Group Registration Overview

Group Registration is a feature that allows a single point of contact (Group Administrator) to register multiple contacts for an event. Customers tend to take advantage of this feature in order to get access to discounts offered for booking in bulk. Currently, Group Registration is only available in the portal for events using standalone microsites.

Group Registration Portal Feature Installation

This will create the necessary page for the Group Registration feature on the microsite and add it to the microsites navigation menu.

• Navigate to the Meetings & Events app
• Create a new event or view an existing event
• Make sure the event is using a standalone microsite. This can be set during initial event setup, or for existing events can be set 
• When viewing your event, click on Website in the left navigation
• Make sure that a microsite is created for the event
• Navigate to the Portals and Microsites app
• Select Features in the left navigation
• Make sure the portal on the top right is set to the microsite associated with the event. If it is not, click Chance and select your event’s microsite
• Click Install a Portal Features button
• Select a portal template and target menu associated with the feature. The template should be the one designed for the event microsite
• Select Group Registration under the Meetings & Shows section

Event Configuration

Group Registration is enabled at the event level.

• Navigate to an event
• You’ll notice the menu now has an additional navigation tab called Groups
• The page of this selection allows you to create new groups and search for existing groups associated with that event
• Select Setup to access the event settings
• Select Settings under the Registration drop-down menu
• Under Registration Deadlines, the Group Registration feature can be enabled
• An open date is necessary to enable members the ability to go through the group registration workflow
• A custom contact form can be created and set for the group registration process
• Under the Group Registration block is the Group Administrator Confirmation Email
• This is a separate email sent to the group administrator, the contact who registers the collective, in tandem with the other registration emails going to each registrant.
• Under the Group Administrator Confirmation Email block is the Tiered Registration Discounts feature
  • The lowest number to input within the range is one
  • You can add multiple ranges
• This enables the association to offer discounts based 

Registering a Group

CONSOLE

• Navigate to your event with group registration enabled
• Select  Groups in the left navigation
• Select the Create a Group button
• In order to create a group registration, you must first select an organization and designate a contact from the organization as the Group Administrator
• You also have the option to create a unique group name, if not, the system default of the Organization name can remain
• The next page is the Group Registration 360 for the group of the organization currently being created
• The Edit Group button allows you to change the organization, group administrator, or the group name
• The Delete Group button allows you to remove a group. This can only be done if the group has no registrations.
• The Register New Attendee button allows you to go through the registration workflow for an attendee
• The Manually Create Registration button allows you to create a registration for an attendee without going through the registration workflow
• The Pending Registrations tab allows you to view attendee registrations that have yet been purchased but have been created and remain in draft status
• The Completed Registrations tab allows you to view the attendee registration that has been purchased
• Select the Register New Attendee button
• Select a contact from the list of contacts within the organization
• Or select Add Someone Not On This List to create a new contact before continuing with the process
• Go through the registration process previously set when creating the event
• Once completed you return to the Group Registration 360
• Each time you complete the registration process for a contact, they are added to pending registrations
• Go through this process again until you have completed drafts for all the contacts for the group
• Select the Pending Registration tab
• Select the Complete Group Registration button to process all pending registrations
• Complete the order process
• You will be taken to the group Registration 360 where you can view the details surrounding the group and the order 
  

PORTAL

Note: Based on your portal configuration, the menu names may differ.

• While logged in the portal, navigate to the event with group registration enabled
• Select the Registration menu tab
• Select Group Registration
• Select the Start a Group Registration link
  • Should a group already be created follow steps 6-13 to create new registrations for additional guests
  • Should you want to create a new group select the “back to my groups” link and follow steps 5-13 to complete the new group registration
    
    Note: If a group already exists, the screen will automatically load the group for that event.
    
    
• You will be taken to the Group Name screen
• The system defaults to the organization name but this can be changed to any applicable name
• The contact creating the group in the portal is the group administrator
• Select the Register New Attendee button
• Select a contact from the list of contacts within the organization
• Or select Add Someone Not On This List to create a new contact before continuing with the process
• Go through the registration process
• Once completed you return to the Group Registration Overview page
• Each time you complete the registration process for a contact, they are added to pending registrations
• Go through this process again until you have completed drafts for all the contacts for the group
• Select the Complete Group Registration button
• Complete the order process
• You will be taken to the Group Registration Overview page where you can view your group and their registration status