Registration: Step By Step Guide

Video guides and step by step instructions for CrowdComms Registration.

Introduction

Overview
Essential Tasks Before You Begin: Registration

Content Plan

Download Registration Content Plan Including Required Templates: Video Tutorial

Step By Step Video Guides

Settings & Uploading People: Video Tutorial
Form Builder Designer: Video Tutorial
Landing Page Designer: Video Tutorial
Ticketing & Session Selection: Video Tutorial
Privacy Policy
Email Templates: Video Tutorial

Registration Suite

Branding Options & Required assets
Registration Site Settings
Building the Registration Form
Branding & Customising the Registration Form
Creating the Landing Page for the Registration Site
Editing & Generating Email Templates
Email Templates Categories
Sending Email to Users
Ticketing
Building the Registration Form with Form Designer
Registration Email Dashboard
Multi-Lingual: Registration

Introduction

Overview

The CrowdComms registration offering allows you to quickly setup branded event registration websites. Take advantage of the easy to use CrowdComms admin interface (CMS) to showcase your brand, build out your event content, capture all the data you need and personalise the invited registrants experience. Pre existing email templates and custom templates make is straight forward to invite, remind and verify your audience. Live dashboard provides real time reporting so you can keep track of the success of your event registration.

Perfect for internal events and customer events. Paid events coming soon (Scheduled June 2024).

Access Live Demos

Live Chat:

Before starting anything, please take note of how to contact our brilliant live chat team. Available from 8am to 8pm UK time, Monday to Friday. Extended hours covering until 5pm EST coming soon.

Simply click the 'Chat With Support' icon to the top right, input a few simple details and one of our team will support you with any questions you may have.

How to access:

You will need to login to the admin dashboard (CrowdComms CSM) https://dashboard.crowdcomms.com/
Here you will be greeted with a list of your events, simply click the pencil icon to access the admin area for the relevant events.
Once you are in the admin area for your event, navigate to the 'Registration' tab to start. Registration is not included with all packages, and if you do not have access, please contact your Account Manager or use the 'Chat With Support' option and we will get this added if it is part of your package.

Once you are in the Registration tab, you will have sub menus to manage and setup your registration. Details on what are included in each section are listed below.

Dashboard Management

From here you have reporting of your registration including who has and hasn't registered. You can also see the registration status of individual people, and complete targeted actions or bulk actions based on status i.e. who has and hasn't registered to receive different comms.

This is also the area you access the live registration URL by clicking 'View registration Site', and export a csv of your registration data.

Responses Management

Three tabs appear within this section.

Verified Responses: People who have registered and verified their email address. Please note, there is an option to disable the need to verify after registering meaning anyone who registers will automatically appear in this section.
Pending Responses: This will include both the people who have registered and not yet verified their email address (Assuming you have verification required enabled), and those who have been invited but not yet registered (providing it is not an open / public registration).
Not Attending: This will show the list of people have used the RSVP feature to confirm they will not be attending.

In each section you can search and view individual details or export the full responses for the relevant section by clicking the 'Export responses' option.

Settings Management

This is a great place to start when building your registration.

Here you will add key information that will form the foundations of your registration:

The name of your registration.
Introductory text which can show on the form view.
Set capacities.
Choose fonts.
Choose core controls such as public or private registration, if attendees need to verify their responses before receiving the confirmation email.

Form Designer Content

This is where you build out your registration form including the data you need to capture along with any additional controls. For example which questions are required, optional, which questions result in putting a person in a group or show a different question based on their response.

Setup: Choose from a series of question types.
Validation: Required / Optional questions.
Connect: Add to group, show or hide subsequent questions.
Visibility: Only show this question to people in the approved group.

Landing Page Designer Content

This is where you build out your registration landing page including showcasing your brand and key information to create excitement about your event and incentivise those invited to take the next step and register.

Easily replicate your brand.
Templated approach with dynamic controls and live preview.
Fully responsive, works across devices.
Hide, show and re-order content to profile what is most important to your event.

Ticketing Content

Create tickets with capacities to allow session sign up, activity sign up an more. From June 2024, this will also support payments related to each of the tickets.

Create unlimited tickets.
Create capacities linked to tickets.
Link tickets to sessions.
Use images, links and text to build value around each of your ticket options.

Privacy Policy Content

It's a requirement to include a privacy policy linked to the registration form to explain to those registering how you intend to use their data. Our default policy will be included to begin with, but it is an essential step to review this and make sure this covers your intended use of data. You will need to update this to reflect how you are going to use peoples data before promoting registration.

Email Dashboard Communications

Once you've built out your Email Templates (the tab below), you are ready to send these out. Utilise the platform controls to target specific groups and control when these are sent.

Send templated emails.
Send newly created custom emails.
Sent to all or target groups.
Send now or pre-schedule emails.

Email Templates Communications

Customise our pre-existing template emails or create new ones from scratch.

Existing templates include:

Invitation email.
Reminder email.
Email verification email.
Confirmation email.
Thanks for attending.

Introduction

Essential Tasks Before You Begin: Registration

1. Platform URL

Decide your chosen URL i.e. www.myevent2025.com. On the admin dashboard for your relevant platform, you can send this URL to the live chat team and they will setup your chosen URL providing it is available and meets suitable criteria.

Please note: This can take up to 24 hours to take affect and in rare cases longer (its usually quicker), but as this timeline is out of our hands, we recommend doing this before anything else. If you choose to go with a subdomain leveraging an existing domain, this can further extend the timeline as you will need to work with the internal team who manage your domain to make updates.

Send your desired URL to the live chat team who will set this up for you.

2. Whitelist to avoid access issues

Whitelist the CrowdComms platform to make sure there are no issues for your target audience accessing the platform.

Access whitelisting information here

3. Customise Email Sender Domain

The CrowdComms platform will send email comms for various actions. For example, when you send an email communication (optional), or when an attendee resets their password. As standard this comes from appconcierge@crowdcomms.com, to improve deliverability we highly recommend replacing this with your own domain.

Guide to manage this is here

Content Plan

Download Registration Content Plan Including Required Templates: Video Tutorial

Important: If you haven't already done so, please take the time to watch the Overview video as this will give you an idea of where the different content is applied including landing page, registration form and email templates. You should also complete the Essential Tasks before you begin.

Considerations:

If you are on the self build model and already have your content prepared, you can skip this step and go straight to the step by step tutorials to build your registration platform.
For managed build customers, CrowdComms require content in approved formats. If you already have the content prepared, please share with your Account Manager and Support Manager who will review and advise if this is in acceptable format or if it will need to be provided in approved templates.

Download Content Plan Here

Please see three videos providing guidance on how to provide content in the approved templates.

Guidance for settings and landing page templates
Guidance for tickets and registration form
Guidance for email templates

Guidance for settings and landing page templates

Guidance for tickets and registration form

Guidance for email templates

Step By Step Video Guides

Settings & Uploading People: Video Tutorial

Step By Step Video Guides

Form Builder Designer: Video Tutorial

Step By Step Video Guides

Landing Page Designer: Video Tutorial

Step By Step Video Guides

Ticketing & Session Selection: Video Tutorial

Step By Step Video Guides

Privacy Policy

It's a requirement to include a privacy policy linked to the registration form to explain to those registering how you intend to use their data. Our default policy will be included to begin with, but it is an essential step to review this and make sure this covers your intended use of users data. You will need to update this to reflect how you are going to use peoples data before promoting registration.

On the registration form, the privacy policy will be accessible as shown below:

Step By Step Video Guides

Email Templates: Video Tutorial

Before you begin: Customise the email domain (Your sender email address)

Registration Suite

We’re thrilled to introduce a game-changing feature that will transform your event planning experience: the Registration Suite - in Beta. This innovative addition to our ecosystem combines the power of event registration, a dynamic landing page builder, and seamless communication tools all integrated into brand new sections of our award-winning dashboard. Now, you can effortlessly create and manage registration forms for your events while maintaining a direct line of communication with your attendees.

Registration Suite

Branding Options & Required assets

The CrowdComms registration allows you to build a landing page, a registration form, and email templates with a variety of customisation options. This is designed to give you flexibility to showcase your brand and your event.

This flexible approach means there isn't a one size fits all when it comes to design assets, as the required assets will vary depending on the sections and layouts you out for.

You can view different demos here to get ideas on the look and feel and the type of images you should prepare for your registration site: View demos

Customisation controls:

Apply your fonts
Apply your brand colours in different areas. Every section can be customised in line with your branding
All image formats accepted including JPG, PNG, WebP
Option to increase and decrease the size of logos
Option to increase padding around areas
Option to change font size, weight and padding around text throughout

Watch step by step video guides including how to customise the various areas

Image sizes used on /virtual demo:

Logo 600px x 200px
Sponsor logos 600px x 200px
Hero image 3000px x 2000px
Agenda / session images 500px x 500px
Speaker profiles 500px x 500px

Regularly used images include:

Landscape, portrait, and squared images can be used. High resolution recommended as the platform will give the option to compress the image if too large. Options to increase and reduce size of your logo in the landing page.
Logo for menu and hero section: 600px x 200px used in the below example

2. Hero main image

Proportion of 3:2 works best. High resolution recommended as the platform will give the option to compress the image if too large.
Hero image for the hero section: 3000px x 2000px used in the below example

3. Agenda and Speaker images

Equal proportion 1:1 images work best. High resolution recommended as the platform will give the option to compress the image if too large.
Agenda / session / profile images: 500px x 500px used in the below examples

Proportion of 3:2 works best, however you can also upload other sizes and increase / decrease the size of all sponsor images and change the spacing. High resolution recommended as the platform will give the option to compress the image if too large.
600px x 200px used in the below example

5: Information Images

Proportion of 3:2 works best. High resolution recommended as the platform will give the option to compress the image if too large.
Information section image: 3000px x 2000px used in the below example

Registration Suite

Registration Site Settings

The settings page holds the global configuration for your registration site. You can access this page via the 'Settings' menu option on the left-hand side.

The configuration options on this page are as follows:

Registration Details – In this section, you can configure the title and description for your registration form.
The page title is a required field. This is the text that appears at the top of your registration form page and also is used to label the tab in your browser. The description text is optional and will appear underneath the page title on the form page.
Registration Capacity – In this section, you can set the maximum amount of registrations that you wish to receive for this event. You can also configure the message that delegates will receive when capacity has been reached.
Global Branding – In this section, you can pick the font used for your registration site from a vast list of available Google fonts. This font will be applied to both the landing page and the registration form.
Registration Privacy – Here is where you would set the Registration Site privacy. If your registration is set to private, the users will need to use an authenticated link to register. On the other hand, a Public Registration Site will allow anyone with the registration link to register for the event.
- When choosing Public Registration, you have the option to enable or disable the verification steps. The default setting for Public Registration requires registrants to verify their email address before completing the registration process. If you disable this setting, registrants can register without having to validate their email address during the registration
Registration Status – Here you can control when people are allowed to register for your event. You can either open and close it manually, or select a predefined opening and closing time by using the 'scheduled' option.
Custom Domains – By adding custom domains, your registration site will be accessible via your own domain, instead of using the CrowdComms domain address. To learn how to add custom domains, please click here.

Once you’ve finished with the set-up, click ‘Save Changes’.

Registration Suite

Building the Registration Form

Default Section & Icons functions

To start creating the registration form, navigate to the Registration tab. Then, within the Content section on the secondary menu, click ‘Form Builder’.

On this page, you will see the Basic Information section. This is a default section that enables the registrant to add their email, first and last names.

You can add additional fields to a section by clicking on the ‘+’ icon. To learn how to add a new registration field, click here. You can also add more sections to your form, by clicking on the 'Create new section' button as shown below.

You can also delete a section by clicking on the ‘Bin’ icon. If you want to edit the section details click on the ‘Pencil’ icon.6.

When editing the section, you can edit the Section Title and the Icon, add People Group to restrict the visibility of this field to specific people groups, as well as add a description to the section.

If you click on the ‘v’ icon, the section will expand and display the list of fields you have added for that section. To edit the field, click on the ‘Pencil’ icon. You can also move the field into another section by clicking on the ‘Double Arrows’.

Finally, to re-order the field or the section, click, hold, and drag the field or section.

Field Options

There are different options of field types you can add to the registration form, and they are:

Text field – This is a simple one-line text field which is appropriate for small responses.
Checkbox field – This field can be used for simple yes or no questions.
Dropdown field – This field is useful to present users with a long list of predefined options.
Rich Text field – This field will allow users to write longer content with rich text editing options.
Radio field – This field is useful to present users with a short list of defined options.
Multi-select field – Similar to the checkbox, but allows users to select multiple options from a predefined list.

In the following section of this guide, you will see all the configurations for all these different fields. However, there may be some overlaps in their functionality.

Text field

When you select this option, you will be presented with the configuration dialog.

On this dialog, you will see four tabs, and they are:

Setup – Where you add the label name for the field and an optional short description.
Validation – You can opt to make this field mandatory or optional and set the maximum and minimum length of the text the users can enter.
Connect – You can map the current field to either the Profile or a Custom field in CrowdComms.
Please remember that if you want to connect the response in the form to a custom field, you must first add the custom field in the People’s profile setting.
Visibility – You can customise this tab to configure when to show or hide this current field based on the user’s response to other fields, as well as add People Group to restrict the visibility of this field to specific people groups. Please refer here for explanations of how to configure this tab.

Once you’re happy with the text field configuration, click ‘Submit’.

Visibility (All fields)

i. There are a few ways to use this Visibility configuration. The simplest one is if you want to show or hide the current field based on the user’s response to a previous field, as well as add People Group to restrict the visibility of this field to specific people groups.

ii. For example, you can decide to show or hide a checkbox question based on the answer provided in the previous field(s) of the registration form.

iii. Say you want to ask a follow-up question, ‘Do you ride to work?’ to users who have responded Yes to having a bicycle. You can add a configuration for the current field to only appear for those users who have answered Yes. And not to appear for users who answered No.

iv. You can also configure the current field to check multiple other previous fields before it shows/hides the current field based on the user’s responses.

v. As an example, if your current field asks the users if they ride to work, you may want to check if your users have answered True in some of the other previous fields, such as, if they ‘Own a bicycle’ or if they ‘Work from an office’.

vi. If you want the current field to only show if the users have answered all of the relevant questions with True, then select ‘When all the following are true’ from the Select Logic dropdown.

vii. But, if you want at least one of the relevant fields to have been answered True, then select ‘When some of the following are true’ from Select logic the dropdown options.

viii. You don’t need to create the opposite response configuration, i.e. ‘Hide this field’ if the users responded to not having a bicycle.

ix. On Select Logic, there are 2 options available. If you have one or multiple fields you want to check for this configuration, select ‘When all the following are true’.

x. For this logic, the system will look for all the relevant fields you’ve configured and check that the users have answered True on all of them.

xi. The other option is if you have multiple fields and you want the system to check that your users have answered ‘Yes’ to at least one of them, select ‘When some of the following are true’ from the dropdown option.

xii. What this will do is, if you have 2 questions which you have configured with this current field, the system will look at whether at least one of the answers is True, and if so, the current field will appear to the user.

xiii. The next step is to add the visibility Conditions. On this table you will need to add all the field(s) you want the configurations to check.

xiv. Click on the ‘+ Add’ button and another dialog will appear. You must ensure that the field already exists in the registration form.

xv. On the dialog, select the Field, Comparison and/or the Value. Please note that depending on the field type, some of the dropdowns may not be applicable to the configuration. Such as for the Text Field type, you won’t need to add the Value.

xvi. If you want to add more fields to the current field’s configuration, repeat steps ix – xii.

Checkbox field

The next field that you can choose is the Checkbox field. Use this field if you want to ask a simple yes or no question.

It is best to write your question in the form of a statement, such as ‘I need accommodation’.

When you select this option, you will be presented with the configuration dialog.

On this dialog, you can see four tabs:

Setup – Where you add the label name for the field and an optional short description.
Validation – You can opt to make this field mandatory or optional.
Connect – You can map the current field to either the Profile or the Custom field in the CrowdComms People’s list. In addition, you can also add the user to a session or a group based on their answer. Further explanation on how to configure this field can be found below.
Visibility – You can customise this tab to configure when to show or hide this current field based on the user’s response to other fields, as well as add People Group to restrict the visibility of this field to specific people groups. Please refer here for explanations of how to configure this tab.

Connect (Checkbox field)

i. There are a few ways to configure the Connect tab. The straightforward way is to map the current field to either the Profile or the Custom field in CrowdComms People’s list.

ii. For example, if add in the form for users to respond ‘I own a bicycle’ you can then map their answer to a custom field on the People’s profile, provided that you have already created this field before setting up this configuration.

iii. Another way to configure the Connect tab is by using the Conditional Mapping option.

iv. You should opt for Conditional Mapping if you want to add users to a session or a group, based on their answers.

Please note that if you want to conditionally map the users to a session or a group, you must first create the sessions in the Agenda module, or the groups in the People’s library.

v. For example, if added in the form for users to respond, ‘I own a bicycle’. Depending on their answers, if they select true, you could conditionally map them to a group called ‘Cyclists’ and add them to the ‘Bike Maintenance’ session.

Once you’re happy with the checkbox field configuration, click ‘Submit’.

This next field is probably the most popular user interface available, the Dropdown field.

You will want to use this field if you want to present the users with a long list of predefined options. For example, asking users for their nationality in the registration form.

When you select this option, you will be presented with the configuration dialog.

On this dialog, you can see four tabs:

Setup – Where you add the label name for the field and an optional short description. As well as a list of choices which will appear on the dropdown options.
Validation – You can opt to make this field mandatory or optional.
Connect – You can map the current field to either the Profile or the Custom field in the CrowdComms People’s list. In addition, you can also add the user to a session or a group based on their answer. Please refer here for explanations of how to configure this tab.
Visibility – You can customise this tab to configure when to show and hide this current field, based on the user’s response to other fields, as well as add People Group to restrict the visibility of this field to specific people groups. Please refer here for explanations of how to configure this tab.

Once you’re happy with the dropdown field configuration, click ‘Submit’.

Rich Text field

The next field is similar to the text field but allows the user to add longer text and personalise the text using the rich text editor options within their response.

This Rich Text field type will enable the users to customise their answers, for example, you can opt for this type to ask the user to write a bio about themselves.

Users will be able to add bullet points, change the text colour or the text size, add hyperlinks to an external site and many others.

When you select this option, you will be presented with the configuration dialog.

On this dialog you can see the same four tabs as you would from the other field types:

Setup – Where you add the label name for the field and an optional short description.
Validation – You can opt to make this field mandatory or optional.
Connect – You can map the current field to either the Profile or the Custom field in the CrowdComms People’s list.
Visibility – You can customise this tab to configure when to show and hide this current field, based on the user’s response to other fields, as well as add People Group to restrict the visibility of this field to specific people groups. Please refer here for explanations of how to configure this tab.

Once you’re happy with the rich text field configuration, click ‘Submit’.

Radio field

The next field is the Radio field.

However, instead of a long list of options, you will want to keep the list to short options if you opt for this field. For example, if you want to ask the users their gender, you may want to use the Radio field. On the other hand, if you want to ask for their nationality, it is better to use the Dropdown field.

When you select this option, you will be presented with the configuration dialog.

On this dialog, you can see the same four tabs as you would from other field types, and they are:

Setup – Where you add the label name for the field and an optional short description. As well as a list of choices which will appear on the radio options.
Validation – You can opt to make this field mandatory or optional.
Connect – You can map the current field to either the Profile or the Custom field in the CrowdComms People’s list. In addition, you can also add the user to a session, or a group based on their answer. Please refer here for explanations of how to configure this tab.
Visibility – You can customise this tab to configure when to show and hide this current field, based on the user’s response to other fields, as well as add People Group to restrict the visibility of this field to specific people groups. Please refer here for explanations of how to configure this tab.

Once you’re happy with the radio field configuration, click ‘Submit’.

Multi Select field

The next field is the Multi Select field.

This field combines the features of the Checkbox and Radio fields in one.

Say you want the users to pick three of their favourite speakers, you will want to use this field type to present your options.

The users can then make their selections by checking the relevant checkboxes.

When you select this option, you will be presented with the configuration dialog.

On this dialog, you can see the same four tabs as you would from other field types, and they are:

Setup – Where you add the label name for the field and an optional short description. As well as a list of choices which will appear on the multi select options.
Validation – You can opt to make this field a mandatory or an optional one as well as set the maximum and minimum selections the users are allowed to pick from the list of options. Further explanation on how to configure this field can be found below.
Connect – You can map the current field to either the Profile or the Custom field in the CrowdComms People’s list. In addition, you can also add the user to a session, or a group based on their answer. Please refer here for explanations of how to configure this tab.
Visibility – You can customise this tab to configure when to show and hide this current field, based on the user’s response to other fields , as well as add People Group to restrict the visibility of this field to specific people groups. Please refer here for explanations of how to configure this tab.

Validation (Multi Select field)

i. On this tab, you can make the Multi Select field either required or optional. At the same time, configure how many maximum or minimum selections users are allowed to make.
ii. So, if you set the minimum selection as 2 and the maximum as 5 and made the field a required one, the user must select a minimum of 2 from the list of options.
iii. However, if you opt to make the field a required one, you cannot choose 0 on either the maximum or the minimum field.

Once you’re happy with the Multi Select field configuration, click ‘Submit’.

Ordered Multi Select field

The next field is the Ordered Multi Select and it is identical to the Multi Select field, and it also allows user to rank their selections.

Say you want the users to pick three of their favourite speakers and rank them from the most favourite to their least favourite, you will want to use this field type to present your options and allows the users to make their selections and rank them according to their preference.

When you select this option, you will be presented with the configuration dialog.

On this dialog, you can see the same four tabs as you would from other field types, and they are:

1. Setup – Where you add the label name for the field and an optional short description. As well as a list of choices which will appear on the multi select options.
2. Validation – You can opt to make this field a mandatory or an optional one as well as set the maximum and minimum selections the users are allowed to pick from the list of options. Please refer here for explanations of how to configure this tab.
3. Connect – You can map the current field to either the Profile or the Custom field in the CrowdComms People’s list. In addition, you can also add the user to a session, or a group based on their answer. Please refer here for explanations of how to configure this tab.
4. Visibility – You can customise this tab to configure when to show and hide this current field, based on the user’s response to other fields, as well as add People Group to restrict the visibility of this field to specific people groups. Please refer here for explanations of how to configure this tab.

Once you’re happy with the Ordered Multi Select field configuration, click ‘Submit’.

Registration Suite

Branding & Customising the Registration Form

Adding your Own Brand to the Registration Form

After finalizing your form fields setup, consider enhancing it with your unique branding touch.

To tailor the registration form's branding, head to the Form tab within the designer interface. On the right side, you'll discover comprehensive customization tabs. These allow you to personalize your Header, fine-tune the Page Layout, adjust fonts, and craft engaging messages to connect with your attendees effectively.

Header Tab Overview:

Within this tab, elevate your registration form's allure by uploading and configuring captivating header content aligned with your brand. From the striking Page Title to the engaging Introductory Text and Logo, every element is at your fingertips. Plus, enjoy the flexibility of toggling specific content on or off to align with your design preferences seamlessly.

Once you've curated your content, customise to your heart's content, adjusting parameters such as:

Logo Width: Set the perfect dimensions to ensure your logo shines.
Header Text Color: Infuse your header with the ideal hue to captivate registrants.
Toggle Form Title: Decide whether to showcase the Form Title, and effortlessly control its Font size and weight.
Toggle Form Description: Choose to display the Form Description, and wield control over its Font size and weight.
Header Content Spacing and Alignment: Perfect the visual harmony by adjusting spacing and alignment to suit your aesthetic.

Page Tab Overview:

In the Page tab, you wield the reins to sculpt the layout of your registration form into a seamless journey for your users. Here's what you can do:

Layout Configuration: Tailor the layout to fit your vision perfectly. Whether you prefer a classic design of a single page, section per page or a modern twist of a question per page, the choice is yours.
Background Images: Elevate the visual appeal by applying captivating background images or a background colour. Set the tone with squared, sloped or flat header shape and immerse users in an engaging registration experience.
Additional Elements: Enhance user navigation with features like Display Breadcrumbs. Empower users to track their progress effortlessly through the registration process, ensuring they're always in the loop. Plus, unlock the potential of summary pages to provide a snapshot of their registration details, simplifying the process and instilling confidence.

Text Tab Overview:

In the Text tab, align your form seamlessly with your event's branding. Here's what you can do:

Font Customisation: Choose fonts that resonate with your event's vibe, ensuring every word reflects your brand's identity.
Color Customisation: Infuse your form with a splash of personality by selecting colors that resonate with your event's theme. Whether you're aiming for bold and vibrant or sleek and sophisticated, the choice is yours.
Contrast Optimisation: Tailor text to stand out on both light and dark backgrounds, ensuring readability and visual appeal across all devices and environments.

Messages Tab Overview:

In the Messages tab, wield the power to craft compelling messages that guide attendees seamlessly through the registration journey. Here's what you can do:

Edit and Format Messaging: Tailor messages to resonate with your audience, ensuring clarity and engagement every step of the way. Whether it's a confirmation message or an email verification prompt, make every interaction count.
Personalisation: Infuse messages with a personal touch to foster a sense of connection with your attendees. Customise content to reflect your brand's tone and values, leaving a lasting impression.
Formatting Options: Elevate the presentation of your messages with formatting options such as font styles, colors, and layout. Ensure consistency with your event's branding while enhancing readability and visual appeal.

With the Messages tab, transform mundane notifications into memorable interactions, enriching the registration experience for your attendees from start to finish.

Please note that these messages will appear on the Registration Site once the registrants have successfully completed the registration form.

Registration Suite

Creating the Landing Page for the Registration Site

Default Section & Icons functions

To start creating the registration home page, navigate to the Registration tab, then within the Content section on the secondary menu, click ‘Landing Page’.

You will see the Page settings and the Page Design sections on this page.

On the Landing Page settings, you have the option to either Enable or Disable the landing page.

If you select to enable the landing page, the users will land on the custom homepage when they visit the registration site.

If you select to disable, the users will land directly on the registration form when they visit the registration site.

If you select to enable the landing page, it is time to get designing, click on the ‘Open page builder’ button on the Landing Page Design section.

Editing the Landing Page Template

When you click on the ‘Open page builder’ button, you will land on the default template.

On this template, we have added several useful sections, including a header, a countdown timer, the sponsors banner, the speaker’s section, to name a few.

But you can add more sections to your page by clicking on the ‘+ Add new section’ button which can be found at the bottom of the section editor list.

First, let’s see how to edit an existing section. To edit, click on the ‘v’ icon to expand the editor.

Depending on the section, you’ll be able to:

Upload images such as a logo, background, or profile photo of the speakers.
Set the colours of the background, widgets, radius and text.
Add call-to-action buttons and navigation items, which will take the users to different sites.
Add short texts in the Heading, Description and Subtext fields.
Write long content in the rich text editor field.
Adjust the image size, width, and height as well as the text alignment and size.
Add a date and time to enable the landing page to countdown towards the registration open or expiry date or the event date.

There are different section types for you can choose from, and they are:

Text-based hero - Features a logo with attention-grabbing text and a call-to-action button.
Short Content Block – It features a heading and a short text block within a small section.
Image with Text – Section with an image accompanied by a block of text.
Horizontal Widgets – Display a collection of items, which can be useful for displaying people.
Custom HTML – Allows you to create a custom section using HTML or CSS
Page Header – Display a header with a logo, a call to action and navigation links.
Map Section – Display a full-sized Google map spanning the full width of the page.
Countdown Timer – This allows you to add a live countdown for your registration.
Stacked Widgets – Display a collection of stacked widgets, which can be useful for displaying agenda.
Image Links – Ideal for displaying the sponsors of the event.

You can add as many sections as you want, but the more sections you add to the Landing Page the longer it will be.

Once you’ve finished editing the template, don’t forget to click ‘Save Changes’!

Registration Suite

Editing & Generating Email Templates

Now that you have your registration form and landing page built, it is time to invite users to start registering!

As a default, you will have five email templates, and they are:

Invitation Email
Reminder Email
Verification Email
Confirmation Email
Not Attending Email

Click here to learn about these individual templates.

To edit these templates, navigate to the Registration tab, then within the Communications section on the secondary menu, click ‘Email Templates’.

You can also start an email from scratch, to do this, click on the ‘Create new template’ button which can be found at the top of the page. Then click here to find out how to send the email from a bespoke template.

On the top of the page, you will see five horizontal tabs, and these tabs divide these different templates.

To edit a specific template, for example, the Invitation Email, simply click on the respective tab.

You will then see two sections. The first section allows you to edit the subject of the email, which will appear as the headline of the email and the next one is the template builder itself.

To edit your email, click on the ‘Launch email editor’ button.

As standard, we offer a visually captivating template ready for immediate use with minimal adjustments required. Simply modify the contact details (phone number and email) and the company name in the footer, and your email is ready to be sent.

Alternatively, you can personalise your own template to meet your own event branding and design criteria.

When using the email template editor, you will have the following tools to utilise to create a beautifully designed template:

Columns – It allows you to add columns to your design to have a better design arrangement.
Heading – Add headings to your designs to capture the attention of your readers.
Text – It is a built-in tool so you can add text to your designs
Image – Add images to make your design attractive
Call-to-action button – Add any type of button in your email. Change the colour and styles to match your branding.
Divider – It gives you appropriate spacing at any point in your email.
HTML – Add custom HTML to customise your design further.
Menu – Enables you to create navigations menu.
QR Code – Provides a generated code for specific circumstances which can be selected via the drop-down on the tool

To preview how the emails appear in an actual inbox, you can send a test email.

When you are happy with the template and the outcome of your edits, click the ‘Save changes’ button.

Registration Suite

Email Templates Categories

Within the five templates available for Registration emails, there are two distinct categories of email types:

System-Genrated Email
Manual Email

1. System-Generated Email

System Generated Templates are automated email notifications sent to users based on specific actions they perform within the registration form. These templates include Verification, Confirmation, and Not Attending emails.

Event Organisers have the flexibility to enable or disable these templates through the CMS Dashboard, tailoring the communication flow to suit their event's needs.

These emails can also be sent directly by the event admin from the CMS.

i. Verification Email Template

Once activated, the Verification Email template is automatically initiated when a user completes and submits their Public Registration Form. This system-generated email is sent to the registrant's inbox, utilising the email address provided during registration. The email prompts the registrant to verify their email.

ii. Confirmation Email Template

Upon activation, the Confirmation Email template is automatically triggered when a user successfully completes and submits the registration form. This system-generated email serves as confirmation of the registration receipt and commences the processing procedure.

iii. Not Attending Email Template

When users decline an invitation to register and the Not Attending Email template is activated, a system-generated RSVP email is sent. This email serves to acknowledge their decision to decline the invitation.

2. Manual Email

Manual Email is a feature that allows the Dashboard admins to send personalised emails directly from the CMS Dashboard. Unlike system-generated emails, which are automated based on user actions, Manual Emails give administrators full control over the recipients and time of the emails.

i. Invitation Email Template

The Invitation Email is a crucial tool for event organisers to engage with users listed in the CMS Dashboard People Library. Admins can personalise these emails using various merge tags tailored to each recipient. Whether including recipient names, event details, RSVP and Decline buttons, admins can craft bespoke invitations that resonate with individuals. By leveraging the customisation options available, admins can effectively encourage active participation in upcoming events and foster meaningful connections.

ii. Reminder Email Template

The Reminder Email template prompts action from users who haven't completed a task, like registering for the event. It's sent as a follow-up to those who received the Invitation Email but haven't responded. Admins can personalise content using merge tags, ensuring relevant messages. Timely reminders boost engagement, encouraging action and enhancing event participation.

Registration Suite

Sending Email to Users

When you are happy with your email template, you are now ready to send the email out to the users.

We have made it simpler to send the Invitation and the Reminder emails as well as additional emails you wish to send to users who have registered. For example, an email providing the registrant, with the direction to the event venue.

To do this, navigate to the ‘Dashboard’ which can be found in the Management section of the Registration menu.

At the top of the page, you will see three dashboard tiles displaying namely:

Responded – Displaying the total number of users who have registered the for event.
Not yet invited – Displaying the total number of users who have yet been invited to register.
Not Responded – Displaying the total number of users who have yet to respond to the invitation to register. In other words, users who have been invited but not register.

To send the invitation email, you must first add the users to the CMS. Click here to learn how to add users to the CMS.

To identify whether you have users who have not yet been invited to register, refer to the number of the ‘Not yet invited’ tile.

Say you have several users who have not yet been invited, simply click on the ‘Send invite email’ button to invite them to register.

The same steps apply to sending the Reminder email.

To send an email to the users who have registered for your event, click on the ‘Send bulk email’ button.

A pop-up will appear where you can either select to draft your email from an existing template or from scratch. Then click ‘Submit’.

The next steps are to set up the subject of the email, to whom the email should be sent and when it should be sent.

On the recipient's section of this page, you first need to pick the group of users from the People Groups field.

Then on the check box fields, pick the relevant user’s status. The statuses are namely:

Users who have not yet been invited
Users who were invited but not yet registered
Users who have registered

So for example, if you want to send the accommodation details to the registered VIP, you need to pick VIP from the People group’s field and check the ‘Send to registered users’ check box.

On the Email Builder section, click the ‘Launch email editor’ button to edit or create an email template. Please refer here to learn how to use the email editor.

For more information on custom email domains please see here.

Registration Suite

Ticketing

Ticketing Introduction

Introducing Registration Ticketing, the latest enhancement to our Registration Suite! With Registration Ticketing, we're taking event planning to the next level by offering a seamless ticketing solution integrated directly into our comprehensive event management platform.

Now, alongside creating dynamic registration forms and captivating landing pages, organisers can effortlessly offer tickets to their events, all within the same user-friendly interface. This innovative addition empowers event planners to not only manage attendee registrations but also handle ticket distribution efficiently, ensuring a smooth and hassle-free experience for both organisers and attendees alike. Get ready to elevate your events with Registration Ticketing - simplifying ticket distribution and streamlining event management like never before.

To set up paid ticketing functionality as part of your registration, please first see our Stripe Integration set up guide.

Setting Up Registration Ticketing

To get started with Registration Ticketing first log in to the CMS and select your desire application.

Navigate to 'Settings'
In the secondary menu scroll down and select 'Feature Toggles'
On the 'Feature Toggles' page, within the 'Delegate Registration Section' you will need to 'Enable the Registration Feature of the App' and then 'Enable Registration Ticketing'.

For more information on setting up your Registration please see here.

Payment Settings Overview

To initiate the process of adding tickets to the Dashboard, which will later be linked to your Registration Form, navigate to the 'Registration' tab. Then, within the Management section of the secondary menu, click on 'Ticketing - Beta' and 'Payment Settings'.

From within this page you will be able to configure your Tickets currency and Tax rate. Some points of note:

Selecting a currency will apply the chosen currency to all tickets.
Tickets will be displayed without the tax included, and the tax will be added at checkout.
Please ensure that your tax and currency settings are correct before accepting any payments to ensure that all reported data is consistent.

You will need to set your tax rate either in the CMS or in Stripe, setting the tax rate in both platforms will result in the tax amount being applied to the ticket twice.

Adding Tickets to the Ticket Library

From within the 'Ticketing - Beta' tab, select 'Tickets' and in the top corner of the page, click on 'Create new ticket'. In the ensuing pop-up dialog, begin inputting the ticket details, such as the label, price (leave blank for free ticketing), and capacity. Once completed, click 'Submit'.

If you've chosen the Public Registration form with email verification, users must complete verification within 10 minutes of form submission. Failure to verify will cancel their ticket allocation, requiring re-registration. Alternatively, if email verification is handled by Dashboard admins, the ticket allocation limits will not apply.

At the checkout once a user is verified, the ticket will be held for 30 minutes to allow the consumer to complete the purchase. If the payment times out the ticket allocation will be released for purchase.

On the Edit page, you have the option to provide additional details about the ticket. This includes the ability to incorporate an image or icon, along with a description, using the rich-text editor.

The subsequent section on the Edit page provides details regarding ticket availability. While this section is optional, you may find it useful if you wish to limit ticket distribution to specific groups or control the timing of ticket availability. Additionally, you have the option to restrict the dates and times when tickets can be distributed. For instance, if you're offering Early Bird tickets, you can confine their distribution to the first 10 days after registration opens.

Adding the Tickets Section to the Form

Now that you've added all the tickets to the Dashboard, it's time to incorporate them into your form.

To start adding ticket options to your Registration Form, navigate to the Registration tab. Then, within the Content section on the secondary menu, click ‘Form Designer’.

On this page, you will see the Basic Information section. This is a default section that enables the registrant to add their email, first and last names.

If you've already built your Registration Form and wish to incorporate the Tickets Section seamlessly, just click on the 'Create new section' button, illustrated below. If you're interested in mastering the art of crafting the Registration Form from the ground up, click here.

To create a new section, simply complete the section details in the pop-up dialog. This includes providing a title for example 'Tickets', selecting the section icon, specifying Group Privacy if you intend to restrict the ticket distribution to a certain audience, adding a brief description, and then clicking Submit.

Adding the Tickets Options to the Section

Now that you've set up a section for tickets, you can proceed to add the section fields and link the tickets you've created here. Simply click on the '+' icon to add a new ticket type. This action will open a dialog presenting various field options and two types of Ticketing options:

Single Ticket Selection – Allows users to select a single ticket from a list of available tickets
Multi Ticket Selection – Allows users to select multiple tickets from a list of available tickets

Single Ticket Selection

This option is most suitable when you require the user to choose only one selection from multiple options. For instance, if you offer an admission ticket for your event with choices such as Standing, Seated, Restricted View, and VIP - Front Row, and users are limited to selecting just one option, the Single Ticket Selection feature is the ideal choice.

When you select this option, you will be presented with the configuration dialog

On this dialog, you will see four tabs, and they are:

Setup – Here, you'll input the label name for the field along with an optional brief description. Additionally, provide a list of choices that will appear as options on the registration form. Click on the '+' icon, and in the ensuing pop-up dialog, you can select from a list of tickets that you've previously created in the Ticket Library.
Validation – You have the option to designate this field as either mandatory or optional.
Connect – You can map the current field to either the Profile or the Custom field in the CrowdComms People’s list. In addition, you can also add the user to a session or a group based on their answer. Please refer here for explanations of how to configure this tab.
Visibility – You can customise this tab to determine when to display or hide the current field, depending on the user’s response to other fields. Additionally, you can add People Group settings to limit the visibility of this field to specific groups. For detailed instructions on configuring this tab, please refer here.

Once you’re happy with the text field configuration, click ‘Submit’.

Multi Ticket Selection

This option is most suitable when you need users to choose multiple selections from a range of options. For example, if your event includes merchandise such as travel mugs, stationaries, umbrellas, notebooks etc, and users are allowed to select two items from the list, the multi-ticket selection is the optimal field choice.

Another scenario where this field type is useful is when you have sessions listed in the Agenda Module within the Dashboard, and you want users to book the sessions they wish to attend during registration. In the Connect tab, you can link the user's selection to the sessions available in the Agenda Module. To master the creation of an Agenda Module from scratch, click here.

When you select this option, you will be presented with the configuration dialog.

On this dialog, you will see four tabs, and they are:

Setup – Here, you'll input the label name for the field along with an optional brief description. Additionally, provide a list of choices that will appear as options on the registration form. Click on the '+' icon, and in the ensuing pop-up dialog, you can select from a list of tickets that you've previously created in the Ticket Library.
Validation – You have the choice to designate this field as mandatory or optional, and you can also specify the maximum and minimum selections users are permitted to make from the list of options.
Connect – You can map the current field to either the Profile or the Custom field in the CrowdComms People’s list. In addition, you can also add the user to a session or a group based on their answer. Please refer here for explanations of how to configure this tab.
Visibility – You can customise this tab to determine when to display or hide the current field, depending on the user’s response to other fields. Additionally, you can add People Group settings to limit the visibility of this field to specific groups. For detailed instructions on configuring this tab, please refer here.

Once you’re happy with the text field configuration, click ‘Submit’.

Registration Suite

Building the Registration Form with Form Designer

Form Designer

Welcome to our Form Designer, your all-in-one tool for crafting registration forms with ease. Say goodbye to toggling between editor tabs – now you can design your form and questions seamlessly within one intuitive interface.

Ready to get started? Simply head over to the Registration tab and dive into the management menu. Click on 'Form Designer - Beta' to unleash the power of our interactive editor.

Once inside the Form Designer select the 'Launch form editor' button and you'll find a sleek preview of your registration form. Need to tweak the layout or preview it for different groups? No problem. Utilise the dropdown menus at the top right to tailor your view precisely to your needs. From this drop down you can select each page for various stages of the registration journey and edit them accordingly.

Navigate through tabs like 'Form', 'Header', 'Page', 'Text', and 'Messages' to access a plethora of customisation options. From shaping the form's layout to infusing your brand's identity into every aspect, the controls you need are at your fingertips.

And here's the best part – every change you make is instantly reflected in the real-time preview panel on the right. No guesswork, just seamless design.

So, what are you waiting for? Let your creativity flow and watch your registration form come to life effortlessly.

Form Tab Overview:

In the Form tab, you wield the power to shape your registration form exactly as you envision it. We've streamlined the process by auto-generating a basic information section, complete with fields for Email, First Name, and Last Name, so you can hit the ground running.

Adding new fields to this section is a breeze – just click the '+' icon. And if you need to bid farewell to a section, simply click on the ‘Bin’ icon. Need to tweak the details of a section? The ‘Pencil’ icon is your go-to for quick edits.

But wait, there's more! Feel free to expand your form's horizons by creating new sections with a simple click of the 'Create new section' button.

Ready to unleash the full potential of your registration form? Let's dive in!

When fine-tuning your section, you're in control. Edit the Section Title and Icon to ensure clarity and cohesion within your form. Want to tailor visibility? Add a 'Group' to restrict access to specific people groups, ensuring information is shared selectively. And for added context, enrich your section with a description.

Finally, to re-order the field or the section, click, hold, and drag the field or section.

Field Options within the Form

Text field – This is a simple one-line text field which is appropriate for small responses.
Checkbox field – This field can be used for simple yes or no questions.
Dropdown field – This field is useful to present users with a long list of predefined options.
Rich Text field – This field will allow users to write longer content with rich text editing options.
Radio field – This field is useful to present users with a short list of defined options.
Multi-Select field – Similar to the checkbox, but allows users to select multiple options from a predefined list.
Ordered Multi Select field - A multi select that the user can re-order to rank options.
Image Upload - Allows users to upload images and optionally map to their profile picture (authenticated registrations only).

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Field Configuration

When you select a field, you will be presented with the configuration dialog.

On this dialog, you will see four tabs, and they are:

– Where you add the label name for the field and an optional short description.
Validation – You can opt to make this field mandatory or optional and set the maximum and minimum length of the text the users can enter.
Connect – You can map the current field to either the Profile or a Custom field in CrowdComms.
Please remember that if you want to connect the response in the form to a custom field, you must first add the custom field in the People’s Profile setting.
Visibility – You can customise this tab to configure when to show or hide this current field based on the user’s response to other fields, as well as add a People Group to restrict the visibility of this field to specific people groups. Please refer here for explanations of how to configure this tab.