Module 2: Registration/Sign In

Updated: November 24, 2020

Module 2: Registration/Sign In

Welcome to Module 2 in the Engagez Fundamentals series. In this video, our virtual host, Katie, will be explaining the Registration/Sign In page. Follow along for a step-by-step walkthrough on how to utilize this option.

1. Open up your venue. Under the Administer tab, click Registration/Sign In.

2. For anyone who has never used a registration form, you can preview a preloaded one by clicking Preview under the Registration Form section.

3. This will pull up a sample registration form that has been preloaded in the system. We recommend that you change it to fit the needs of your own event.

4. Exit out of the preview by clicking the X in the upper righthand corner. Then click Edit.

5. Here, you’ll find a Registration Form that you can craft to your needs. Add a title, a description, and a confirmation message. This Confirmation Message will appear after the users have completed the form and can include a link to bring them back to your venue. In the Email Submission Notification to: area, you can assign an email address to receive all the submissions. If no email is added, there will not be a submission notification.

6. You can then customize each question that the registration form asks such as first name, last name, email, company and so forth. To edit an existing question, click on the pencil tool.

To create a copy of a question, click the icon that looks like two pieces of paper. This tool is useful if you like the type of question or the format of the question. And to delete a question altogether from the form, click the red X.

7.  To add a field, click the Add a Field button at the bottom of the page. There are two different types of fields you can add. 

The Basic Type is for changing the type of question you would like to ask. For example, this field could be chosen if you are looking for a fill-in-the-blank type question, a bulleted question, or a text box.

The Composite type is for question types that can be pre-filled based on the attendee’s profile, as well as for questions with specific answer types (like US State, which has a dropdown menu).

Note: When you have finished customizing your form, remember to click Save.

8. The next section of the Registration/Sign In page is the Online Registration section. If you would like to Enable Online Registration, you will have to turn this option ON. In this section, you may also choose whether you would like to approve registrants automatically or have their registration pending until you go back in and review it. 

If you want to Validate Registrants’ Email that means that before being able to enter the venue, users will have to prove that their email is a working/functioning email. This is done completely by Engagez, which automatically will send an email to the user with a link they must click to validate their email.

You can also Apply Email Domain Filters. This option allows you to include or exclude certain email addresses. For example, if you do not want a competitor to enter the venue, you could exclude that competitor’s email domain here. 

9. Social media profiles can also be added to this Registration page. You can choose to enable sign-ins through LinkedIn, Facebook, or Salesforce. This option will then appear on your entrance page. 

10. An additional feature of using the Registration/Sign In page is the ability to create tickets and coupon codes. To add a ticket, click on the +Add Ticket feature below the list of available tickets. These tickets are all paid for using Paypal. This means that either your attendee will have to pay with a Paypal account or check out as a guest. 

Once it pops open, you can choose whether this ticket will be required for the venue or for specific sessions. You can name the ticket, add a price, and make it free with a required passcode. You can also make it valid until a certain date, add a quantity, and decide when the ticket sale will start and end. If you’re already in the venue and you’ve added certain access groups, you can assign this ticket to an access group. This means if someone buys this ticket, they will automatically be assigned to this access group. Lastly, you can add a ticket description and then hit Save once all changes are made.

Note: You need to add your merchant PayPal account in the area named PayPal Account. We recommend to test if the account is linked correctly buy created and purchasing a ticket priced at $1.

11. To add a coupon, click the +Add Coupon option. Coupons work similarly to when you have a ticket that is free with a passcode.

You can add a certain percentage or price that you would like taken off the ticket total. You can also list a maximum number of tickets that can use this coupon as well as an expiration date if you don’t want attendees to use the coupon code close to the start of the conference. 

12. On the Registration page, you can also add a Sign In option. This means that users must sign in with a password or without a password. The choice is yours to make with this option.

13. If you are a bit more technical and would like to use a service such as Eventbrite for registration, you can utilize the Remote Registration API section.

Note: To learn more about how the Remote Registration API works, check out our Support Venue for more information.

 

Still have questions? Visit the Engagez Support venue or email us at support@kb.engagez.com. If you’ve purchased an implementation package, please contact your implementation representative through Skype or email.