The Registration Confirmation screen appears after a registrants submits an order during public-facing registration. The system can also automatically send a confirmation via email to the registration order account email address and each registrant's email address.
You use the Confirmation Group to configure the following for public-facing registration:
- If email confirmations are sent and settings for the email confirmations
- Template for the email confirmations
- Configure the Return Home and Sign Out Return links
- Allow adding the event to Outlook
- Show QR barcodes
- Link to Registration Check-In
- Confirmation header and footer text
- Social media links
To configure the Confirmation Group for a registration form template:
- Click the Events link from the Main Menu. The Events screen opens.
- Select the event for the registration setup.
- Right-click and select Tools -> Registration Setup. The Registration Setup screen opens.
- Select the Registration Form Setup tab.
- Edit Form Template hyperlink in the Appearance section. The Form Template screen opens.
- Select the Confirmation Group.
- Click the Edit Component hyperlink in the Confirmation Group on the right. The Edit Confirmation Form Section screen opens.
- Enter the necessary information:
- Confirmation Email Template - Email template for the email confirmation. Select [Ungerboeck Confirmation] to use the standard Ungerboeck confirmation. The standard Momentus Enterprise confirmation includes an order details section with headings for each registrant and all the items on the registration order with details. Custom email confirmations are created in the Email and Merge Templates screen.
- Return Home - If a URL is entered, the confirmation page displays a Return Home button that takes the registrant to the specified URL. If no URL is entered, no Return Home button displays.
- Sign Out Return Link - URL the registrant is directed to when clicking the Sign Out link.
- Enable Automatic Sign Out - Allows the software to automatically sign out the user from registration after reaching the confirmation page. If checked, the Sign Out After field displays.
- Sign Out After - Enter amount of time, in seconds, before the user is automatically signed out.
- Allow adding event to Outlook - If checked, attaches an .ics file to the confirmation so the recipient can add the event to his/her calendar.
- Show Barcode - If checked, a QR barcode displays for registrant types with a badge configuration that includes a QR barcode.
- Show Link to Registration Check-In - If checked, a link to registration check-in displays. Select the registration check-in configuration from the drop-down.
- Send Email Confirmation - If checked, an email confirmation is sent to the email address for the registration order account and the email address for each registrant. If unchecked, the registrant only sees the confirmation page and does not receive an email confirmation.
- Sent From Email - Email address the confirmation email is sent from. Use the following format to show a name and email address: Enter Name <emailaddress>
- Bcc Email - If checked, the email address receives a copy of the confirmation each time an order is submitted. To enter more than one email address, use a comma (,) to separate email addresses.
- Crystal Report to Attach to Email - Crystal report to attach to the email confirmation. See Attach a Crystal Report to Registration Confirmations for more information.
- Merge Template - Merge template (EZWriter report) to attach to the email confirmation.
- Bcc the Event Coordinator/Event Rep/Account Rep - If checked, the event coordinator/event rep/account rep receives a copy of the confirmation.
- Expand the Confirmation Page Settings section.
- Enter the necessary information:
- Confirmation Text - Enter the text to display on the confirmation page after the registrant submits the order. This text also displays in the email confirmation.
- Confirmation Footer - Enter the text to display below the order summary on the confirmation page after the registrant submits the order. This text also displays in the email confirmation.
- Expand the Enter details of your Facebook and LinkedIn pages below to add social media links section.
- Enter the necessary information:
- Caption - Text that displays below the header on the Confirmation page.
- Facebook Fan Page - Link to the Facebook Fan page to display on the confirmation page and in the confirmation email if using the standard Momentus Enterprise confirmation.
- Facebook Resource - Resource that is added to the registration order if the registrant clicks the Facebook link. This is used to track incentives for registrants posting to Facebook.
- LinkedIn Group - Link to the LinkedIn Group to display on the confirmation page and in the confirmation email if using the standard Momentus Enterprise confirmation.
- LinkedIn Resource - Resource that is added to the registration order if the registrant clicks the LinkedIn link. This is used to track incentives for registrants posting to LinkedIn.
- Click OK.
Comments
31 comments
I'm wondering if it is possible to customize the background colour (green), where the confirmation text appears to fit within our branding colours (see image below)?
Many thanks,
Nancy
1 upvotes
The background color in this section is hard coded and currently cannot be changed.
0 upvotes
I'm hoping that we will be able to change this eventually. Any idea when that may happen?
0 upvotes
I am not aware if this is scheduled to be changed in a future release. I do appreciate you feedback and will submit this to our product management team as enhancement request.
1 upvotes
Is there a way to set up a default calendar reminder as part of the .ics file in a registration confirmation email?
For example, if somebody uses the .ics file, by default it creates the event with a 15-minute reminder on their Outlook calendar?
If so, how is that configured? (by event, by email template, etc.) ?
1 upvotes
Matthew, unfortunately, no, there isn't a way to set up a default calendar reminder as part of the .ics file.
--Carrie
0 upvotes
When an individual registers online, is there a way to have a copy of the confirmation email saved to the person's contact record in Ungerboeck. We would like this so we have proof the confirmation was sent.
1 upvotes
The email confirmation is saved within the registrant contact record. You can see the email in the document folder for the registrant, and resend it or review it if necessary. This is only available in v20 registration.
0 upvotes
Pat,
Confirmation emails should currently be saved on the account/contact if you've enabling email confirmations. If this is not the case, please submit a new support ticket.
-Dan
0 upvotes
Is there a way to copy/modify the [Ungerboeck Confirmation]? We like the Order details but a particular client would like to remove the event dates that appear there. (Dates circled in red in second image). I've looked in the Email templates folder that the default isn't there, even just to copy.
1 upvotes
We do not have a way today to export the standard registration confirmation, but we have added this option in the backlog. The good news is that you can use the field attached to hide those dates.
0 upvotes
Thanks for the quick reply Danilo. I don't see the option to hide event dates (exactly what we are looking for). What version is this in? I'm on 20.93D.
0 upvotes
It is in v20.93D, please check your theme, maybe is not available in your current configuration.
0 upvotes
Is there a way to use multiple Confirmation Templates on a Form Template?
Scenario:
We use Email and Merge Templates for our Confirmation Templates.
We would like to use one template and email for active registrants, another for registrants who are wait listed and another for those who cancel their orders online.
From what I can see we are only able to use one Confirmation Template per Form Template and therefore the same message and email is sent to all of the above (active registrants, wait listed and online cancellations.
1 upvotes
There is currently no way to use more than one confirmation template on the same form template.
0 upvotes
...However...
If you use EZWriter instead, you can easily create dynamic paragraphs that are sensitive to the source data.
Eg, If status = confirmed, say "Thanks for your Registration" otherwise say "You have been waitlisted".
Shout if you need help.
1 upvotes
Thanks Sean,
That's a great idea!
I will give it ago and if I get stuck I might give you a shout.
0 upvotes
Is there a way to add in the contact information (address, city/state) for each registrant on the confirmation? We have two clients that have asked us for this option.
Thanks,
Tim
0 upvotes
This information can be pulled into the confirmation with EZWriter.
0 upvotes
Hello,
"Send Email Confirmation: If this option is checked an email confirmation will be sent to the email address of the registration order account and the email address for each registrant."
According to this article and also to my experience with Ungerboeck registration module until now, it is not possible to send these confirmations to the booker, only.
This is a major limitation for our business, as we want to send confirmations to the registration order account only, but not all individual registrants in the order. Because of that, we do not send any confirmations from the system and our coordinators need to send the confirmations manually.
Is there a plan to have an sub-option like: Send email confirmation to all registrants in the order yes/no?
That would be perfect!
Otherwise, at least having the default confirmation template [Ungerboeck Confirmation] available for the BackOffice users as selectable email template for sending out confirmation emails manually to the registration order account.
Is anyone else struggling with this limitation? I would like to hear any other solutions you may have for this problem.
Best,
Asli
0 upvotes
The email confirmation to the registrant can be disabled by not requiring the email address for registrants. You can make this change on the registrant account fields selection in the Account Section Settings of the form template.
0 upvotes
Hello Dan,
thank you for your reply. This is really an interesting workaround to know.
If I make the email field not required (but protected), and still include it in the form, would this mean that it always skips the email confirmations to the registrants, regardless if a valid email address is entered into the field or not? Or another contact is selected by search accounts functionality?
We actually always make the email field required so that we can assure the uniqueness of the entry. Email is the only reliable identifier. If I make the email field not required, the booker can also leave it empty, so that would create a potential duplicate in the system.
That was the reason for my suggestion about an option like 'Send email confirmation to all registrants in the order yes/no?' in the confirmation section of the form template. This is self explanatory and clear for all the event coordinators who work with registration module. That way you could have still the email mandatory and you collect an email address for each participant, but can still disable the confirmations to individual registrants at the confirmation section of the form template.
Best,
Asli
0 upvotes
If the email address is not required for the registrant it should skip the confirmation to the registrant even if a valid email is input or if an account is selected from the search.
I discussed your business case and concerns with product management. Please post your comment in our Registration & Conference Product Ideas forum and our product manager will follow up.
1 upvotes
Hello!
Will the "Order Details" not show up if the payment plan that is selected is "pay later"?
0 upvotes
Hi Haley, the order details will show either if the order is fully paid or if the user uses "pay later".
1 upvotes
Thanks! testing a link and messing around with the confirmation and it didn't show up but we will try again!
1 upvotes
Hi Haley, let us know if that works.
0 upvotes
Hi Dan,
following up from your reply from two years ago, I just tried to deselect "required" for the email address in the registration setup but it keeps getting switched back to "required". This happens both in v20 and in v30. We're on .96D.
Thanks in advance.
Elisabeth
0 upvotes
Hi Elisabeth,
I was able to recreate this behavior, and unfortunately, it's a bug. Thanks for the heads up! We will be taking steps to get this resolved quickly.
Thanks,
Kim
0 upvotes
Has there been any progress on this? Or any other possibility to only slightly change the [Ungerboeck] Confirmation Email Template and not being required to build it from scratch?
Or would anyone else be willing to share their EZWriter Code that show the ordered functions and replies to UDFs? My SQL knowledge is still limited...
1 upvotes
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