What is a registration category for?
A category lets you segment participants by profile and offer them a specific registration journey. Each category can have:
Its own form,
Its payment system,
Its personalized confirmation email,
Its badge,
Different access rights,
etc.
Examples:
A VIP category will not have a form, but will receive a badge by email.
A Visitor category will need to complete a form, make a payment, and will receive an automatic confirmation.
An Exhibitor category can access a dedicated area on the site after completing their form and inviting collaborators to manage the booth.
Managing your categories
From the categories list, you have an overview of the accesses and elements present within a category.
Creating a category
Go to the Registration tab.
Click Add a category.
Provide:
The name of the category,
The label color,
The unique email option (to prevent duplicates),
The population if you have networking or leads features activated or if you want to use it for statistics.
The exhibitor permissions, if relevant (Invitation, product creation, etc.)
⚠️ An email can only register once if the “email unique” option is enabled.
Click Create a registration category.
Adding features to a category
By default, a newly created category will only have two visible but disabled features: the registration form and the confirmation email. To enable these two elements, simply click on them and configure them.
You can add other functional blocks to its journey. Each block corresponds to a specific feature:
Payment
Which also allows: billing
Moderation
Which also allows: the moderation email
Promo code
Badge
Wallet Pass
Documents
To enable them, click Add features at the bottom of the category process. You will also see at the very start of a category workflow the note about invitation email. This feature indicates that members of this category can be invited by an exhibitor.
Configure the related emails
Some blocks (moderation, confirmation, edition) include an email.
In the advanced options, you can:
Modify the reply-to address,
Customize the email content (also accessible from the Mail Builder),
Translate the email if the event is multilingual.
Other settings
From a category view, you can define:
The physical or digital access points authorized by default for this category with accreditation management.
You can also enable notifications for your teams:
When a participant registers,
When a moderation request is received or processed.
You can also choose to copy this category to your event or to another, so you can start from an existing configuration and only make adjustments.
Our platform also allows actions to be taken if a participant's email is already present on the event instead of blocking a new registration:
Finally, you can also choose to modify certain information related to your category. In that case, you can edit it, which opens a new range of actions regarding registration dates:
Best practices
Create a category for each participant type that has a distinct journey.
Enable only the blocks necessary for each category.
Test each journey before publishing (form, badge, emails).
Use populations to structure access and filtering on the site or within sessions.