In the January release for Dynamics 365 Customer Insights – Journeys, we got the “Boost participation and simplify planning with session-based event registrations” feature. This can be a handy tool for many events, so let’s see how it’s set up and used.
To start using session-level registrations in events, go to Settings -> Feature switches -> Event management and turn on the “Enable session level registration in Real-time Journeys.
When this feature is turned on, you can create your event and add your sessions. If you want people to register for the sessions, you have to turn on “Allow registrants to create their own agenda” under the agenda tab in the event.
You’ll find the registration form under the tab “Website and form”, the default registration form will automatically be added, but you can change it to your own form if you want.
When you click on the form, you come to a live form where you click edit to make changes to the form.
When you’re in edit mode, you’ll see the event information you can add to the form. To add your sessions to the form, drag the “Sessions” box to the form.
When you’ve added the session box to the form, you’ll see the code in the screenshot below added to the form. This is how the form will add all sessions to the form. As of when this post was written, you can’t make any edits to this code.
To be able to see the registration form, and have people register for the sessions, you must go live with the event.
Once the event is live, you’ll get an event URL as shown in the screenshot below. This is where you’ll find your event form.
If you’re form looks like this, without the sessions showing, you have to make sure that your sessions are live.
To go live with the sessions, you must open the sessions you want to show and go live with and click go live to them. If you have sessions you want to add to the schedule, but you don’t want people to register, you can add them and not go live with the session. It’ll still be in the system, but not shown in the form.
When you’ve gone live, you can go back to your form, and see all your live sessions.
Be aware that when you’ve activated the session-level registrations and added your sessions to the form, the people registering will have to register for at least one session to be able to register for the event.
This is a great feature that will help a lot of companies who are doing events and want to be more granular in their registration for sessions.
One customer wanted people to register for half-day before or after lunch, full-day and/or lunch. This tool (until the possibility of creating your own fields in the form comes) was the way for them to achieve this.
Malin Martnes 