Module 4 of 12
Registration Journey
What happens between the QR code and the advisor's notification.
Module 4 — How a Registrant Enters the System
Video placeholder · 8–10 minutes · embed a Loom or YouTube link here
What to show on screen
- Scanning a QR code on a phone
- The seminar landing page and event selection
- The parameterized URL in the address bar
- A completed registration form
- The resulting contact record with all event fields populated
Registration flow
Example contact record after registration
Example view — actual account may vary.- Seminar Event ID
- SEM-2026-0412-A
- Event Name
- Retirement Income Planning Workshop
- Date
- April 12, 2026
- Start Time
- 6:00 PM
- End Time
- 7:30 PM
- Venue
- Lakeside Conference Center
- Address
- 482 Harbor Road, Suite 200
- City
- Naperville
- State
- IL
- Registration URL
- https://example-firm.com/seminar?event=SEM-2026-0412-A
- Campaign Name
- Spring Direct Mail
- Registration Source
- QR Code — Mailer A
- Event Host
- Advisor Name, CFP
Hidden field mapping (Sites → Funnels → Registration Funnel → Edit Form)
| Field | URL parameter | Contact field |
|---|---|---|
| Seminar Event ID | seminar_id | contact.seminar_event_id |
| Seminar Event Name | seminar_name | contact.seminar_event_name |
| Seminar Date | seminar_date | contact.seminar_date |
| Seminar Start Time | seminar_start | contact.seminar_start_time |
| Seminar End Time | seminar_end | contact.seminar_end_time |
| Seminar Venue | seminar_venue | contact.seminar_venue |
| Seminar Address | seminar_address | contact.seminar_address |
| Seminar City | seminar_city | contact.seminar_city |
| Seminar State | seminar_state | contact.seminar_state |
| Seminar Registration URL | registration_url | contact.seminar_registration_url |
| Seminar Campaign Name | seminar_campaign | contact.seminar_campaign_name |
| Registration Source | registration_source | contact.registration_source |
| Event Host | event_host | contact.event_host |
Every hidden field must
- Be mapped to the correct contact field
- Be set to Hidden
- Have Pre-populate from URL Parameter enabled
Parameterized registration URL template
- https://[CLIENT-REGISTRATION-PAGE-URL]
- ?seminar_id=EVT-001
- &seminar_name=[URL-encoded Event Name]
- &seminar_date=September+15+2026
- &seminar_start=6%3A30+PM
- &seminar_end=[URL-encoded End Time]
- &seminar_venue=[URL-encoded Venue] &seminar_address=[URL-encoded Address]
- &seminar_city=[URL-encoded City] &seminar_state=[State Code]
- &seminar_campaign=DirectMail-Fall2026 ®istration_source=QR+Code
- &event_host=[URL-encoded Host] ®istration_url=[URL-encoded Registration Page]
Example view — actual account may vary.
URL encoding rules
- Replace spaces with +
- Replace a colon with %3A — 6:30 PM becomes 6%3A30+PM
- Replace an ampersand inside a value with %26
- When unsure, paste the original value into an online URL encoder and copy the result
Short links, QR codes and landing page buttons
- Marketing → Links → + New Link, paste the full parameterized URL, name it [Firm Name] - [YYYY-MM-DD] - [Venue Short Name]
- Marketing → QR Codes: paste the short link, name it [Firm Name] - [Seminar Date] - [Venue]
- Download both a PNG (at least 2000 × 2000 px) and an SVG; printed codes must be at least 1.5 in × 1.5 in
- Save both files under [Firm Name] / Campaigns / [Campaign Name] / [Event Date] / QR Codes
- In the funnel builder, point every Register Now button at the matching event's parameterized URL, then save and publish
- Keep a campaign tracking document listing event ID, event name, full URL, short link and both QR files
Because the event lives on the contact record rather than inside the automation, the same snapshot supports unlimited seminar dates without rebuilding the workflows. Every reminder, confirmation and follow-up message reads the event details from the contact.