Build the event registration form
Whether you use Microsoft Teams, ON24 or another third-party webinar provider, you have several options for how to enable your contacts to register for your webinar events.
Option 1: Use the registration process through your webinar provider
When you create a webinar using a third-party webinar provider, in most cases, upon saving your webinar event, a registration landing page will be generated for you to use. This will allow your attendees to submit and register for the event from the webinar’s form URL. In this case the registrant’s submission gets synced back to Dynamics 365 Customer Insights - Journeys through the webinar integration you have set up. In other scenarios, you may want to create your own landing page and form so you can adhere to your company’s brand standards and guidelines; however, this is a great option to utilize if you are quickly putting a webinar event together.
Option 2: Use the event website
The event website is a preconfigured site designed to fetch all the relevant graphics and information for each published event from Dynamics 365 Customer Insights - Journeys. If you decide to use the event website for your webinar registration, there are additional setup steps to complete.
Open the relevant event record.
Navigate to the Website and form tab.
The Event image will appear as the main image on your event website. To change the image, click the magnifying glass in the Event image field, and then search for the appropriate file from your file library or upload a new one.
Review and update the registration settings, including:
Enable CAPTCHA: Set to Yes to include a CAPTCHA field on the registration page. Set to No to hide it. This setting works for both portal hosted and externally hosted event websites.
Enable multi-attendee registration: Set this to Yes to allow users of the event website to register several attendees at once. Set to No to allow just one attendee per registration.
Allow anonymous registrations: If you are hosting the event website on a Power Apps portal, set this to No to require all visitors to create an event-website account before they can register themselves or others for an event; set to Yes to allow visitors to register without creating an event-website account. This setting has no effect if you are hosting your event website externally. See Build and host a custom event website for details about how to enable registration accounts on externally hosted sites.
Create leads for event registrations: If you want to generate a lead for each contact that gets registered for this event, set to Yes. If not, set to No.
Decide if additional registration fields are needed. The out of the box values include First Name, Last Name, and Email Address. To add additional registration form fields, see Set up a custom registration field.
Save your changes.
Click Go Live in the command bar.
Once the event is live, the Event URL field will be populated. Click the globe icon next to the Event URL field to open the event website. Click Register now to review and test the registration form.
For more information, see The Website and form tab.
Option 3: Build an event registration form
If your organization requires your marketing content to adhere to brand standards and guidelines, using an event registration form is an excellent option for you. This option ensures you stay on brand in regard to style and formatting. If you decide to use an event registration form for your event registration, there are additional components that need to be built and event settings to update.
Create and go live with the event registration form. For more information, see Use marketing forms for event registration.
Associate the form to the event and update additional event settings.
Open the relevant event record.
Navigate to the Website and form tab.
Toggle the Use marketing form for registration field to Yes.
In the Marketing form field, select the appropriate event registration form. Remember, the form must be live for it to be available for selection.
Review and update additional settings as needed:
Custom event URL: Toggle to Yes and copy and paste the event registration page into the Event URL field.
Set registrations end date: Set this toggle to Yes to set a date and time after which contacts will no longer be able to register for the event. Setting an end date for registrations is useful if you would like a cutoff to allow you to finalize your attendee list before the event starts. You can also include a Website message regarding the event registration stop date. Set the toggle to No to leave registration open until the start of the event.
Create leads for event registrations: If you want to generate a lead for each contact that gets registered for this event, set to Yes. If not, set to No.
Note: The following settings only apply if you use the event website: Readable event ID, Event image, and Portal payment gateway.
Save your changes.
Click Go live in the command bar.
Once your event is live, a new field called Form hosting will now be visible. This field contains the script for this event registration form. You'll need to copy and paste this script onto the landing page you plan to use to capture your event registrations.
Important
Only when your event is in a Live state will the Form hosting field show, along with your form script.
Determine if your event registration form will be hosted on a Dynamics marketing page or an external page.
If you're using a Dynamics marketing page, create the marketing page, embed the event registration form, and go live with the page. For more information, see Create and deploy marketing pages and Add a form to a marketing page.
If you're using an external webpage, embed the event registration on the external page. For more information, see Embed a Dynamics 365 Customer Insights - Journeys form on an external page.
For more information, see The Website and form tab.