SOP | Event Registration Forms Process

Purpose & Overview

This SOP outlines the standardized process for completing event registration forms for DEO’s Spring and Fall events. It ensures consistency in data collection and proper handling of member, team member, and complimentary registrations through the designated forms.
The purpose is to guide staff and members through correct form submission and ensure accurate registration, billing, and payment tracking.

Step-by-Step Instructions

1. Identify the Correct Form

   • Three types of registration forms exist:

     • Primary Member Registration

     • Team Member Registration

     • Complimentary Registration

   • Ensure you are using the correct form based on your registration type.

2. Primary Member Registration Form

   • Can be filled by the member or by the Membership Team.

   • Select if you are using your organization’s one free ticket for the Intensive.

   • Confirm your member type (e.g., DEO Member, Main Member, DEO Employee).

   • Complete all required fields:

     • First Name

     • Last Name

     • Job Title

     • Email

     • Company

     • Phone Number

     • State

     • Region

   • Under Event Info, select the event you are registering for (e.g., 2026 Spring Operations Intensive).

   • Submit the completed form.

3. Team Member Registration Form

   • Select the attendee status to indicate affiliation (e.g., Member, Guest, or Prospective DEO Member).

   • Complete all required personal and event information.

   • Select the year and specific event you are registering for.

   • Submit the form for processing.

4. Complimentary Registration Form

   • Enter your first name, last name, company, phone number, state, and region.

   • Select your attendee status (e.g., DEO Member Owner, DEO Member Skilled Leader, Sponsor, Video Coach, Speaker/Presenter, Prospective DEO Member, DEO Team Member, or Guest).

   • Choose the applicable event name and event type.

   • Submit the form once all required fields are complete.

5. Post-Submission Workflow

   • Once submitted, the registration enters the Event Registration Workflow.

   • The workflow will:

     • Assign the event registration record.

     • Clear and assign the Pay Status.

     • Notify the Billing Team to issue a payment link to the member.

     • Billing Team tracks and confirms payment status for each registrant.

Video Walkthrough:

https://www.loom.com/share/39938f4a346d4109ad61240ff9241294

Troubleshooting & FAQs

Q: What should I do if I select the wrong form?
A: Complete the correct form for your registration type and inform the Membership Team to disregard the incorrect submission.

Q: Who do I contact if I experience form errors or cannot submit?
A: Contact the Membership Team for assistance or verification of submission status.

Q: How will I know if my registration and payment were received?
A: The Billing Team will confirm payment receipt and update your pay status within the system.