Event Registration with Form Rules

Event Registration with Form Rules

Zylker, a leading tech company, is organizing its Flagship Technology Conference. To ensure a smooth registration process and enhance attendee experience, Zylker aims to automate and personalize workflows.

 What Zylker wants to achieve

  1. Automated confirmation emails: Instantly notify attendees of their successful registration with tailored email content.
  2. Task assignments for coordinators: Automatically assign tasks to the event team based on the attendee type.
  3. Customized Thank You pages: Display personalized Thank You pages to attendees based on their registration category.
  4. VIP redirects for additional preferences: Seamlessly redirect VIP attendees to a secondary form to gather exclusive preferences.
Here’s the structure of Zylker’s registration form, designed to capture essential information.
Form structure

Configuring Form Rules

  1. Navigate to the Rules tab.
  2. Under Form Rules, go to the New Record tab and click Configure Now.
    Click Configure Now
  • If Attendee Type is "General Participant"
    • Send a standard email with event details
    • Assign task to verify registration details to the General Coordination Team.
    • Show a Thank You page with the conference schedule and a note of thanks.
      Setup Form Rules

  • If Attendee Type is "Speaker" 
    • Send an email with guidelines for speakers and next steps.
    • Assign task to collect presentation material to the Speaker Management Team.
    • Show a Thank you page with a link to access speaker resources.
      Setup Form Rules

  • If Attendee Type is "VIP"
    • Send an exclusive email outlining VIP perks and a link to the secondary form.
    • Assign task to prepare VIP kit and schedule to the VIP Services Team.
    • Redirect to a VIP Preferences Form to gather information such as dietary restrictions, preferred seating, and arrival schedules.
      Setup Form Rules

Why this works

With this strategy, Zylker achieves:

  • Efficiency
    Automated workflows save time and reduce manual errors.
  • Personalization
    Customized emails, tasks, and thank-you pages make each attendee feel special.
  • Clarity
    Coordinators have clear assignments, enabling seamless execution.
  • Experience
    Attendees, especially VIPs, enjoy a smooth and engaging registration process.

By using Form Rules, Zylker transforms a simple registration process into a sophisticated and highly efficient system. Attendees receive personalized attention, and the event team operates effortlessly. The conference is set for success even before the first session begins!

Ready to create a seamless registration experience? By using Form Rules, Zylker transforms a simple registration process into a sophisticated and highly efficient system. Attendees receive personalized attention, and the event team operates effortlessly. The conference is set for success even before the first session begins!

Ready to create a seamless registration experience? Start with Form Rules today!