Registration Setup

On this page:

• Overview of Goldcast Event Registration Options
  • 1. Via Goldcast Event Registration Page
  • 2. Manual Registration
    • Single Registration
    • Bulk Registration
  • 3. External Platform Registration
• Re-registration to Recover Event Links

Overview of Goldcast Event Registration Options

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

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

1. Via Goldcast Event Registration Page

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

To build a Registration Form

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. Select the event you would like to edit.
4. Click Registration → Page & Form on the left sidebar.
5. Scroll to the Registration Form section and click the Edit button.
6. This opens the Registration Form Builder. Customize your form by adding, removing, and renaming fields, etc. 
7. Click Save.

Note: The fields Email, First Name, and Last Name are always required for a Goldcast registration form. Drag and drop additional fields from the left side pane based on your requirements.

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

Set up your registration page

Once you've set up the registration form, the next step is to create your registration page:

1. Log into Goldcast Studio and select the event you’d like to edit.
2. Click Registration → Page & Form on the left sidebar.
3. Scroll to the Registration Page section and click the Edit button.
4. This opens 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 Building a Goldcast Registration Page.

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

1. Click Registration → Page & Form on the left sidebar.
2. Turn on the Use Basic registration page toggle located below the registration page preview.
3. Click the Edit Default Reg Page button above the page preview.
4. Enable the Page Content toggles: Speakers, Booths & Sponsors, Agenda, and Share Button, as per your requirements. 
5. 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. 

2. 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 the below steps:

1. Click Registration → Registrants on the left sidebar. This displays the Registrants Table for your event. 
2. Click the dropdown Add and select New Registrant.
3. This opens the Create Registrant window.
4. Enter the registrant details: First Name, Last Name, Email.
5. Click Create.

Note: When you add a registrant manually, they get automatically registered for this event. If you have event email notifications and/or calendar invites set up for this event, they will receive them as soon as you click Create in the previous step. To change your email and calendar invite settings, check out our guide on Setting Up Email Schedule. 

Bulk Registration

If you have multiple registrants that you would like to register manually for the event, you can use 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 for bulk registration, follow these steps:

1. Click Registration → Registrants on the left sidebar. This displays the Registrants Table for your event. 
2. Click the dropdown Add and select Upload Bulk Registrants.
3. 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. 

3. 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 webhooks. This will allow you to import registrations created in another platform to your Goldcast organization. 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 registrants who've reached out because they lost theirs.

Registrants can recover their event links on their own by resubmitting the 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.

Note:

• 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.