URL Registration Options

Registration via URL and a HTML Form

Introduction:

MaestroConference provides several ways to register callers; Self Registration and the advanced options for URL Registration and API Registration.

The advanced options also allow for inclusion of Custom1, Custom2 and Notes fields. Using these fields can help you organize your conference and allows for the creation of more useful and dynamic Breakout groups.

A simple example of how to use the custom fields is using Custom1 to store the gender of the caller. The advantage of this is that it allows for easy creation of Breakouts with mixed gender or same gender pairs based on the information in Custom1.

This document is an overview of the advanced options for call registration and is not required reading if your callers are registering using self-registration.

The two options for advanced registration are: URL & API.

URL is registration done via a URL string, which can be easily generated via an HTML form.

API (Application Programming Interface) registration is done via computer to computer communication and usually requires some programming skills to implement. API operations is addressed in a different document.

URL Registration:

As mentioned above this form of registration uses variables in the URL to submit basic information (name and email) and additional information (custom1, custom2, notes). These variables, contained in the URL, will populate the fields and be shown in the Conductor Interface.

In the URL string, the minimum amount of information to complete a registration is name and email. If the URL contains name and email, the caller will be registered for the conference and taken directly to the confirmation page, which contains the dial-in number and PIN or have the information sent to the supplied URL.

If the URL only contains email, which is allowed for registration, they will be taken to the registration form and will be required to click the submit button to receive the dial-in number and PIN.

If the URL contains a confirmation parameter then the user is redirected to that page with his registration information appended to the URL as addition query parameters. The table below lists the parameters that are appended.

Parameter Value
UID Unique Identifier of the registration
name Name assigned to the registration
ANI Caller ID assigned to the registration
PIN Personal Identification Number assigned to the registration
conferenceUID Unique Identifier of the conference that the registration is assigned
role Role assigned to the registration
email Email address assigned to the registration
notes Notes assigned to the registration
custom1 Custom 1 value assigned to the registration
custom2 Custom 2 value assigned to the registration
callinNumber Phone number assigned to this person



The following table contains the list of field names, the parameters that represent those field names and synonyms that can be used instead of the formal Parameters. (synonyms are setup to allow standard field names from commonly used CRM systems to work within the URL with out need to change the output from the CRM).

Please note that a URL can contain Name and First Name and Last Name, in this case the Name field is used and the first/last name fields are ignored. If Name is missing the system treats First Name and Last Name as Name.

The valid parameters to include in the URL are listed in the following table:

Field Name Parameter Synonyms
Name name n, fullname, name1
First Name fname firstname, f, Contact0FirstName, first
Last Name lname lastname, l, Contact0LastName, last
Email email e, Contact0Email
Custom1 custom1
Custom2 custom2
Notes notes
confirmation confirmation [this sets the URL that is shown after registration - the system also appends the name, pin etc in the URL]



The above table lists the eight parameters that form a URL registration. The following example uses all fields:

http://myaccount.maestroconference.com/conference/register/F566QNT9CG9YF5OR?fname=John&lname=Tester&email=john.test@gmailNOT.com&custom1=male&custom2=west&notes=hello+world&confirmation=http://mysite.com/thankyou

Examples of URL Registration:

The follow examples demonstrate how to use variable in the URL to achieve the desired registration result.

Self Registration: This will prompt for a name and email.
http://myaccount.maestroconference.com/conference/register/TAK9CVAFUZE6CW8

Registration form with name pre-filled: Both examples are equivalent and will pre-fill the form with Joe Smith. The synonym table matches name and n as name parameters.

http://myaccount.maestroconference.com/conference/register/TAK9CVAFUZE6CW8?name=Joe+Smith

http://myaccount.maestroconference.com/conference/register/TAK9CVAFUZE6CW8?n=Joe+Smith

Registration form with name pre-filled using first and last:

http://myaccount.maestroconference.com/conference/register/TAK9CVAFUZE6CW8?f=Joe&l=Smith

http://myaccount.maestroconference.com/conference/register/TAK9CVAFUZE6CW8?fname=Joe&lastname=Smith

Registration form bypass with minimal info: This will bypass the form and display the confirmation page with the pin assignment.

http://myaccount.maestroconference.com/conference/register/TAK9CVAFUZE6CW8?e=Joe@test.com&n=Joe+Smith

Registration with custom 1: This will display the form since it does not have a name and email, but will also save the custom1 data into the registration. Same can be done for custom2 and notes in any combination.

http://myaccount.maestroconference.com/conference/register/TAK9CVAFUZE6CW8?custom1=FirstMailing

Registration with custom 1 and 2 and bypass: This will bypass the form since it does have a name and email and will also save the custom1, custom2 data into the registration.

http://myaccount.maestroconference.com/conference/register/TAK9CVAFUZE6CW8?custom1=FirstMailing&n=Joe+Smith&e=Joe@test.com&custom2=Bronze


Modifying Custom1 and Custom2 by Hand

It's worth pointing out that one can also modify the Custom1 and Custom2 by hand, individually, in the Callers & PINs section of the Conference Page.


Creating Custom Registration Pages with HTML:

If you have the ability to put HTML onto a web page somewhere, then you have a LOT of flexibility for registering people for a MaestroConference event.  All you do is take the <form> object from our web page, copy into yours, and then modify it as desired.

Customizations you can do include:

To do this, just: 

The form looks like this:


<form action="http://myaccount.maestroconference.com/conference/register/TAK9CVAFUZE6CW8" method="get">
<p><label for="Name">Name</label><input id="Name" name="Name" type="text" /></p>
<p><label for="Email">Email</label><input id="Email" name="Email" type="text" /></p>
<p><label for="Custom1">State</label>
<select id="custom1" name="custom1">
<option value="CA">CA</option>
<option value="NY">NY</option>
<option value="FL">FL</option>
<option value="MO">MO</option>
<option value="HI">HI</option>
<option value="WA">WA</option>
</select></p>
<p><label for="Custom2">Favorite Animal</label>
<select id="custom2" name="custom2">
<option value=" Elephant">Elephant</option>
<option value="Giraffe">Giraffe</option>
<option value="Lion">Lion</option>
<option value="Monkey">Monkey</option>
</select></p>
<button type="submit">Register</button>
</form>

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