Sometimes it makes sense to provide a seamless way for existing contacts to register for your Event. This is especially true if you already have their name and email address on hand in your CRM.
With Demio, you can allow your existing CRM contacts to register for your Event with 1 click by sending out a link template to those contacts from your CRM.
Let's set it up! 💪
To begin, you'll need to enable an integration from the Account Settings.
Once done, hop into the Customize area of your Event, scroll down to the Integration block, and select one of your enabled integrations.
In the pop-up window, navigate to the 1-Click Registration tab to access a template link with merge values that are specific to your integrated CRM.
Sending a 1-click registration link
The 1-click registration link template can be added to emails sent from your integrated CRM to CRM contacts.
The template will generate a 1-Click Registration link for each specific contact by replacing the dynamic name and email fields in the URL templates with each specific contact's name and email details.
Every contact you send the email to will see a link with their own details in the following format: As a result, the contact receives an email with the link in the following format: https://my.demio.com/ref/registration_page_hash/name/[email protected]
Limitations
With the added flexibility that our 1-Click registrations bring, there are a few limitations to keep in mind:
Multiple Date and Time Options: If your Event has multiple session times to choose from, using the 1-Click Registration will simply register the contact for the next available time.
Custom Fields: 1-click registration links only support First Name and Email merge values. You wouldn't be able to pass additional custom field values via a 1-click registration link. If you're looking to create registrations for contacts sourced outside of Demio and pass their custom details on to Demio, importing contacts via Zapier may be a better idea.
Required Custom Form Fields: If you have any Custom Form Fields set as a required field, the 1-Click Registration link will result in an error—since the particular form field wouldn't be filled out. To avoid this issue, set your custom form fields as Optional instead.
Preview Email
Depending on your CRM tool, you may have the option to send a test or preview email to yourself when setting up your email campaign within your CRM platform.
When you send a test email with the 1-click registration link, your CRM doesn't have a specific contact to pull the name and email from to replace the dynamic 1-click registration link fields.
Send the email to an actual CRM contact so it can pull the contact's name and email and add them to the registration URL for the 1-click registration link to work.
Missing 1-Click Registration tab
If you have GDPR setting enabled for your Events, you won't see the 1-Click Registration URL as described above.
To access the 1-Click Registration feature, you can disable the GDPR function for all future Events from the General tab in your Settings.
After that, for any already created Events with the GDPR checkbox, you can remove that GDPR option from the Edit Form Fields tab in your Registration block of the Event Settings.
Breaking it down further!
For those of you who want to dive a bit deeper into how the 1-Click Registration options work, it's fairly straightforward.
By default, all of our Registration links will allow you to quickly include the contact's first name and email in the URL itself to perform a registration. Here is the format that is used:
[Registration URL] / First Name / Email
The link templates that we generate simply use the integration's unique merge fields to add those details (First Name & Email) in. If your CRM supports custom fields, you can create a link for your CRM even if it doesn't have a direct integration with Demio!
For example, for HubSpot, you'd want to use the following format:
Registration page link/{{contact.firstname}}/{{contact.email}}
Example: my.demio.com/ref/TDB3hzYQGLkt2XRT/{{contact.firstname}}/{{contact.email}}