Cvent Beginners

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  • 1.  Registering speakers / attendees from the back end

    Posted 11 days ago

    Hi all! I can't seem to find any clear help docs explaining how to register speakers for my event. Can someone please point me in the right direction? 

    Also, when registering attendees on the backend, it appears the fields are pretty limited. Is there a way to add more fields to match the registration paths we created for the front end? 

    Many thanks, 

    ~Amber



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    Amber Sweeney
    Events Manager & Administrative Coordinator
    Music Business AssociationUnited States
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  • 2.  RE: Registering speakers / attendees from the back end

    Posted 8 days ago

    Hi Amber,

    My first recommendation would be to set up a speaker registration type. Once you do that, you can register Speakers as you would any other attendee. You can do this either individually from the backend, or via import. See below for the steps for each:

    Option A – Register Directly from the Backend (Individually

    1. Navigate to your event > Attendees > Attendee List
    2. Click Register Invitee
    3. Fill in the speaker's information and proceed through registration
    4. On the final page before submitting, you'll see a checkbox to send a confirmation email - uncheck it if you don't want to send speakers a confirmation
    5. Click Submit

    Option B – Bulk Register via Import
    If you have many speakers, use the Import Registrations option for bulk registration. Download Cvent's import template from Attendees > Attendee List > Actions, populate speaker details (including session columns if needed), and import. Note: email address is a mandatory field for import. 

    The limited fields you're seeing on the backend registration form is by design. Required fields are not enforced for planners, and the form shows a simplified view. 

    To surface the same custom fields you built for your front-end registration paths in the backend experience, you can add additional custom contact fields. Custom Contact Fields are the bridge between front-end and back-end registration. Any Custom Contact Field added to your registration path will be visible in the attendee's record after registration, and can be filled in or edited by you.

    To set them up (if not already done):

    1. Go to Admin > General > Custom Fields > Custom Contact Fields
    2. Click Create Custom Field, name it, choose a field type (open-ended, dropdown, multi-select, etc.), and save
    3. Then go to your event's Registration > Registration Process, open each path in Site Designer, and drag the custom field onto the canvas 
    4. Once added to the registration path, you can view and edit those field values from the attendee record on the backend at any time

    Once your speakers are registered, you can invite them to the Speaker Resource Center so they can upload any assets you need from them and complete tasks. Getting Started with Speaker Resource Center



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    Megan Burns
    Customer Success Manager
    Cvent
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