Core Registration: How to Set Up Your Registration

Table of Contents:

• Registration Details
• Tickets
  • Discount Codes
  • Access Links
  • Settings
• Registration Form

• • Form Fields
  • Form Conditions
  • Group Registration
  • Embedded Widget
• Orders

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1. Registration Details

The Registration Details section is where you define the foundational settings for your event's registration process. Below are the options and settings available in this section:

General Settings

Define Registration Period

Set the time frame during which registrations will be open. This ensures attendees can only register during the specified dates and times.

• Start Date and Time

• End Date and Time

Permission

Controls who can register: Public lets anyone with the link register, while Private restricts registration to specific people by email domain  or from your People Library. 

Require Email as a First Step

Enable this and visitors would need to enter their email address before they can access the registration form.

Display the Privacy Policy

Enable this option to display a link to your event’s privacy policy during the registration process. This is an important step to ensure transparency about how attendee data will be used.

Display the Terms of Use

Activate this setting to include a link to your event’s Terms of Use. This allows attendees to review the terms before completing their registration.

Must Accept Terms of Use Before Completing Registration

When enabled, this setting requires registrants to acknowledge and accept the Terms of Use before they can finalize their registration. This ensures compliance with your event’s policies and agreements.

2. Tickets

The Tickets section allows you to create and manage the ticketing options for your event. Below are the key configurations available:

Add Tickets

Define the various ticket types for your event to cater to different attendee groups. This allows you to create a tailored experience for your attendees based on their needs and preferences. To add new Tickets to your registration, click on the green "Add Ticket" button. A new window will pop up to define the following ticket details:

• Name: Provide a clear and descriptive name for the ticket type. This could include names like "General Admission," "Exhibitors" or "VIP Access," which will help attendees quickly understand what is being offered.
• Description: Write a detailed description of what the ticket includes. Highlight any special benefits or features associated with the ticket type, such as exclusive access to certain areas, complimentary refreshments, or early entry. This information helps potential attendees make informed decisions about which ticket to purchase.
• Quantity: Specify the total number of tickets available for this type. Setting a limit on ticket quantities can help manage the overall attendance and ensure a comfortable experience for all participants. If this field is not filled in, there will be no limit to the total number of tickets available for this type.
• Hide Ticket: You can hide certain ticket types to keep them exclusive or limit their visibility to specific audiences. This is useful for private events or tickets, available only through special invitations or promotions, ensuring that only eligible attendees can register. 

Edit & Archive Tickets

Each ticket created can be modified or archived as needed.

To edit a ticket, click the Edit button located on the right side of the specific ticket you wish to adjust. This action will open a new window that mirrors the ticket creation interface, allowing you to modify all relevant ticket details, including the name, description, quantity, and visibility settings.

Archiving a ticket is an effective way to remove it from active registration without without losing any associated orders or ticket data. Once archived, the ticket will transition from the current view to the Archived view. To access all archived tickets, simply select "Archived" from the available View options.

Ticket Visibility

You can control each ticket's visibility in the Tickets Overview by toggling the Visible button. Hidden tickets are suitable for private events or special promotions, allowing only eligible attendees to register. They can be revealed using Promo Codes or made available later. You can create tickets and prepare them for publication, enabling visibility when ready for registrants.

Reorder Tickets

To rearrange your created tickets, click the "Reorder Tickets" button. You can then drag and drop each ticket to your desired position. Once you have arranged the tickets to your satisfaction, select the "Save Order" button to apply your changes.

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3. Registration Form

The Registration Form area of Core Registration consists of four key components:

• Form Fields: This allows you to create and manage the various fields within the registration form, ensuring you collect all necessary information from attendees.
• Form Conditions: In this section, you can establish specific conditions that connect form fields to ticket types or other fields within the form, allowing for a flexible and customized registration experience that adapts to attendees' choices.
• Embedded Widget: This feature provides options for embedding the registration form onto external websites, making it easy to reach a wider audience and facilitate smooth registration processes.
• Settings: This part is where you can see the Registration Success Screen - have the option to enable the Add-to-Calendar button and customize the registration success message.
   
  
  

Creating and Managing Form Fields

By default, the registration form includes a section labeled "Details." This section contains the mandatory fields for First Name and Last Name. These fields are essential for creating the attendee's profile upon successful registration and cannot be edited, removed, or repositioned.

In addition to these default fields, you can create an unlimited number of new fields and sections for the registration form. This customization capability allows you to tailor the registration process to meet the specific needs of your event and attendees.

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Add Fields

To create a new field, click the "Add Field" button. This action will open a side menu on the right side of your screen.

This menu already includes all the default fields in the attendee profile, including options such as Company and Title/Position. It also features any custom Additional Fields that you have previously created in your People Library.

You can create new Additional Fields directly from this menu. The available types for Additional Fields include Text, Date, Upload, Multi-Select, and Single-Select.

To incorporate a new field into your registration form, simply select one of the existing fields from the menu or create a new Additional Field, which will also be accessible in the attendee's profile later.

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Add Display Elements:

Sections: Furthermore, you can organize these fields into logical sections, helping to guide attendees through the registration process in a user-friendly manner. By segmenting the form into categories—like Personal Information, Professional Details, and Preferences—you can streamline the registration experience and reduce the likelihood of overwhelming attendees with too many questions at once. This thoughtful approach not only enhances user experience but also helps you collect valuable data that can be used for event planning and follow-up communications.

 When you add a new Section to your registration form, a window will appear, enabling you to specify a Section name and optional description text.

You may opt to uncheck the box labeled "Make this a Visible section" to set this section's and all included fields' default visibility to hidden.

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Description Text:  

 

Reorder Fields

To rearrange your created tickets, click the "Reorder Fields" button. You can then drag and drop each field to your desired position. Once you have arranged the fields to your satisfaction, select the "Save Order" button to apply your changes.

 

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Form Conditions

Form Conditions allow you to create dynamic registration forms that adapt based on the attendee's input, ensuring a customized and relevant registration experience. You can display, hide, or require specific fields based on predefined triggers by setting conditions.

How to Set Form Conditions

1. Add a Condition:

   • Click + Add Condition.
   • Specify if All or Any of the conditions need to be met for the action to apply.

2. Choose a Trigger:

   • Select a field to serve as the condition trigger (e.g., "First Name" or "Ticket").
   • Define the specific condition, such as:
     • is completed: Trigger if the field is filled in.
     • is not completed: Trigger if the field is left empty.
     • response is: Trigger based on an exact response entered.
     • response contains: Trigger based on part of a response entered.

3. Set the Action:

   • Choose the field you want to modify based on the condition and specify the action:
     • is visible: Makes the field visible.
     • is hidden: Hides the field.
     • is set as required: Makes the field mandatory.

4. Save and Apply:

   • Click Save to apply the conditions.
     
     

 

Example Use Cases

• Dynamic Fields Based on Ticket Selection:

  • Show a "Company" field only for VIP tickets and make it required.
  • Hide the "Dietary Restrictions" field for General Admission tickets.

• Field Completion Triggers:

  • Require a "Phone Number" field only if "First Name" is completed.
  • Show a "Team Name" field if the "response contains" "Team Registration."

• Customized Responses:

  • Trigger follow-up questions (e.g., "Would you like to join our mailing list?") based on attendee responses to specific fields.

Managing Conditions

• Reordering Conditions: Use the Reorder Conditions button to prioritize or adjust the sequence of your conditions.
• Editing or Removing Conditions: Update or delete conditions to refine your registration logic.
• Preview: When satisfied with your setup, use the Preview option to test how your form behaves with the applied conditions.
  
  
  
  

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Group Registration

Group registration enables one person (the order owner) to purchase multiple tickets and register multiple attendees in a single transaction.

Key Use Cases

• An executive assistant registering multiple team members under one invoice
• A company purchasing a bundle of tickets at a discounted rate
• A single buyer purchasing a mix of ticket types (e.g., 1 VIP + 2 General Admission)
• Exhibitors or Sponsors buying group passes

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Setting Up Group Registration

When creating or editing a ticket type, the first step is to configure the ticket quantity controls.

• Maximum tickets per order — Limits how many of a ticket type a single order can include (e.g., max 5)
  

• Account purchase limits — Controls the maximum number of tickets a single account (account = email). This sets the max number of tickets that can be bought through the same email.
  
  
  

Setting Up Bundle Pricing

Bundle pricing is enabled through minimum ticket quantity settings:

• Set a minimum purchase quantity (e.g., 3 tickets minimum)
• Offer a discounted per-ticket price for bulk purchases (e.g., $10/ticket standard vs. $8/ticket in a bundle)
• The ticket counter automatically starts at the minimum quantity — buyers cannot go below it

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Using Discount Codes & Access Links

These are now two separate features that serve different purposes. Once the discount code is set up under the 'discount codes' area, select 'edit'.

Discount Codes

• Apply fixed-dollar or percentage-based discounts.
• Can be scheduled with start and end dates.
• Support usage limits and redemption controls such as which ticket types the discount applies to.
  
  

Learn more about discount codes here.

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Access Links

Under Tickets < Access Links is where the option to set up a link which can be shared with your registrants which will reveal hidden tickets types to only users with the specific URL.

There are several setting that can be configured for the access link such as which tickets should be displayed with the access link along with the status settings. The status settings allow the access code to be active during a distinct period of time, or simply to have it set to 'Active' or 'Inactive'.

 

Once the Access Link is shared with the registrant and the URL is clicked opened, the ticket will be displayed for the user to proceed ahead with their registration.

For more information on group registration, visit the article here

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Settings

Under Registration Form > Settings is where you can add your customized Registration Success Message.

You can also enable the Add-to-Calendar Button from this section.

Preview:

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Embedded Widget

You can seamlessly embed your registration form directly into your external website. A preview of your selected Widget Type will be displayed on the right side for your convenience.

To proceed, navigate to the Embedded Widget tab and select your preferred Widget type.

• Button: If you opt for the button type, the system will automatically generate an embed code for linked text that directs users to your registration form in a new tab. You can also choose a Button Color to enhance your branding.
• Form: Select this option if you prefer to embed the registration form directly within your website for a more integrated experience.

Once you have selected your preferred Widget type, click the "Copy to Clipboard" button next to the Widget Embed Code. You can then seamlessly integrate this code into your website.

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4. Orders

The Orders section serves as a comprehensive log of all completed registrations. Here, you can review details such as the date and time of registration, confirmation numbers, selected ticket types, and the registrant's email address.

At the top of this page, you can modify the Date Range as necessary. This functionality allows you to filter orders based on a specific time frame or to exclude certain dates from your view.

You also have the option to click on any order to access its specifics.

Order Details

For more details on a specific order, click the View button located on the right side of the order.

From the Order Details page, you can gain deeper insights into the registration information and navigate directly to the attendee's profile by selecting the "View Profile" option. If an attendee requests a resend of their confirmation email, this action can also be conveniently initiated from this section.

Export Orders

Additionally, you can export this information as a CSV file for further analysis or record-keeping. To download the report, click the Export button in the Orders overview.

‘Registered At’ Column in the People Library

A new “Registered At” column has been added to the People Library, allowing you to see the exact date and time when a user registered for an event. This column is not visible by default and can be enabled when needed to track registration timing more easily.

 

To add this column, simply click Edit on the right and select Registered At

 

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