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Registration Process

Define how the registration process will work and look for your registrants.  

 

The majority of information on these pages are pre-populated based on the template and information supplied during the Event creation.

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The first page seen is the General Information page.

 

 

General Information (Registration Process > General Information)
Within General Information you will associate the contact types for your main registrants if you are using contact types.

 

 

The General Information page will be pre-populated based on the template and what was entered in the Details sections.  To make any changes, click Edit.

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Registration Pages (Registration Process > Registration Pages)

Registration pages are the pages that are seen during the registration process and by invitees after finishing registration.

 

In Registration Pages, you can view settings for a page, edit settings for a page, preview a page, and use shortcuts. Dependent on the registration page, you can view and edit the page setup and presentation options, add new questions, and work with existing questions. Be sure to go to each page to ensure you have set up all the rules, survey questions, and any presentation information.

 

 

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To view a description of each page, click plus.jpg next to the page name, or click Show All.

 

To hide the description of each page, click Event_Creation_I_51_04_rot.jpg or click Hide All.

 

Actions

Edit the Page Setup of the page by

 

Preview the page by clicking

 

Shortcuts

View and edit the Presentation Options of the page by clicking on

 

View the Questions on a page by clicking question.jpg.

 

 

Identity Confirmation (Registration Process > Registration Pages > Identity Confirmation > Page Setup)

Page Setup (Registration Process > Registration Page > Identity Confirmation > Page Setup)
Identity confirmation is the first registration page and generally will contain the registrant's First Name, Last Name, and Email Address.

 

If you have different fees associated with different contact types (like member vs. non-member), this is where you set up this page to require your registrants to enter a Registration Code or select their contact type from a drop down menu or radio button list.

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Click Save. To edit the presentation of this page, click the Presentation Options tab.

 

Presentation Options (Registration Process > Registration Pages > Identity Confirmation > Presentation Options)

The Presentation Options section functions the same for all sections in Registration Pages. This section gives you the ability to change the text to be viewed by your invitees at the top of the page (page instructions) as well as within the page. You can change the header labels (labels of each of the sections) as well as the text displayed below the header. You also have the ability to change and format the text of the page by utilizing the HTML editor.

 

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The HTML Editor <HTML> does not require you to know HTML coding. The process is similar to a word processing environment, such as Microsoft Word.

 

*Please Note: You must click Save while in the editor as well as at the bottom of the main page to save changes made using the HTML editor.

 

 

 

Registrant Information: Turn on Contact Fields and Registration Questions
The registrant information page allows you to set up the contact fields, registration questions, guest fields, and the forwarding tool for this registration.

 

Page Setup (Registration Process > Registration Pages > Registrant Information > Page Setup)
This is where you will create the form invitees will fill out during the registration process.  The template should have the setup correct, but be sure to verify the included fields.

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Click Save.

After saving, if you would like to change the order of the contact fields to a preferred order, click the Set Order button at the top of the screen.

 

 

 

Presentation Options (Registration Process > Registration Pages > Registrant Information > Presentation Options)

This section allows you to change the text to be viewed by your invitees at the top of the page (page instructions) as well as within the page. You can change the header labels (labels of each of the sections) as well as the text displayed below the header. You also have the ability change and format the text of the page by utilizing the HTML editor.

 

 

 

Questions (Registration Process > Registration Pages > Registrant Information > Questions)
These questions will appear on the registration form for invitees and/or guests to answer during registration for your event.

 

To add a registration question, click the Add Question button.

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When creating a new question, the Question Wizard will appear.

 

Step 1: Select Question Type

Choose the type of question you need to create. When you click on the question type, a sample appears on the right side.

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Step 2: Enter Question Details

Enter the question.

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Once a question is saved, each question will have a set of buttons associated so that further actions can be taken if necessary:

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Agenda & Fees  - Choose how the item selection page should appear.

 

Page Setup (Registration Process > Registration Pages > Agenda & Fees > Page Setup)

This will allow you to specify if certain item information, capacities, and session order are displayed. The View Session links appear under Admission items and Tracks and show any sessions that are included with those items.

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Presentation Options (Registration Process > Registration Pages > Agenda & Fees > Presentation Options)

This section allows you to change the text to be viewed by your invitees at the top of the page (page instructions) as well as within the page. You can change the header labels (labels of each of the sections) as well as the text displayed below the header. You also have the ability change and format the text of the page by utilizing the HTML editor.

 

 

Summary & Payment: Setup Payment Methods

 

Page Setup (Registration Process > Registration Pages > Summary & Payment > Page Setup)

This page will only appear if you are setting up an event with fees.  If accepting payments, make sure the fields are checked like the image below:

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Presentation Options (Registration Process > Registration Pages > Summary & Payment > Presentation Options)

This section allows you to change the text to be viewed by your invitees at the top of the page (page instructions) as well as within the page. You can change the header labels (labels of each of the sections) as well as the text displayed below the header. You also have the ability change and format the text of the page by utilizing the HTML editor.

 

This is where you will enter the payment address for checks.

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My Registration (Registration Process > Registration Pages > My Registration)

The My Registration page appears after the registrant clicks on finish. It gives information about the event, as well as a summary of what the registrant ordered and paid.

 

Page Setup (Registration Process > Registration Pages > My Registration > Page Setup)

This section allows you to choose which fields appear on My Registration page. Fields include contact's title, company, number of people registered, fee names, barcode (for check-in) and a session “add to calendar” link.

 

Presentation Options (Registration Process > Registration Pages > My Registration > Presentation Options)

This section allows you to change the text to be viewed by your invitees at the top of the page (page instructions) as well as within the page. You can change the header labels (labels of each of the sections) as well as the text displayed below the header. You also have the ability to change and format the text of the page by utilizing the HTML editor.

 

Under the Order Summaries section, you will need to update the check address information.

 

 

Confirmation Number

Presentation Options (Registration Process > Registration Pages > Confirmation Number)

There is no need to change any information here.  This simply provides the functionality for registrants to view their registration information.

 

 

 

Waitlist

Page Setup (Registration Process > Registration Pages >  Waitlist > Page Setup)

Choose which contact fields the invitee should enter when adding themselves to the waitlist. You can use the contact information to then contact the invitee should any spots become available.

 

Presentation Options (Registration Process > Registration Pages > Waitlist > Presentation Options)

This section allows you to change the text to be viewed by your invitee at the top of the page (page instructions for wait listing) as well as within the page. You can change the header labels (labels of each of the sections) as well as the text displayed below the header. You also have the ability change and format the text of the page by utilizing the HTML editor.

 

 

 

 

Regret Information: Find out why invitees cannot attend  This is where you create the form declinees will fill out after clicking “No” from the online invitation. It is helpful to find out why invitees cannot attend your event because you can use that data to better plan the next event or make changes to this event, if possible.

 

Page Setup (Registration Process > Registration Pages > Regret Information > Page Setup)

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Presentation Options (Registration Process > Registration Pages > Regret Information > Presentation Options)

This section allows you to change the text to be viewed by your declinee at the top of the page (page instructions) as well as within the page. You can change the header labels (labels of each of the sections) as well as the text displayed below the header. You also have the ability change and format the text of the page by utilizing the HTML editor.

 

 

Regret Questions (Registration Process > Registration Pages > Regret Information > Questions)

Regret Questions are designed in the same manner as registration questions. You also have the ability to use existing survey questions. Remember these questions will appear to those who click the “No” button when responding to your invitation.

 

 

 

Cancellation Information

Page Setup (Registration Process > Registration Pages > Cancellation Information  > Page Setup)

The cancellation information page is displayed to those who are canceling their information for this event (if permitted). Page setup allows you to ask contact information of those who are canceling.

 

Presentation Options (Registration Process > Registration Pages > Cancellation Information > Presentation Options)

This section allows you to change the text to be viewed by your invitee at the top of the page (page instructions for canceling) as well as within the page. You can change the header labels (labels of each of the sections) as well as the text displayed below the header. You also have the ability change and format the text of the page by utilizing the HTML editor.

 

Cancellation Questions (Registration Process > Registration Pages > Cancellation Information > Questions)

Cancellation Questions are designed in the same manner as registration questions. You can use these to find out why people are unable to attend the event or cancelled their registration.

 

 

 

 

Post Event Feedback: What did your attendees think? (Registration Process > Post Event Feedback)

This feature allows you to survey your attendees after the event has taken place. This is a great way to find out what your attendees thought about your event and you can use their feedback to improve your future events.

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Feedback Page

Presentation Options (Registration Process > Post Event Feedback > Presentation Options)

This section allows you to change the text to be viewed by your attendees at the top of the page (page instructions) as well as within the page.

 

Feedback Questions (Registration Process > Post Event Feedback > Questions)

You will set these up in the same manner as the registration and regret questions. You may set them up prior to the event taking place to save time in the future, or you may set them up after the event takes place.

 

Thank You Page

Presentation Options (Registration Process > Post Event Feedback > Thank You Page)

The Thank You Page is the page the attendee will see after clicking Submit at the bottom of the survey, in which you can thank them for their feedback.

 

This topic was last updated on 04/15/2011