Managing the Event Registration Form

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There are many aspects to managing the event registration form including steps, categories, fields, emails, etc.

TABLE OF CONTENTS

Related info:


Lock Form

  1. From Manage Form choose Lock Form.
  2. Enter the message that you want to be displayed to people trying to access the form while it is locked.  Click Save.

Unlock Form

From Manage Form choose Unlock Form.


Review / Finish Page

    1. From Manage Form  choose Reveiw/Finish Page.
    2. Make the necessary changes (if any) on the RSVP Yes and RSVP No tabs.
    3. Click Save.

Customizing the Review & Finish Pages.


Attendee List

More on the Attendee List
  1. From Manage Form choose Attendee List.
  2. The Attendee List page has two tabs.  You can add columns or fields to both views.
    • Admin Tool - This is the list that admins will see.  Admins also have the option to Send Email to Attendees or Export an Excel file of the list of attendees.
    • Member View – This is the list that members will see. Please be aware that any field added to the Member view will populate with whatever information the system has for it.
  3. Click Manage Columns to add columns (fields) to the Attendee List.
  4. Select Fields: There are two ways to select fields.
    • Select from quick fields – Choose from an alphabetical list of fields to add to your form.
    • And/or Select from a tree view – Select from a list of existing fields by searching the tree view of previously created forms to find the desired field.  Click on the plus signs (+) to drill down in the hierarchy. Click on the desired Field to select.
  5. The fields you choose will be in the Selected box. Click Add Selected Fields.  The field(s) will be added to the Attendee List as individual columns.

Edit Billing Page Header

Use the content editor to add text, images, etc. to create a customized header for your form, event, donation or membership billing page.


Member Confirmation Email

  1. From Manage Form choose Member Confirmation Email.
  2. Modifications can be made to the From name, the Email From address and the Subject.
  3. Administrators can also be added to receive the member email by checking Check here to add others to receive copies of this email.
  4. A default message body is provided; however, changes can be made.
  5. Click Save  to save your changes.

Customizing the Member & Admin Confirmation Emails.


Admin Confirmation Email

  1. From Manage Form choose Admin Confirmation Email.
  2. Modifications can be made to the From name, the Email From address and the Subject.
  3. Additional Administrators can receive the email by typing in the email address and clicking Add.
  4. A default message body is provided; however, changes can be made.
  5. Click Save to save your changes.
NOTE:  Although it is not added by default, the Edit Registration link can be added to the admin confirmation email.  (It works a bit differently from adding our regular tokens for member fields.)  You will need to use the content editor hyperlink manager to add it.  Put the token value [EditLink] in the URL line, then put in your verbiage for the Link text.

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