Add a colleague when you register

On your event, you can offer registrants the option of adding one or more collaborators when they register. 

To add this functionality, go to your CMS and edit the registration form for your event, then add a step and select "Add collaborator step":

When editing this new step, you can : 

• Name this new step 
• Add a description to this step 
• Condition its display 
• Indicate the maximum number of collaborators to be added
  
  

You can also customize the form fields to be displayed in the add collaborator step. 

Individual fields :
Here you can add new fields to be filled in to collect information from the collaborator. 

Common company fields :
Here you'll find fields that have already been filled in at the time of the first registrant's registration. These fields (only those from step 1) will therefore be filled in directly by default for collaborators; they will not appear in the collaborator registration step, but will be present on the participant form.

Send an e-mail to the registered collaborator

To notify the added collaborator(s), as the organizer, you can create a new email of the type participant > Registration confirmation for collaborator with account creation link.

To do this, go to your event's back office > Emailings tab > Email templates > click on the + to create a new email and select the one in question :

It's up to you to make any necessary changes, including personalizing the content. 

You can then create an automatic trigger to link to this email, so that it automatically goes out to notify your colleagues of this invitation. 

To do this, in the Emailings tab > automatic triggers > click on the + to create a new one > link this trigger to your email and condition it as follows:

➡️ Registration mode (Participant) equal to "Registered by a collaborator" : 

⚠️ Don't forget to activate the automatic trigger, so that the e-mail can go ahead.




Added collaborators have the option of unsubscribing. If they don't wish to be registered for the event, they will find the "Unsubscribe" button in the email they receive. 

By clicking on this button, the employee will be taken to a page on the site, asking them to confirm their unsubscription:

Once this action has been taken, the employee's status will change to "Refused" (visible from the "All participants" grid).