Contents

• Registration Options
• Goldcast Event Registration Page
• Manual Registration
• External Platform Registration

Registration Options

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

• Goldcast Event Registration Page
• Manual registration
  • Single registration
  • Buik registration
• 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 select which fields you want to include. 

Email, first name, and last name are always required. You may add additional fields, like Company name, Job title, Linkedin URL by checking the box next to those fields. 

You may also add your own custom fields by clicking Add Field and entering a field name and type. Each field can be required by turning on the Required toggle, or optional by turning off the toggle. 

You can also select which content will be visible on your event Registration page by selecting or deselecting the checkboxes on the left side of the page - you can hide or show the Agenda, Booths, Share button, and Speakers. 

Once your Registration page has been set up, you can share the link to the page to invite people to sign up for your event. The URL can be copied from the bottom of the left-side navigation bar of your event:

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

If you only have a handful of people to register for your event, you may wish to perform a Single Registration. Single registrations allow you to enter information for and add event registrants manually. 

In the Registrants tab, click the Add Registrant dropdown, and select Manual Registration.

The  Email, First Name, and Last Name fields are required by default and you will be asked to provide this information when adding a new registrant. 

NOTE: when you click "Register Email ID", the registrant 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 ID". 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 individually. 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. 

To import your csv file, in the Registrants tab, click the Add Registrant dropdown, and select Bulk Registration.

Upload your file by clicking "Upload CSV", select your file, and then click the blue Upload button when ready to import the list. You can verify the data you import for registration within the admin panel. Please see detailed instructions here.

NOTE: when you click "Upload", the registrants you import 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.

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.