side navigation, click the down arrow next to Event Overview to expand the menu options Click ...
Create or Modify a Report
You can create custom reports or use system-generated reports to efficiently manage and monitor data. These reports are dynamic, providing real-time updates, and can be accessed at any stage of the event lifecycle-before, during, or after the event. ...
Activate the Registration Module
If you have contracted for RegistrationTech, the Registration module must be activated for your event. To activate the Registration module, follow the steps below: From your company dashboard, click into your event In the Registration tile, click ...
Edit Pre-Existing Emails
The platform includes pre-existing emails that can be edited to include your event specific details and verbiage. To edit a pre-existing email option, follow the steps below: In the left-side navigation, click the down arrow next to Event Overview to ...
Email Triggers
Specific actions taken by participants can trigger an automated email(s) to send. Clients are able to adjust which emails will be sent for each email trigger. To change the email(s) that will be sent for specific email triggers, follow the steps ...
Customize Standard Messages
The RegTech platform offers the flexibility to customize standard messages for specific actions or events. This enables clients to align communications with their organizational branding and the context of each event, ensuring consistency and ...
Registration Types
Registration types provide registration categories and are necessary to set conditional logic on the registration form. Examples of common registration types are Attendee, Speaker, and Exhibitor. To create registration types, follow the steps below: ...