Customizing the Event's Identity Confirmation Page in Classic Events

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The first page of registration, the Identity Confirmation page, establishes who is signing up for your event. Here, invitees enter their name and email address. If the option is enabled, they can select their registration type as well.
 
NOTE: You can hide this page for people who began registration from a Cvent invitation by clicking the {[E-RSVP YES LINK]} data tag.
 
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1 Access the Identification & Security tab. Begin by selecting your event. Hover over Website & Registration and, under Registration, click Registration Settings. If you have multiple registration paths, click one.

The Basic Settings tab opens by default. Select the neighboring tab, Identification & Security.


2 Restrict who can register. Click Edit. Determine who can register for your event. Your options include:
  • Anyone (Public) - Registration is open to all. Events with this setting are considered public.
  • Only those on an invitation list (Private) - This limits invitees to only those added to the event's invitation lists. People not on a list will get a declined message.
  • Only those on the following invitation lists (Private) - The most exclusive option, this allows you to select which invitation lists can register.
If only people on an invitation list can register, click Email invitations and the event website to let them register on your site's Summary page. Want to really lock it down? Click Email Invitations so they can't register unless they were personally emailed an invite.

You can limit registration further by entering acceptable IP addresses and including or excluding domains.


If you're using voucher codes, you can require that invitees enter one to register. If you haven't activated Voucher Codes, you won't see this option.

3 Determine where registrants' personal info displays. Scroll down to the Privacy section. Decide if invitees can skip the Identity Confirmation page entirely and whether a contact's personal information will be displayed when they access this page through a Cvent weblink.

You ca
n also give invitees the option to display their name or email on your website's Attendees page.

 
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4 Choose how registrants are identified. In the Registrant Identification section, determine how you'll identify your invitees: by email address, source ID, or both. You can also require they enter one of these identifiers, even type it twice, to access registration.
 
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NOTE: Want to allow others to register on behalf of an invitee? Click Yes under Administrator Registration.

5 Establish how invitees will select their registration type. Scroll down to the Registration Type Selection section. If you click Yes, more options appear.

Select whether registration types are required. If you don't require them and an invitee does not choose a registration type, they will get the default path and pricing.

Select whether choosing a different registration type will update the contact type in the Address Book. Leave No selected if invitees will only be a certain registration type for this event.

Establish how invitees will select their registration type. Your choices include:

 
  • Selecting it from a dropdown - Invitees will see a list of all available registration types and choose the one that applies to them.

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  • Selecting it from a radio button list - Invitees will see a set of radio buttons and choose the one that applies to them.

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NOTE: Ensure that all relevant registration types are in the Selected box. If not, they will be missing from the dropdown or radio button lists.

 

  • Entering a contact type code into a text box - Invitees will type the code you entered when creating the contact type (at Admin > Account > Contacts > Contact Types). If using this option, you need to provide the code to your invitees.

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  • Going through a custom process - Invitees will see the fields you choose to display. Registration type will be determined by logic. In the example below, their registration type depends on which department they choose.

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Got a lot of registration types? You can organize them into categories to make it easy for registrants selecting from a dropdown or list. Switch "Group registration types by category" to Yes, enter the category name in the first field, then click the ellipsis (...) to select the registration types it includes.
 

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Once you're done, click Save.

6 Add custom content. You can edit the header, remove it entirely, or add instructions to the page.
 

NOTE: Rename the "First Name," "Last Name," and "Email Address" labels in the Contact Fields tab.

To do so, hover over Website & Registration and, under Registration, click Registration Pages. Click Identity Confirmation.

Add additional content by clicking Edit Section. To remove a header, switch "Display section header" to No. Add your content using the HTML Editor. Once you're done, click OK. Then, click Save.



 

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