When you publish your Registration Event, new pages and menus become available to help you manage registration. Some of these options let you configure your registration page further, and the rest let you track orders as they come in. This article briefly describes each of these options and provides links to complete instructions for each one. Let's explore!

Screenshot of the Registration toolbar.

Contents

Configuration pages

Consider the options on these pages before you start publishing registration links and widgets because they may impact the registrant experience.

Checkout Forms

Screenshot of the Checkout Forms tab.

Checkout forms let you customize what optional or required questions an attendee answers when checking out with a specific ticket. Build a single form for everyone or craft multiple forms tailored to different audiences.

Our Create Checkout Forms and Questions article has more details about setting up checkout forms.

Promo Codes

Screenshot of the Promo Codes page.

Use Discount Codes to give discounts or special offers to specific registrants, or use Access Codes to provide access to hidden Ticket options. 🤫

Refer to our Create Registration Promo Codes article to learn more.

Settings

The Settings menu contains four options that you should consider before publishing registration links and widgets:

  • General - Customize button and heading labels and social links and adjust page timeout duration, ticket inventory counts, language settings, and duplicate email policy.

  • Checkout - Manage custom messaging in automatic registration emails.

  • Payments - Set your registration terms & conditions. If your registration is paid, set your refund policy and link to Stripe.

  • Team Notifications - Manage automated email notifications about new orders for select tickets. Decide who on your team should receive these notification emails and how often the emails should be sent.

For more information on all of these settings, refer to our Event Registration Settings article.

Interaction and monitoring pages

Emails

Keeping in contact with your registrants after they sign is crucial if you need to make any changes to your event, or if you simply want to keep excitement bubbling.

Our Create and Send Registration Emails article has more information about how to use Emails.

Orders

Screenshot of the Attendee Profile page.

On the Orders page, view order information, resend confirmation emails, refund or cancel orders, and more.

To learn more, refer to our Manage Registration Orders article.

Attendees

Screenshot of the Attendees page. The Integration button is indicated.

The Attendees page lets you view attendee information, add attendees, and take actions on their profiles. Refer to our Manage Registration Attendees article for more information.

You can also use the Integration button to link your Registration to a Webex Events event if you chose the 'Start from Scratch' option when you first created Registration. Learn more about linking Registration in the next section.

Link Registration

If you chose the 'Start from Scratch' option when you made your Registration, it won't be linked to an actual Webex Event. If you want to link it to a Webex Event/Community or Onsite after the fact, go to your Registration's Attendees page and click Integration.

Screenshot of the Attendees page.

In the modal that appears, use the drop-down to link your Registration to any Event, Community, or Onsite event you have access to. Click Save Changes when you're done.

⭐ Keep in mind, you can only link your Registration to Events or Communities that are in Building or Published status.

Lite Check In

Screenshot of the Lite Check In page. The Check In menu is expanded, and the Lite Check In option is indicated.

Lite Check In is a simple tool that lets you easily check attendees in or out of your event. Check In is only available in a desktop browser and isn't meant for session check in or badge printing.

Refer to Using the Registration Lite Check In Feature for more details.

Instead of Lite Check In, you can use our robust Webex Events Onsite product, which is a combination check in and badge printing app. For an overview of Webex Events Onsite, refer to our Introduction to Webex Events Onsite article.

Metrics

Screenshot of the Metrics page for a Registration event.

The Metrics page is where you can review and share your registration dashboard and reports. This is the perfect place to go for a quick snapshot of your event activity or more in-depth analysis using report exports, both during and after your event.

Now that you know all about how to manage your event registration, it's a great idea to learn more about Registration metrics.

Questions? Chat Us or Email support@socio.events

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