About event registration

What you can learn in this topic

• Event registration options
• Summary of the registration process

I know all this. Just tell me how to set up event registration.

Tips:

• If you're implementing paid registration, finish reading this topic, and then see Introduction to paid registration.
• If you want to remove event registration for new events on a particular calendar, see Can I hide event registration?

Watch a video introduction to the Trumba event registration process:

Event registration options

In Trumba® Connect, you can set up event registration to support:

• Invitation-only events
• Open invitation events, where anyone with access to your published calendar can sign up.
• A combination, where you invite specific people and open up the event for general registration.

For both invitation-only and open events, you can do any of the following:

• Limit the number of people who can attend.
• Require or make it optional for registrants to sign in.
• Create waiting lists and waiting list limits.
• Set up automatic invites for the wait list, and wait list response times.
• Set registration deadlines.
• Allow invitees to bring others to the event.
• Display the attendee list to everyone who responds.
• Receive email messages each time someone registers.
• Make it optional for registrants to provide a name and/or email address.
• Control how registrants sign up for repeating events.
• Customize the registration success and confirmation message.
• Send custom email messages to some or all registrants.
• Gather the data you need with custom registration forms.
• Register on behalf of attendees who miss deadlines or need special attention.

Summary of the registration process

The event registration process includes the steps listed below. Click each step for more details.

• Optional: Event editor creates a custom registration form
• Event editor sets up event registration
• Registrants receive invitations and/or use open registration
• What happens when registrants can or must sign in?
• Registrants receive invitations and/or use open registration
• Registration data is displayed on the Event Registration tab
• Registrants update/cancel their registrations
• Event editor tracks and manages responses

Optional: Event editor creates a custom registration form

While Trumba® Connect provides default registration forms you can use, you also have the option of creating custom registration forms that include questions you want each registrant to answer.

For example, if you offer job training events, you might ask registrants to indicate the language they speak. If you offer campus orientation tours, you might ask registrants to indicate their major.

I'd like to know more about custom registration forms.

Event editor sets up event registration

You can set up event registration for any event that you can edit (including repeating events). All of the registration options are available on the Event Registration tab in the form that opens when you add or edit an event.

OK. Now step me through setting up event registration.

Learn more about event registration and visitor account sign-in.

Watch a short video that describes setting up event registration sign-in and how signed-in registrants track and manage their registration status.

I'd like to watch the Introduction to the New Event Actions video first.

Registrants receive invitations and/or use open registration

You can invite specific people to attend an event and/or you can offer open registration via sign-up buttons associated with events on calendars or promotion spuds.

How do I invite people to attend an event?

I'd like more information about open registration buttons.

Can I customze the open registration buttons?

• People you invite receive an invitation email message. They respond by clicking a Register button in the message.

  

  People you invite receive an invitation to register

  Clicking Register opens a registration form where invitees can accept or decline the invitation.

• People who take advantage of open sign up open a registration form where they provide their name, email address, and other registration details.

  What do the sign-in options on the registration form mean?

  

  People who click a sign-up button open a registration form where they provide their registration details.

Each person who accepts an invitation or registers using an open sign-up button receives an email message confirming their registration.

Registrants receive a confirmation email.

I'd like to see the Help that is available to registrants.

Registration data is displayed on the Event Registration tab

As invitees and/or open registrants sign up, their responses are captured in a table on the Event Registration tab in the event form.

Tip To help with locating a registrant, you can sort the list by clicking a column heading.

Registrant responses are captured in a table on the Event Registration tab.

Registrants update/cancel their registrations

After registering, registrants have the option of updating or canceling their registrations (as long as the response deadline hasn't passed). They can do this in a couple of ways:

I'd like more information about response deadlines.

• By opening the confirmation email message they received

  

  Confirmation email messages include buttons registrants can use to change their registration details or cancel their registrations.

• When open registration is available, by returning to the calendar and clicking the event's sign-up button.

  Clicking the button opens an event registration window that includes an update registration link.

  What do the sign-in options on the registration form mean?

  

  Update registration link

  Clicking the link displays an Email Registration Link button.

  What do the sign-in options on the registration form mean?

  

  Email Registration Link button

  After a registrant provides the name and email address they used to register and clicks the button, the registrant receives an email message that contains Change Registration and Cancel Registration buttons.

Event editor tracks and manages the responses

As registrants respond and update their responses, their data are recorded on the Event Registration tab in the event form. You can open the form at any time to track and edit responses.

I'd like more details about how I manage registration responses.