Basic Registration Setup Examples

Registration is a very robust area of the software, capable of capturing as little to as much information as needed from your registrants. Below are some basic registration setups to help guide you through the more simple registration setup options. Prior to starting the registration setup process, it’s recommended to review the following:

• Registration Terminology Guide
• Registrant Types
• Configuring Online Registration
• Define Registration Defaults

It is assumed that Form Templates and Web Skins are already configured for the below examples. For more information, see Web Skins Overview and Registration Form Templates Overview.

The following basic registration setups are detailed below:

Registration with 0-1 Registrant Types

Scenario: You are hosting a meeting and need to set up registration that only captures whether invited guests are or are not attending the meeting. There is no charge to attend.

To configure this registration, you have two options:

• Use the System Default Registrant Type
• Use a Custom Registrant Type

System Default Registrant Type

If there is no registrant type, the software automatically defaults in All Registrant Types (ALLREG).

1. Click the Events link from the Main Menu. The Events page opens.
2. Select the event for the registration setup.
3. Right-click and select Tools -> Registration Setup. The Registration Setup window opens.
4. Click the Save (disk) button.

Use a Custom Registrant Type

See Registrant Types for details on creating registrant types and assigning them to an event for registration.  

Registration with 2+ Registrant Types

Scenario: You are hosting a meeting where both executives and members are attending. When someone registers for the meeting, you want to know if he/she is an executive or a member. There is no charge to attend the meeting.

To configure this registration, you need to create and assign two registrant types to the registration setup for the event: Executive and Member. The below assumes these registrant types already exist. See Registrant Types for details on creating registrant types.  

1. Click the Events link from the Main Menu. The Events page opens.
2. Select the event for the registration setup.
3. Right-click and select Tools -> Registration Setup. The Registration Setup window opens.
4. Select the Pricing tab.
5. Expand the Registrant Types section.
6. Click the Add button on the right of the section. The Add Event Registrant Type window opens.
7. Select the executive registrant type you created from the Type drop-down.
8. Click OK.
9. Repeat steps 6-8 for the member registrant type. 

Registration with 2+ Registrant Types with Different Prices

Scenario: You are hosting a meeting where both executives and members are attending. Executives are charged US$100 to attend, and members are charged US$75 to attend. 

To configure this registration, you need to assign two registrant types with prices to the registration setup for the event: Executive at US$100 and Member at US$75. The below assumes these registrant types for Executives and Members already exist. See Registrant Types for details on creating registrant types.  

1. Click the Events link from the Main Menu. The Events page opens.
2. Select the event for the registration setup.
3. Right-click and select Tools -> Registration Setup. The Registration Setup window opens.
4. Select the Pricing tab.
5. Expand the Registrant Types section.
6. Click the Add button on the right of the section. The Add Event Registrant Type window opens.
7. Select the executive registrant type you created from the Type drop-down.
8. Select the Pricing tab.
9. Enter 100 into the Standard Price field for the price list.
10. Click OK.
11. Repeat steps 6-10 for the member registrant type.

Registration with a Function

Scenario: You are hosting a meeting with an optional luncheon at the end of the meeting. You do not need need a specific registrant type, but need to know who is attending the meeting, and who is attending both the meeting and the luncheon. There is no charge for the meeting or the luncheon.

To configure this registration, you need to create two registration functions on the registration setup for the event: Meeting and Luncheon. 

1. Click the Events link from the Main Menu. The Events page opens.
2. Select the event for the registration setup.
3. Right-click and select Tools -> Registration Setup. The Registration Setup window opens.
4. Select the Pricing tab.
5. Expand the Registration Functions section.
6. Click the Add button on the right of the section. The Add Registration Functions window opens.
7. Enter the following information:
   • Description - Name of the function. In this example, Meeting.
   • Item Description - Name of the function that is used in the online registration site.
   • Start - Date and time the function begins.
   • End - Date and time the function ends.
8. Click OK.
9. Repeat steps 6-8 for the Luncheon function.

Registration with a Promo Code/Discount

Scenario: You are hosting a meeting with an optional luncheon at the end of the meeting. The luncheon costs $50 to attend. A 10% off promo code is available for use during online registration. 

To configure this registration, you need to configure the Luncheon registration function using the steps in Registration with a Function. To add a price for the function:

1. Select the Pricing tab on the Add/Edit Registration Function screen.
2. Enter 50 into the Standard Price field for the price list.
3. Click OK.

Then you need to configure the promo code. To learn about additional promo code configuration options, see Promo or Discount Codes.

1. Select the Pricing tab from the Registration Setup screen.
2. Expand the Promo Codes section.
3. Click the Add button on the right of the section. The Add Event Promo Code window opens.
4. Enter the following information:
   • Promotional Code - Code entered by the online user to receive the discount. For example, 10OFF.
   • Description - Name for the promotional discount that shows to the online user and on the registration confirmation. For example, 10% Promotional Discount.
   • Decrease Amount By - Enter the amount to decrease the total into the field. Select if the amount is Dollars or Percent from the drop-down. For example, 10 Percent.
   • Tracking Resource - Resource used for the promo code.
5. Click OK.

Registration with a Document/Image Upload

Scenario: You want your registrants to upload a corporate logo image during online registration.

You can set up a document upload option for your registrants on the Form Template. See Registration Form Templates Overview for more details about Form Templates.

To configure a document upload option for registrants:

1. Click the Events link from the Main Menu. The Events page opens.
2. Select the event for the registration setup.
3. Right-click and select Tools -> Registration Setup. The Registration Setup window opens.
4. Select the Registration Form Setup tab.
5. Edit Form Template hyperlink in the Appearance section. The Form Template window opens.
6. Select Account Details under the Accounts Group heading.
7. Click the Edit Component hyperlink in the Account Details group on the right. The Edit Account Details Form Section window opens.
8. Expand the Account section.
9. Click the Manage hyperlink next to the Account Documents label. The Manage Form Document Info window opens.
10. Click the Add button. The Add Form Document Info window opens.
11. Enter the necessary information:
    • Document Category - Select the document category to assign to the document when it is saved.
    • Document Classes - Select the document class(es) available for upload.
    • Document Sensitivity - Select the document sensitivity to assign to the document when it is saved.
    • Label - Text the person registering sees for uploading the document.
    • Tooltip - Text the person registering sees when hovering over the label.
    • Required - If checked, there must be an uploaded document to proceed with registration.
12. Click OK.

When the image/document is saved in the software, it is saved in the Event folder.