Registrant & Responses Dashboard Overview #
The Registration Dashboard gives you a comprehensive view of your event’s registration progress in real-time.
To access it, navigate to the Registration tab within the event app on your CMS. Under the Management header, you’ll find the Registrants & Responses option.
Within the dashboard, you’ll find five key tiles providing live data for each stage of the registration process:
- Not Yet Invited – with an option to send the invitation email.
- Not Responded – with an option to send a reminder email.
- Registered – with an option to view the logs
- Declined – with an option to view the logs
- Cancelled – with an option to view the logs
Please note that the declined and cancelled tiles will only appear if those response have been submitted.
Below these tiles, there’s a table of everyone in your Registrant Library, here you can search for keywords and filter by registration status.
Within the table clicking on the three ellipses next to a person gives you a selection of actions, what displays in the pop up menu will be dependent on where the person is in their registrations journey. In this pop up menu you will be able to manually verify a registrants email, send an invitation, send a reminder, generate an invite link, send a confirmation email, manually register them using ‘force submit’ option or cancel a registration.
You can edit a registrants details by clicking the pencil icon next to their name. This will open the registrant detail view where you can review their personal information, registration responses and see a timeline of their registration journey. On this page, you will also see a ‘Manage’ section, depending on where they are in their registration journey the option within this section will vary, from this section you can send an invitation or reminder email, generate edit links to their submission, re-issue a confirmation email or cancel their registration.
Please Note :
- Registered Registrant: When a Registrant status reaches “Registered”, a corresponding person in the people library is created with all of the details mapped from that registrant. If a registered registrant is updated in any way, all registrant details will be copied over to the corresponding person in the people library.
- Caution: If a person logs into the event app and updates their profile, only their people library person gets updated with that data, it won’t be copied to the registrant also, so if later registrant edits are made they could overwrite changes a user has made to the people library person. It is safer to make changes directly to their people library person and avoid editing a registered registrant.
- Cancelling a Registrant: If a previously registered registrant with a corresponding people library person is cancelled, their people library person will be deleted. It is possible to undo the cancellation if this was a mistake, which will in turn re-create that person in the people library from the registrant data.
- Caution: If the person related to this registrant made changes to their profile in the event app after they registered, these will be lost when they’re cancelled.
- If you cancel someone with tickets their tickets will be marked as cancelled on the sales page meaning that capacity will reopen or increase by the number of cancelled tickets. Similarly all mapping in questions answered at registration will also update to reflect the cancellation.
- No confirmation of cancellation will be issued to the cancelled delegate from the CMS, the event organiser will need to confirm cancellation with the delegate seperately, if required.
- Cancelling a lead registrant with guests: When deleting a cancelled Lead registrant please note this action will also delete your guests in registration, but not in the people library.
- Refunds will not be automatically generated via the CMS and need to be handled via your payment provider account.
- Deleting a Registrant: It is possible to delete a cancelled registrant from the registration dashboard, this will also delete their information from the people library.
- Caution: This action cannot be undone.
