In this article, you'll learn how to create a Full Registration event. Full registration is meant for large, multi-day events (e.g., an annual conference), and is the only registration process allowing for the creation of sessions and registration add-ons.
Step 1 - Set up Event Type
Before creating the event, make sure an Event Type exists with:
- The event features you want (e.g., are people going to attend online, via phone, or at a physical location?)
- A registration process set to Full.
See Event Types for guidance on how to create and update Event Types.
NOTE: Event Types can only be created by Super Admins. If you don't have the proper access, please contact your Super Admin staff and request their help completing this step.
Step 2 - Set up Registrant Classes
There are three pricing models you can apply to an event: Simple (one price for everyone), Member/Non-Member (different price for members and non-members), and Registrant Classes (the most complex pricing model).
- If you plan to use Simple or Member/Non-Member pricing for your event, skip to Step 3;
- If you want to create Registrant Classes to set several price points based on a user's Security Group, see Registrant Classes and follow its guidance to create the classes applicable for your event.
NOTE: Registrant Classes can only be created by Super Admins. If you don't have the proper access, contact your Super Admin staff and request their help completing this step.
Step 3 - Establish a payment provider
- If payment isn't required for your event, skip to Step 4;
- If registration for your event does requires payment, you need to establish a third-party payment provider to registration payments. See the Establish a Payment Provider article and follow its guidance to establish a payment provider for your event.
NOTE: A Payment Provider can only be established by Super Admins, for both site and community events. If you don't have the proper access, contact your Super Admin staff and request their help completing this step.
Step 4 - Create the event
With an appropriate Event Type verified or created, you're ready to create the event. The main thing to consider here is whether you're creating the event at the site or community level. If you're a Super Admin, you can use create both; if you're a Community Admin, you can only create an event for your community.
Complete the applicable sub-step below:
Sub-step 1A - Site-level event
NOTE: Only Super Admins can create site-level events.
If creating an event not associated to a specific community (and therefore, not exclusive to its members):
- Navigate to either the Upcoming Events or Manage Events page (accessible from the Events menu on your site's navigation menu, by default).
- Click Add Event.
Sub-step 1B - Community-specific event
NOTE: This is the process Community Admins must follow.
If creating an event for a specific community (and therefore, exclusive to its members):
- Navigate to your community's home page.
- Click Settings > Manage Events.
Step 2 - Complete the Add Event form
Configure the event, as desired. Each available field is described in the table below. Click Save when you're finished to create the event.
Field | Description |
---|---|
Details | |
Title | Give your event an appropriate title. |
Event Type | Select the Full Registration Event Type you want to use. |
Community |
If you want to make this event available only to a specific community's members, select it here. Otherwise, it will be a public event available to everyone. NOTE: When creating an event from a community, that community is pre-selected here. |
Display in events list? |
Decide how/if you want to display this event on the Upcoming Events page. You have three options:
|
Display in search results? |
Decide how/if you want this event to be searchable. You have three options:
|
Description | Provide all relevant information about your event attendees will need to know. This description appears on the event's Details page. |
Optional link for an external website with more details about this event | If there's an external website containing information about this event you want to link to, enter its URL here. |
Event Image | If there's an image or logo you want to display for the event, click Upload Image and browse for it. This image is used as a thumbnail on the Upcoming Events page and a 300px image on the event's Details page. NOTE: The recommended dimensions for event images are 1200 (w) x 600 (h) pixels. |
Maximum number of registrants? | By default, event registration is unlimited, but if you have a need to limit it (e.g., venue capacity, etc.), you can set the maximum number of registrations here. |
Number of event credits? | If applicable, enter the number of credits attendees will earn by attending this event. |
Custom Input for Registration | Controls whether one or more customizable fields are available on the registration form, defined by your organization, allowing you to obtain more information about your registrants. You can include up to 10 customizable additional fields, and whether they are required. The values that registrants provide in these fields will display as a comma-separated list in the Additional Details column under Reports > Registrants. |
Include input for registrant to state special needs? | Controls whether a field is available on the registration form where attendees can add any desired special needs relating to their registration (e.g., food allergies, etc.). |
Include badge name input for registrant? | Controls whether a field is available on the registration form where attendees can enter their name for badge printing. |
Date & Time | |
Start/End |
Select the event's date and start/end time. NOTE: Depending on the Event Type's configuration, you may be able to select a date range (i.e., multi-day event). |
Timezone | Select the event's time zone. |
Location | |
How will people attend this event? |
The options available here are determined by the Event Type. Three choices are possible (you can select more than one, if applicable for your event):
|
Country | Select the country where the event is taking place. |
Contact Information Provide the event's point of contact information, if applicable. NOTE: If you're the point of contact, you can click Insert My Contact Information to have the system pull this information from your profile (as long as you've filled it out). |
|
Pricing Options |
|
Registration Rates |
The Event Type's configuration controls the options available here; if enabled, you'll be able to set different rates based on when someone registers: Early, Regular, and Late. From the menu, select the desired options and specify their dates. |
Pricing Model |
As above, the Event Type's configuration controls the pricing models you'll be able to select here. Options include:
|
Currency Option | Select the currency for this event. |
Email Templates If your selected Event Type is configured to allow email overrides at the event level, a number of emails are listed here (e.g., Registration Confirmation, Registration Cancellation, etc.). Each email has a menu where you can control whether it's sent, and if so, which template to use. If you're a Super Admin, you can view the Event Type (Admin > Events > Types page) to see which event templates are being used. NOTE: The default templates can be modified on the Admin > Email > Email Management > Email Templates page. From there, select Events from the Category menu to list each template. You can also create new Event templates on this page and then select them here while editing the event. WATCH THE VIDEO NOTE: This video is a comprehensive look at Event Manager. |
Step 5 - Create Registration Choices
NOTE: Skip to Step 6 if add-ons aren't applicable to your event.
If your event includes additional activities or items you want to offer attendees, like a workshop, dinner banquet, or T-Shirt, you can set them up as registration choices. Attendees can then add or purchase these add-ons during registration (they can be free or available at a cost).
You can make your add-ons required so attendees must add or purchase them to register for your event, which is useful if you have a specific activity or item you want all or specific attendees to attend or have.
Step 1 - Create Registration Choice Categories
The first step is to create the categories your registration choices fall into (e.g., Meal, Souvenir, Workshop).
To do so:
- In the Admin Toolbar, click Admin.
- Navigate to Events > Option Categories.
- On the Choices tab, click Add.
- Configure the settings:
Field | Description |
---|---|
Category Name | Give your category an appropriate name. |
Description | Give your category an appropriate description. |
Is a selection from this category required to complete registration? | This option allows you to control whether registrants must add or purchase an add-on from this category to complete their registration. |
Are multiple selections from this category allowed? | If the category contains more than one option, can registrants select more than one? |
Is pricing displayed on the Event Description page for registration choices in this category? | Controls whether pricing information is shown on the Event Description page for Registration Choices in this category. |
- Click Save to add your category.
Repeat this process to create additional categories for your event.
Step 2 - Set up Registration Choices for your event
With appropriate categories created, you can now set up the registration choices you want available to attendees during registration.
From the Manage Events page of your community site:
- Select Registration Choices from the Actions menu associated to your event.
- Click Add in the pop-up and complete the following fields:
Field | Description |
---|---|
Details | |
Title | Give your add-on an appropriate name. |
Category | Select the category best-suited for your add-on (these are the categories you created earlier). |
Maximum Number of Registrants | If you want to limit the number of registrants who can add or purchase this add-on, specify the maximum number here. Otherwise, leave it set to 0 for unlimited. |
Status |
Select a status to control the add-on's availability:
|
Description | This description displays to users when registering, so describe your add-on with as much detail as possible so its purpose and scope is understood. |
Pricing In this area, you'll be able to specify the add-on's price per the event's pricing model. For example, if your event has Member/Non-Member pricing, you can set a specific price for both members and non-members, etc. |
|
Registration Rules NOTE: These rules become available after at least one Registration Choice has been created for an event. |
|
Automatic | When registrants select this add-on during registration, they'll automatically be registered for the add-on(s) selected here. |
Exclusive | Registrants won't be able to register for this add-on if they've registered for any of the add-ons selected here. |
Requires | Registrants who register for this add-on will be required to register for at least one of the add-ons selected here. |
- Click Save to create your add-on.
If needed, repeat this process to create additional add-ons for your event.
Step 6 - Create Presenter Roles
While several default Presenter Roles are available, you should evaluate them and decide if any additional roles are needed before creating sessions for your event, as these are assigned to presenters during session creation.
To do so, see the Presenter Roles article and follow its guidance to create or update the desired roles.
NOTE: Presenter Roles can be created by Super Admins only. If you don't have the proper access, contact your Super Admin staff and request their help completing this step.
Step 7 - Create your event's sessions
The main reason to create an event with Full registration is because it has sessions you want to set up and manage in the system. Registrants can then register for these sessions during the registration process.
Step 1 - Create session categories
The first step is to create the session categories (or Tracks) your sessions fall into; these categories are the elements of an event that are free to attend with a registration. These categories also allow you to group specific types of sessions.
To create session categories:
- In the Admin Toolbar, click Admin.
- Navigate to Events > Option Categories.
- On the Sessions tab, click Add.
- Configure the settings:
Field | Description |
---|---|
Category Name | Give your category an appropriate name. |
Description | Give your category an appropriate description. |
Is a selection from this category required to complete registration? | This option allows you to control whether registrants must add or purchase an add-on from this category to complete their registration. |
Are multiple selections from this category allowed? | If the category contains more than one option, can registrants select more than one? |
- Click Save to add your category.
Repeat this process to create additional categories for your event.
Step 2 - Set up sessions for your event
With appropriate categories created, you can now set up the specific sessions you want available to attendees during registration.
From the Manage Events page of your community site:
- Select Sessions from the Actions menu associated to your event.
- Click Add in the pop-up and complete the following fields:
Field | Description |
---|---|
Details | |
Title | Give your session an appropriate name. |
Track | Select the track best-suited for your session (these are the session categories you created earlier). |
Session Code | Provide a code for tracking and reporting purposes. (Optional) |
Maximum Number of Registrants | If you want to limit the number of registrants who can register for this session, specify the maximum number here. Otherwise, leave it set to 0 for unlimited. |
Status |
Select a status to control the session's availability:
|
Location | Indicate where the session is taking place (e.g., Room 102, in the Ballroom, etc.). |
Session Description | This description displays to users when registering, so describe your add-on with as much detail as possible so its purpose and scope is understood. |
Date & Time |
|
Start/End |
Select the session's date and start/end time. |
Timezone | Select the time zone applicable for this session. |
Session Presenters This is where you can add the speaker(s) for the session. To do so: NOTE: Presenter Roles are managed on the Admin > Events > Presenter Roles page. See Presenter Roles for more information. |
|
Registration Rules NOTE: These rules become available after at least one session has been created for an event. |
|
Automatic | When registrants select this session during registration, they'll automatically be registered for the session(s) selected here. |
Exclusive | Registrants won't be able to register for this session if they've registered for any of the sessions selected here. |
Requires | Registrants who register for this session will be required to register for at least one of the sessions selected here. |
- Click Save to add your session.
Repeat this process to create additional categories for your event.