Set approval rules for registrants

If you require approval for registration requests, set up rules to automatically approve or reject registrants using logical strings. For example, you can require that an attendee’s company name must contain the word Webex.

Before you begin

You cannot update approval rules after an event has been associated with a program.
1

Sign in to your Webex site and select Webex Events (classic).

2

Select Schedule an Event and then go to the Attendees & Registration section.

3

At Approval required, select Yes.

4

Select Set up approval rules.

5

Set your parameters.

6

When you finish setting up a rule, select Add Rule.

7

When you finish adding rules, select Save.

Customize the registration form

You can customize the registration form by adding or changing the questions. After you add a customized option to the registration form, you can edit it at any time.

1

Sign in to your Webex site and select Webex Events (classic).

2

Select Schedule an Event, go to the Attendees & Registration section, and select the link at Registration form.

3

Under Standard Questions, check the questions that you want to appear on the registration form as required or optional.

4

Under My Custom Questions, select an option to create a custom question.

5

To select the questions you have previously saved, select My Registration Questions.

6

Change the order of the questions, if necessary, and select Save.

Display lead scores and company names on the attendee list

During the event, you can have the attendee list display these two types of information next to the name of each attendee:

  • Company names that are based on attendee responses to the Company question on the registration form.

    Company names are not visible to participants who join from the web app or mobile app, so they will appear as N/A.

  • Lead scores that are based on attendee responses to questions on the registration form.

    You can sort the attendee list by the scores or search for a company name to decide which attendees to give priority to during the event.

If you want to display lead scores and company names on the attendee list, do the following on the registration form:

  • Under Standard Questions, specify that Company is required.

  • Use the lead scoring option in the Add Check Boxes, Add Option Buttons, or Add Drop-Down List windows. Specify that all questions with assigned scores are required.

  • To view lead scores and company names, you can also wait two minutes after a registration-required event starts, and then make an attendee a panelist. Next, assign them the presenter role and then reassign them as an attendee. In the Participants panel, click View all attendees..., and then click Refresh in the window that opens. From there, you can decide to Show lead scores and Show company names.

Approve or reject registration requests

If you require approval for registration requests when scheduling or editing an event, review and manually approve or reject the requests.

1

Sign in to your Webex site and select Webex Events (classic).

2

Select Site Events and find your event.

To specify that attendees receive registration status email messages once you process their requests, do so on the Schedule an Event or Edit Event page.

3

Select Requests Pending. You can also access the approved and rejected requests from this page.

4

(Optional) To review details about each registration, on the page that appears, select the link for the name of the registrant.

5

Select Approved or Rejected for each individual registrant or select the option to accept, reject, or make all requests pending.

6

Select Update.

The email message for approved registrants contains the registration ID, event password, if any, event number, and a link they can select to join the event.

Send email reminders to registrants

You can send email reminders to attendees whose registration has been approved.

1

Sign in to your Webex site and select Webex Events (classic).

2

Select Site Events.

3

Find the event for which you want to send reminder email, and then select the link under the Requests Approved symbol.

4

On the page that appears, select Send Email and then confirm.

When scheduling or editing an event, you can also specify that approved registrants automatically receive email reminders at the date and time you specify.