Using Attendee Self-Registration with Events

Browser
iPad

Event organizers can send a unique event registration link to potential attendees to better prepare for an event and capture attendee interest. Attendees can select this link to view important event details and self-register to the event by filling out required information.

Each event is automatically assigned a unique registration link that can be distributed through any invitation channel, for example, Approved Email and Print Invitation materials.

Business admin users can create registration form templates corresponding to products, event formats, location types, and event types in their organization. These templates can be manually assigned to an event, or automatically assigned based on event attributes and Event Rules.

Two types of registration forms are available:

Open registration – Anyone can access the event registration link and register. This is useful when sending the link to offices and hospitals, where link recipients can register and forward the link to other potential attendees.
Closed registration – Only targeted recipients who receive the link through Approved Email can register

Once recipients register for an event, event organizers can view and approve or reject the registrant. Event organizers approve registrants by reconciling the registrant, just as they would reconcile a walk-in attendee.

Who Can Use this Feature?

Platforms – Browser, iPad
Licensing – Available to users with Events Management
Users – Business Admin Users, Integration Users, Content Creators, End Users

Configuring the Event Registration Form

Business Admin Users and Integration Users

To configure this feature for business admin users and integration users:

Ensure the appropriate optional features are configured:
- Using Approved Email for Events Management – Enables syncing Confirmation and Rejection email templates from Vault
- Event Attendance Rules – Enables running business rules when reconciling registrants, ensuring greater compliance
- Managing Event Materials – Enables adding a QR code to the registration form to Print Templates

Grant the following permissions:

Object	OLS	Record Types	Fields	FLS
EM_Attendee_vod	CRUD	n/a	First_Name_vod Last_Name_vod Email_vod Registration_Status_vod Registration_Timestamp_vod Registration_Method_vod Status_vod Walk_In_Status_vod Fields configured in the Registration_Field_vod field on EM_Catalog_vod registration forms	Edit
EM_Catalog_vod	CRUD	Registration_Form_vod	Event_Fields_vod Registration_Fields_vod Disclaimer_Text_vod Registration_Type_vod Approval_Required_vod Confirmation_Email_Template_vod Rejection_Email_Template_vod Product_vod Location_Type_vod Event_Format_vod	Edit
EM_Event_vod	CRUD	n/a	Publish_Event_vod Registration_Form_vod Registration_URL_vod Registration_URL_Long_vod Fields configured in the Event_Field_vod field on EM_Catalog_vod registration forms	Edit
EM_Event_Rule_vod	CRUD	Registration_vod	Registration_Form_vod	Edit
EM_Event_Speaker_vod	CRUD	n/a	Email_vod Registration_Timestamp_vod Status_vod Fields configured in the Registration_Field_vod field on EM_Catalog_vod registration forms	Edit
EM_Event_Speaker_vod	CRUD	n/a	First_Name_vod Last_Name_vod Speaker_Formatted_Name_vod	Read

Grant business admin users and integration users access to the Registration & Sign In Administration tab.
Add the following picklist values to the crm_template_subtype__v field in the MedComms or PromoMats Vault integrated with Approved Email. This step is only required when using this feature with Approved Email for Events Management:
- registration_confirmation_vod
- registration_rejection_vod

End Users

To configure this feature for end users:

Ensure Reconciling Walk-in Attendees is enabled for event organizers to review and approve or reject open registrants.

Grant the following permissions:

Object	OLS	Record Types	Fields	FLS
EM_Attendee_vod	CRUD	n/a	Registration_Status_vod	Edit
EM_Attendee_vod	CRUD	n/a	First_Name_vod Last_Name_vod Email_vod Registration_Timestamp_vod Registration_Method_vod Status_vod Fields configured in the Registration_Field_vod field on EM_Catalog_vod registration forms	Read
EM_Catalog_vod	R	n/a	Event_Fields_vod Registration_Fields_vod Disclaimer_Text_vod Registration_Type_vod Approval_Required_vod Confirmation_Email_Template_vod Rejection_Email_Template_vod Product_vod* Location_Type_vod* Event_Format_vod*	Read
EM_Event_vod	CRUD	n/a	Registration_Form_vod Registration_URL_vod Registration_URL_Long_vod	Edit
EM_Event_vod	CRUD	n/a	Publish_Event_vod Grant Edit permission to this field if event organizers are able to publish their own events. Fields configured in the Event_Field_vod field on EM_Catalog_vod registration forms	Read
EM_Event_Rule_vod	R	n/a	Registration_Form_vod	Read
EM_Event_Speaker_vod	CRUD	n/a	First_Name_vod Last_Name_vod Email_vod Registration_Timestamp_vod Status_vod Speaker_Formatted_Name_vod Fields configured in the Registration_Field_vod field on EM_Catalog_vod registration forms	Read

*These fields are optional and enable assigning forms based on event attributes.

Defining the Registration Integration User

Events created with a populated Registration_Form_vod field, as well as the registration form templates themselves, must be synced to the server via an integration user before registration links can be used by recipients:

Navigate to the Registration & Sign In Administration tab.
Select Edit in the Veeva CRM Connection Management section.
Enter the appropriate administrator credentials.
Select Is This a Sandbox? If the org is a sandbox.
Select Save.

If Signing into an Event using a QR Code is enabled, the same integration user credentials can be used.

Scheduling the Event Registration & Sign In Process

The Event Registration & Sign In Process both generates the URL to the registration page for distribution, as well as imports registrant information into the respective event in Veeva CRM. To schedule the Event Registration & Sign In Process:

Navigate to the Process Scheduler.
Edit the Event Registration & Sign In Process job.
Schedule the process or run the process immediately by selecting Run. It is recommended to schedule the job to run daily.

Creating Registration Forms

Registration forms are created by creating EM_Catalog_vod records that contain form details, for example, event fields, as well as approval information.

The following sections describe the various types of EM_Catalog_vod fields and sections that define the registration form’s details and fields, matching event attributes, banner images, and more:

Basic Fields – Fields that are required for any created registration form
The Approval_Required_vod Check Box – Defines if open registrants must be approved by the event organizer before approved for the event
The Disclaimer_Text_vod Field – Defines text that displays as a disclaimer on the registration form that attendees must agree to before submitting the form
Matching Event Attributes – Optional EM_Catalog_vod fields to assign the appropriate registration form template when creating or updating an event
Confirmation and Rejection Email Templates – Fields that can be populated to specify Approved Email templates automatically sent to registrants when approved or rejected from the event

Basic Fields

The following EM_Catalog_vod fields are required for any created registration form:

Record Type = Registration_Form_vod
Name_vod
Status_vod – Available values are:
Approved_vod – The EM_Catalog_vod record is automatically assigned to events based on Creating Registration Form Assignment Rules
Staged_vod – Does not assign the EM_Catalog_vod record to events
Registration_Type_vod – Available values are:
Open_vod – Anyone with the registration link can register to the event
Closed_vod – Only targeted recipients who receive the link through an Approved Email can register. See Sending Targeted Registration Links via Approved Email for more information.
Event_Fields_vod – A double semicolon separated list of EM_Event_vod fields to display on the registration form. You can also add each event speaker’s Speaker_Formatted_Name_vod field to this list using the {{EventSpeaker}} token. The list of speakers can be further filtered based on their Status_vod field using the [status=STATUS] parameter on the token. For example:

Topic_vod__c;;Start_Time_vod__c;;{{EventSpeaker[status=Approved_vod]}}

The event’s Name or Event_Display_Name_vod field automatically displayed in each registration form and should not be added to the list of event fields. When the Topic_vod or Description_vod fields are added, the field displays as a single column on the registration form on larger devices.
Registration_Fields_vod – A double semicolon separated list of EM_Attendee_vod fields to display on the registration form for recipients to complete as part of form submission. The following types of fields are supported to add to this list:
- Text – Up to 255 characters are supported
- Phone
- Email
- Picklist – Only single-select picklists are supported
- Check box – Displays to registrants as a picklist with values for Yes and No
Add <R> to the end of a field name to mark the field as required. For example:

Credentials_vod__c<R>;;City_vod__c<R>;;State_vod__c<R>;;License_vod__c

First_Name_vod, Last_Name_vod, and Email_vod fields are always included and marked as required in each registration form and should not be added to the list of registration fields. If registration should be enabled for event speakers, add the fields configured in Registration_Fields_vod on the EM_Event_Speaker_vod. The fields are updated when an event speaker fills out the registration form.

Defining a Disclaimer

Populate the Disclaimer_Text_vod field to reference a Veeva Message whose text displays as a disclaimer on the registration form that attendees must agree to before submitting the form. This field is optional. If this field is left blank, no disclaimer displays.

Use the following format to reference the appropriate Veeva Message:

MESSAGE_NAME;;Category

The Category_vod of the Veeva Message must be EVENT_MANAGEMENT and the Type_vod must be Label_vod. The text of the Veeva Message can use the following HTML tags to create a rich-text format for the disclaimer:

– the dir attribute can be set to rtl to ensure right-to-left languages display correctly
<ol> and <ul> – <li> tags within ordered and unordered lists are supported
<a> – Hyperlinks must have the attribute target=“_blank”

Only one Veeva Message is supported per registration form. Configure multiple languages of the same Veeva Message to display disclaimers in different languages.

Enabling Requiring Registrant Approval

Select the Approval_Required_vod check box if approval is required for open registrants. When selected, registrants must be approved by the event organizer before they receive a confirmation email. See Reviewing Registrants for more information.

This check box only applies to open registrants. Targeted recipients invited via Approved Email are automatically approved.

Matching Event Attributes

The following fields are optional, but can be configured to assign forms based on the event attributes:

Product_vod – When populated, the matching Product_vod on an event is used to determine the corresponding form to use
Location_Type_vod – When populated, the matching Location_Type_vod on an event is used to determine the corresponding form to use
Event_Format_vod – When populated, the matching Location_Type_vod on an event is used to determine the corresponding form to use

If these parameter fields are blank, the registration form matches to any value of the corresponding field on the event. When there are multiple forms, an exact match on these parameters is used to determine the appropriate form for an event.

Confirmation and Rejection Email Templates

The following fields on the EM_Catalog_vod record can be populated to specify Approved Email templates automatically sent to registrants when they are approved or rejected from the event:

Confirmation_Email_Template_vod – Select the appropriate Approved Email template automatically sent to registrants when approved. When targeted registrants complete the registration form, they are automatically sent the selected Approved Email template.
Rejection_Email_Template_vod – Select the appropriate Approved Email template automatically sent to registrants when rejected

Uploading a Banner Image and Agreement Policy

After creating the EM_Catalog_vod record, admin users can upload a company logo and event agreement document to display on the registration form by using the record’s Files related list:

Agreement Policy – A required document that must be viewed by registrants in order to register. Populate the File’s CRM_Content_Type_vod field with Event_Registration_Agreement_vod. The attached document push be a PDF.
Banner image – A banner image that displays in the top-left corner of the registration form. Populate the File’s CRM_Content_Type_vod field with Event_Registration_Banner_vod.

The banner image must have the following properties:
- Format – The following formats are supported:
- .PNG
- .JPG/.JPEG
- .GIF
  
  GIF files do not animate.
- Aspect ratio of 2:1

The combined file size of Agreement Policy document and Banner Image should not exceed 10 MB.

Creating Registration Form Assignment Rules

Business admin users can create EM_Event_Rule_vod records that automatically assign a registration form template to new and updated EM_Event_vod records:

Navigate to the Event Rules related list of the appropriate EM_Event_Configuration_vod record.
Select New.
Populate the following fields:
- Record Type = Registration_vod
- Country_Override_vod – Enter the appropriate country, if applicable
- Registration_Form_vod – Select the appropriate Registration_vod type EM_Catalog_vod record
Select Save.

Multiple EM_Event_Rule_vod records can be created to assign multiple allowed registration forms for an event type.

Generating an Event Registration Link

When a registration-enabled event is created or updated, an EM_Catalog_vod record is automatically referenced in the event’s Registration_Form_vod field based on configured EM_Event_Rule_vod records and matching form attributes to Product_vod, Location_Type_vod, and Event_Format_vod.

If multiple matches are found, the first match is assigned to the event. If a match is not found, the Registration_Form_vod field does not populate.

If the event’s Product_vod, Location_Type_vod, or Event_Format_vod fields are updated, the Registration_Form_vod field may also update if the field updates result in a different registration form matching to the event.

To ignore any matching logic, populate the event’s Registration_Form_vod field when creating the event to manually assign the event’s registration form.

Once a registration form is associated to the event, a unique registration link for the event is automatically generated and stored in the following fields:

Registration_URL_Long_vod – The full URL to the registration form
Registration_URL_vod – A shortened, user-friendly URL to the registration form

The registration link is inactive until the event is synced through the Registration & Sign In job and the Publish_Event_vod check box is populated. The link then remains active until the event's End_Time_vod.

The Publish_Event_vod check box does not populate automatically. Customers must define and configure this field to activate an event’s registration link during the correct stage of the event’s lifecycle.

Sending Targeted Registration Links via Approved Email

Content administrators can include the registration link to the event in Approved Email templates using the following tokens:

{{EM_Event_vod__c.Registration_URL_Long_vod__c}} – When sent, this token displays a targeted registration URL unique to each recipient. Targeted links are only supported for attendees and event speakers, all other recipient types will display the normal registration link.
{{EM_Event_vod__c.Registration_URL_vod__c}} – Displays an open registration URL

It is recommended to use the {{EM_Event_vod__c.Registration_URL_Long_vod__c}} token, since targeted links automatically convert to open registration links if they are forwarded from the original recipient to other recipients.

Adding a Registration QR Code to Print Templates

Content creators can include a QR Code that represents the event registration link within Print Templates, using the {{RegistrationQRCode}} to display the registration link as a QR code that attendees can scan.

By default, the QR code generates a 200x200 pixel square image. Content creators can customize the size of the square image by adding the <Size=SIZE> parameter. For example, {{RegistrationQRCode<Size=1000>}} generates a 1000x1000 pixel image for the QR code.

Add the <O> parameter to mark the token as optional.

Registering for an Event

Recipients accessing the registration form’s URL can view event details and complete the form to register for the event.

Depending on the registration form configuration and the link used, recipients will land on varying landing pages to register.

Open Registration

Open registration is available when the Registration_Type_vod field is Open_vod. Recipients can register by scanning the print QR code or directly via Registration_URL_vod link and completing the form.

If recipients access the link when Registration_Type_vod is Closed_vod, a message notifies the recipient that the event is invite only.

Targeted Registration

Targeted links sent via Approved Email are unique to the recipient. When targeted recipients access the link, their first name, last name, and email address automatically populate on the form.

If the Registration_Type_vod field is Open_vod, recipients of targeted link can forward the form to other potential registrants. To ensure forwarded recipients do not register on behalf of the original recipient, a message and link displays to the forwarded recipient that enables them to register as themselves.

Forwarded recipients cannot access the targeted link if the form's Registration_Type_vod is Closed_vod.

Submitting Registration

After populating all of the appropriate fields, attendees can complete their registration by selecting Register.

If the registration form has a configured disclaimer or Agreement Policy document, attendees must agree to the disclaimer and view the Agreement Policy document before they can select Register.

If the registration form has the Approval_Required_vod check box selected, registrants must be approved before they are confirmed for the event and receive a confirmation email. If Approved_Required_vod is not checked or recipients register via targeted links, registrants do not need to be reviewed and receive an automatic email confirmation upon registering.

Displaying Key Contact Information

To help registrants communicate with the event organizer, the Key_Contact_Name_vod or Key_Contact_Email_vod fields for the event display to the registrant upon completion of registration or registration errors. Administrators are responsible for defining the appropriate information in these key contact fields.

Syncing Registrants with Veeva CRM

Registrants are immediately synced to Veeva CRM upon registering. If the attendee registered via a targeted link, the associated EM_Attendee_vod or EM_Event_Speaker_vod record is updated as part of the sync:

Status_vod – Updates to Registered_vod
Registration_Timestamp_vod – Updates to the registration timestamp
Registration_Status_vod – Updates to Registered_vod. Only applies to EM_Attendee_vod records.
Registration_Method_vod – Updates to Targeted_vod. Only applies to EM_Attendee_vod records.
All other fields defined on the registration form – If a field defined in the registration form’s Registration_Fields_vod field is populated by the registrant, the corresponding field in Veeva CRM also updates

If the attendee registered via an open link, an EM_Attendee_vod record is created as part of the sync with the following fields:

First_Name_vod – Populates based on the value entered in the registration form
Last_Name_vod – Populates based on the value entered in the registration form
Email_vod – Populates based on the value entered in the registration form
Registration_Timestamp_vod – Updates to the registration timestamp
Walk_In_Status_vod – Updates to Needs_Reconciliation_vod
Registration_Method_vod – Populates with one of the following values:
Open_vod – The registrant used an open registration link to register
Forwarded_vod – The registrant used a targeted link forwarded from the original recipient to register
All other fields defined on the registration form – If a field defined in the registration form’s Registration_Fields_vod field is populated by the registrant, the corresponding field in Veeva CRM also updates

The Status_vod and Registration_Status_vod fields populate depending on if the registrant must be approved by the event organizer:

Approval Required?	Status_vod	Registration_Status_vod
Yes	Registration_Pending_vod	Pending_Approval_vod
No	Registered_vod	Registered_vod

If an error occurs when updating EM_Attendee_vod or EM_Event_Speaker_vod record as part of the Event Registration & Sign In process, the error is noted in the Sync Alert History section. Admins can review, address, then retry any errors that occur.

Reviewing Registrants

When completing the registration form, registered attendees are updated in the event and can be viewed by event organizers.

Targeted Registrants – Recipients that registered through links sent via Approved Email are automatically approved. Confirmation emails are sent upon syncing registrant information to Veeva CRM.
Open Registrants – If an event’s registration form has a selected Approval_Required_vod check box, open registrants are treated as walk-in attendees to the event that end users must review, reconcile, and approve or reject. When approval is not required, open registrants automatically receive confirmation emails upon syncing registrant information to CRM.

Reconciling Open Registrants

Open registrants must be reconciled to existing accounts in Veeva CRM before they can be approved to be added to the event:

Navigate to the Attendee Reconciliation page in the event.
Select the appropriate open registrant.
Search for the appropriate match.
Select Confirm Match to reconcile the registrant to the appropriate account.

Event Attendance Rules with Reconciled Registrants

When matching a registrant with an account, any configured Event Attendance Rules are checked before the match is confirmed. If a rule is violated, the appropriate rule warning displays and event organizers can take one of the following actions:

If the rule is a Hard Warning-type rule, event organizers can select Reject Registrant to immediately reject the registrant and send them a rejection email via Approved Email
If the rule is a Soft Warning-type rule, event organizers can submit comments if they are available or required, then can select Confirm Match to proceed with matching the registrant

Configured Event Attendance Business Rules are checked when reconciling open registrants, but not when reconciling walk-in attendees captured from the traditional sign-in method.

Approving or Rejecting Open Registrants

To approve or reject open registrants:

Navigate to the Attendee section in the event.
Select the appropriate registrant.
Select Edit.
Update the Status_vod field to the appropriate value:
- Registration_Approved_vod – Approves the registrant. Only open registrants that have been reconciled to an account can be approved.
- Registration_Rejected_vod – Rejects the registrant
Select Save.

After saving, the appropriate confirmation or rejection Approved Email is sent to the registrant. The sent email address uses the Email_vod value entered from registration.

To bulk approve or reject, enable Mass Update for Attendees or Editing Related Lists Inline in Lightning for Events Management to update Status_vod field for multiple attendees.