How to build and edit the registration experience

The Registration tab is located in the sidebar of your event Console.

Hugh M   Last updated May 10 2023

First impressions are very important. This section is how you customize your registration and login pages – the first glimpse your attendees see of your event! 

You can personalize the following registration sections:

• Tickets You can use this tab to create and view ticket types and attendee types. Each ticket will generate its own unique registration URL that you can send out to your guests. 

• Attributes
  On the Registration page that your attendees see, you can set up mandatory and optional registration options to be collected. Canapii provides a list of registration attributes, or you can create your own custom fields. Attributes can be set as filters in this tab as well. You have the ability to sort the order of both basic and custom attributes.
• Confirmation email 

  This is the email attendees receive once their registration is complete. You can update the text via the update body button, and add a downloadable calendar invite via the add ics calendar file option. Any words {like this} will be personalized to your event and each registration. We would recommend keeping these to ensure a personal touch.

• Registration page 

  Here you build the sections of your registration webpage. These three steps are what your attendees see when registering. You can update text to personalize the registration process to your event. If you don’t need any of these things, don’t worry, Canapii has included the minimum to make sure your webpage looks awesome with no edits from you. At the bottom, you can enable or disable the "opt into Canapii marketing updates" and T&C options.

• Registration admins 

  Enter the emails of those who should receive email notifications when someone registers for your event. This may be members of your workflow, your marketing team, or even yourself! 

• Registration webhook

  Canapii allows a Microsoft Teams webhook, meaning you can receive real-time notifications to your Teams account. To add your webhook, click "Integrations" in the event sidebar and click on the "Teams" tile. 

Group registrations 

The new group registration feature allows your attendees to register on behalf of themselves and multiple colleagues. 

Go to the Registration > Tickets section under Step 1 of your event Console. You can either open an existing ticket or create a new ticket - either way, check off "Enable group registration" at the top of the Edit modal. 

Once you've enabled group registration, you should see a new editable field appear in the modal, "Max available registrants per group." This is where you will set the maximum number of additional registrants per session. You can also leave this blank if you'd like your attendees to have unlimited additional registrations. 

Tickets with group registration enabled will see some additional options during registration - the first page looks like this: 

Next, they'll be able to add registrants and toggle whether that registrant is an attendee or a group admin (group admins have an additional field asking whether they'd like to be alerted when one of their group completes signup - this is optional). 

When the names and email addresses of the group have been entered, the group registration representative can confirm and send invitations to the group to finish setting up their Canapii account - they'll receive an email inviting them to set a password for their Canapii account, and fill in any additional registration fields. If the group admin requested to be alerted of registration completion, they'll also get an email when one of their group finishes this process. 

Ticket Add-Ons

Ticket add-ons allow attendees to request and pay for specific features on the ticket itself, which will simply adjust the base ticket price. This way, you can create fewer tickets with more customization! 

To do this, open Registration > Attributes and click to create a new attribute. At the top of the pop-up modal that appears, change "Priced attribute" to "Enabled" via the drop-down menu. This allows you to set a price for that attribute.

For example, you can set "Hotel accommodation required?" as a registration attribute, and make the ticket price higher if the registrant chooses "Yes." When you've finished making adjustments to your paid attribute, click Save. 

Next, open Registration > Tickets and click to create a new ticket. In the pop-up modal that appears, check the box marked "Enable rolling price ticket." Add your paid option as a custom attribute to the ticket, then save. 

Now you're all set! When attendees open the registration link, they'll see the additional cost option, and choosing it will adjust their base ticket price. 

Email domain auto-tagging

Admins can automatically tag new attendees based on the email address that they use to register. First, you'll need to create an attendee type (for example, if you want all attendees using personal non-work addresses to be tagged, you can create an attendee type called "Personal") in the Attendees > Attendee type section of your event Console.

Head to the Registration tab in your event Console, click into one of your tickets, and scroll down to the tabs at the bottom. Click on Attendee type rules and you should see a list of all of your event's attendee types. Click the Update button, and a target modal will pop up allowing you to set an attendee filter.

Click Attribute and then choose Email in the drop-down, and type in the email domain/s that you'd like to auto-tag in the field. Multiple email domain values can be added if preferred, they'll just need to be separated by a line break. 

Click Add > Update to save the selection. Now, attendees who register with this ticket with a gmail.com or hotmail.com email address will automatically have the attendee type "Personal" in their profile and Attendees list. 

Discount codes 

Organizers have the ability to create discount codes for their attendees as well. Simply head to the Discounts tab  and input the discount attributes, then click Create. 

Custom Terms and Conditions

You can customize the terms and conditions of your registration experience.

From the Registration tab > choose the Registration page and scroll down until you see Custom terms and conditions. Click Create.