Registrant Management

Last updated: July 31, 2020

Organizers can access a Registrant information from their Events list to manage tasks related to individual Registrants, including Approve/Deny, mark as attended, redact Registrant information, or cancel an individual Registration.

Navigating to the Registrant Management Area

Screenshot: Navigation with Events section highlighted.

From your Dashboard, click on Events. Using the Search bar, search for the Event you are managing Registrants for. Click on the magnifying glass icon to launch the Advanced Search window:

Screenshot: search bar with Advanced Search (magnifying glass symbol) icon highlighted.

Screenshot: Advanced Search window.

Locate the Event you wish to manage Registrants for. Several icons will appear on the right. Click on the "person" icon to access the Registrant Management area:

Screenshot: Event options, with the Registrant Management icon highlighted.

A list of your Event's Registrants will appear:

Screenshot: Selected Event's Registrant Management window.

Organizers can use this area to manage the following Registrant tasks and functions:

Approve/Deny Registrations
Registrant Management Functions
Mark Attended
Registrant Info
Redact Registrant
Cancel Registration
Bulk/Group Actions


Approve/Deny Registrations

Organizers can approve or deny Event registrations individually via the Registrant Management area. 

On the selected Registrant, click on the "Approve/Deny" drop-down menu in the corresponding column and select the option you wish.

A confirmation window will appear: 

Screenshot: Approve/Deny confirmation window.


Note: this action overrides Event security settings for the Registrant. E.g., Your Event has a denylist in place, but you would like to Approve the registration of an individual who meets the denylist criteria. Approving the registration will override the denylist setting for that individual Registrant. 

Registrant Management Functions

To the right of a Registrant's information are icons that allow Organizers to execute specific actions to manage Registrant information and other tasks

Registrant Management Icons:

Icon Function
Screenshot: Mark attended icon  Mark Registrant attended
Screenshot: Registrant information icon.  View Registrant information
Screenshot: Registrant Redaction icon.  Redact Registrant information
Screenshot: Delete Registrant icon.  Cancel Registration

 

Mark Registrant Attended

The 'Mark Attended' function works dynamically for virtual Events/Webinars, and manually for for In-Person Events. Upon delivery to a virtual event/webinar, the Registrant will be marked as 'Attended' automatically. For In-Person Events, Organizers use the 'Mark Attended' function manually for Attendee check-in. 

To mark a Registrant as Attended, click on the Mark Attended icon.

Screenshot: Mark Attended icon highlighted.

The following confirmation window will appear: 

Screenshot: Confirmation box for marking a Registrant as attended.

Click 'Continue' to mark the Registrant as Attended, or Cancel to close the confirmation window and leave the Registrant attendance information as-is.

Registrant Info

The Registrant Information area gives Organizers a snapshot of a Registrant's basic details, such as name, email address, source of registration, and status, as well as additional information such as answers to Registration questions, polls, surveys, and emails sent.

Navigate to Registrant Info by clicking on the 'View Registrant Info' icon:

Screenshot: Registrant Information icon highlighted.

The Registrant's record will open:

Screenshot: Top portion of Registrant Information screen.

The top portion of the record includes:

Event Information: Title, Registration Date/Time 
Registrant Information: First and Last Name, E-mail address, Source, Registration Status, Time Zone 
Record Information: Date Created and Date Last Modified 

The lower portion of the record provides information on the Registrant's interaction with EventBuilder - including

Registrant Questions - Answers submitted with their Event Registration.
Registrant Polls - Any poll answers submitted by the Registrant.
Registrant Surveys - Survey answers, including pre- and post- Event. 
Individual Registrant Emails -A list of which system-generated emails were sent and when.

Screenshot: Bottom portion of Registrant Information screen.

The paper airplane icon that appears in the 'Actions' column for some emails allow Organizers to resend the selected e-mail to the individual Registrant.

 

Screenshot: Individual Registrant Emails column with paper plane icon highlighted under the 'Actions' column.

After making any necessary edits to the record, click 'Save' to close the record and return to the Registrant list.

Redact Registrant

Registrants can request their Personally Identifiable Information (PII) be redacted in accordance with their rights under the GDPR and EventBuilder's Privacy Policy.

To redact a Registrant's PII, click on the 'Redact Registrant' icon

Screenshot: Redact Registrant icon highlighted.

A confirmation window will appear: 

Screenshot: confirmation window for redacting registrant information.

Once redacted, the Registrant's information is not recoverable. Upon completion of this action the Registrant record entry will indicate the redaction, and the status will change:

Screenshot: example of a Redacted Registrant.

Note: Redacting a Registrant's information still allows them access to their Event. A redacted Registrant's name, email, and other identifiable information will not appear in Event Reports. 

Cancel Registrant

To cancel an individual Registration, click on the trash icon:

Screenshot: Cancel Registration icon highlighted.

A confirmation window will appear: 

Screenshot: Cancel Registration confirmation window.

Click 'Continue' to confirm the cancelation. Upon completion of this action the Registrant record entry will indicate the cancelation, and the status will change:

Screenshot: example of a canceled registrant entry.
Note: Once an individual's Registration has been canceled, they will no longer have access to the Event. 

Bulk/Group Actions

To perform a task for multiple Registrants at once, click on the radio buttons next to each Registrant you would like to include in your action:

Screenshot: Radio button to select Registrant example.

Once you have selected Registrants, click on the drop-down menu located at the bottom or the top of the Registrant list:

Screenshot: Update Selected drop-down menu with options shown.

Select the action you would like to perform, then click 'Update Selected.' 


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