Registration Dashboard

 
Access

The Event Dashboard serves as the planner’s “home page” for an event.

This is its Registration Dashboard view, with the charts and tables described below for you to see the latest summaries of your registrations

The dashboard remembers this as your preferred view until you next choose to switch back to the  SETUP" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Setup Dashboard view (by clicking Setup at the top of the page).

 Videos: All Certain University videos about Managing Registrations

Details common to both Setup and Registration Dashboards

• Header – Displays the  Event Name, Dates and Times, Location, and Mode (e.g., Test or Live).

  •  Click the outline star icon in the header to mark the event it as a favorite, making it available from the  Favorites global navigation icon.

  •  Click the solid star icon to "unfavorite" an event,  removing it from the Favorites list.

• Event Details – Go to  Details" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Event Details where you can edit those details and many more.

Buttons:

These buttons (at top right) lead to pages for these actions:

• Find – Search for registrations

• Add Registration – Create a new registration record

• Import – Import registration data from an external file

• Import Salesforce Members – Import campaign members from associated Salesforce campaigns. Requires a Salesforce Connection to be in place.

• Scan – Scan a registration from a badge or confirmation that includes a barcode

• 'Assign Roles'" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline; font-weight: bold;"Assign Roles – Assign roles and a user for each one to this event.
  Available only to a Registration Support user who's classified as the  Event Details','Lato,10',10,10,00000000,0xd6d9db)" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline; background-color: rgb(226, 242, 249);"Event Owner of the event.
  (Event Planners and Administrators assign roles from Event Setup > Details, but Reg Support users cannot access that page.)

Charts and Tables

These two buttons determine the view shown of the sections below, which can be shown as charts or tables.

Certain remembers your choice of view when you change events.

•   –  Graphical view, showing data in charts.

•   –  Tabular view, showing data in tables.

Click the name of a section below to display more details about that section of the page.

How do I perform common tasks in the Registrations area?