When attendees register, you can use custom registration fields to signal certain roles within the platform, enabling attendees to only see sessions based on their assigned roles.
Note: This feature is available for Virtual Events and Enterprise plan holders.
When attendees register, you can use custom registration fields as a way to assign roles to your registrants. Whether you are asking for a company name, title, track, subject of interest, or anything else, you can use the responses as a filter on your virtual event agenda. With all this working together, you can have a varied agenda for multiple different audiences that can each be targeted individually with specific topics and sessions.
To enable this functionality, there are a few steps to follow. First, set up your Agenda with the session items linked and details included.
Important: Using this setting will make it so that registrants and attendees will only be able to see sessions that match their registration fields. Every other session will be hidden, so consider this before enabling it for your event.
Create the registration field to use as a filter
1. Log into your main Series dashboard page visit the custom registration fields
2. From here, create or edit a registration field. For this feature, you will need to use a List type of custom registration field.
3. In the settings, look for the setting Use as filter in agenda and schedule selector. Find this in the virtual events section of the settings and enable it.
Enable it on your agenda and configure your sessions
1. Visit the landing page of your event where you agenda is contained. This may be the main series or it may be a separate event module.
2. Click on Agenda in the left hand navigation menu, then scroll down to the bottom and check off the Use series’ custom registration fields as the agenda’s filters box. Save then refresh the page after enabling this.
Enable Custom Registration Fields to Custom Agenda Items
As mentioned above, you'll want to do these following steps for all of your sessions. Any sessions without this configured will not be seen by any registrant.
1. On the Agenda item, scroll down to the Webinar Custom: section. This section will show the title of the Custom Registration Field. For example, my custom registration field is “Where are you from?” so that section displays as “Webinar Custom: Where are you from?”
2. Use the dropdown menu to select as many response options as desired.
3. Click Save when complete. Now, as users register and get added to your event, only those registrants with matching values in this registration field will see this session on the agenda.