Registering to Use the Web Site

In order to self-register using a Web browser, a potential attendee must first be a registered user of the Siebel Events Web site.

Note: For Finance customers, Siebel Events is an optional module that allows customers to use a Web site to register for events. Your company must purchase this module in order to use Web registration and follow the procedures described in this section.

End-User Events Visibility (for Finance Customers)

The following visibility rules and information are applied and displayed on the Web site according to the following criteria:

• Upcoming Events. Displays the next five events that have a Status Launched, a Start date after today, an Event Type that is not Restricted, and Display on Website = Y.

• View My Open Invitations. Displays events to which a contact has been personally invited. If the contact’s account is invited, but not the individual, the event does not appear here.

Events Web Site Registration Process

The first step in becoming a Siebel Events Web site user is to obtain the address for the site’s home page. This address may be obtained through one of the following:

• A personal contact within the hosting organization

• A link on the company’s corporate Web site

• An email message sent by the hosting organization

• An advertisement

After obtaining the home page address, and if the event is not restricted, any potential attendee can become a registered Web site user by clicking the New User link on the home page. After registration on the Web site, the potential attendee can view event information and self-register for the event. However, if the event is restricted, the company hosting the event must establish the potential attendee as a registered Web site user and then invite the Web site user to the event. This invitation allows enable the potential attendee to self-register over the Web site.

Note: As described in Preparing for an Event, if the External check box is not selected in the Event form, the event is not visible to Web site users under any circumstances.

The following procedure describes how to self-register as an Events Web site user. You may want to adapt and distribute these instructions to your event-hosting employees and Web site users who have limited access to documented procedures.

To self-register as an Events Web site user

1. Use standard Web browser to navigate to the Events home page.

2. Click the New User link in the User Login form.

   A Personal Information form appears.

3. Complete the fields on the Personal Information form, noting the username and password values you enter for future reference, and then click Next.

4. In the Contact Information form, complete the fields, and then click Next.

   A Usage Terms dialog box appears, showing a license agreement.

5. Read the terms of the agreement, and then click I Agree to proceed.

   A Registration Confirmation message appears.

6. Click Finish.

   The Siebel Events Web site reappears, but the User Login form is no longer displayed, as you are now logged in.

   Note: Siebel Events Management administration screens are accessed through Siebel applications such as Siebel Sales, Siebel Marketing, or Siebel Call Center. Depending on your Siebel application configuration, Siebel Events end-user screens may or may not be accessible through these Siebel applications, as well.