Socio Registration is the easiest way to register attendees! If you link your registration event to a Socio Event App, registrant information will automatically flow to your the event app when they complete registration. Keep reading to learn how to set up Socio Registration, or watch the video below.

Video Overview

The video below walks you through the process of setting up Registration in the Socio Platform.

There are three main steps to creating a registration event in the Socio Platform: filling in the event basics, selecting a color and uploading images in the appearance page, and creating tickets. This article discusses the first two in detail and links to our Tickets article at the end.

Create a Registration Event

To get started, go to the Registration page, and click Create Event.

Screenshot showing the Create Event button.

In the modal that appears, you can choose to Start From Scratch, or Select Existing Event to copy information from and link the registration event to an Event or Community. If you choose to Start From Scratch, attendees that register won't be automatically passed to a Socio Event, unless you link it later on.

Basics

⚠️ Caution! Event basics information you enter won't be fully saved until you click Save & Continue on the Organizer Information step. If you close the browser tab before that point, you'll lose the information you entered.

Event Details

If you chose Select Existing Event, much of this information is pre-populated from the Event or Community you selected. Make sure all of the following information is filled in and accurate, and look at the Live Preview on the right to make sure everything looks good there.

Screenshot of the Event Details step of registration basics.
  • Event Name - We recommend that this follow the same naming convention that you've used in other places, such as your website or your Event App.

  • Display URL - The end of your display URL is customizable. We typically recommend using your event name and the year.

  • Event Description - Describe what your event is all about! This could be copied and pasted from your event website if applicable. Does your event have a theme? Who attends this event? Do you want to highlight your event sponsorship here? The description is a great way to tell people what they need to know. You can format the text, insert hyperlinks, and add images - including animated GIFs! 🙌

  • Is this a paid event? - If you select yes from this dropdown, a payments section is revealed, and you'll be able to add paid tickets later in the process. If you select no, tickets can only be free.

  • Currency - This only appears if you specified that the event is a paid event.

  • Best Email Address to Reach You - This email serves as the main point of contact for your registration, and the person monitoring it should have access to the Socio Platform.

  • How many attendees are you expecting? - This field is internal-only, and it helps Socio to understand how many attendees are using our platform day-to-day.

  • What type of event are you planning? - From the drop-down, select the kind of event that most closely applies. This field is internal-only.

  • Pick an Event Type - Options are In Person (Default), Virtual, and Hybrid.

Click Save & Continue to go to the next step.

Event Location

⭐️ Keep in mind, the Event Location step won't appear if you selected Virtual as the event type.

  • Location - Search for the event location using the embedded Google Maps search.

  • Venue Name - Enter the Venue Name. This should be what people would typically call the location in conversation.

  • Venue Address - The address auto-populates based on the map selection. Double check that the address is correct, and make any corrections you find necessary. Updating this address won't change the pin drop location above.

Click Save & Continue to go to the next step.

Event Date & Time

  • Select Your Time Zone - Select the time zone in which the event will take place. If you chose Select Existing Event when creating the event, this isn't editable.

  • Event Start Date / Time & Event Ending Date / Time - Select the start and end dates and times for your event from the calendar.

    ⭐️ Keep in mind, we recommend that dates encompass all sessions or festivities that will leverage Socio products, such as pre-conference workshops, post-conference workshops, or social events.

Click Save & Continue to go to the next step.

Organizer Information

The Organizer Information page is entirely optional. It provides potential registrants with information about your organization and how to contact you with questions before they register.

The information appears at the bottom of the main registration page.

Fill in the following information:

  • Company or Organization Name - We recommend that this follow the same naming convention that you've used in other locations, such as your website.

  • Description - Describe what your company is all about! This could be copied and pasted from your website if applicable. Does your company have a main goal? Who are your customers? Why are you putting on this event? These are all good things to consider when writing the Description.

  • Social Media and Accounts - Include any social media, phone numbers, emails or other accounts that you want users to use to engage with your company.

    ⭐️ Keep in mind, the information on this page is used in the Organizer section at the bottom of your registration page.

Click Save & Continue to go to the next step.

At this point, all the information you've entered so far is saved. If you need to, you can leave and then come back later to continue editing the event.

Appearance

Next, select a Registration Theme Color, and upload a Logo and Cover Image. These all appear on your registration page and in email communications. Be sure to pay attention to the Live Preview panel to make sure everything looks good before proceeding.

The theme color should work well with your Logo and Cover Image, so choose carefully. Select the color using the color picker, or enter a specific Hex or RGB color code.

To upload a logo or cover image, click the blue upload button on the image placeholder. You can upload a JPEG, JPG, or PNG image. The accepted image dimensions are:

Logo - Square - 1:1 Ratio

  • Minimum: 100px by 100px

  • Recommended: 500px by 500px

  • Maximum: 1000px by 1000px

Cover Image - Rectangular - 2:1 Ratio

  • Minimum: 200px wide by 100px tall

  • Recommended: 1000px wide by 500px tall

  • Maximum: 2000px wide by 1000px tall

After you click the upload button, a modal appears where you can either click to select an image or drag and drop an image to upload it. Once you've selected an image, click and drag any of the circles at the corners of the frame to crop it, then click Save and then Upload.

Now click Save & Continue to finalize your color selection and image uploads. Here's an example of how all of this this looks in the registration page:

Create tickets

Now it's time to add some tickets, which are the options registrants choose from to register for the event. There are lots of considerations when creating tickets, including Stripe integration, refunds, discounts, and taxes, so we've made a whole article dedicated to that. Click the button below if you'd like guidance through this step:

After you've added some tickets, you can publish your event! At least one ticket must be created in order to publish your event.

Publish Registration

After you've added some tickets, you're ready to click the Publish Event button at the bottom of the Tickets page! Don't worry. You don't have to start spreading the word just yet if there's more you want to do in setting up registration, like adding different checkout forms or promo codes.

Even after you've spread the word, there are features and tools at your disposal to Manage Event Registration. 🙌

Questions? Chat Us or Email [email protected]

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