Adding Registration Types

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Registration types determine what groups of people see during registration, what they can select, and how much those items cost. Registrants can only have one registration type per event, but they can use a different one for a different event. After all, today's speaker could be tomorrow's attendee.
 
User-added image
 
 
NOTE: Registration types start out as contact types. If you want to change a registration type's name, you will need to edit the corresponding contact type in Admin.

1 Access the Registration Types page. Begin by selecting your event. Hover over Events Details and, under General, click Registration Types.

2 Associate contact types to your event. Click Edit, then Add from Contact Types.

Check the boxes next to each relevant contact type, then click OK. Now that the contact types are associated to an event, they are considered registration types.

 
User-added image
 
NOTE: Click Create Contact Type to add one without going back to Admin.
Click Save.

3 Determine who can select what.
Click one of your registration types, then click Edit.

Choose a registration path from the dropdown, if necessary. Check the boxes next to the items, fees, and custom pages that apply to invitees with this registration type, as well as the badges, certificates, and tickets they can view and print. Each registration type must have at least one admission item associated to it.

 
User-added image
NOTE: Is a checkbox greyed out? This means the item has been set to allow anyone to register for it.
 
Once you're done, click Save.

4 Determine your registration type selection settings in a Flex event. 
Hover over Website & Registration and, under Registration, click Registration Process. Select a registration path from the dropdown, if necessary. Then, click Customize to the right of the page where you have the Registration Type widget added.

From the canvas, click on the Registration Type widget and additional options will appear to the right. Change the label text and placement, if desired. To make the registration type required, toggle "Required" to green. Then, determine if you want to display the registration type options in a dropdown or radio button format.

 
User-added image

To limit which registration types are associated to this registration path, toggle "Limit available registration types" to green. Then, click Select Registration Types.
 
User-added image

From the Registration Types dropdown, check the boxes next to the registration types you want to add. Then, click the arrow in the top-left to go back.

If you want to update the registrant's contact type with the registration type they've selected in the event, scroll down to the Advanced Settings section and toggle "Update the attendee's contact record with any registration type changes" to green. Then click Apply.

 
NOTE: If you're using Contact Snapshot, the contact record will not be updated, even if the setting is enabled.

Once you're done, click Save to preserve your changes and continue working or Publish to make these changes available to invitees.

Or, determine your registration type selection settings in a Classic event. Hover over Website & Registration and, under Registration, click Registration Settings. Select a registration path, if necessary. The Basic Settings tab opens by default. Click the neighboring tab, Identification & Security, then Edit. Scroll down to the Registration Type Selection section.

First, determine if you want to allow invitees to select their registration type.


Then, determine if you want to make the Registration Type field required or not. To ensure that all registrants receive the correct fees, items, and email communication associated to their registration type, it is recommended that you switch this setting to Yes.

Next, choose whether you want to update the contact's primary record with registration type changes. If this is set to Yes, then the registration type that the registrant is assigned or chooses in this event will now be assigned as the registrant's contact type in your Address Book. If this is set to No, then the registrant's existing contact type in your Address Book will not be updated.

Then, determine how you want to assign registration types to invitees. Your options include:

When you're done, click Save.

 
NOTE: If you'll be using the Address Book, invitation list, or a custom process to assign registration types, do not add the Registration Type widget to the canvas.

Did this article resolve your issue?

Yes
No

What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.