Event Details Checklist

*Event Name: This will display on your Banzai registration page. If you’re hosting an in-person event, It’s helpful if you include the city location here. (ex: Event Name - City)

*Registration Limit: Banzai will automatically pause outreach once we hit this number and send you an email notification that your event is full. You can then edit your event and increase the limit if you wish. Registrants will also be able to see how many registrations are remaining when they go to register for your event.

Registration URL: This can be your regular registration link, or you can choose to create a UTM for Banzai so you can track our registrations within your system. We use this link to register people on your page after they've been validated by our QA team. Banzai's outreach includes our own registration page which is automatically populated from some of these fields in the event details. Note: Make sure that there are no spaces before or after the URL.

*Description: Please include the most important info you’d like us to include in our scripts. Keep in mind we are most likely communicating with net new prospects, so what is most relevant to them? Consider keynote speakers, incentives or giveaways, CPE credits, etc.

*Date/Time Information: Please make sure this matches your agenda on your landing page. The Banzai app automatically converts Registration Pages and Calendar Invites to the correct time zone for potential registrant's locations, while accounting for seasonal time changes.

*Guest Rules: Click on the ? icon to review what each option means.

Guest Limitations: We recommend allowing as many guests as possible!

*Agenda/Timeline: Please make sure this matches your registration page.

Sender Profile: Choose the name and title that you want Banzai to send email outreach from.

Enable registration confirmation: Check the box if you’d like Banzai to send a confirmation email to registrants after they have registered on the Banzai registration page. For On-Demand Webinars, if you provide your On-Demand URL, we will include it in this registration confirmation email.

Event Visibility: Let us know if you'd like your event listed on the public Banzai Events page (public) or if you prefer not to have your event visible on the Banzai Events page (invite-only).

*Opt-In Policy Override (Optional):
If you have already added a Custom Opt-In for your organization, that Opt-In will be used for all events. If you need a different Opt-In for specific events, you can override the default or Custom Opt-In by filling in this advanced field. Note: Custom Opt-Ins at the event level aren't saved for future use.

*Required Opt-In: If you select "Yes" and require Opt-Ins, a registrant will get this message if they try to register without opting in: "Opt-ins are required for this event." Note: If registrants are required to select yes in order to register, the number of registrations will inevitably decrease.

Webinar Events Only

Join URL: This is the link that registrants will use to actually join your virtual event. It will be included in Banzai's automatic calendar invites, registration confirmation emails, and reminder emails so that our registrants are able to easily find how to join when the event is ready to start.

*Recording: If you select yes, a Send me the recording link will automatically be added to your registration page. This will allow people to register if they aren't available on the time and date of the live virtual event but want to be sent the recording afterwards. These registrations will come through as an On Demand registration type.

Enable same-day reminder email: Check the box if you’d like Banzai to send a reminder email on the morning of your event. This won’t be sent to registrants who registered to receive a recording.

On-Demand Event Only

Add On-Demand Webinar URL: This is the link to view your On-Demand webinar. Banzai will share the URL with registrants either on the thank-you landing page, in a confirmation email, or both. 

If the On-Demand URL is supplied and the Send Registration Confirmation box is not checked:

  •  URL will be shown on the thank-you landing page after registration.

If the On-Demand URL is supplied and the Send Registration Confirmation box is checked:

  • URL will be shown on the thank you-landing page after registration.
  • URL will be sent to registrants in the Registration Confirmation email.

If the On-Demand URL is not supplied:

  • You will need to send your own follow-up communication to registrants, including the On-Demand URL.

In-Person Events Only

*Address: It’s important that the address matches the address on your registration page, which will hopefully also match Google Maps. Important: click the yellow Find button after entering the address to ensure that the correct time zone for the event location will be reflected.

*Venue Name: This would be the name of the restaurant, event space, etc.

Venue Details: If there are additional details like a certain floor or suite # or a needed explanation of the venue type, include that here.

Ticketed Event: Will your registrants receive a ticket before the event?

Onsite Contact Detail: Please include the main point of contact the day of your event. This is helpful information that we include in our reminder emails and calendar invites.

Parking: Is there free parking, valet, parking validation or are you offering a Lyft or Uber code?

*Food Details: What meals, drinks or snacks are you providing? Will there be gluten-free, vegetarian or vegan options? This information will show up under a section called Highlights on your registration page.

Enable week-before guest confirmation: Check the box if you’d like Banzai to reach out to registrants the week prior to your event to confirm attendance and ask if they will be bringing a guest (via both email and phone).

Enable day-before reminder email: Check the box if you’d like Banzai to send a reminder email on the day before your event.

*These fields populate the Banzai registration page.

See which event details auto-fill your registration page:

Related Resources: