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Guest Blog Post: 5 Strategies for Streamlining Your Registration Process

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This guest post was contributed to us by the experts over at Regpack.

Your registration process is incredibly important. It’s the first impression many applicants will have of your organization or business when they’re registering for your programs. For that reason, a streamlined registration process is essential if you want to boost attendance and make your programs stand out.

You may already have a registration process in place, whether this is through a manual process or a combination of tools and software that you use. However, it may be time to take a look at upgrading your system and making it even easier on your staff, your applicants, and you.

There are several pieces that go into registrations: the basic contact information forms, waivers (if required), and payment information, for instance. In order to keep these pieces together, invest in a software solution that will help you with this. In this article, we’ll discuss the following ways you can track what you need and streamline your process:

  1. Embeddable Forms
  2. Personalized Experience
  3. Integrated Payments
  4. Group Registration
  5. Mobile Optimization

Make a great first impression with an easy and straightforward registration process for your applicants, but make the process easy on yourself, too! Let’s take a closer look.

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1. Embeddable Forms

Whether you’re registering individuals for an event, a course, or even a summer camp, establishing trust with your applicants is a big step you need to take. If people are uneasy about your registration process (for example, if they’re sent to register on a third-party website), they’ll be less likely to actually complete their registration.

The most effective way to establish trust is by ensuring your applicants never have to leave your website when registering. This means you’ll want all of your forms to be embedded into your site. For example:

  • Your registration form. Your actual registration form should be embedded directly into your website. This will help it fall in seamlessly with your brand and assure applicants that they are giving their information directly and only to you. Use registration software that will allow you to embed the form straight into your website.
  • Waivers. If the program you’re registering people for requires a waiver, make sure your participants can sign your waiver without ever leaving your website as well. Online waivers also help streamline the check-in process on the day of your actual event.

When you keep everything in one place, you’ll encourage more applicants to complete their registrations and keep their trust in you intact. This not only assures them that their information is safe, but also makes the process simpler on your end as well. Keep your registration page’s appearance consistent with the rest of your website’s branding, and you’ll bring in more applicants.

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2. Personalized Experience

Streamlining your registration process doesn’t just involve making it easy for applicants to go through the motions. It also entails personalizing the experience for them. Whether this means sprucing up your digital waiver with videos that further engage applicants or sending out custom emails, you can offer your applicants an experience that will stand out.

For example, you can:

  • Incorporate conditional logic into your forms. This offers a smooth and logical process that is personalized to the applicant and their responses. It allows applicants to move automatically between stages of the registration process and shows them the forms they need for their specific application. Essentially, the entire experience is customized to how they answer questions.
  • Automate your communication. Use a registration software solution that triggers communication to applicants based on certain actions or needs. You can also set email reminders for important information, such as session dates, deadlines, and payment balances.
  • Offer discounts and coupons. Everyone loves a good deal! Discounts show appreciation and are a great way to get more people to register. When your discounts are automatically calculated into an applicant’s balance, that’s even better. Beyond that, you can even include add-ons for t-shirts and other items tied to your program (get started on your merchandise here).

By personalizing your registration process and showing you care about your applicants’ experience, you’ll find more completed registrations. The ease and convenience with which individuals can register for your event, course, etc. makes a huge impact. Be sure to keep this in mind!

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3. Integrated Payments

Just as your registration form and waivers should remain on your website, so should your payment collection process. Another part of establishing trust with your applicants means assuring them that their payment information is safe and secure, just like the rest of their information.

How can you do this? Look for registration software that offers the following features:

  • Integrated payment processing. Your software should offer integrated payment processing to keep the entire interaction hosted on your website. This will help applicants rest assured that their payment information is safe and secure, and going right to you.
  • Payment options. You can incorporate the checkout process into the registration flow however you need to, and automatically add charges based on the applicant’s answers to previous questions. Or, you can allow the applicant to select what they would like to order (or attend) and the system will calculate their balance.
  • Autobilling. Ensure that applicants comply with your payment deadlines and control how and when payments are made. Applicants can pay for items at the time of registration and/or set times and dates to pay in the future. Easy installments decrease the amount of non-payers and increase the payment rate overall. Charges, such as a registration fee or deposit, can also be automatically added, depending on your needs.
  • Robust reporting. With custom payment reporting, you can easily download any payment report you need and filter to the exact transactions you’re looking for. Filter by programs and view payment history for each specific group as well.

Integrating your payment system will streamline your entire registration process. Applicants will understand what they owe, when it’s due, and how to pay. You’ll also know what payments will be coming in and decrease your unpaid balances over time. Keep your payment process as simple as possible with these features.

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4. Group Registration

Something that may be overlooked but can have a great impact on your registration numbers is the ability for applicants to register multiple people. This is known as group registration, and it an important feature that can increase registrations for your program due to its convenience, especially for employers or families.

Benefits of group registration include:

  • A 26% boost in completed payments for registrations
  • Time saved not needing to register each individual one at a time
  • A simple and straightforward process to register multiple people

Let’s say there’s a family registering three children for a summer camp session. With Regpack’s camp registration software, they can save time by easily registering all three campers, paying on the platform, and even signing multiple waivers if needed.

Allowing for group registration streamlines your overall process, boosts registrations, and makes the user experience a positive one. This feature isn’t always offered on all software platforms, so be sure to choose one that will allow you to register groups of people at one time.

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5. Mobile Optimization

The last strategy you can incorporate into your registration process is mobile optimization. Mobile optimization means your content is viewable on any size screen or device, without the need to zoom in and out, rotate, etc. You’ve probably had a frustrating experience trying to view a website or form on your mobile device and abandoned the page as a result. Don’t let that happen to your applicants!

Mobile optimized registration forms are an excellent feature of your registration software because:

  • Applicants won’t be frustrated with their viewing experience as they try to register.
  • Applicants will be more likely to complete their registrations as a result of the positive user experience.
  • Applicants can complete their registrations from anywhere on-the-go. This will lead to an increase in registrations as well.

Mobile optimization is the key to ensuring people can access your form from anywhere and that they choose to stay on the form until it’s completed. Be sure to use a registration software provider that is mobile optimized and you’ll set your program up for success!

If you’re looking for a starting place in your software research, check out Double the Donation’s list of top Eventbrite competitors.

Making your registration process as easy as possible for both you and your applicants is the key to boosting your attendance and creating an excellent first impression. By ensuring the entire process takes place on your website, you’ll establish a sense of trust with your applicants. Personalizing the experience and offering easy ways for applicants to register will also lead to more completed forms.

Be sure to find a registration software solution that lets you do all of this, and you’ll be on your way to your next great program!

About the Author

Asaf Darash, Founder and CEO of Regpack, has extensive experience as an entrepreneur and investor. Asaf has built 3 successful companies to date, all with an exit plan or that have stayed in profitability and are still functional. Asaf specializes in product development for the web, team building and in bringing a company from concept to an actualized unit that is profitable.


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