- Registration Fee Dropdown Field
- Edit Registration
- Business Rules
Registration Fee Dropdown FieldThe Registration Fee Dropdown (previously known as the Fee Control) is available on events and activities. This field will always drive registration and is the preferred registration driver that should be used on all Events and Activities. The Fee Control is designed to collect fees for event attendance. It is a multi-price commerce item presented in a dropdown list. The fee control drives registration for the Event or Activity it is used on. It cannot be used as a non-registration field.
Adding the Registration Fee Dropdown FieldThe field can be added in a variety of ways. The first way is through the event creation flow when the Fee-Driven Event model is selected. If this model is selected, the admin will be taken through the flow of adding Registration Fees.
Selecting the Add Registration Fees button will open the Add Field modal with only the Registration Fee Dropdown or the Registration Commerce Item available in the Data Field Type.
The second way to add the field is through Manage Category > Registration Fees / Commerce Items. When this option is selected a window will open with an Add Commerce button above a grid. Selecting the 'Add Commerce button will open the Add Field window with all of the commerce fields available (Registration Fee Dropdown, Registration Commerce Item, Commerce Amount Field, Commerce Dropdown and Commerce Item) in the Data Field Type. NOTE: If a registration field has already been added to the event, then you will only be able to add a registration field of the same type to the event. For example, in the image below only the Registration Fee Dropdown is available to be added because the event already has a Registration Fee Dropdown on the event. You will not be allowed to mix the registration field types on an event.
The third way is through Manage Category > Add New Field. This option will also open the Add field window with the Registration Fee Dropdown, the Registration Commerce Item and the Promotion Code listed in the Data Field Type dropdown under Event Fields and a list of General fields. Again, if a registration field has already been added to the event then you will only see that registration field listed under the Event fields to be added.
Configuring the FieldThe admin will be able to configure the following items for the Registration Fee Dropdown on the first step:
- Field Name - The name of the new Registration Fee Dropdown
- Display Name - The name displayed to the registrant for the Registration Fee Dropdown if different than the field name
- Make this field required option
- Advance options that are available when adding other fields
- Audience - A role can be placed on the fee to determine who will see the Registration Fee Dropdown. If the Registration Fee Dropdown is on any step other than the Activity Step, the visibility of the Registration Fee Dropdown will look at the primary registrant's role. If the Registration Fee Dropdown is on the Activity Step, the visibility will look at the Primary Registrant's role when the Primary Registrant is selected for the Activity and it will look at the Guest role when the guest is selected for the Activity.
- Description - The admin can add a brief description that will be displayed to the registrant in front of the Registration Fee Dropdown.
- Include in required purchase grouping - This option is not available on the new event model since there is a check to make sure that every registrant has selected something from a registration field.
- Registrant Limit - The admin can set a registrant limit per Registration Fee Dropdown.
- Overall Limit - The admin can set an overall limit per Registration Fee Dropdown.
- Fair Market Value - The admin can set a fair market value for each fee added in the Registration Fee Dropdown.
- Fair Market Value (if enabled)
- Custom SKU
- Member Limit
- Overall Limit
- Availability Date Range
- Add new registration fees to the control through the Add Registration Fee button.
- Sort the display order of the fees through the Sort Priority button. Selecting an option in the list box and using the top, move up, move down, and bottom buttons to the right will allow you to set the order of the options in the Registration Fee Dropdown.
- Edit the fee through the Edit option under the wheel icon. You will be able to update any of the fields on the fee before or after submissions on the event.
- Delete the fee through the Delete option under the wheel icon. This will display the 'Are you sure you want to delete?' confirmation.
- Label - This is a required field that sets the name displayed in the Registration Fee Dropdown.
- Price - This is a required field that sets the price displayed in the Registration Fee Dropdown.
- FMV - This is a required field that sets the fair market value for each fee. The field will only show up if the FMV option was selected when configuring the overall Registration Fee Dropdown.
- Registrant Limit - The limit per registrant for each fee.
- Overall Limit - The overall limit for each fee.
- Start Date - The date the fee will start displaying. If a date is not entered it will start displaying on the start date of the event and/or activity.
- End Date - The date the fee will stop displaying. If a date is not entered it will stop displaying on the end date of the event and/or activity.
- Audience - The audience that was set for each fee. If the Registration Fee Dropdown is on any step other than the Activity Step, the fees will render based on the primary registrant's role. If the Registration Fee Dropdown is on the Activity Step, the fees will render based on the Primary Registrant's role when the Primary Registrant is selected for the Activity and the fees will render based on the Guest role when the guest is selected for the Activity.
- Priority - The priority column displays the order the fees will be displayed in the control.
Commerce Items GridThe commerce items grid that is accessed through Manage Forms and through Manage Category will include fees for a Registration Fee Dropdown. There will be a row with the name of the Registration Fee Dropdown. This will show the list of all the fees in the Registration Fee Dropdown. The row can be expanded to show a row for each individual fee.
Registration Fee Dropdown in Exports and Reporting
Event Form ExportThe fees selected from the Registration Fee Dropdown for the Primary Registrant and each of their Guests will be included in the export.
- The SKU associated with the fee in the Registration Fee Dropdown will be added in the existing SKU column for each Registrant.
- The fee selected from the Registration Fee Dropdown will be listed in the Total Price Paid column for each Registrant.
- The fee name from the Registration Fee Dropdown will be added for each Registrant to a new column called Fee Name.
- The quantity column for the Registration Fee Dropdown will always be 1 for each Registrant. This provides you with a one to one ratio of Registrant to fee.
- The order total, transaction data and billing information rolls up to the Primary Registrants row.
Event Reconciliation ExportThere will be no changes to the reconciliation export with the new Registration Fee Dropdown. The event transaction using the Registration Fee Dropdown will display as one row in the report with the Primary Registrant's name and information. The order total would be the total amount processed for that event including the guest fees.
Standard Event ReportingThe Registration Fee Dropdown is included in the Commerce Item report. Each Registration Fee Dropdown is broken out into a separate category with each registrant and their guest appearing as a separate line item in the report. The number purchased would always be 1 and the price would be the price of the fee selected for the registrant. At the bottom of the Registration Fee Dropdown category is a summary for each fee in the Registration Fee Dropdown. The summary will show how many of each fee was purchased (Number Purchased), the Fee Amount and the Total Revenue (Number Purchased X Fee Amount).
Edit RegistrationWhen the primary registrant comes back into the event through the edit registration link in the email, messaging will appear around the Registration Fee Dropdown on the Registrant step that says 'you previously purchased 1 of these for $xx (not including guests). To request a refund, contact the event administrator.' The Registration Fee Dropdown will display the fee that was selected and the control will be disabled. The Primary Registrant can't change their fee selection through the event form. Similar messaging would be added to the guests information on the guest step. The Primary Registrant will not be able to change the fee selection for a guest through the event form and they will not be able to remove the guest with an associated fee.
RolesRoles are not to be applied to the overall Registration Fee Dropdown or to the fees in the Registration Fee Dropdown when the admin is in the data entry mode on an event registering on behalf of someone.
- A Registration Fee Dropdown, cannot have a Registration Commerce Item in the same Event or Activity that also drives registration.
If you have a Registration Fee Dropdown on the event that drives registration, you can't add a Registration Commerce Item that drives registration. If you have a Registration Commerce Item on the event that drives registration, you can't add a Registration Fee Dropdown.
An event can have multiple Registration Fee Dropdowns that drive registration. The only issue with having multiple Registration Fee Dropdowns is that 1 registrant can have multiple registrations tied to them, so if you are using the Registration Fee Dropdown, the best way to limit 1 registration per registrant is to only add 1 Registration Fee Dropdown OR be sure that the Registration Fee Dropdown is role-based in such a way that the registrant will only see one Registration Fee Dropdown at a time.
It is best practice to use a Registration Fee Dropdown on a fee-based event. A Registration Commerce Item could cause confusion for users registering for the event, because the registrant will fill out their information on the first step and may think they need to purchase enough tickets for themselves and their guest on this step. Then they will move on to the guest step and realize they need to purchase a ticket for each guest. Best practice is to use the Registration Fee Dropdown or if the Registration Commerce Item is going to be used, add some rich text around the field to explain that this is just purchasing a ticket for themselves. Guest tickets will be purchased on the next step.