Build & Launch
EdgeReg
Configuration
- Configure custom, step-based registration form with logic-based flow, including the items specified below based on client provided specifications:
- Graphics, font and overall look to match your conference web site.
- Registration fee structure with up to 30 registration types/categories and four price tiers per type. Includes group registration.
- Up to 30 add-ons (workshops, social events, merchandise, donations, etc). Complimentary or with a fee. Capacity limits optional.
- Up to 20 customized demographic questions and policy agreements (multiple choice, drop down, file upload, fill in response, etc.).
- Built-in logic to ensure registrants only see add-ons, polices, demographic questions, etc. that are applicable to them.
- Customize thank you page and confirmation email.
- Configure self-service page for attendees to log in to their registration profile to print a receipt, add items and make other updates.
- Facilitate merchant processor set up and testing with merchant administrator. (The merchant administrator is a staff member identifed by the client).
- Up to 30 custom discount codes (discount price removed at purchase).
- Set-up “Pay Later” option on registration form with payment remittance information, if applicable.
- Provide up to 5 customer service template emails and instructions (verify your badge email, discount code instructions, etc.)
- Build up to 10 custom registration reports as specified by client.
Testing & Quality Assurance
- Conduct comprehensive testing to ensure registration functionality, including:
- Reviewing all registration paths and workflows for accuracy
- Verifying pricing, discount codes, membership logic, and visibility rules
- Testing form fields, conditional logic, and required data capture
- Checking payment processing setup and confirmation emails
- Conducting final pre-launch QA to confirm full system readiness
- Collect and implement client feedback prior to launch.
Training
- Provide client staff with one (1) hour Zoom training.
- Zoom will be recorded and shared with the client.
Launch & Support
- Oversee the launch, including final testing and live site verification.
- Provide real-time support for the first week post-launch to address any issues.
Download a PDF 1-pager here.
Optional Add-Ons:
Customized Exhibitor Badge Registration Form
- Configure custom, step-based registration form with logic-based flow, including the items specified below based on client provided specifications:
- Graphics, font and overall look to match your conference web site.
- Configure allotment with up to five registration types (comp and/or paid) with logic based on booth size or sponsorship level.
- Link Exhibitor Harvester fees to EdgeReg.
- Create Exhibitor Harvester registration task. Use appropriate language and images to set up the exhibitor registration task to be utilized by the booth admin.
- Provide email template for exhibitor email registration reminders and launch.
Testing and Quality Assurance
- Audit to ensure current companies show correct allotment (only applicable for automated allotment logic to include: sponsor level and booth size).
- Conduct end-to-end testing of the submission and scoring process.
- Review and validate form fields, scoring calculations, and data capture.
- Adjust configurations based on client feedback prior to launch.
Training
- Provide client staff with one (1) hour Zoom training.
- Zoom will be recorded and shared with the client.
Launch and Support
- Oversee the launch, including final testing and live site verification.
- Provide real-time support for the first week post-launch to address any issues.
Build Your EdgeReg Setup with Industry Best Practices
SB’s Cadmium Eventscribe experts can help!