Using a Custom Process to Determine Registration Type

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Instead of sending all your invitees codes or trusting them to make the right choice, determine their path and pricing based on standard or custom contact fields, internal information answers, contact group memberships, or the total number of awarded credits.

1 Access the Site Designer. Begin by selecting your event. From the left-hand navigation, click Registration, then Registration Process. If you have multiple registration paths enabled, select one from the dropdown. Then click Open Site Designer.

2 Open the registration path settings. Click the Registration Page dropdown in the top-left of the canvas.

 
Page Dropdown
 
Then, in the Registration Paths section, click on the Gear Icon next to the registration path to open its settings.

3 Enable custom logic. Additional settings will appear to the right. Scroll down to the Advanced Settings section, then toggle "Assign registration types using custom logic" to blue. 
 
        Advanced Settings
 
4 Add logic. Click Create conditions. Use the dropdowns to define the criteria an invitee needs to meet in order to be assigned a particular registration type. If necessary, click Add criteria to add up to 5 total criteria. Then, in the following section, determine the registration type that will be assigned by selecting one from the dropdown.

Once you're done, click Create. Your condition will now be listed on the page.
 
In the example below, the head honchos at Tucker & Associates will be VIP Attendees. All other employees will be General Attendees. Since this is an internal event, anyone outside of the company who attempts to register will see the "Registration for this event is not available" message.

 
Create Conditions
 
Click Create conditions to add another.

5 Determine which registration type should be assigned to those who don't meet the criteria. Toggle "Assign a default registration type to guests who don't match conditions" to blue. Click on the dropdown under "Select which registration type will be applied to guests who don't match any conditions," then select a registration type.
 
Assign Default Registration Type  

Click Apply.

6 Ensure invitees cannot select their own registration type. Because the registration type is being assigned behind the scenes through a custom process, you'll want to make sure registrants do not have the ability to select their own by removing the registration type widget from the canvas.

Find the registration type widget on the canvas, then hover over the ellipses (...) in the top-left corner of the widget and click Delete

 
Delete Registration Type Widget

Click Save to continue working or Publish to make your changes available to registrants.

7 Test your custom logic conditions. Any time an attendee navigates to a new page in registration, your custom logic conditions are re-run. This ensures the attendee is on the correct registration path based on the information they've provided or updated within registration. Make sure you thoroughly test your registration process for all scenarios to verify there are no conflicting logic conditions that prevent an attendee from successfully completing registration.

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