How do I setup Registration for an event?

Registration in Circa takes an easy drag-and-drop approach, with robust settings and Zoom / Go To integration.

Registration landing pages are easy to customize with a drag-and-drop editor for images, videos, fonts, colors, layout, styling and Custom Fields. There's also settings to customize URL, email and native calendar invitations. Finally, Registration can sync Contacts and Companies to CRM

Adding Registration to an Event

Org Members with Full Access to an Event can customize and launch Registration for that Event.

To create a new Registration landing page and form, go to the Registration tab within any Event and start on the Create tab.

Add Dates to the Event

The landing page and form builder will default to the Event Name and Dates, but these can updated to a Public Event Name or Date. Note that your event will require a Date to add a Registration, but you can remove this date from the Event header after you've enabled Registration, if desired.

Enable Company Fields

If your Org requires certain Company fields to sync to CRM, you can enable these as questions in a single switch. Note that Company Name is always required to sync to CRM.


Registration Settings

The Settings section allows you to customize the behavior of your Registration Form. 

  • Registration form subdomain
  • Post-submit confirmation message
  • Post-submit confirmation email
  • Sender email address and BCC email addresses
  • Send a Calendar Invite
  • Allow only business email addresses
  • Zoom and GoToWebinar form integrations



Preview

Preview allows you to view your form and toggle between three views - desktop, tablet, and mobile.



Publish

Once you're satisfied with the layout of the preview, simply click "Publish" to finalize your Registration Form. 

After your Registration Form has been published, you're now ready to share and use the form to track registration for an event.



A few notes:

  1. After a Registration Form has been published, it can be used to track event registration within the Results tab.
  2. You can edit a published Registration Forms by going to the green "Live" button and selecting "Edit"
  3. You can Share your form directly once published by clicking the "Share" button.
  4. You can customize your Registration Form subdomains. 

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