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Use the Waiting List feature

July 11, 2018 admin Leave a Comment

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Waiting List allows your registrants to sign up and be placed onto a waiting list for a sold out event or program, in order to be notified when an event’s availability changes.

*Waiting List can be found under “Tools” at the bottom of the drop down menu.

Enabling the Waiting List.

To enable the waiting list for your event can be found under; Edit > Events > [Your Event] + Edit Selected Event > Registration/ Enrolment tab > Enable Waiting List.

Customization.

When an event is ‘Sold Out‘ now instead of the Sold Out icon showing, a icon will now be displayed. For your convenience a different color icon can be selected or your own custom made icon can be uploaded and used.

Data Fields.

Waiting List provides you with a detailed table of all your waiting registrants information. Each report column is as follows:

  1. Waiting for Event – name of event registrant is waiting for (events are grouped together, so all registrants waiting for one event will be under one another).
  2. Order – place in queue for each registrant in the event they are waiting for, decreasing or increasing this number moves the registrant up or down the list.
  3. Event Start Date – when the event will begin.
  4. Waiting From – the date the registrant signed up for the waiting list.
  5. Name – full name of registrant.
  6. Email – registrants contact email.
  7. Phone Number – registrants contact phone number.
  8. Spots Needed – the number of spots requested by the registrant.
  9. Status – lists the status of each registrant on the waiting list.
  10. Delete – remove a registrant from the waiting list.
  11. Email (Button) – manually send an email, this will override all other statuses and can be used to give an expired registrant another change, override the queue order or even send out multiple emails to see who registers first (NOT advised).

Waiting List Status.

  • Waiting – the registrant has successfully signed up for the given event and is waiting for a spot to become available.
  • Spot Available – a spot has opened up for the given event and the system is waiting for cashier input to send out a notification email.
  • Sent – an email has been sent, either automatically or manually by a cashier to the registrant. The registrant will have 48 hours to successfully register.
  • Registered – the registrant has successfully secured their spot for the given event.
  • Expired – the registrant’s registration period has expired (48 hours have passed since the email was sent out) and the spot has now been given to the next person in line.

Filed Under: Events, How to ..., Tools, Tools Tagged With: customizing waiting list, enabling waiting list, waiting list

Custom Confirmation Email Variables

July 7, 2017 Yoko Leave a Comment

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All the following variables will be replaces with the appropriate data. They must be enclosed between “%% %%” to work (e.g. %%amount_paid%%).

Variables

VariableVariable Definition in eTickets
EMAILRegistrant’s Email
EMAIL_PRINTABLE_INVOICE_LINKA URL link to the printable invoice.
EVENT_NAMEName of your event as defined in event definition
EVENT_BADGENAMEBadge name of your event as defined in event definition
EVENT_LOCATIONLocation as defined in Event Definition
EVENT_INSTRUCTORInstructor/Presentor as defined in Event Definition
EVENT_CATEGORIESCategory as defined in Event Definition. (e.g. sailing~camp~boating)
EVENT_START_DATEFirst day of event as defined in Event Definition
EVENT_END_DATELast day of event as defined in Event Definition
EVENT_LIST_NAMES_AND_DATESList events that the registrant has chosen, with dates. In default, they will be listed one event per line.
EVENT_LIST_NAMES_AND_DATES[,]Same as above, except events will be listed as follows:
Event1, Event2, Event3, etc.
EVENT_LIST_NAMES_AND_INSTRUCTORSDisplay’s Event Names and Instructors
EVENT_LIST_NAMES_DATES_AND_TIMESSame as EVENT_LIST_NAMES_AND_DATES, but also with times.
EVENT_LIST_NAMES_DATES_AND_TIMES[,]Same as EVENT_LIST_NAMES_AND_DATES[,], but also with times.
EVENT_START_DATE_NICE_FORMATStart date of event in the following format:
DayofWeek, Month DD, YYYY
MESSAGE_SUBJECTEmail’s Subject line.
PIDThe C-level’s unique identifier for each person found in the C-level database.
REGISTRANT_NAME_FIRSTRegistrant’s First Name inputted in the registration form
REGISTRANT_NAME_MIDDLERegistrant’s Middle Name inputted in the registration form
REGISTRANT_NAME_LASTRegistrant’s Last Name inputted in the registration form
REGISTRANT_NAME_SALUTATIONSalutation inputted in the registration form
REGISTRANT_NAME_JOBTITLEJob title inputted in the registration form
REGISTRANT_HOME_PHONERegistrant’s home phone number, as entered in the registration form
REGISTRANT_HOME_FAXRegistrants’s home fax number, as entered in registration form
REGISTRANT_HOME_CELLRegistrants’s home cell number, as entered in registration form
REGISTRANT_HOME_ADDRESSRegistrants’s home address, as entered in registration form
REGISTRANT_HOME_CITYRegistrants’s home city, as entered in registration form
REGISTRANT_HOME_PROVINCERegistrants’s home province, as entered in registration form
REGISTRANT_HOME_POSTALRegistrants’s home postal code, as entered in registration form
REGISTRANT_HOME_COUNTRYRegistrants’s home country, as entered in registration form
REGISTRANT_BUSINESS_NAMERegistrants’s business name, as entered in registration form
REGISTRANT_BUSINESS_ADDRESS1Registrants’s business address, as entered in registration form
REGISTRANT_BUSINESS_ADDRESS2Registrants’s 2nd line of biz address, as entered in registration form
REGISTRANT_BUSINESS_CITYRegistrants’s business city, as entered in registration form
REGISTRANT_BUSINESS_PROVINCERegistrants’s business province, as entered in registration form
REGISTRANT_BUSINESS_POSTALRegistrants’s business postal code, as entered in registration form
REGISTRANT_BUSINESS_COUNTRYRegistrants’s business country, as entered in registration form
REGISTRANT_BUSINESS_PHONERegistrants’s business phone number, as entered in registration form
PASSWORDA arbitrary password generated for each registration.
QUESTION_FIELD=xxxResponse to a custom question, where ‘xxx’ represents the custom question’s field name (e.g.: QUESTION_FIELD=AGE)
QUESTION_FIELD_DATE=xxxResponse to a custom question, where ‘xxx’ represents the custom question’s field name (e.g.: QUESTION_FIELD=BIRTHDATE) Use when the response is of date type.
WAIVER_FIELD=xxxResponse to a custom question, where ‘xxx’ represents the custom question’s field name (e.g.: QUESTION_FIELD=PHOTOWAIVER).
It the first few letters are “Yes” or “I AGREE”, it will return the contents of /MID/emailwaiver_xxx.txt.
(html code can be inserted to this .txt file if the email template is html.)
PAYMENT_METHODThe payment method used. (e.g. VISA)
REGISTRANT_SUMMARYDisplays a summary of events registered in.
REGISTRANT_SUMMARY1Displays a summary of events registered in using a different format than REGISTRANT_SUMMARY.
REGISTRATION_FORM_EMAILThe default registration form email
EMAIL_PRINTABLE_INVOICE_LINKFor e-Ticket users, this will send the web link to the original invoice, shown in Step 4 to the registrant
CONFIRMATION_NUMBERRegistrant’s transaction confirmation number, issued by e-RegisterNow
XXXDOLLARTYPERegistrants currency used for payment: CAD or USD
XXXAMOUNTTotal amount of registrant’s transaction
subtotalSubtotal
tax1amount – tax5amountTotal of tax 1 – tax 5
XXXMIDThe merchant’s M account ID
XXXPAYMENTTYPEE.g.: Visa, Mastercard, American Express, Mail, Cheque, etc.
XXXCUSTOMEMAILCCCustom email cc address.
XXXCUSTOMEMAILCustom email address recipient.
XXXCUSTOMSUBJECTCustom email’s subject.
XXXCUSTOMATTACHMENTCustom attachment’s filename.
XXXRETURNERRORURLReturn URL.
XXXCARDHOLDERNAMEName of credit card holder
XXXPASSWORDA random password string (for Direct Feed clients only)
XXXTESTMODEStatus of your registration pages. 0 = Live, 1 = Accept All, 2 = Decline All.
NUMREGISTRANTSNumber of registrations in succession by the same user (every time ‘Register Another’ is clicked by the same user, this number increases by one)
LANGUAGELanguage of the registration web pages (English or French)
MESSAGE1Corresponds to the text that is defined in event definition under the ‘Message 1’ prompt.
MESSAGE2Corresponds to the text that is defined in event definition under the ‘Message 2’ prompt.
MESSAGE3Corresponds to the text that is defined in event definition under the ‘Message 3’ prompt.
DATETIMEReturns registrantion date and time
DATEReturns registrantion date
DATE_MDYReturns registrantion date and time in the form of MDY
DATE_MMMDDYYYYReturns registrantion date and time in the form of MMMDDYYYY
DATE_YYYYMMDDReturns registrantion date and time in the form of YYYYMMDD
effective_date[date_format][yyyymmdd]Return the date in the variable if registration date is prior to that date. if not, return the registration date.
date_format:
%M %e, %Y – April 5, 2017
%M %D, %Y – April 5th, 2017
EMBEDDED_IMAGE=xxxEmbed an image in email body. The image needs to be uploaded in the images directory. (HTML email only)
(e.g. EMBEDDED_IMAGE=logo.gif)

Filed Under: Events

URL Resources

June 15, 2016 Sebastian Leave a Comment


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URL_Resources

URL Resources allow the user to link an outside URL that contains important information, downloadable resources such as PDF files or Excel Sheets, reward pages or online courses. These pages would only be available to the registrant after they have signed up for a specific event. The event can be free or charge money to ensure only registrants have access to the URL.

Filed Under: M-Level Topics, URL Resources

Lock Out a User

March 22, 2016 admin Leave a Comment


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If a user is locked out, they will not be able to log into e-RegisterNow.

  1. Go to Edit > Users
  2. Click on the login name of the user
  3. Check off the ‘Lock’ checkbox
  4. Click on  

Filed Under: Users Tagged With: Lock Out, Users

Set Access Priviledges

March 22, 2016 admin Leave a Comment


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  1. Go to Edit > Users
  2. Under the user you wish to edit, click on ‘Show Access Privileges’
  3. The menu will expand and you can see their current access privileges
  4. Click on ‘Edit Access Privileges’
  5. The following screen will appear:Select any features to which this user should have access.
  6. Click on  

Filed Under: Users Tagged With: Access Privileges, User

Create a New User

March 22, 2016 admin Leave a Comment


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  1. Go to Edit > Users
  2. Click on the ‘New Users’ tab
  3. Enter the email address of the new user and click on ‘Create New User’
  4. Fill in a password under the user settings and click on

  5. Click on the new user’s email address in the list
  6. Click on the ‘User Info’ tab
  7. Fill out the appropriate information:
  8. Click on
  9. Set any Access Priviledges

Filed Under: How to ..., Users Tagged With: Create New User, User Info, Users

eTicket Custom Template Variables

March 22, 2016 admin Leave a Comment


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All the following variables will be replaces with the appropriate data. They must be enclosed between “%% %%” to work (e.g. %%amount_paid%%).

Variables

 

Variable Variable Definition in eTickets
total_amount_paid The total amount charged to credit card or other payment type.
amount_paid The event amount charged to credit card or other payment type.
barcode_image barcode as a *.jpg file (e.g. ABC123.jpg)

Note: The barcode number will appear below the image.

barcode_number The code the barcode represents. (e.g. ABC123)
blurb_file Name of the file whose contents are dumped into the eticket.
confirmation_number e-RegisterNow’s reference number (e.g. 1234567)
dateconfirmed The date the transaction occurred. (e.g. 2004-12-25 00:23:00)
datetime A timestamp of the date and time now. (e.g. 2004-12-25 00:23:00)
datetime_yearlater A timestamp of the date and time one year later. ( 2005-12-25 00:23:00)
date A timestamp of the date and time now. (e.g. 2004-12-25)
date_yearlater A timestamp of the date and time one year later. (e.g. 2005-12-25)
date_MDY A timestamp of the date and time one year later. (e.g. December 24, 2005)
date_MDY_yearlater A timestamp of the date and time now. (e.g. December 24, 2004)
date_MMMDDYYYY A timestamp of the date and time now. (e.g. Dec 25, 2004)
date_MMMDDYYYY_yearlater A timestamp of the date and time one year later. (e.g. Dec 25, 2005)
date_YYYYMMMDD A timestamp of the date and time now. (e.g. 2004Dec25)
date_YYYYMMMDD_yearlater A timestamp of the date and time one year later. (e.g. 2005Dec25)
description A long description of the transaction.
effective_date[date_format][yyyymmdd] return the date yyyymmdd (date in the second blacket) if registration date is prior to that date. if not, return the registration date.
e.g.) effective_date[date_format][20160812] reg date Aug 10, 2016 and the date in the variable Aug 12, 2016 -> return Aug 12, 2016
See Date Format Section below for [date_format]
email Ticketholder’s email.
event_badgename Event’s course badgename.
event_categories Event’s course categories, (e.g. camps~sports~day)
event_code Event’s course code.
event_enddate Event’s end date. (e.g. Jun. 30, 2006)
event_endtime Event’s end date and time.
event_instructor Event’s instructor’s name.
event_location Event’s location.
event_name Event’s name.
event_startdate Event’s start date. (e.g. Jun. 30, 2006)
event_startdate_yearlater[date_format] One year from Event’s start date. See Date Format Section below for [date_format]
event_starttime Event’s start date and time.
event_qty[eid] Quantity of the event.
fullname Ticketholder’s full name
message1 Event Message 1
message2 Event Message 2
message3 Event Message 3
paymethod Ticketholder’s payment method (e.g. visa)
question_field=xxx Response to a custom question, where “xxx” represents the custom question’s field name (e.g. question_field=age)
question_field_date=xxx Response to a custom question, where “xxx” represents the custom question’s field name (e.g. question_field=birthdate).  Use this when the response is of datetype.  (e.g. %M %d, %Y)
 question_field_date_yearlater=xxx  Response to a custom question, where “xxx” represents the custom question’s field name (e.g. question_field=birthdate).  Use this when the response is of datetype.  (e.g. %M %d, %Y)
registrant_business_name Company name where registrant works.
registrant_business_address_1 Company’s address line 1.
registrant_business_address_2 Company’s address line 2.
registrant_business_city Company’s city address.
registrant_business_country Company’s country
registrant_business_province Company’s province
registrant_business_postal Company’s postal code.
registrant_business_phone Company’s phone number
registrant_business_jobtitle Registrant’s job title at the company.
registrant_home_address Registrant’s home address
registrant_home_city Registrant’s home city
registrant_home_province Registrant’s home province/state.
registrant_home_postal Registrant’s home postal code/zip code.
registrant_home_country Registrant’s home country.
registrant_home_phone Registrant’s home phone number.
registration_date Date this ticket was purchased.
row Seat row.  (e.g. A)
seat Seat number.  (e.g. 5)
section Seat section.  (e.g. North)
serialnumber Ticket’s serial number
series_no The number of the ticket in the series of tickets purchased.
series_total The total number of tickets purchased.
seriesprice The total price of the ticket series.
subtotal Equals amount paid minus the taxes
tax1amount The dollar amount attributed to tax 1.
tax2amount The dollar amount attributed to tax 2.
tax3amount The dollar amount attributed to tax 3.
tax4amount The dollar amount attributed to tax 4.
tax5amount The dollar amount attributed to tax 5.
tendertype The type of tender used for the payment (e.g. VISA, CASH)
testmode Testmode status, OFF, ACK, or NAK
ticketname The name of the eTicket series.  e.g. Semi-final Basketball Playoff Game 1
ticketprice The ticket price.
ticketlist Displays, ‘Please print each of your tickets. Use the browser’s BACK button to return to print more tickets.’
Date Format
Number Date Format Sample mySQL format mask
0 August 1st, 2016 %M %D, %Y
1 August 1, 2016 %M %e, %Y
2 Aug. 1, 2016 %b. %e, %Y
3 Aug 1, 2016 %b %e, %Y
4 Aug/01/2016 %b/%d/%Y
5 Aug/01/16 %b/%d/%y
6 08/01/2016 %m/%d/%Y
7 08/01/16 %m/%d/%y
8 2016-08-01 %Y-%m-%d
9 16-08-01 %y-%m-%d
10 2016 %Y
none of above use this as format mask

 

Filed Under: eTickets Tagged With: Branding, eTickets variables, Morph, variables

Duplicate a Registration Form

March 22, 2016 admin Leave a Comment


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  1. Go to Edit > Registration Forms
  2. Select the form(s)
  3. Click on  
  4. The following prompt will appear. If you would like the custom question fieldnames to remain the same, select ‘Use Existing Fieldnames’. If you would like them all to be renamed automatically, select ‘Assign New Fieldnames’. Most fieldnames should remain the same so that the data collected is presented under the same field in all reports.

 

Rename the New Form

  1. Select the new form and click on  
  2. Enter the new name
  3. Click on  

Filed Under: Registration Forms Tagged With: Duplicate, Registration Form

Delete a Registration Form

March 22, 2016 admin Leave a Comment


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  1. Go to Edit > Registration Forms
  2. Select the form(s)
  3. Click on
  4. The following prompt will appear, click on ‘Delete’.

Note: Registration forms that are used for events with enrolled registrants cannot be deleted.

Filed Under: Registration Forms Tagged With: Registration Form

Introduction

March 21, 2016 admin Leave a Comment


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The taxes must first be defined in the Taxes section of the Main Menu and then assigned on a per event basis to those events where taxes are applicable.

Taxes are retroactive. If you assign taxes to an event, after people have already registered for the event, the GL Account Report will show the tax breakdown.
GL (General Ledger) Account Report

The GL (General Ledger) Account Report tracks the various taxes and makes it easy for financial officers to report and submit government taxes.

Again, be sure to enter the total base cost, including all taxes, in Event Definition.

Cashiers Note: Cashiers have the ability to override an event price. If they do so, the system will assign the appropriate tax calculation based on the new price. Enter the over ride price without the taxes and the system will add the appropriate taxes.
How to Define a Tax

  1. Go to Edit > Pricing > Taxes
  2. If no taxes have yet been defined, the following screen will appear:
  3. Click on   and the default tax screen will appear:Description
    On/Off Off = This tax is off
    On = This tax is On
    You can set taxes up in advance. Set the Flag to “OFF”, assign them in Event Definition and then turn them ON at a later time when ready to set the taxes live.
    Tax Name i.e. GST, HST, PST, QST
    Tax Rate As a percentage – enter numeric value
    Tax Type Normal or Compounded Formula

    (For states/provinces with a compounding tax system: i.e. Quebec)

    Compounded is for taxes like Quebec’s QST, where the QST is calculated on the subtotal of the base costplus the GST.
    $100.00 x 7% GST = $7.00
    $107.00 x 7.5% QST = $8.025
    $100.00 + $7.00 + $8.00 = $115.02Normal setting calculates the tax on the base cost only
    $100.00 x 7% GST = $7.00
    $100.00 x 8% PST = $8.00
    $100.00 + $7.00 + $8.00 = $115.00
    Currency CAD = Canadian Dollars
    USD = American Dollars
    GL# General Ledger Number Enter GST, PST, etc. and the GL Account Report will distribute the taxes accordingly
    Government Tax # Enter the GST number in this field
    Invoice Description Enter the GST, PST, etc. and this description will appear on the Invoice/Receipt
  4. Click on  
  5. After saving your tax, you see the screen below:Taxes can be edited by clicking on “Edit Defined Taxes”, delete a tax with the “Delete Tax”switch, or click the “Create New Tax” button to add another tax.
  6. Now the taxes must be applied to each event
    1. Go to Edit > Events
    2. Select the event and click on  
    3. Under the “Event Settings” tab, select “Event Pricing (basic)” from the left-hand navigation menu
    4. Under the “Applicable Taxes” heading, select the tax from the drop-down menu
    5. Click on  
    6. Repeat for all applicable events

Filed Under: Taxes Tagged With: GST, HST, Invoice Description, Tax Name, Tax Rate, Tax Type, Taxes

Delete Coupons

March 21, 2016 admin Leave a Comment

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  1. Go to Edit > Pricing > Coupons…

2. Select the Coupon to delete.

3. Click on

4. The following message box will appear:

5. Click on Delete button

Filed Under: Coupons Tagged With: Coupon, Coupon Code, Discount Coupon, Promo Code

Apply a Coupon to an Event

March 21, 2016 admin Leave a Comment


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  1. Go to Edit > Events
  2. Select the event and click on  
  3. There are two places that coupons can be applied:Event Pricing (Advanced): Here you can set discounts for early registration and discounts for registrants who register together.Event Groups/Collections: Here you can set discounts for multiple event registrations.

Event Pricing (Advanced)

Description

Early Registration Discount If a discount is to be provided for early registration, check this box. Two fields will appear where you may select the name of the coupon to apply and the last date of early registration. Note that the discount will automatically discontinue at 12:01 am on the date entered.
Group/Family Discounts Discounts may be applied if a certain number of registrants register in the same transaction. Select ‘registrants’ and the coupon to apply from the drop-down menus.
‘Nth Registrant’ Group Discount Select any coupons to apply for the Nth registrant in a group.

Event Groups / Collections

What is a Group?A group is defined implicitly. This means that when a name of a Group is typed into the text box, it becomes defined. Events that are associated with the same name become the “Group”. For a coupon to be activated, not all members of group must be selected. If two or more members of a group are selected, the coupons for each event are activated. Each event may have a different coupon applied even if they are all in the same group. Multiple coupons per event may be applied for the same event in one group.
Example #1

Event 1
Event 2

 

Above are the group tables for two different events. They are both a member of the group “Camps”. If the registrant registers for both events, then the group become “active”. This means that the coupons are activated. Event #1 will receive a 15% discount as well as a student discount. Event #2 will receive a 15% discount.
Example #2

Event 1
Event 2
Event 3

Above are the group tables for three different events. They are all members of the group “Camps”. If the registrant registers for a combination of two or three of the events, the group becomes “active”. Any coupons associated with the group will be “activated”. Note that Event #3 has no coupons associated with it. If a registerant registers for Events #2 and #3, Event #2 would receive a 15% discount. The price of Event #3 would remain unchanged. Since the registrant did not register for Event #1, it remains untouched.

 

What is a Collection?A collection is like a group, but to become “active”, a registrant must register for ALL members of the collection.
Example #1

Event 1
Event 2

 

Above are the collection tables for two different events. They are both a member of the collection “Camps”. If the registrant registers for both events, then the collection become “active”. This means that the coupons are activated. Event #1 will receive a 15% discount. Event #2 will receive a 25% discount.
Example #2

Event 1
Event 2
Event 3

Above are the collection tables for three different events. They are all members of the collection “Camps”. If the registrant registers for all three events, then the collection become “active”. This means that the coupons are activated. Event #1 will receive a 15% discount. Event #2 will receive a 25% discount. Because no coupon is associated with Event #3, it will receive no discount. Notice that the registrant must register for all three events for the discounts to occur. Had they registered for only Events 1 and 2, no discount would occur.
Volume Discount Rules
Rules can be defined to apply a coupon to a collection even when all members of the collection have NOT been selected. For example, if two of the three events are chosen, a 50% discount could be put on the second event. If a group is defined within “Volume Discount Rules”, a coupon can also be added specifically to apply to an individual event ONLY IF all members in the collection have been selected. This is done within the individual event settings and was explained above. See Volume Discount Rules for more information.

 

  1. If coupons have been set up in the “Event Settings”, they must now be turned on for that event:
    1. Click on the “Applicable Coupons” tab.
    2. Select any coupons that apply to this event. Remember to check off any coupons you used for the event groups or collections.
  2. Click on  

Filed Under: Coupons Tagged With: Discount Coupon, Early Registration Discount, Event Groups/Collections, Event Pricing (Advanced)

Create a New Coupon

March 21, 2016 admin Leave a Comment


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1. Go to Edit > Pricing > Coupons…

2. Click on Add

3 . Set the following Coupon Options:

Description

Coupon Name Enter the name of the Coupon
Unique Coupon Code Enter a code that will be used to identify the coupon. If the registrant is given this code it can be used to activate a discount.
Coupon Value There are three choices:

  • Absolute Dollar Discount – Reduces the price by a specific amount (can be in Canadian and/or US dollars)
  • Percentage Discount – Reduces the price by a certain percentage
  • Absolute Price Override – Sets the price to a new value (can be in Canadian and/or US dollars)
General Comments / Explanation
(optional)
Enter a description of the purpose of the coupon.

4. Set the Applicable Events

Note: This can also be done in the settings for each event.

  1. Click on the “Applicable Events” tab
  2. Select the events to which the new coupon applies.

5. Set the Advanced Options

  1. Click on the “Advanced Options” tab
  2. Customize the following settings:

    Description

    Coupon Description Enter a description of the purpose of the coupon.
    This can be displayed to the registrant on the invoice.
    Display Coupon Description? Select ‘Yes’ if the description should be visible on the invoice. If it should no appear, select ‘No’.
    Maximum Number of Coupons Redeemable Per Registrant Self-explanatory
    Maximum Number of Coupons Available Can be set to ‘unlimited’ or ‘fixed’. If ‘fixed’, enter a number in the text box.
    Number Redeemed This is not an entry field. This can be used to track how many coupons have been redeemed.

6. Click on  

Filed Under: Coupons Tagged With: Advanced Options, Applicable Events, Coupon, Coupon Code, Create Coupon, Discount Coupon

Holders Reports

March 21, 2016 admin Leave a Comment


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View e-Ticket Holders Report – All Series

  • Under the ‘e-Ticketing Options’ tab, click on  
  • The following screen will appear:

 

View e-Ticket Holders Report – One Event

  • Under the ‘e-Ticket Series’ tab, click on the name of the ticket series.
  • Click on  
  • The following screens will appear:

 

Filed Under: eTickets Tagged With: Holders Report, Reference Number

e-Ticketing Options

March 21, 2016 admin Leave a Comment


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  • To access this screen, click on “e-Ticketing Options”
  • The following screen will appear:
    e-Ticketing Mode If ‘Standard’ is selected, a registrant will be issued as many tickets as they wish to purchase for an event. If ‘1 ticket/event mode’ is selected, a registrant will only be able to print one ticket/event. In this mode, the registrant should not be asked how many tickets they wish to purchase.
    Display e-Ticket Box on Step 4 Page? For registrants to be able to download and print their tickets, ‘Yes’ should be selected.
    e-Ticket Box Instructions – Line 1 The default text is “You MUST print each ticket below one at a time.” If you would like to change this, enter the new text here.
    e-Ticket Box Instructions – Line 2 The default text is “Click each of the individual ticket(s) and print each one.” If you would like to change this, enter the new text here.
    ‘e-Ticket’ Synonym The default is ‘Ticket’. If you would like to change this, enter it here (e.g. ‘e-Ticket’, ‘pass’).

Filed Under: eTickets Tagged With: e-Ticketing Mode, e-Ticketing Options, eTicket

E-mailing e-Tickets

March 21, 2016 admin Leave a Comment


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  • Click on the ‘Email e-Ticket(s)’ tab
  • Enter the following settings:
    From Email Address Enter the email address that the email will appear to be sent from.
    Recipient’s Email Address If you would like to re-send all tickets, enter ‘ALL’. If you would like to re-send a specific ticket, enter the email address that was used to purchase that ticket.
    Test Email Address To send a test email, enter an email address to which the email should be sent. The tickets tied to the email address entered in the ‘Recipient’s Email Address’ will be sent to this test address.
    Message Body Enter the body of the email. Links to the tickets will appear at the bottom of the message.

     

     

 

  1. Click on   to send the email, or   to send only the test email.

Filed Under: eTickets Tagged With: E-mail Notification, Email Notification, eTickets

Create eTickets

March 21, 2016 admin Leave a Comment


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eTickets are a strength area for e-RegisterNow. There are numerous consumer shows which use Interware’s technology for creating and redemption of eTickets. Any event defined in e-RegisterNow can contain a series of tickets which can be sold with each registration. If each type of admission is stored as a seperate event, different tickets may be issued for each (e.g. child, adult, senior).
How to Create an e-Ticket Series

  1. Go to Edit > e-Tickets
  2. Click on “Create New Series”
  3. Select the event from the drop-down menu, and click on “Create New e-Ticket Series”
  4. Enter the following settings:
    Series Name Enter a name for the ticket series
    Associated Event If you did not select the event in the last step, you may select it here.
    Next Serial Number Select the first ticket number in the series. For example, if 10 tickets have already been issued, you could enter the number ’11’ here.
    e-Ticket Template Filename Enter the name of the template for the ticket. The file must be uploaded using the file upload feature.
  5. Click on  

Filed Under: eTickets Tagged With: Associated Event, Create New Series, e-Ticket Template Filename, eTickets, Next Serial Number, Series Name

Create a New Event

March 21, 2016 admin Leave a Comment


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  1. Go to Edit > Events…
  2. Click on the “Create New Event” tab.
    edit_events_new
  3. This will create a brand new event with the default settings. This event will be blank and require heavy editing before the public can register.
  4. You can always duplicate an event to save time. This will quickly create an exact copy of the select event and the below table can be quickly edited with the new events information.
  5. Every new event require these specific fields to be supplied before the launch:
    Required Fields

    Event Name The name of the event you give for yourself to find it quickly within the event lists. Try to be specific with accurate names and dates.
    Event’s Matrix Display Name The matrix contains the necessary HTML code to generate the event information that the client will see when choosing which event to register for. Please contact the e-Registernow staff if you have any questions about this field.
    Event Date and Time Set the date & time that the event will start and end at. 
    Event Enabled? Ensure that the event is enabled.
    Event Order Number Give the event an order number that will specify where it will appear on the registration list with “1” being at the top of the list .
    Registration Period Set the date that registration will open to the public and what day it will close. These dates are inclusive, so once midnight of the set date is reached the event will open/close respectively.
    Registration Form Set the registration form that this specific event will use. You will need to create a registration form.
    Total / Maximum Enrolment Set the maximum amount of people that are allowed to sign up for this event.
    Event Cost (including taxes) Set the price of the event in either CAD or USD – cannot be both. If free, set price to 0.00. This is the final price that the registrant will pay, including taxes.
    Applicable Taxes If the event does have a tax, please see creating a tax and select the tax you created from the drop down menu.
    Send registrant standard confirmation e-mail upon registration? Once a registrant signs up, it is always a good idea to send a confirmation email that contains the receipt and any e-tickets if applicable. Select “Yes” to this question for a default confirmation email layout to be sent out.
    Event Visible on Step 1 For: Ensure this switch is set to “everyone” so all registrants can see this event. Selecting cashier hides the event from all but those who have access to the back-end of e-Registernow.
    Step 1 Selector Choose what type of selector this event should use. This controls whether a specific quantity of the event can be purchased, can choose more than one event per registration, or demand a single choice.
    Display Event on Step 1 Event Matrix? One of the most important steps. Select “Yes” to ensure that the system puts the event on the Step 1 page. Also ensure that the “Step 1 Event Matrix Enabled?” is set to “Yes”, found under Preferences (Step 1) .

 

 

Filed Under: Events Tagged With: Create Event

Duplicating an Event

April 14, 2016 Sebastian Leave a Comment


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  1. Go to Edit > Events…
  2. Select the event you wish to duplicate and press “duplicate selected event(s)”.
    *Hint* It is always a good idea to choose an event that is as close as possible to the new event you wish to create to save time in the editing process.edit_events_duplicate
  3. Once the event has been duplicated, the new event will appear in the event list in yellow with the duplicated event in pink.
    duplicate_event_chart
  4. Select the new event (in yellow) and press “edit selected event”
  5. Edit the event with new information: event name, date, price, etc. Ensure that the “event’s matrix display name” is different from the original event’s matrix. This is why both events are yellow and pink. The system is detecting that both event’s matrices are the same and needs you to change it to ensure that the event is unique and it will show up correctly on Step 1.

Filed Under: Events Tagged With: Duplicate, Duplicating, Event, Faster, Save Time

Delete Events

March 21, 2016 admin Leave a Comment


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Go to Edit > Events…

2. Select the event you wish to delete.

3. Click on “Delete Selected Event(s)”
delete_event

4. The following message box will appear:
delete_event_confirm

*Note* You can only delete an event if there is no on registered in it. If there are registrants within the event, you with either have to remove registrants from an event or simply disable the event to remove it from the active events list.

5. Click “OK”

Filed Under: Events Tagged With: Delete Events

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