01 Swoogo support

Put Swoogo at the centre of a simpler registration experience.

E&M helps teams use Swoogo for clear registration journeys while connecting it to the surrounding systems and workflows the event depends on.

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02 The challenge

The platform is rarely the hard part. The configuration around it is.

  1. 1

    Flexible registration can become complicated registration.

    Attendee categories, conditional questions, pricing rules, discounts and approvals give you a lot of control. Every rule you add also has to be tested, and a confusing form costs you registrants before they finish.

  2. 2

    Registration data has to travel.

    Registrant records feed your CRM, marketing automation, badge production and onsite check-in. If fields, formats and sync rules aren't agreed up front, you end up cleaning lists by hand right when the event needs them most.

  3. 3

    Confirmations and reminders define the experience.

    Registration is the first thing attendees experience. If confirmation emails, changes, cancellations and payment receipts aren't planned and tested, attendees get unclear or inconsistent messages, and your team fields the questions.

03 What we handle

What we can take off your team.

  • Registration

    Build registration forms and flows around how your attendees actually sign up, keeping them as short and clear as your requirements allow.

  • Ticketing

    Set up ticket types, pricing, capacity, discount codes, payment options and any approval steps your commercial model requires.

  • Attendee categories

    Define categories such as members, guests, speakers, sponsors and staff, with the questions, access and communications each one needs.

  • Communications

    Configure confirmations, reminders, updates and post-event messages, and check that each attendee type receives the right ones.

  • Integrations

    Connect Swoogo with your CRM, marketing automation, app, virtual and onsite tools, with data mapping agreed up front.

  • Data

    Structure the registration data you collect so it is clean, consistent and usable for badges, reporting and follow-up.

  • QA

    Test every registration path, pricing rule, email and data sync with realistic scenarios before registration opens.

04 Ecosystem

What has to work around Swoogo?

  1. 01
    Two-way sync

    CRM

    e.g. Salesforce, HubSpot

    Registrant records, attendee status, lead routing.

  2. 02
    Two-way sync

    Marketing automation

    e.g. Marketo, HubSpot, Pardot

    Invitations, reminders, segmentation, post-event follow-up.

  3. 03
    Two-way sync

    Payments

    Ticket payments, refunds and receipts.

  4. 04
    From Swoogo to the system

    Event app

    Attendee lists, agenda access, notifications.

  5. 05
    From Swoogo to the system

    Virtual and streaming tools

    e.g. Zoom, or your streaming provider

    Access for remote or hybrid attendees.

  6. 06
    From Swoogo to the system

    Onsite

    Check-in, badge printing and session scanning.

  7. 07
    From Swoogo to the system

    Analytics and BI

    Registration, attendance and pipeline reporting.

05 How we work

How we work.

  1. 01

    Discover

    We review your ticketing model, attendee categories, existing tools and data requirements.

  2. 02

    Configure

    We build registration forms, ticket types, pricing rules, approvals and communications in Swoogo.

  3. 03

    Integrate

    We connect your CRM, marketing, payment, app and onsite systems, and agree the data mapping.

  4. 04

    QA

    We test every registration path, pricing rule, email and data sync end to end.

  5. 05

    Launch

    We open registration, monitor sign-ups and payments closely, and fix issues quickly.

  6. 06

    Support

    We handle registration changes and attendee queries through the event, then post-event data and reporting and a lessons-learned review.

06 FAQ

Questions we hear about Swoogo.

Can Swoogo handle different prices and questions for different attendee types?

E&M

Swoogo is built for flexible registration, but the right setup depends on your commercial model. We map your attendee categories, pricing and approval rules first, then build and test each path so the form stays as simple as it can while still applying the right rules.

How do we get registration data into our CRM without duplicates?

E&M

Duplicates usually come from unclear matching rules, not from the connection itself. We agree which field identifies a person, which system is the source of truth and how updates are handled, then test with realistic and messy sample data before registration opens.

Can we use Swoogo alongside a separate event app or virtual platform?

E&M

Yes, this is a common setup. Swoogo can handle registration while another tool delivers the app or virtual experience. We plan how attendee data and access move between them so people don't register twice or log in with the wrong details.

What happens when registrations change after launch?

E&M

Substitutions, cancellations, refunds and late additions are normal. We agree the process for each one before launch, including how the data updates downstream, so changes don't create mismatches in the CRM, badges or attendee lists.

We already use Swoogo. Can E&M help us simplify what we have?

E&M

Yes. We can review your current forms, ticket setup and data flows, remove unnecessary complexity and support your next event without a rebuild.

07 Get started

Have a Swoogo challenge?

Tell us about your event and where the platform, data or workflow isn't working as you need.

Talk to an Expert