Can I use offers for other purposes, outside of investing? (Event Registration, Offer Templates)

Modified on Tue, Aug 16, 2022 at 9:10 AM

The offers on your platform can be utilized in other areas of your business, as you can configure them to meet your needs. 


Our offering page builder has become so flexible, you can build all sorts of flows that have nothing to do with deals at all.  One example, is to use an offer as an event registration form.  


To do so, you can follow the guidelines below: 


  1. Select Offers from the left menu
  2. Use the option to Add Offer
  3. Provide any information about your event on the Offer Details page, and in the Basic Info 
    • You will want to remove the Offering Size, and type a blank space in the Offer Size Label field if you would like to hide these 
      • For more information on the Basic Info, click here
      • To learn more about designing an offer, click here
  4. Choose Investor Flow on the left
    • By default, an offer will be created with a standard set of steps
      • You will want to be sure to remove any steps that are not needed, specifically E-Sign and Payment Method
      • For more information on each step available, click here
  5. Click Add an investment step
  6. Choose Complete Custom Offer Form
    • This will allow you to create a registration form
  7. Expand the Call to Action Buttons menu
    • Here, you can change your Invest button to read RSVP or something similar




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