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Event Registration Done Right: Forms, RSVP & Follow-Up

An attendee registering for an event on a laptop

Registration is where events are won: every unnecessary field costs signups, every clunky redirect costs trust, and everything you capture cleanly pays dividends at the door and after. Here's the clipboard-free playbook.

Ask only what you'll use

The essential intake: name, email, organization or role if it matters, and any operational needs (dietary, accessibility). Every additional field measurably drops completion — if a question doesn't change what you do, cut it. Progressive profiling can collect the rest later.

The essential fields for an attendee intake form

Design a frictionless RSVP

Keep registration on your own branded pages — an embedded form on your site (or an Experience Cloud page that writes straight to Salesforce) beats bouncing registrants to a third-party domain. Confirm instantly, mobile-first, and put the wallet ticket in the confirmation email so the pass is saved before the attendee closes the tab (why wallet tickets).

Market the registration, then the reminder does itself

Early-bird tiers create urgency; referral links turn registrants into promoters; and abandoned registrations get one polite nudge through Flow or Salesforce Marketing Cloud. Once the ticket is in the wallet, reminders ride the lock screen — geofenced at the venue, updated if anything changes.

A registration dashboard tracking signups and conversion

Handle the special cases

Volunteers and staff get their own credential type (a differently-styled pass with different scan behavior), sold-out events get a waitlist that auto-issues tickets as spots free, and VIPs get upgraded passes — same record, new design, pushed silently.

After the event

Because every registrant is a Salesforce record and every scan is logged, follow-up is automatic: thank-yous to attendees, "sorry we missed you" to no-shows, and next-event offers segmented by behavior. The operational half of this story is in event check-in, modernized; the platform view on event ticketing.

From Signup to Scan, One System

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