The following article provides an overview of Arlo's registration rules feature and will direct you to learn how to create, view, and manage your registration rules in Arlo.
In this article:
- Feature overview
- Enable/disable the registration rules feature
- Create and apply registration rules to event templates and events
- Manage registration rules (edit/disable)
- Example registration rules
- Report on registration rules and blocked registrations
Arlo's powerful registration rules feature allows you to define and add custom rules to some or all of your events, to block or allow registrations on the event, the events waiting list, or both.
Rules use the registering person's details to determine whether they should be allowed to register depending on the conditions of the rule. You can create conditions using information such as the contact's personal and organisational attributes, previous registration history, and even custom field information.
Examples: Common registration rules
- Restricted access event - Deny all registrations except those from people who belong to a particular group or organisation.
- Member only event - Deny all registrations except those from people who are a member or have a certain membership type.
- Event with prerequisites - Specify prerequisite events and deny any registrations from people who have not completed the required prerequisites. For example, a previous event/s.
- Prevent duplicate registrations - Deny a person from registering for a free event if they have already registered for the same event on a different date.
- Only allow work email addresses (or personal) - Prevent registrations where contacts are using a personal email address (or a work email address) to ensure you are capturing the one you want.
Enable/disable the registration rules feature on your platform
The following process outlines how to enable registration rules and explains how rules are applied to your events and event templates.
- All Arlo platforms have a default rule which allows all registrations, unless the default rule is edited. This is to reduce the risk of blocking registrations by turning the feature on accidentally.
- Event templates and events created after the registration rules feature is enabled will inherit the default rule (to accept all registrations (unless edited).
- Existing events and templates will not inherit any rules when the feature is enabled (and continue to accept all registrations). You will need to enable these individually at the event template and event levels.
Enabling/disabling registration rules
- Open the Settings menu.
- Select Registration rules.
- Turn the Global registration rules on or off as required. Note: If you disable the registration rules feature, it will stop all rules being enforced platform-wide.
Create and apply registration rules to event templates and events
Once the feature has been enabled, you can choose to either edit the default rules, which will be applied to all new event templates and events automatically or create new platform rules and apply these to event templates/events as required.
You can also create custom rules to be used for individual events only.
Manage registration rules (edit/disable)
Example registration rules
This article includes examples of registration rules that you can use as a base for creating your own rules to suit your business requirements.
Report on registration rules and blocked registrations