START ENROLLING YOUR EXECUTIVES IN THE NEXT PROGRAM BY USING THE REGISTRATION TOOL IN THE ENTERPRISE PORTAL

Enter the Enterprise Portal


Registration Tool 101
  • Log into the Enterprise Portal at enterprise.execonline.com 
    • Use the “I forgot my password” link to reset your password
  • Click on Enrollment within the left-side navigation menu. This will open up the Registration Tool where you will be able to add new registrants for upcoming programs.

To approve interested registrants to an upcoming program

  • Potential registrants have the option of expressing interest in a program by filling out the form on execclients.wpengine.com/sign-me-up
  • Upon submission, potential registrants will be automatically added to your Registration Tool Dashboard with the status “Potential”
  • To approve this potential registrant for further registration communication, click “edit” to the right of their name and use the drop-down to change their status from “Potential” to “Confirmed”
  • Be sure to also select their approved program within the Program drop-down if blank
  • By clicking “Save” this registrant will automatically receive a registration link to the selected program

To add single registrants’

  • Click on the red “Add Registrant” button
  • Use the fields to enter the following information, then hit the Save button when completed. Note: Be sure to enter the correct spelling of the registrants information as this will be how they are entered into the program and will receive program communications.
    • First Name
    • Last Name
    • Email Address
    • Select a Program (Programs are categorized by the month which the program starts, i.e. October 2016)
    • Status (Choose Potential or Confirmed)
  • Registrants who have a Confirmed status will be approved to received registration communications and have the ability to register for the selected program

To add multiple registrants to a single program

  • Click the red “Import From CSV” button
  • Download this CSV file
  • Save the completed file to your desktop (Each program requires a separate CSV file with potential registrants)
  • Upload the completed CSV file by clicking, “Choose file”
  • Once uploaded, choose the program by using the drop-down menu
  • Then click, “Import Students”

All uploaded students will be added to your Registration Tool Dashboard