Register for an Event (Campaign)

To register for a particular event click on the Event Name on the Event listing and complete the form:

If the registration is successful, a confirmation message will appear.

Successful Campaign registration occurs under these scenarios:

• If there is no existing Contact or Lead with the Email address that was entered on the registration page, a Contact is created and a CampaignMember record linking that Contact to the Campaign is also created with CampaignMember Status = “Registered” (or, more precisely, whatever status you choose to designate as the Registered Status in the Registered Status field of the custom setting — see Appendix II)
• If a contact already exists with the entered Email, First and Last names (see section “Matching Registrants on Email Address, Firstname, and Lastname”, immediately following) then
  • If the Contact is not already a member of the campaign, a CampaignMember is created with Registered status.
  • If that Contact is already a member of the campaign, then, provided their CampaignMember Status is not already the Registered Status, the CampaignMember Status will be updated to the Registered Status.
  • Conversely, if their CampaignMember Status is already the Registered Status, an error message will be displayed saying they are already registered for the event, like this:

• If no Contact exists but a Lead does exist with the same email, then a campaign member is created for that Lead.
  • If you wish to convert such leads, and have ERX Core installed, then write a workflow rule to check the Contact’s
• If the event is closed, based on the combination of Active, capacity, RSVP Date, and End Date, then a message is displayed to the user when attempting to access the Registration page: