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Customize Registration Checkout Messaging
Customize Registration Checkout Messaging

Edit the confirmation message and email, PDF tickets, and refund and cancellation emails

Daniel Murphey avatar
Written by Daniel Murphey
Updated over a week ago

One great feature of Webex Events Registration is the ability to customize the messaging attendees receive after they register. Customization goes deeper than simply adding your own custom message. Do you have VIP, student, speaker, or even staff tickets? Create messaging unique to each ticket so everyone has an experience truly tailored to them. Read on to learn how! 📖

Before you begin...

Even though you'd probably realize this on your own, we want to make sure you know — before you can create custom messaging for different ticket types, you have to create the tickets first. 🎫

When all your tickets are ready, publish your Registration to get access to the 'Settings' menu.

Access message customization

After creating tickets and publishing Registration, you're ready to start customizing. In the left navigation bar under Registration, click Settings, then click Checkout.

The steps just described.

The Checkout settings page has three tabs — Confirmation messages, PDF tickets, and Emails — and you can create up to 50 unique messages of each type.

Now let's explore how to customize checkout messaging.

Customize messages and emails

To manage the confirmation messages that appear on the registration page after completing a ticket purchase, click the Confirmation messages tab. Click on one of the default messages to customize it, or click the New message button to create a new one.

The New message button on the Confirmation messages Checkout page.

To manage confirmation emails, click the Emails tab. Click one of the default emails to customize it, or click the New email button and select Confirmation, Cancellation, or Refund to create a new one.

The Emails tab. The New email button is expanded to show the three options.

Customization options

In the modal that appears, edit the information listed below. The customization options for confirmation messages and each email are identical, with a few exceptions noted below. As you make changes, the preview on the right updates automatically. 👍

  • Name - The message's name as it appears in the Webex Events platform. This name isn't shown to attendees. If you're making lots of custom messaging, be careful to name each one so they're easy to find and edit later if necessary.

  • Assign to ticket - Select the tickets this message should be associated with. Any attendee who registers with one of the selected tickets will receive this message.

  • From name (Emails only) - This is what appears in the ‘From’ field in attendee inboxes.

  • Reply to (Emails only) - When attendees reply to an email, this is the address their reply goes to. Enter an email address your team checks often so attendee questions aren’t lost. If you leave this field blank, replies go to a no-reply Webex Events (Socio) address. Webex Events doesn't supply attendee support, and we'll direct attendees to contact your organization for help.

  • Subject (Emails only) - Provide a brief and informative subject line.

  • Message - Tell your attendees what they need to know and where to go for more resources or questions. For confirmation messages and emails, write a friendly welcome, instructions for next steps, and any other useful information. Include images, links, lists, and formatted text.

    💡 Keep in mind, attendees who purchase multiple ticket types in a single order are shown the Multi-ticket confirmation message.

    The New confirmation email modal.
  • Supported variables - While writing your message, click a variable to add a placeholder for attendee and event information such as event name and venue address. You can also use variables in email subjects! The preview shows how your message will appear to attendees.

  • Call-to-action (CTA) buttons - The available CTA buttons include links to your Mobile App on the App Store and Google Play Store. The Custom Button option lets you link to any website.

    The Supported variables and Call to action options in the New confirmation email modal.

    💡 Keep in mind, attendees won't receive app download instructions automatically. If you want registrants to join the Event App right away, include app download instructions in confirmation messages and/or emails. Our article about making app access instructions for attendees has templates to fill in and send to your attendees.

  • Show Web App button - Activate this option to add a button that lets attendees access the Web App for your Event.

  • Hide order summary for free orders (confirmation email only) - This option lets you remove the 'Order Summary' section from confirmation emails when all the tickets in an order are free. This makes the email tidier.

  • Pause email (Emails only) - Activate this toggle to prevent attendees who register using the tickets you chose in the 'Assign to ticket' field from receiving emails of this type.

    The three toggles just mentioned.

When you're done configuring the message, click Save changes.

Customize PDF tickets

This isn't where you create a new ticket option for your registrants. 😉 This tab lets you choose which fields appear in the PDF versions of tickets that people purchase. As you make changes, the preview on the right updates automatically. 👍

The New PDF ticket modal with several information options checked.
  • PDF ticket name - The message's name as it appears in the Webex Events platform. This name isn't shown to attendees. If you're making lots of custom PDF tickets, be careful to name each one so it's easy to find and edit them later if needed.

  • Assign to ticket - Select the tickets the PDF should be associated with. Any attendee who registers with one of the selected tickets will receive this PDF version.

  • Information in ticket - Check the box next to an item to add it to the ticket.

    • Event date - The starting date you set when you created the Event.

    • Event location - The location you set when you created the Event. This option isn't available for virtual Events.

    • QR code - The unique ticket QR code for each attendee. Attendees can use the QR code to check in with Webex Events Onsite. This option isn't available for virtual Events.

    • Ticket description - The description you entered when you created the ticket type.

    • Event description - The description you entered when you created the Event.

    • Checkout confirmation message - The confirmation message you entered for the tickets you selected in the 'Assign to ticket' field. If you customized the confirmation message for tickets, each PDF will show the corresponding custom message.

When you're done configuring the PDF ticket, click the Download button above the preview to open a PDF version of the preview. Click Save changes in Webex Events when you're satisfied with the PDF.

Manage checkout messages

After you've created a custom message, PDF ticket, or email, click the Settings () icon next to an item to take one of the following actions:

  • Edit

  • Clone

  • Delete

  • Pause. This prevents attendees who register using the tickets you chose in the 'Assign to ticket' field from receiving emails of this type.

    • Click a paused email's Settings () icon to activate it again.

The settings menu expanded for an email.

Now you know how to customize confirmation messaging for your Event! Did you know you can also send registered attendees emails any time you want? Read our article about sending Registration emails for complete details.

Questions? Chat with us, email support@socio.events, or attend a Face to Face session.

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