How to: Create & Customize a Registration Page

Gather all of the data you need while keeping your webinar or event secure with robust registration options for every configuration. 

Customize your page with our pre-built fields or create your own, add gating for specific content and audiences, or create opportunities for social connections with profiles.  Registration options include paid ticketing, single sign-on, in-person attendance, and more. 

First time setting up registration? Check out our Feature Overview article for more information. 

Registration_Example_.png

Turning Registration On & Off 

To turn registration on, open your project in Sitebuilder and select 'Registration' from the lefthand menu.

Then, use the toggle to turn registration on.

Screenshot 2023-09-22 at 1.17.03 PM.png

To turn registration off, simply switch the toggle to off. 

Lastly, publish your page for the change to take effect. 

Note: Registration is required for projects utilizing gating or Breakout and Fireside sessions.

Customizing the Registration Page Design 

Once you've enabled registration, you can utilize the preview window to edit the layout, image, title, description, and logo by hovering over each one and selecting the pencil or picture icon. 

Be sure to publish your page for the changes to take effect. 

customizing registration .png

Note 1: The image will automatically adjust to fit the screen size of the user. Avoid using images containing text as it may be cut off.

Note 2: Mobile users will not see the image and description, only the sidebar area containing your fields.

Customizing the Registration Fields 

To add or remove question fields, hover over the fields and select the pencil icon. Alternatively, hover over "General Info" in the lefthand page menu and select the pencil icon. 

A modal will appear where you can toggle on pre-built fields and choose to make them Required or Optional. 

Note: Always use the native, pre-built name fields as they map directly to attendee chat, profiles, and other features in platform. Removing these fields will result in missing attendee names.

reg_form_fields_.png

Creating Custom Fields 

In addition to the default fields, users can create Custom Fields that will be available for all projects in a Channel.

To create a custom field, select "+ Custom Field" at the bottom of the modal. 

A new modal will appear to create your field. 

custom_field_.png

Enter a field title, answer type, placeholder text, and select required or optional. 

The answer field contains several options including: 

  • Text field
  • Text area
  • Dropdown list 
  • Checkbox
  • Numeric field
  • Date
  • Email 
  • Multi select
  • Custom text 

After creating your new field, you will need to toggle it on for it to appear on the page. 

Then, publish your pages for the changes to take effect.

Note: Creation of new custom registration fields can be limited to owners and admins. Reach out to your Account Manager to enable this feature.

Deleting Custom Fields

If you wish to delete a Custom Field as an option for all projects in the Channel, you can do so in the Registration Field modal. Published projects currently utilizing the Custom Fields you delete will remain active on those sites.  You are not able to delete non-custom registration fields at this time, but you can toggle them off if not in use.

In the modal, scroll down to your custom fields and click the pencil icon to the right of the "Required/Optional" toggle. 

In the popup, click the "Delete" button. A second popup will ask you if you are sure, as this action cannot be undone. 

Screen_Shot_2023-04-27_at_12.25.47_PM.png

Profiles & Avatars

Profiles can be used to gather additional information about attendees or for social features such as the Directory. Attendees will complete their profile information after completing the first General Info page. Attendees can edit their profile information at any time after registration. 

To turn profiles on, navigate to your project registration page and select the toggle next to "Profile Info".

Then, select the pencil icon in the lefthand page menu or hover over the fields in the preview window and select the pencil icon that appears to edit the fields. 

profile info.png

Avatars allow attendees to upload a photo of themselves to be displayed on their profile. This image can be updated any time after registration. 

To toggle this feature on, navigate to your project registration page and select the toggle next to "Avatar":

avatar.png

Be sure to publish your page for the changes to take effect. 

Confirmation Emails 

To send a confirmation email to attendees when they register, navigate to your project registration page in Sitebuilder and select the 'Settings' tab at the top of the page menu.

Then, select "Registration Emails":

Screenshot 2023-09-22 at 1.26.41 PM.png

Next, toggle on "Send Email Confirmation":

Screenshot 2023-09-22 at 1.38.46 PM.png

Lastly, publish your page for the change to take effect. 

Learn more about emails in our article here

Closing Registration 

To close registration and prevent additional attendees from registering, navigate to your project registration page in Sitebuilder and select the 'Settings' tab at the top of the page menu.

Then, select "Gating":

Screenshot 2023-09-22 at 1.25.06 PM.png

Next, under Advanced Settings, select the toggle next to "Close registration".

Lastly, publish your page for the change to take effect. The "Submit" button will now display the message "Registration is closed."

Screenshot 2023-09-22 at 1.29.37 PM.png

In Person Attendance 

Tailor the event experience for attendees on-site while allowing all audience members to interact with each other with the In Person Attendance toggle. 

To turn this feature on, navigate to your project registration page in Sitebuilder and select the "Settings" tab at the top of the page menu. 

Then, select "In person attendance":

Screenshot 2023-09-22 at 1.32.28 PM.png

Next, select the toggle and publish your page. 

A dropdown field will appear on your registration page for attendees to select how they will attend:

Screenshot 2023-09-22 at 1.33.48 PM.png

Disabling Native Registration

If you would like to host your registration elsewhere, you can configure the Registration button on your landing page to go to the website of your choosing. To do so, navigate to your project registration page in Sitebuilder and select the "Settings" tab at the top of the page menu. 

Then scroll down and click the arrow next to "Disable Native Registration":

Screenshot 2023-09-22 at 1.35.55 PM.png

In the resulting popup, toggle "Disable Native Registration" ON  and a website field will appear beneath. Input the website URL where you intend to host your registration.

Screenshot 2023-09-22 at 1.37.05 PM.png

Publish to your site to observe this change.

Related Articles 

Top