Manage Registration in Webex Events (Classic)

A host can require registration and either make the registration process automated or manage it closely in order to ensure that it runs smoothly. The registration features that can be used for your event will help you gain a deeper understanding of your attendees and help you create a better event.

Set Approval Rules for Registrants

For registration requests that need to be approved, you may need to set up rules to automate the approval or rejection of registrants by using logical strings. You can, for example, require that an attendee has the word Webex in his or her company name in order to attend.

Before you begin

After a program has been associated with an event, you will not be able to update approval rules for that event.

1. Select Webex Events (Classic) from the Event type drop down menu when you are logged into your Webex site.
2. Go to the Attendees & Registration section of the Schedule an Event section and then select Schedule an Event.
3. In the Approval required section, select the Yes option.
4. Set up approval rules can be done by selecting Set up approval rules.
5. Decide what parameters you want to use.
6. Select Add Rule when you are finished setting up a rule.
7. Select Save once you have finished adding the rules.

Customize the Registration Form

It is possible to change or add questions to the registration form in order to make it more personalized. You can edit any customization option on the registration form at any time after you add it to the form in the first place.

1. Click on Webex Events (classic) once you have logged in to your Webex site.
2. The first step to scheduling an event is to click Schedule an Event, select Attendees & Registration from the left side menu, and navigate to the Registration tab.
3. Select the question types you wish to appear on the registration form and indicate whether you want them to appear as required or optional questions on the registration form.
4. The option to create a custom question can be found under My Custom Questions.
5. The My Registration Questions option will allow you to select all of the questions that you had previously saved.
6. If necessary, reorder the questions and select Save if you want to save the results.

Display Lead Scores and Company Names on the Attendee List

As part of the event preparations, you might want to make sure that the Attendee List displays the following two types of information next to each attendee’s name during the event:

• Based on answers provided on the registration form, we have compiled the names of companies based on the responses of attendees.

• Attendees’ responses to the questions on the registration form are used to create lead scores based on their responses.

  To decide which attendees to give priority to during the event, you can sort the Attendee List based on the scores or search for names of companies to find a list of attendees by company.

The registration form can be customized to display lead scores and company names on the Attendee List if you wish to. Simply enter the following information:

• The company must be specified under the Standard Questions section.

• If you use the Add Check Boxes , Add Option Buttons , or Add Drop-Down List options in the Add Check Boxes window, you will be able to create lead scoring. All questions that have been given a score must be included in the test.

• You can also make an attendee a panelist if you want to view the lead scores and the names of the companies. You can do so two minutes after the registration-required event starts. Once they are assigned to the presenter role, reassign them to the attendee role so that they can participate in the meeting. By clicking the View all attendees button on the Participants panel, and then selecting Refresh in the window that appears, you will be able to view all attendees. As a result, you can decide whether to show the company names as well as the lead scores.

Approve or Reject Registration Requests

When scheduling or editing an event, you have the option of manually reviewing and approving or rejecting registration requests if they require approval.

• To access Webex Events (classic) in your Webex site, you will need to sign in.
• Find your event by selecting Site Events from the drop-down menu.

On the page where you schedule an event or edit an event, you have the option of specifying that attendees receive registration status emails once your registration process has been completed.

• Please select the pending requests from the list. On this page, you will also be able to access the approvals and rejections of your requests.
• You can (optionally) review the details of each registration by selecting the link next to the name of the registrant on the page that appears.
• If you want to approve or reject a single request for a specific registrant, you can either select Approved or Rejected or you can select the option to accept or reject all requests.
• Click on the Update button.

If registrants have been approved, they will receive an email message with their registration ID, event password, if there is one, and the event number, along with a link that will allow them to join the conference.

Send Email Reminders to Registrants

If the registration of an attendee has been approved, you can send an email reminder to that attendee.

1. Click on the Webex Events (classic) option when logged in to your Webex site.
2. Please select the events that you would like to attend.
3. Choose the event which you wish to send reminders for, and then click the link under the symbol that indicates that the request has been approved.
4. You will be prompted to select Send Email on the page that appears. You will need to confirm your selection.

Aside from scheduling or editing an event, you can also specify that approved registrants will automatically receive an email reminder at the specified time and date when the event is scheduled or edited.

Frequently Asked Questions

How do I customize a registration in Webex?

Click the option that corresponds to the type of meeting or webinar, followed by the Advanced options menu. You need to select Required under the Registration section. Please see Require attendees to register before attending a meeting or webinar for more information. Please click on the Customize registration form button.

How do I enable registration in Webex?

You will need to sign in to your Webex account and select the option of Scheduling a meeting or Scheduling a webinar. The next step is to select Advanced options after you have entered all the information about your meeting or webinar. Select Required under the Registration section of the form. In addition, recurring meetings or joining before the host cannot be used with registration.

How does registration work in Webex?

After your registration has been approved by the host, you will receive an email confirming that your registration has been approved. Once the meeting or webinar starts, you will be able to join in once it has begun. The host may decide to approve all registration requests automatically if the meeting or webinar has already begun, in which case you cannot register until the meeting or webinar has already started.

How do I find registrants in Webex?

If you have a meeting or webinar that you would like to promote, you can manage registrations for that meeting or webinar on this page. A detailed list of registrants for a particular meeting or event can also be exported to a spreadsheet. You can access your Webex account by logging in to it, then selecting the Calendar option. If you want to register for a meeting or webinar, you should find it on the Meetings or Webinars page.

Where is my Webex registration link?

Log into your Webex account and then click on the Meetings tab. If you are looking for a meeting or event, select Registration and then find the meeting or event. You will only see the Registration link if you are registered for the meeting or event for which you are registered.

How do I cancel my Webex registration?

The event can be canceled. The first thing you need to do is log into your Webex site. Choose Webex Events (classic) from the left-hand panel, and then click Site Events in the left-hand panel. If you wish to delete an event, you need to open it and choose the Delete Event option.

What is Webex registration ID?

In order to make your event protected by a registrant ID, enable this option if you would like to use registrant IDs for your event. When registering for a Webex meeting, participants will receive a confirmation email containing their ID, which they will need to enter when joining the meeting.

All images and contents credit goes to help.webex.com