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.

In Flex Events

 
1 Access the Site Designer. Begin by selecting your Flex event. Hover over Website & Registration and, under Registration, click 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 at the bottom, 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.


In Classic Events

1 Access the registration path. Begin by selecting your Classic event. Hover over Website & Registration and, under Registration, click Registration Settings. If you have multiple registration paths enabled, click one. 
 
The Basic Settings tab opens by default. Click the neighboring tab, Identification & Security.

2 Adjust the page setup options. Click Edit. Scroll down to Registration Type Selection and switch "Invitees can select their registration type" to Yes.

More options will appear. Select whether a new registration type will update the registrant's contact type in the Address Book. Click No if invitees will only be a certain registration type for this event.
 
Next to "Invitees will determine their registration type by," click Going through a custom process.

 
User-added image

More options appear. 

3 Choose what fields will appear. If the invitee is registering from a link in their invitation email, their name, email, and other personal information will pre-populate when you select Yes under Custom Identity Confirmation.

Scroll down to the Personal Fields section and click Add Field. When the pop-up appears, click Select beside the information you want to collect.

Specify which fields should be visible, required, or made read only with the dropdowns in the Display Setting column. Be sure and make every field that will determine registration type required.

 
User-added image
 
4 Add logic. Scroll down to the Logic section.
 
Click Create Condition. Use the dropdowns to define the criteria an invitee needs to meet in order to be assigned a particular registration type. Choose that registration type by clicking the ellipsis (...), and clicking Select beside the one you want. Once you're done, click Save. Your condition will now be listed on the page. You can add up to 5 conditions.
 
In the example below, the head honchos at Tucker & Associates will be VIPs. 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 unavailable message. (You can modify this message using Language Management. Just search for the text "Registration for this event is not available.").
 
 
 User-added image  
NOTE: If using information from the invitee's contact record as your logic, scroll back up to the Privacy section, and switch "Pre-populate the information of registrants who arrive through a public weblink" to Yes, otherwise, Cvent will not check the value within the Address Book.

Don't forget to click Save.
 

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