You can configure the preference types available to your customers in your online registration. To learn more about preference types, see Manage Communication & Data Storage Preferences.
The steps below assume a registration configuration already exists for the event. To enable preference types on an existing registration configuration:
- Click the Events link from the Main Menu. The Events page opens.
- Select the event with the existing registration setup.
- Right-click and select Tools -> Registration Setup. The Registration Setup window opens.
- Select the Preference Types tab. You may need to add this tab to your screen layout if it is not available.
- Click the Add button. The Add Registration Preference Type window opens.
- Enter the necessary information:
- Preference Type – Preference type you want available online.
- Mandatory – If checked, consent for the preference type is required online.
- Active – If checked, the preference type is available on the online web page.
- Click OK.
When your customer visits your online registration, the configured preference types display.
After your customer makes his/her selections in the Preferences, the information is saved on the Preferences Settings tab on the Contacts screen for that individual. See View, Change, and Remove Contact Preference Settings for more information on managing a contact's Preference Settings.
Comments
3 comments
Any way we can adjust the language used in the form here - change "Due to new regulations..." to something else?
0 upvotes
Hi Tim,
This phrase is dictionary-enabled so you can go to Dictionaries from the Main Menu and find the dictionary that your event is using and then search for the phrase "Due to new" with the Browser Phrase Type set to Public Registration.
Hope this helps!
Thanks,
Mike
0 upvotes
Are there plans to add preference types to either the search layouts or column settings for contacts/accounts? Not able to do much with it right now in terms of building views.
0 upvotes
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