Open Forum

I have an event that currently uses a single invitation list, and only attendees on that list are able to register. To save time, we would like invited attendees to be able to forward their invitations to others. For anyone who is not on the original invitation list, I'd like to set up a separate registration path that takes them to  'pending approval'. How can I set this up?

#Registration

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Isabelle Trethewy
SWM PartnersUnited Kingdom
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Hi Isabelle,

Here's a concise overview of how we'll set this up so forwarded invitations go to Pending Approval, while your original invitees are auto-confirmed:

1. Create a new registration type

   • General → Registration Types → Add a type (e.g., "Forwarded Invitee").

2. Create a pending-approval path

   • Registration → Registration Process → Open Site Designer.

   • Duplicate your current path, rename it (e.g., "Forwarded / Pending Approval").

   • Path gear icon: set Registration Type = Forwarded Invitee, Privacy = Open to public, and toggle Approve registrations manually ON → Apply → Publish.

3. Keep the invited path auto-confirmed

   • On your original path, path gear icon: leave Approve registrations manually OFF and restrict Privacy to your main invitation list → Apply → Publish.

   • Email → Invitation Lists → open your invited list → Edit Settings → Assign registration type = Yes → Invited → Save.

4. Create a dedicated link for forwarded invitees

   • Marketing → Weblinks → Create Link → type Registration Path → Forwarded / Pending Approval → Save.

   • Use this URL only for people coming via forwarded invitations.

5. Update your invitation email

   • In the invitation email, keep the main Register button for invited guests.

   • Add a second link/button like:
     "Forwarded this invitation to you? Register here (subject to approval)."

   • Point that second button to the Forwarded / Pending Approval weblink.

6. Approve or deny forwarded registrations

   • Attendees → Attendee List → filter to Pending Approval → select records → Change Status → Approve or Deny.

Here are some additional resources:

Adding Registration Paths to Your Event

Setting Up Registration Approval

Accessing Your Event Weblinks 

Hope this helps!
Julianna

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Julianna Hampshire
Lead Customer Success Advisor
SalesforceGenericAccountUnited States
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