Beginner Workflow - Registration website

Updated 3 weeks ago ​by Amanda Arrais

Would you like to start organizing your event but do not really know where to start? We can help you by suggesting a workflow.

This guide will take you through a common workflow of Creating a registration website and sending out Invites.

In the Company Settings, Click on EVENTS in the left side menu. Then create a new event.

Your main event summary page will look like this:

1. Edit Details

The first step in creating an event is to set the Event details.

Click on EVENT > CONFIGURATION > DETAILS.

Here you can set the structure of your event and input important information such as event dates & times, security, time zones, currency etc...

To learn more click here: Event Details

2.Tools

You can configure any tools ON/OFF for your event.

To take a look at the tools Click EVENT > CONFIGURATION > TOOLS

To learn more about event tools click here: Event Tools

3. Content

Start uploading your content to the event for your attendees to view via the website or the app. Click on the links below to learn more:

- Who will speak at your event: SPEAKERS

- Who is supporting your event: SPONSORS

- Share Files & Materials with your Attendees

- Add Photos: Photo Gallery

4. Agenda

Next you can upload your agenda to the platform.

Click on AGENDA > ACTIVITIES.

The agenda is where you place all the activities that you will have at your event.

To learn more about Agenda Click here: Agenda Management

5. Registration form

Now you're ready to work on your registration form.

Click on PEOPLE > REGISTRATION > REGISTRATION FORM.

Create the registration form for your invitees. Add unlimited questions and choose from a selection of different answer types, including parental.

Click here to learn more: Registration form.

6. Website

Now you can start to easily build your website.

To start, click on EVENT > LANDING PAGES > WEBSITE.

You'll be able to create a customized Website for your event in a few minutes, select the sections you would like to add, from the left side menu and the data will be pulled automatically from the platform with the content you previously entered.

The registration form can be made available on the website.

To learn more about building your website click here: Website

7. Invitees

Now you can start uploading Invitees. The invitation list of the event allows the creation of a personalized invitation.

To begin importing your invitee list Click on PEOPLE > INVITEES

To learn more about uploading your invitees click here: Invitation List

8. Confirmation email

Important

Once your invitees have registered to the event they will receive an automatic confirmation email.

You can configure this conformation email to be designed how you like and also add important information such as App download links.

To design your confirmation email go to PEOPLE > COMMUNICATION > AUTOMATIC EMAILS

You can also turn this automatic email off, in the scenario in which you wish to send targeted confirmation emails to separate attendee groups. This scenario would need the use of Custom Lists & Email Creator

To learn more about the confirmation email click here: Confirmation email

9. Email Creator

You can create and design an email to send out to your invitee list or custom lists containing your website link or simply the registration form.

To learn more about creating an email click here: Email creator

10. Attendees

Once your attendees have registered to the platform, you can view and control the information in the attendee page.

You can also add attendees directly to your event (if confirmation email is ON your attendee will receive a confirmation email when manually added to the platform)

To view your attendees click on PEOPLE > ATTENDEES

To learn more about attendees click here: Attendees

Extra steps

Take a look at some extra steps we can add to this workflow

Waitlist & Approval requirement

RSVP confirmation

Custom forms

Custom lists