Registration & Landing Pages

Add custom questions to a registration form

In addition to standard registration questions, you can add custom questions to the registration form and choose how registrants will answer each question. Registrants can either type their answers in an open text field or select from pre-defined answers that you set up. For more information, see Answer Types later in this article.

To add a custom registration question:

  1. On the left panel, click the Registration tab.
  2. Scroll to Custom Registration Questions and click Add New Custom Question.

    Custom Registration Questions section with Add New Custom Question button

  3. In the New Custom Registration Question section, enter the question (or field label), the type of question (will the registrant type their answer or select from defined answers?), and the column name to identify the question in reports.

    New Custom Registration Question section shows the Question Text, Answer Type, Report Column Title, and Answers

  4. If you selected Drop Down List, Checkboxes, or Radio buttons as the Answer Type, enter the answers to the question and click + Add.
  5. Click Save Question. The new question is listed under Custom Registration Questions.
  6. Optional. Select Require to require registrants to answer the question to register.

    Custom question added with the Require option selected

  7. Repeat steps 3 to 7 to add more questions.
  8. Click Save and Continue to save changes to the registration form.

You can edit or delete the custom questions at any time.

Answer Types

For each question, decide whether the registrant will type their answer or select from pre-defined answers. The following table explains options and recommended use.

Answer Type Used for
Open Text Field Open-ended questions that require a short answer
Open Text Area Open-ended questions that require a longer answer
Drop Down List and
Radio Buttons
Multiple-choice questions where only one answer can be selected. A drop down list hides the answers (registrants click to display options); radio buttons show all the answers.
Checkboxes Multiple-choice questions where multiple answers can be selected
Single Checkbox Questions where only one answer can be selected or for disclaimers or statements that need to be acknowledged

Add marketing consent tracking to a registration form

You can collect marketing consent from event and portal registrants and provide links to privacy policies, terms of service, and more on the registration form. Event and portal reports let you easily identify those who provided consent and ensure you communicate only with those who opted in.

Registrants can unsubscribe from emails at any time by clicking Unsubscribe at the bottom of the email.

To allow attendees to opt in to emails:

  1. Sign in to the Webcast Admin portal and edit the Live event or portal.
  2. On the left panel, click the Registration tab.
  3. Under Standard Registration Questions, select [INSERT COMPANY NAME HERE] may contact me....

    Standard Registration Questions section with [INSERT COMPANY NAME HERE] option selected

  4. In the Question field, delete [INSERT COMPANY NAME HERE], enter the name of your company or organization, and edit the text as needed.
  5. Click Save and Continue.

The following example includes the marketing consent option and additional links.

Registration form with privacy consent check box

To find registrants who opted in to email communications:

Use the Audience Details report to retrieve a current list of people who opted in to receive email communications. You can run the report for a single event or for multiple events. 

  1. At the top of the Webcast Admin portal, click Reports.
  2. On the Report tab, under Selected Events, click Add Events/Folders.
  3. Select the event or portal and then click Select Events and Folders.
  4. On the Reports tab, under Report Type, select Audience Details, click Select Columns, and then select Registration Data. Choose the data to include in the report.

    Report Type section with Audience Details and Registration Data options selected

  5. Expand the Filter Results By section and select Exclude Unsubscribed Users.

    Report filters with the Exclude Unsubscribed Users option selected

  6. Click Run My Report

Allow people to attend an event without registering

If you do not want to collect any information from attendees, set up the event with no registration form and allow people to attend anonymously. To allow attendees to access the event even faster, you can also have them bypass the landing page when they click the event link and join the event immediately.

Without a registration form:

To hide the registration form:

  1. On the left panel, click the Registration tab.
  2. Under Registration Type, select Use Anonymous Registration.

    Registration Type section with the Use Anonymous Registration option selected

  3. Optional. Select Skip landing page to have attendees bypass the landing page.
  4. Click Save and Continue.

Auto-fields for event landing pages

Jump to: Auto-field reference  | Custom calendar reminders

By default, the landing page includes the event title, the event date and time, and a calendar reminder button. It uses auto-fields - that is, placeholders or variables - to pull in these specific details. The benefit of auto-fields is that they automatically update when you make any changes to your event title or date on the Event Settings tab.

To customize information on the landing page, scroll to the Customize Landing Page Content section and open Landing Page Content. Available auto-fields are listed below the text editor.

Auto-field reference

The format of an auto-field is __AUTOFIELD__ (the auto-field in ALL CAPS with two underscores before and after). The following table explains the available auto-fields and the text they display.

Auto field Description
__TITLE__ Event title
__DATE__ Scheduled day, date, and time
__DURATION__ For Live events. The scheduled duration of the event
__REMINDERBUTTON__ Add to Calendar button
__REMINDER__ The URL of the calendar reminder. Downloads an ICS with event details
__REMINDERBUTTON1__ Add to Calendar button for the first custom calendar reminder
__REMINDER1__ The URL of the first custom calendar reminder. Downloads an ICS with event details

Custom calendar reminders

Live events have a built-in calendar reminder that downloads a calendar file with the scheduled date and time, event URL, and other information. You can set up additional calendar reminders for the event. On the Event Summary tab, open Optional Event Settings and click Add New . Auto-fields are created for each new calendar reminder, with a number appended.

CustomCalendarReminders.jpeg

Bulk registration for an event

Add-on. Please contact your sales representative for additional information.

With bulk registration, you can register hundreds or thousands of attendees for an event at one time. Set up your registration form first, then upload a spreadsheet with columns for each registration question on the form (attendee names, email addresses, etc.). To learn more about setting up the registration form, see Set up the registration form for an event.

Notes:

Upload file requirements

Create a spreadsheet and enter registration details for each attendee you want to register.

Register attendees

To upload a registration list:

  1. On the Event Summary tab, in the Event Details section, click Upload Registrants.

    EventSummary-EventDetails-UploadRegistrantsButton.jpeg

  2. On the Viewer Registration Data window, click Upload data from file to select the spreadsheet and upload it.
  3. Select the sheet you want to import the data from and click Continue.

    UploadRegistrants-SelectSheet.jpeg

  4. The uploader detects the header row in the spreadsheet and matches each column to a field on the registration form. Confirm the header row and then confirm that each column is mapped correctly.

    To not include a data column, click Ignore this column.

    UploadRegistrants-Match_cropped.jpeg

  5. Click Review.
  6. Correct any errors and edit registrant information before submitting. To only view errors that need to be corrected, set the Only show rows with problems option to ON

    Important: You can't make changes to registrant data after you submit it.

    UploadRegistrants-Review.jpeg

  7. Click Continue.
  8. A message asks if you're ready to submit the data. Click Yes.

    The registrant list is loaded. When finished, a confirmation message shows the number of successful and failed registrations, and the attendees that weren't registered because their email address was already registered.

  9. Click Ok.

Set up the registration form for an event

The event landing page includes a registration form. You can use the standard registration form questions, or create your own custom questions. You can make the questions optional to answer, or require registrants to answer the questions to complete their registration. The information you collect from registrants is available in event reports. 

To learn more about creating custom registration questions, see Add custom questions to a registration form. You can also allow people to attend an event without registering.

To set up the registration form:

  1. Sign in to the Webcast Admin portal and edit the event.
  2. On the left panel, click the Registration tab.
  3. Under Registration Type, select Collect Registration Data from Viewers to display the registration form on the event landing page.

    Registration Type- Collect Registration Data Selected

  4. Optional. Select Do not automatically log in returning viewers to require returning registrants to enter their email address to join the event.
  5. The first four fields are displayed. Under Email, click More to display the rest of the standard fields.

    Note:  By default, First Name, Last Name, Company, and Email are included on the form. You can set the name and company fields to required or hide them. Email is required for registration and cannot be hidden.

  6. Choose which fields to include (and the information to capture from registrants):
    • Select Show to include a field
    • Select Require to require registrants to complete the field 
    • Optional. Under Question, change the field label (for example, you could change Email to Email Address).

    Standard Registration Questions showing show, require and custom name options

  7. To change the order of the fields on the registration form, in the Order column, delete the numbers and enter new numbers.
  8. Click Save and Continue.