Event Registration

Set up an Event Registration through our surveys feature. Send out invites to all of your contacts for webinars, client appreciation events, and more!

Creating an Event Registration

You can access Surveys, including Event Registration, through the menu in the upper right corner or through the navigation bar menu on the left of the Levitate dashboard

From there, you'll enter the Events tab and choose Create Event Survey

Once on your blank new template, you'll be able to add the name of the event, the date and time, a location, and details.

You can even upload or choose an image from our free media library to show on the event page your invitees see

Under Attendees, you're able to modify RSVP settings— you can make an RSVP request, require a phone number to be provided when RSVPing, set a maximum number of 'plus ones' a guest can add, set a maximum capacity for the event itself, and set a cutoff date for RSVPs

Here's what the invitee will see

If you want to add more questions for your invitees to answer, navigate to the Questions tab. From there, you can add additional questions in the form of a short answer, a dropdown pick list, and a list of checkboxes. Here's what the set-up looks like:

And this is what these custom questions look like on the form that the recipient will fill out:

Sharing an Event a QR Code

To generate, copy, and save a QR Code for an Event you'll go to Surveys, and go to the Events tab. From there, you'll see that each Event has a button that says QR Code. When you click that button, a pop-up with the QR Code to copy or download will appear. QR Codes are good for sharing on print media and on social media. We recommend using the Event URL for improved tracking when sending through email.

What the event looks like:

What the QR Code pop-up will look like:

Checking In Attendees

Unique to our Event Registration survey is the ability to check-in attendees on the day of the event. There are two ways that check-in works.

Through Event Registration Reporting:

1. Access Event Registration Reporting by choosing Reporting from the menu item on the lefthand navigation menu. From there, you'll choose the individual event.
2. On the day of the event, you'll see a clickable checkbox beside each contact that responded Attending.
3. As attendees arrive to the event, check off names using your laptop or tablet.

Through confirmation QR Code

1. When a contact RSVPs as Attending, they'll receive a confirmation email address with a unique QR Code.
2. When attendees arrive to the event, a Levitate user can scan these QR Codes when presented using their mobile phones. Most mobile phones support the ability to recognize and scan QR Codes using their cameras.
3. Once a QR Code has been scanned, the attendee will be checked in.

Keeping track of responses

Just like any of our other surveys, you can check in on your RSVPs via our Event Report page, which you can access through 'Tags & Reports.' You’ll be able to see who’s responded (yes or no) and who hasn’t– you’ll also be able to export this data as a spreadsheet.

Each event will have its own line and full report. All answers, including answers to custom questions, will be recorded in the report.

Following up to Event Registration responses

Much like with group email campaigns, users will be able to send a follow-up email to recipients of an event invitation. Users can choose who to send the email to through segmentation by response type. Reports can also be downloaded for manual tagging and record keeping.

Creating an event registration automation

Users are able to create an automation triggered by an invitee responding 'I'm Attending.' Just like other automations, an email or text message can be sent, a handwritten card, an action item can be assigned, and more.

If the invitee changes their RSVP response, the automation can be set to automatically stop.

Read more about Event Registration automations here.