MaestroConference provides several ways to register callers:
• Simple Self-Registration
• Self-Registration with custom data
• Manual Registration
• Automatic Registration with Infusionsoft
• Automatic Registration with some other CRM systems
• Creating a custom HTML registration page
• Using the API to register people from within another computer system
The self-registration link appears on your webpage when you create the conference. You can simply e-mail this link to everyone. This will save you the effort of manually filling out names and email addresses, and registrants will receive an automatic email from us with their call-in info.
Self-Registration with custom data
If you have different types of registrants (for e.g. beginning vs. advanced or male vs. female), you can send a different link to each type of registrant; and our system will automatically track them. As an example, consider that you have some “advanced” students. Send them the self-registration link and add ?custom1=advanced to the end of it; during the call, people who registered with that URL will be marked as advanced. You can then group the advanced together, or “spread them out” so that each breakout group has 1 advanced student, for example.
Example of self-registration with Custom1:
If the self registration option seems too easy for you, you can always opt for the Herculean effort of manually generating and entering PINs. This allows you to guarantee that all of your participants will at least be registered. You can then export the list of callers (as a tab-delineated list) and send a batch email to them with their PINs. Also, you will soon be able to simply import a spreadsheet of names and email addresses, which will get PINs automatically.
When people register for events, you want their name & email both in your CRM system and in MaestroConference so that they have a PIN. Below, we show how to easily accomplish this for Infusionsoft. You may be able to use this same method with other CRM systems too.
Automatic Registration with Infusionsoft
In Infusionsoft, create a Web Form or Order Form with fields of your choice (name and email address are mandatory for registration). While setting up your Thank-You Page, select “Send to a web page” and put the self-registration URL of your conference call in the Web page URL textbox. Now, tick the “Pass Person's info to "Thank You" page url (This is for techies)” checkbox.
Then, when someone submits that web form, the next page shows them the PIN - they don't have to enter their information twice.
Automatic Registration with some other CRM systems
If you’re using another CRM system (besides Infusionsoft), see if the “Thank You page” for a web form can send the name & email in the URL. If so, use the MaestroConference self-registration page as the “thank you page” and try it out.
Creating a custom HTML page
If you have the ability to put HTML onto a web page somewhere, then you have a LOT of flexibility for registering people for a MaestroConference event. All you do is take the <form> object from our web page, copy into yours, and then modify it as desired.
Customizations you can do include:
- Create your own custom drop-downs or radio boxes - for creating breakout groups by region or team for example. Just label the data as Custom1 and Custom2 and it will feed into the interface.
- Put your own header and footer, graphic design.
- Javacript form validation ... auto-population from your database ... etc.
To do this, just:
- go to the self-registration URL on the Conference page for your Conference
- look for the <form> .... </form> section, and copy that into your own web page
- add Custom1 and/or Custom2 form elements to populate those fields with the data you'd like to use in Breakout Groups, or have handy when calling on people, in call reports etc.
The form looks like this:
<form action="http://myaccount.maestroconference.com/conference/register/TAK9CVAFUZE6CW8" method="get">
<p><label for="Name">Name</label><input id="Name" name="Name" type="text" /></p>
<p><label for="Email">Email</label><input id="Email" name="Email" type="text" /></p>
<select id="custom1" name="custom1">
<p><label for="Custom2">Favorite Animal</label>
<select id="custom2" name="custom2">
<option value=" Elephant">Elephant</option>