Create A Registration Form
Kacie Ferguson avatar
Written by Kacie Ferguson
Updated over a week ago

Get your attendees registered seamlessly and quickly with our easy to set up and manage customizable registration platform.

1. Login into Expo Pass with your credentials and choose the appropriate event.

2. Click on the “Registration” tab in the left hand menu.

3. Click on “Create Registration Form” and complete the below steps:

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4. Manage Attendee Registration Fields:

  • Expo automatically requires attendees to enter their First and Last name as well as Email

  • All other fields can be optional, required, or hidden

  • Additional fields can be created as well for attendees to answer when registering.  These fields can also be set as optional, required, or hidden.

    • Custom Questions can be:

      • Text (freeform)

      • Single Select (Yes/No)

      • Multi-Select (Choose all that apply)

5. Define and Set Up Registration Options:

  • List Registration Levels 

  • Set Pricing Per Reg Level

    • Set Early Bird, Standard, Onsite Pricing options by clicking the + next to the price

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  • List Description/Benefits

    • It is best to list what is included, benefits and details here for registrants to better understand what they are getting for each level

Add/Move Session Access per Reg Level

  • By default, all registration levels are automatically eligible for all Sessions

  • If there are certain Sessions that should not be made available to that specific registration type, you will need to remove access during this step.

  • You can also choose to create "Add-On Sessions" by removing them from the standard access.

    • See THIS article for more information on Add-On Sessions.

  • If you do not have your Sessions set up yet, you can always go back into this section to edit it at a later time.

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6. Edit Registration Levels

  • Identify key elements of each registration level during this step:

    • Always select NO for Include continuing education in registration?

    • Include Session Pre-Registration (so attendees can register for Sessions during the event registration flow)

  • Set up Promo Codes

    • Promo codes are:

      • Generated code or custom code made by you

      • Single use or infinite use

      • A percentage off or dollar amount off

      • Set effective dates when the promo code is live

    • Use for registration incentives:

      • Take15% off when you register by “X” date

      • $20 off to Attendees who are also Exhibiting at the event

      • $50 Discount for Association members

7. Add the Attendee Guest feature to your registration leve:

  • This is used when you would like to allow attendees to bring guests outside of the bulk of the main event. Many event organizers use this for numbers on networking events, etc.

  • If you are looking to have your attendee be able to register other registrants in one transactions, you will NOT use this feature. They will click Add Another at the end of their registration. The reason being is you want all data collected for the Event Attendees.

8. Upload Event Members for exclusive registration levels.

  • Choose to offer specific registration levels to specific groups

  • Only those Attendees that you upload to the Member/Email Verification list PRIOR to launching your registration will be able to see that specific registration level (based on their email address)

    • When these specific registrants type in the email address on the registration form, and it is associated with a Member Verification Reg Level, they will see this specific registration level that is otherwise not public.

  • This feature can also be used to "close" or hide a registration level. See HERE for more information.

9. Upload Legal Documents*

* Documents must be in .txt format

  • Enter Terms and Conditions

    • See Sample T&Cs HERE

  • Enter your Refund Policy

    • If your event is free, the refund policy can simply state that there is not one due to the event being free of charge.

    • See Sample Refund Policy HERE

9. Review your Registration Levels. If call looks good, click Create Form to finish!

10. This form can easily be viewed and edited after creating, by clicking on the “Form Overview” tab under “Registration”.

  • Expo Pass offers a pay by check/ invoicing option for registrants. Please contact your Success Specialist for more information.

No it's time to get your Registration form to your attendees!

Click HERE to learn how to Market Your Reg Form.

For more information on Google and Facebook Analytics, click HERE.

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