Registration Setup

Contents

• Registration Options Overview
• Goldcast Event Registration Page
• Manual Registration
  • Single Registration
  • Bulk Registration
• External Platform Registration
• Re-registration to Recover Event Links

Registration Options Overview

The Goldcast platform provides three options for collecting registrations for your event: 

1. Goldcast Event Registration Page
2. Manual Registration
   • Single registration
   • Bulk registration
3. External Platform Registration

Goldcast Event Registration Page

Every Goldcast event has its own Registration page that can be managed in the Registration section. If you choose to collect registrations using Goldcast's registration page, you will first build a Registration Form. 

To build a Registration Form, here are the steps:

1. Log in to Goldcast Studio with your credentials.
2. Click the hamburger icon on the top left, and select the Events tab to get a list of all your events.                              
3. Click the event you would like to edit.
4. Click Registration in the menu on the left side of the screen.
5. Scroll to the Registration Form section.
6. Click Edit on the right side of the Registration Form to customize the form by adding, removing, and rename fields, etc.
7. Click Save.

IMPORTANT:

• The fields Email, First Name, and Last Name are always required. Drag and drop additional fields from the left side pane based on your event needs.

For detailed information on how to create and edit a registration form, see Creating and Editing Registration Form.

To set up your Registration page:

1. Open Goldcast Studio and click the hamburger icon on the top left, and select the Events tab to get a list of all your events.
2. Click the event you’d like to edit.
3. Click Registration in the menu on the left side of the screen.
4. Click Edit above the Registration page preview - this will open the Registration Page Builder.
5. The default registration page will already have added sections - you can select theme, fonts and upload a hero image, save changes and the page will be ready to launch.
6. Once you are on the Registration Page Builder, on the left side of the page, you will see the Editor. Here you can see the blocks of your page - add new blocks, edit, hide and remove blocks, and change the global page settings.

For detailed information on how to create and edit a registration page, see Creating a registration page.

If you prefer to use Goldcast’s default registration page instead of the Page Builder: 

1. Open Goldcast Studio and click the hamburger icon on the top left, and select the Events tab to get a list of all your events.
2. Click the event you’d like to edit.
3. Click Registration in the menu on the left side of the screen.
4. Turn on the Use the old page experience. toggle located below the registration page preview.
5. Click Edit Default Reg Page above the page preview.
6. Enable the Page Content toggles: Speakers, Booths & Sponsors, Agenda, Share Button.
7. Click Save.

Once the registration page has been set up, click the Registration Page hyperlink to preview your page in your browser. This is the page you will share to invite people to register for your event. 

You can also access the registration page link from your event menu on the left side of your screen. 

 

Manual Registration

For events or registrants that do not use the event's Registration page, the Goldcast platform provides several options for adding registrants to your event: Single Registration, Bulk Registration, and registrations via an external form or webhook. 

Single Registration

To register one user at a time, follow below steps:

1. Navigate to Events > Registration > Registrants. This displays the list of registrants for your events.
2. Click Add Registrant. The Manual Registration window appears.
3. Enter the registrant details: First Name, Last Name, Email.
4. Click Register Email Address.

When you click "Register Email Address", the registrants you submit will automatically be registered for this event. If you have event email notifications and/or calendar invites set up for this event, they will receive it as soon as you click "Register Email Address". To change your email and calendar invite settings, go to the Emails section.

Bulk Registration

If you have multiple registrants that you would like to register, you may wish to perform a Bulk Registration. Bulk registrations allow you to upload multiple emails at once, rather than having to enter the information for each individual. While this method of registration may save you time, there are several important steps you will need to take before doing so.

• All registrant information must be organized by column in a spreadsheet.
• Spreadsheet column headers must be identical to the field names Goldcast supports.
  • The minimum required fields are Email, First Name, and Last Name.
    • Please ensure that emails do not have a space before or after them in the cell, and that every row includes all three required fields. 
  • Additional supported fields include: Company, Title, and Linkedin URL.
• All spreadsheets must be uploaded in a CSV file format.
  • A sample csv file can be downloaded via the link at the bottom of this help doc, or from inside the admin panel itself. 

 

Once the CSV file is ready, to import your file for bulk registration, follow below steps:

1. Navigate to the Registrants tab, click the Bulk Upload .CSV button. The Bulk Registration window appears. 

2. Click Upload CSV and select your file.

 

You can verify the data you import for registration within the upload window. For more information, see our guide on how to import registrants using bulk registration. 

When you click “Upload", all of the registrants you submit will automatically be registered for this event. If you have event email notifications and/or calendar invites set up for this event, they will receive it as soon as you click "Upload". To change your email and calendar invite settings, go to the Emails section.

Bulk Registration Template.csv

External Platform Registration

If you'd like to collect event registrations using an external platform, you can pass those registrations to your Goldcast event directly using a  form post or webhook. This will allow you to import registrations created in another platform to your Goldcast org. Goldcast currently supports form and webhook registrations for Salesforce, Hubspot, Marketo, Splash, Eloqua, and Zapier among other platforms.

We recommend this method of registration for users who:

• Maintain their contacts lists on another platform.
• Plan on embedding a registration form from an external platform on their website.

See the linked help docs above for further instructions on setting up these registration methods. 

Re-registration to Recover Event Links

We know how easy it is to lose track of your unique event link and then have to scramble on event day to recover it. Or if you are an event organizer how tedious it is to manually re-send unique links to the registrant's who've reached out because they lost theirs.

Registrants can recover their event links on their own by resubmitting the event's registration form using the email they initially registered with. Re-registering will send another registration confirmation email containing an event link to their inbox. Alternatively an organizer can re-send the registration email containing the event link to a user by re-registering them with the manual single registration method described above in this doc.

If a user re-registers with different user data, the new data submitted will not override the information provided on the initial form submission. This process is only a self-serve way to get another event link, not a way to update registration data. 

Re-registration is not supported through 3rd Party registration methods. A user needs to fill out a Goldcast form to receive another registration email. Additionally a user can only re-register a maximum of times ,and there is a 5 minute cool down period between re-registration attempts.