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1. Add basic event details

The first step is to create a basic event with essential information. Create a new field event, set the date, venue address, and local time zone, and that’s it. Fieldeventquickstart Pn Learn how to create a new field event.

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2. Brand the basics

Next comes branding. Under the Branding menu, you can upload an event logo, primary and secondary colors. These assets are applied to registration pages, confirmation emails, and onsite QR badges, ensuring every touchpoint looks like your brand and giving consistent visuals. Brandingfield Pn Learn about branding elements and settings.

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3. Streamline registration

Registration is one of the most critical and impactful parts of your event. With Zuddl flow builder, you can add your form fields, disclaimers, and other steps. You can also add branches to your registration flow and direct users through different routes based on specific criteria. Keep the registration form clean and easy for users to complete. If capacity is tight, set up an approval process; so decision makers can green-light VIPs. Flow Pn Learn how to craft your registration flow.

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4. Automate confirmations and reminders

Under Communications, edit the pre-defined confirmation. Leave the registration confirmation email on; it includes a magic-link through which attendees can directly enter the event. You can also build your custom email for a more personalized experience. Comms Pn Learn about standard and custom email communication.

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5. Prepare on-site ops

Download the Zuddl Lead Capture App on staff phones or tablets. Scanning a guest’s QR badge checks them in, logs their arrival time, and, if badge printing is enabled, triggers a badge print on a thermal printer. Setupleadcapture Pn Learn how to use the lead capture app.

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6. Capture leads and feedback

Staff scan badges to tag interest level and type quick notes on the lead capture app that sync to the contact record. Leadcapture Jpe Learn how to capture leads.