Cvent Beginners

 View Only
  • 1.  Adding Exclusion Lists

    Posted 10 days ago

    We have some events that are not open to everyone in our community. We want to add an exclusion list to these specific events for certain users to not be allowed to register. I followed the instructions on this page, but I am unable to find the place to associate the exclusion list with an event.

    Cvent Community LEX

    Cvent remove preview
    Cvent Community LEX
    View this on Cvent >



    ------------------------------
    Beth Cavanaugh
    Project Specialist
    Creighton UniversityUnited States
    ------------------------------


  • 2.  RE: Adding Exclusion Lists

    Posted 6 days ago

    Hi Beth,

    For events that aren't open to everyone, you can prevent specific contacts from registering by using an Exclusion List:

    • First, create a Contact Group with Type = Exclusion List in your Address Book and add the contacts you want to block.

    • Then, open the specific event and go to General > Event Settings > Security > Edit.

    • Under Exclusion Lists, select that Exclusion List contact group and save.

    Once this is set up, anyone in that group will be blocked from registering for that event.

    Hope this helps!

    Julianna



    ------------------------------
    Julianna Hampshire
    Lead Customer Success Advisor
    SalesforceGenericAccountUnited States
    ------------------------------



  • 3.  RE: Adding Exclusion Lists

    Posted 6 days ago

    Thanks, Julianna!

    What if I don't have the option to chose Exclusion List? Can I get that added or is it not included in my account?

    form that does not have exclusion as an option


    ------------------------------
    Beth Cavanaugh
    Project Specialist
    Creighton UniversityUnited States
    ------------------------------



  • 4.  RE: Adding Exclusion Lists

    Posted 6 days ago

    Hi Beth,

    The exclusion list type in the contact group may not be visible depending on your user permissions. I would contact an administrator on your account to get that added if it is not available for you to do. Let me know if you have any other questions!



    ------------------------------
    Julianna Hampshire
    Lead Customer Success Advisor
    SalesforceGenericAccountUnited States
    ------------------------------



  • 5.  RE: Adding Exclusion Lists

    Posted 5 days ago

    Julianna,

    My admin does not have the exclusions available on her screen either. Can you share a screenshot of where we can find this permission setting, please? 

    Thanks!

    Beth



    ------------------------------
    Beth Cavanaugh
    Project Specialist
    Creighton UniversityUnited States
    ------------------------------



  • 6.  RE: Adding Exclusion Lists

    Posted 5 days ago

    Hi Beth,

    I would recommend reaching out to your Cvent account team. They would be able to determine if its an account level setting that needs to be enabled or troubleshoot why it is not appearing.

    Thanks,

    Julianna 



    ------------------------------
    Julianna Hampshire
    Lead Customer Success Advisor
    SalesforceGenericAccountUnited States
    ------------------------------



  • 7.  RE: Adding Exclusion Lists

    Posted 5 days ago

    Sounds good! Thanks!



    ------------------------------
    Beth Cavanaugh
    Project Specialist
    Creighton UniversityUnited States
    ------------------------------



  • 8.  RE: Adding Exclusion Lists

    Posted 3 days ago

    Hi Julianna!

    We have been setting registration exclusion lists via the Registration Paths, using the "Limit Registration by" > "Blocking the following email domains" settings, then adding a CSV domain list.

    Can you let me know if there are advantages or disadvantages to that approach? I hadn't considered the Contact Group approach until you mentioned it here.



    ------------------------------
    Simon Gerzina
    Sr. Manager
    AkamaiUnited States
    ------------------------------



  • 9.  RE: Adding Exclusion Lists

    Posted 3 days ago

    Hi Simon,

    For your use case, blocking registration by email domain on the registration path is great when you want to broadly prevent entire domains from registering, and it stops them right at the email step.\

    Exclusion List contact groups, on the other hand, are better when you need to block specific people across one or many events, regardless of which email address or domain they use. They're reusable across events and can show a tailored message, but they do require you to maintain those contacts in a group and attach that group to your event's Security settings.

    Many clients end up using both: domain blocking for broad patterns and Exclusion Lists for known individuals they never want to register.

    Thanks,

    Julianna



    ------------------------------
    Julianna Hampshire
    Lead Customer Success Advisor
    SalesforceGenericAccountUnited States
    ------------------------------