Edit

Edit Multiple Events

March 21, 2016 admin Leave a Comment

The Multiple Event Editor allows the user to quickly modify numerous events without the need to go individually into each event to change the information.

Go to Edit > Events …
Hold Ctrl/Shift key for Windows or Command/Shift key for Mac OS to select multiple events. You may use the check box at the bottom of the event list to select all events.
Click “Edit Selected Event(s)”.
*Tips* – Holding CTRL/Command allows you to select specific events, while holding Shift lets you select all events between two points.
The system will detect that multiple events have been selected and will load the Multiple Event Editor. This allows you to select the fields you wish to change from the categories on the left. First choose the category that interests you, then select the field that needs editing. Left clicking the field will add it under the “Your Current Selection(s)” yellow table. To select multiple fields, hold down the Ctrl/Shift key for windows, the Command/Shift key for Mac.
*Notes* You can only select up to a maximum of 8 fields and the “Event’s Matrix Display Name” can only be selected by itself.
The fields will now appear for all selected events in the order they where selected. Edit the fields individually or if the events share information, use the top empty field and click the “Apply to All” to save time.
*Note* – a few items to remember:
- Dates must match the format used by the system.
- “Apply to All” only applies to all events on the current page. You will need to save first and then proceed to the next page of events to change the fields again. Be sure to save before heading to the next page, as it will delete all your work to load the next page.
- Ensure that only one user is editing any event at any time. Multiple users at the same time will cause inconsistencies in event information.
Once you are done, ensure to hit “Save” to confirm all your changes. You may use the blue “Fields Selection” link to select new fields or “Back to Edit Event Main” button to return to the event list and select new events.

Set Conflicts between Events

March 21, 2016 admin Leave a Comment

1. Go to Edit > Events…

1. Click on the “Event Conflicts” tab:

Click on

To make events conflict:

Select the events.
Click on

To make events NOT conflict:

Select the events.
Click on

To make ALL events conflict:

Select this checkbox:
Click on

To make ALL events NOT conflict:

Select this checkbox:
Click on

This technique is used when different types of tickets are issued for the same event. In step 1 the user can select the event, instead of the type of ticket. In step 2 the user can select how many of each type of ticket they wish to purchase. Each ticket shows as a seperate item on the review page and the invoice. Each type of ticket is stored as a seperate “event”, which is why the “events” must be combined to get the desired effect.

Scenario

A movie theatre wants to issue adult tickets and student tickets.

How It Works

Events are combined when their ‘Matrix Column Heading’ and the ‘Event’s Matrix Display Name’ are identical.

Steps to Combine the two ticket types:

Create a Registration Form for each type of ticket:Adult tickets Registration Form:

1. Name the new form “Movie – Adult RegForm” and select any standard questions.

1. Click on the “Custom Questions” tab. (You may need to save the form and then open it again to see the tab)

Create a new custom question:

Information to enter – Only important fields are mentioned.

Question Fieldname

Enter ‘ADULT_COUNT_adt’

(‘ADULT_COUNT’ must be included in the fieldname for questions which carry ticket quantities)

Question Fieldname

Enter ‘How many adult tickets would you like to purchase?’

Question Type

Choose ‘select’ from the drop-down menu and enter ‘1~0~2~3~4~5’ in the text box

Click on the “Pricing Options” tab select the following settings:

Click on

Student tickets Registration Form:

1. Name the new form “Movie – Student RegForm” and select any standard questions.

1. Click on the “Custom Questions” tab. (You may need to save the form and then open it again to see the tab)

Create a new custom question:Information to enter

Question Fieldname

Enter ‘ADULT_COUNT_stu’

(‘ADULT_COUNT’ must be included in the fieldname for questions which carry ticket quantities)

Question Fieldname

Enter ‘How many student tickets would you like to purchase?’

Question Type

Choose ‘select’ from the drop-down menu and enter ‘1~0~2~3~4~5’ in the text box

Click on the “Pricing Options” tab select the following settings:

Click on

Create an “event” for each ticket type:
Note: For information on creating events, see Creating an Event. Only applicable fields within event settings will be described here. Other fields, such as the ticket price should also be entered.
Adult Ticket Event:

Event Setting Screen	Field Name	Information to Select/Enter
Event Information	Event Name	Movie – Adult
Event Information	Event’s Matrix Display Name	Movie Ticket
Registration/Enrollment	Registration Form	Movie – Adult RegForm
Display Options (Step 1)	Display Event on Step1 Event Matrix?	Yes
Display Options (Step 1)	Matrix Column Heading	Select Event

Student Ticket Event:

Event Setting Screen	Field Name	Information to Select/Enter
Event Information	Event Name	Movie – Student
Event Information	Event’s Matrix Display Name	Movie Ticket
Registration/Enrollment	Registration Form	Movie – Student RegForm
Display Options (Step 1)	Display Event on Step1 Event Matrix?	Yes
Display Options (Step 1)	Matrix Column Heading	Select Event

Note: The fields that are bolded must be idential for both the adult ticket and student ticket events.

Result

Step 1

Step 2

Review Page

Event Information Settings

March 18, 2016 admin Leave a Comment

Event Name	Enter the name of the event. It should be unique and descriptive since this will be used throughout the back-end of e-RegisterNow when referencing this event.
Event’s Matrix Display Name	If Step 1 Matrix is enabled, Enter what you would like to display on the step 1 page. This requires HTML and CSS code to be properly formatted . Please contact the e-RegisterNow staff if you need assistance in this manner. If left blank, the Event Name will be copied over and the system will load generic HTML and CSS for the step 1 page, resulting in no format.
Event Badge Name	Used for certain reports that generate badges. Can be the exact same as the event name or made short so it will fit on the badge. Can use HTML code.
Event Date and Time	Specify when the event starts and when it ends. This is used throughout the registration process and can appear on the receipt if needed.
Event Enabled?	Activates and deactivates the event. Can be used to remove an event from active registration. Can also be used to clean up event list, if the event is expired or no longer needed. Please note that you cannot delete an event if it has registrants enrolled in it.
Is this a Label?	Some events are simply labels used to inform the registrant or display the registration page properly. Turning this on tells the system that this event will not be registering people and should be treated as such. Labels will be highlighted black in the even list if enabled.
Mobile Event?	Used to denote that this event is mobile only and will draw its template from the mobile.html template file found under preferences > template files. Useful for quick mobile registration and separating those that register through our desktop version.
Event Order Number	Can be used to change the order events appear in the event list and on the Step 1 page. Lower numbers put the events higher on the list with “1” being first. A good idea when creating new events is not to number them one after another but use “10” or “100” gaps, in case you need to create a new event between two existing events.
Event Location	Can be used to fill in the location of the event. Is used on e-tickets and receipts if needed Can use HTML code.
Event Instructor	Can be used to fill in the instructor of the event. Is used on e-tickets and receipts if needed. Can use HTML code.
Event Code	Can be used to fill in a code for the event, i.e. college course code, training code. Is used on e-tickets and receipts if needed. Can use HTML code.
Message 1	First of three messages that can provide additional information to the registrant upon registration. Is used on e-tickets and receipts if needed. Can use HTML code.
Event Category	Can be used to identify the event quickly, e.g.. sports, camp, youth, etc. Is used on e-tickets and receipts if needed. Can use HTML code.
Event Primary Key	Event Identity Number that the system generates for this event. Can be used to narrow down specific events accurately in various reports i.e. custom reports.

Registration and Enrollment

March 18, 2016 admin Leave a Comment

Registration Period	Set the date that controls when an event opens to the public and allows registration to begin and when it closes. Note that the dates are inclusive so the date set will open/close as soon as it hits midnight of that day.
Registration Form	Link the registration form that this event will use. Multiple events can share the same form, or use a unique form that asks specific questions. Note that if two or more events with different forms are selected on step 1 by the registrant, the system will merge the registration forms together and ask all the questions on all the registration forms.
Event Enrollment	Clicking here allows the ability to link two or more specific names to combine their enrollment. Create a unique “Linked Event Group Name” and enter it in all events that needed to be linked. Once linked, enter a “Group Max Enrollment” amount that controls the maximum amount of registrants that can enroll across all events. Now as people register for every linked events the “Group Total” will increase until the “Group Max” is reached. This will label all events as “sold out” and prevent registration, even if the event’s individual maximum enrollment has not been reached yet.
Enrollment Units	Enrollment units tell the system how to measure all the registrants and how to display the enrollment report: Registrations – (Default + Recommended) The system will link all registrants as one registration. Used for almost all registration processes. Registrants – Separates out each registrant on the same Registration. Reference Number – Only counts the reference number, no matter how many events or registrants have registered. e-tickets (depreciated) – Used for e-tickets that are selected from step 2 custom question (e.g. adult_quantity). Used by older merchants and should only be used if coupons are needed for volume discounts.
Starting Enrollment	Reserve a few spots within an event by starting the enrollment at any number below the maximum
Confirmed Current Enrollment	Shows the amount of registrants there are in this event that have confirmed payment or placed a deposit. “View Report” leads to a more detailed enrollment report of this event.
Enrollments in Progress	Shows the current number of registrants in the process of signing up for this event. Each registrant has 10 minutes to move onto the next page of the registration process to restart the timer. After 10 minutes of inactivity, the user will be timed out and the spot will be open to the public again.
Total / Maximum Enrollment	Set the total amount of registrants are allowed to be registered for this event. The number can be changed at any time to re-open a full event or close an event. Once the maximum has been reached a sold out icon will appear on Step 1.
Maximum Enrollment per Transaction	Set the number of times the user is allowed to register for this event per transaction. Can be used to prevent one registrant from purchasing too many spots on one transaction.
Waiting List	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. For more information use the links: Using Waiting List and Waiting List Feature.
Event Termination Condition	Set a condition that removes an event from a registration mid-step when the condition is met. A custom question must be created within this event’s registration form and the condition must be provided in the field. For example, donate_amount <= 0.00. This checks to see if the amount donated is less or equal to 0. If it is , then this event will be removed and not show up on the review or receipt since there is no need to keep track of empty donations.
Event Password(s)	If this field is blank, there will be NO event password or set of passcodes defined for entry into Step 2. All password(s)/passcode(s) entries are case-insensitive. Passwords are used to allow only qualifying registrants with a passcode the opportunity to register for a particular event. A morph file can be defined for the password entry page. Enter the name of the morph file into Edit > Preferences > Template Filenames >Event Password Page. It is recommended that passwords either contain only small or capital letters or only numbers to distinguish between “i” and “l” or “0” and “O”. There are 4 modes under which the event password system operates: Mode 1 – provide a secret event password without spaces. (e.g. kryptonite) Mode 2 – provide a list of allowed event passwords separated by tildes. (e.g. kryptonite~superman~krypton) Mode 3 – ANYTHING is a special keyword which causes the password text box to appear, but allows entry regardless of what the registrant types in for a password. Mode 4 – *EPASSCODES* is a special keyword which causes the password text box to appear, and allows entry for those pass-codes which have predefined in an SQL table called, EPASSCODES. Interware staff member will have to pre-populate these codes. The passwords are used the second the registrant gets past the password page. Meaning that once the registrant is through, they cannot hit back and have to complete the transaction. If their card is declined, they will need to be issued a new epasscode if theirs only had one use. You can use Edit > View Event Passcodes > to see what codes are available, what codes have been used and a reference number that links to either a completed or failed transaction. Suggested method is to, create an Excel spreadsheet with 3 columns, EPASSCODE, MAXUSES, NUMUSES where EPASSCODE – is the code e.g. SUPERMAN MAXUSES – is the number of times this code may be used to enter Step 2 NUMUSES – is the number of times the code has already been used.Example Excel Sheet, passcodes.txt SUPERMAN 5 0 BATMAN 1 0 To load the excel sheet into the M-account: use M# load data infile ‘c:\\passcodes.txt’ into table EPASSCODES fields terminated by ‘\t’
Enabled Reserve Seating	Turns Reserve Seating on or off.
Package Deal Identifier	Used to bound events with a specific seating plan. Two or more events can sell seats for the same show, and this ensures that the same seat is not sold twice.
Seat Section	Can restrict this event to sell seats only in the section provided.
Resource Package Definition	Used by e-RegisterNow staff to link outside URL(s) or media to a specific event.

Event Pricing (Basic)

March 18, 2016 admin Leave a Comment

Event Cost (including taxes)	Enter the final price of the event here (taxes included). Can only charge either CAD or USD, not both. Currency depends on the setting under Preferences > Account Settings. If tax is enabled, the system will show a breakdown of the event cost showing how much tax is charged per registration.
Payment Frequency	One Time – The registrant will be charged the event cost one timer per enrollment. Monthly – The registrant will be charged the event cost once per month on the 1st with the exception of the first month. That cost is is based on how many days are left in the current month when the registrant registers. Example: event cost = 120.00 CAD \| Date of Registration = February 14 Registrant is charged: 64.29 CAD \| Initial Payment: 64.29 CAD on February 14 Registrant is charged: 120.00 CAD \| Deferred Payment(s): 120.00 CAD on March 1st 30D Free Then Monthly – The registrant is given a 30 day free trial period. Then in the next month, a catch up fee is calculated to the beginning of the next month. After that, the event cost is charged each month on the first. Example: event cost = 120.00 CAD \| Date of Registration = February 14 Registrant is charged: 0.00 CAD \| Initial Payment: 0.00 CAD on February 14 Registrant is charged: 61.94 CAD \| Deferred Payment(s): 61.94 CAD on March 16th Registrant is charged: 120.00 CAD \| Deferred Payment(s): 120.00 CAD on April 1st Note when using this option please ensure that Edit > Preferences > Review Page > “Process Credit Card even if $0.00” = “Yes” to ensure that the correct card will be charged monthly. Prorate – Not in service at this time. Prorate Daily – Not in service at this time. Prorate Monthly – Not in service at this time Prorate Quarterly – Not in service at this time N Payment Plan Monthly – The HTML registration form needs to set two form variables for this payment option to work properly. The first is called, STARTDATE and the second variable is called N, where STARTDATE is the starting date of the subscribed service and N is the number of monthly payments to be included within the payment plan. Example #1 DOLLAR AMT = 120.00 TODAY IS = FEB 14 STARTDATE = 2015-03-01 N = 4 TODAY’s Payment #1: 120.00 processed on FEB 14 (covers from Mar1-Mar31) Deferred Payment #2: 120.00 to be processed on APR 1 (covers from Apr1-Apr30) Deferred Payment #3 120.00 to be processed on MAY 1 (covers from May1-May31) Deferred Payment #4 120.00 to be processed on JUN 1 (covers from Jun1-Jun30) Example #2 DOLLAR AMT = 120.00 TODAY IS = FEB 14 STARTDATE = 2015-03-15 N = 4 TODAY’s Payment #1: 120.00 processed on FEB 14 (covers from Mar15-Apr15) Deferred Payment #2: 60.00 to be processed on APR 15 (covers from Apr15-Apr30) Deferred Payment #3 120.00 to be processed on MAY 1 (covers from May1-May31) Deferred Payment #4 120.00 to be processed on JUN 1 (covers from Jun1-Jun30)
GL (General Ledger) Account Number	Filling in this field will allow the tracking of all income from this event in the GL Report. Each event can have a unique name or number or share it among other events (e.g. Tickets, Camps, etc.). This field is retro active and can be filled in after the event has already begun to register people and the GL Report be updated.
Message 3	The third of three messages that can provide additional information to the registrant upon registration. Is used on e-tickets and receipts if needed. Can use HTML code.
Revenue Analysis Report Variables	Used in the Revenue Analysis Report found in the C-Level. Can help tag and narrow down events in the report to see a more detailed breakdown of the revenue. Can share fields with other events or be unique. Term or Period – (e.g. Fall 2016) Classification – (e.g. Fitness class) Sub-Classification – (e.g. Weight lifting)
Applicable Taxes	If taxes are enabled found in Edit > Pricing > Taxes, then applicable taxes appear. If nothing is loading here, ensure that any tax you created is “Enabled”. Select the tax you wish to apply to the event. Taxes will always appear as separate lines on the review page, receipt page and the GL Report.
Deposit Payments	Choose this options if your event requires a deposit to be paid upon registration. Enter the amount required for a deposit and the date the rest of the balance is due. Upon successful registration, the remaining balance will appear under Deferred Payments and can be processed there.

Mail / E-Mail

April 25, 2016 Sebastian Leave a Comment

Registration Confirmation E-Mails Send registrant standard confirmation e-mail upon registration?	If selected to “yes”, the system will send one standard email per registration to the email captured in the field “emailbox”. If a registrant can sign up for multiple events, ensure that either all the events are using standard confirmation emails or customs ones, not both. If both are turned on, the registrant will receive two emails which may confuse them thinking they were charged twice (they were not).
Send registration custom confirmation e-mail upon registration?	If selected “yes”, the system will check if a file was uploaded for the custom email. If no file is detected and the event is live, then no confirmation emails will be sent out. Custom emails are a great way to present the registration with additional information after registration, such as parking info, location directions, VIP messages, etc.
Custom E-mail text Message Filename	Enter the name of the file uploaded for the custom email. The file can be a .txt file or .html file. A .txt format is plain text that will rely on the formatting of the receiving email client to present the information to the registrant. A .html format allows full customization with use of banners, images and signatures. All emails files should be uploaded into the root directory. If two or more events can be registered for, ensure that the custom email is the same for each event or the registrant will receive an additional email for each different custom email file. It is recommended that all file names use no spaces to ensure that it is referenced properly by the system. Use “_” if a space is needed. Use the Custom E-Mail Variables to fully customize the email.
Custom E-Mail File Attachment Filename	Allows the ability to add one attachment to the confirmation email. A great way to send a guide book, health form to sign, workbook, etc. Upload the file to the root directory and ensure no spaces in file name again. Almost all format (.pdf, .xlsx, .docx) are excepted, just be wary that most email clients will flag email as “unsafe” or “malicious” if certain files are attached to an email.
Carbon Copy E-Mail File List	Enter any number of email addresses separated by “,” with no spaces. Upon every successful registration, the system will send the same confirmation email sent to the registrant to the email(s) provided. Great way to follow progress of registrations without logging into e-RegisterNow. This is event dependant and will send one email per event the registrant signed up for.
Mailing Labels Default Snail Mail Preference in C-Level?	Organizes the system that the mailing address supplied by the registrant is their home, work, “where to mail” fieldname is used on a custom registration form, or “off” is the default mailing address. Useful when creating custom reports, mailing labels, or badges.
The [Emailbox] Standard Question Ask the [Emailbox] question twice?	Any registration form that asks for an email address using the field name [emailbox] can be set to ask for the email again. As the receipt and e-tickets (if applicable) are emailed to the client, this is a great check to ensure the registrant typed their email address in correctly.
Guarantee that people have unique emails for this event?	Used when “register another” or “repeat” buttons are clicked on Step 2. Ensures that each new registrant signs up with a new unique email address. The confirmation email will still only be sent to the first registrant.

Mail Email

March 18, 2016 admin Leave a Comment

Example of a Custom email

Plain Text Emails

Plain text emails have no HTML formatting at all. All of the links in the email are visible and you can t bold or underline and text. However, for the most part, they are going to look the same no matter what program your registrants use to read them.

Sample:

Thank you for registering for the ABC Conference. Please take a moment to check the information below; if there are any changes please email them to the following address:info@ABC.com

%%event_name%%
%%registrant_name_first%% %%registrant_name_last%%
%%registrant_business_name%%
%%registrant_business_address1%% %%registrant_business_address2%%
%%registrant_business_city%% %%registrant_business_province%% %%registrant_business_postal%%
%%registrant_email%%

Upon arrival, please check in at the registration desk to pick up your conference badge.

Thank you and enjoy the conference!
The ABCTeam

Confirmation #: %%CONFIRMATION_NUMBER%%
Total Amount Paid: %%XXXAMOUNT%%
Payment Type: %%XXXPAYMENTTYPE%%
Cardholder’s Name: %%XXXCARDHOLDERNAME%%
%%message_subject=Thank you for your registration!%%

HTML Emails

You can do more with HTML emails. You can use color, images, sizes and tie what people see in your emails to what they see on your website. Please note that they might look different on different mailing programs. Also, images are often blocked.
Sample:

Display Options (Step 1)

March 18, 2016 admin Leave a Comment

Description

Event Visible on Step 1	Select ‘Everyone’ if any registrant may register for this event. Select ‘Cashier Only’ if only a staff member at your organization may register people for this event.
URL	To use e-RegisterNow, your organization’s web site should link to this address.
Display Event on Step 1 Event Matrix?	Select ‘Yes’ for event to appear on step 1 matrix. Select ‘No’ for it to not appear.
Matrix Column Heading	In the matrix, the first column will list the events. The next columns will have checkboxes to select the events. The default heading is the date of the event and any event within that date range will have a checkbox in that column. To change the matrix column heading, enter a name in the text box. If two events have the same matrix column heading, the columns will merge.
Matrix Column Colour	Enter the background colour of the column.
Matrix Column Order	If there are muliple columns, they can be given a set order. Enter the placement number here.
Event’s Matrix Display Name	This field is for your information only. To make any changes, go to the “Event Information” screen.
URL for Matrix Display Name Link	Enter the URL that the user should be directed to if they click on the event in step 1. For example, clicking on a course may link to a course description.
Display Event’s Accelerator Number?	If the event has a maximum number of registrants, then the number of spots left may be displayed next to the checkbox in the matrix. This may be enabled or disabled.

Display Options (Steps 2-4)

March 18, 2016 admin Leave a Comment

Description

Direct Step 2 Access	All these fields are optional. It is possible to make the registrant go directly to the registration form, skipping over step 1. Note that cashier mode will never skip step 1.
Direct Step 2 URL	On the registration form there is a “Back” button. The default action of this button is to go to step 1. If step 2 is accessed directly from the organization’s web site, the address that should be returned to should be entered in the text boxes. If the site has seperate French and English access pages, each should be entered.
Display ‘Thanks’ Page	For events where no money is processed (e.g. a survey), a thanks page could be displayed instead of a payment processing page.
URL	If the organization’s web site is accessing the registration form directly, this URL should be linked to from the web site.
Display Coupon Code Box	A registrant can be given a code to enter in the registration form. This activates a pre-set coupon that gives them a discount. See Coupons for more information.
Display Regular Pricing Details	Set to ‘Yes’ in most cases for the regular pricing to appear on the Review page.
Event Name – Prefix	To display additional text before the event name for Step 2, Review and Payment Option Page and Invoice/Receipt page
Event Name – Suffix	To display additional text after the event name for Step 2, Review and Payment Option Page and Invoice/Receipt page
Additional Cost Description	Additional price clarifications or other text can be inserted.
Display Date with Event Name	Set to ‘Yes’ or ‘No’.
Display the ‘Register Another’ button?	The registrant may register another person. Both will be billed to the same credit card and appear on the same invoice.

Account Settings

March 16, 2016 Leave a Comment

Merchange Account Enabled?	Must be set to ‘Yes’ for test and live modes, ‘No’ site is retired if you would like to temporarily take the pages down. All transactions will be declined in this setting.
Merchant Account Name	The name of the M-level as it will appear in the C-level and on C-level reports.
Secondary Merchant Name (optional)	Enter a Dept. or Division name if applicable.
Company/Organization Name	Enter the Company name, or for single events/conferences, enter Event name
Operational Mode & Password	This is used to test the account. Select ‘Test Card Accept’, ‘Test Card Decline’, or ‘LIVE MODE’. If a password is entered in the neighbouring field, then merchants must enter a password to access the registration pages during testing. Remove the password when the site goes live. During Test Card Accept mode, the system will act as though transactions have gone through, but nothing will be processed. In Test Card Decline, the systems will automatically decline every credit card number, allowing you to look at the appearance of the Decline process.
Merchant Account Retired?	Default to ‘No’. This is usually set to ‘Yes’ when the account is no longer used. When an account is retired, transactions cannot be processed and the account will be listed/classed as a ‘retired’ M-account.

Contact Info

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Contact Name	Name of contact or name of department
Contact Email Address	This email address appears on the site pages and all email notifications will be sent to this email address if email notification is enabled.
Contact Phone Number	Enter the phone number registrants may contact.
Contact Address	Enter the address that registrants may contact.
Website Address	Enter the address of the web site that the registrants should be directed to when they click on certain buttons during the registration process.
Contact Fax Number	Enter the fax number that registrants may contact.
Contact Cell Number (optional)	Enter a cell phone number that registrants may contact.
Contact Toll Free Number (optional)	Enter a cell phone number that registrants may contact.
Search Keyword(s)	Used to search in Cashier mode (used to quickly find and review the customer pages)

Features

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Direct Feed
Direct Feed Enabled?	If you are a direct feed customer, select ‘Yes’. Direct feed is where your system connects to the payment processing from your web site (for example a shopping cart), but bypasses the registration process of eRegisterNow.
Email Notification
Send Registration Notifications to Contact Email Address?	If you would like to receive an email notification when a registrant registers, select ‘Yes’. The email will be sent to the email address provided in the ‘Contact Information’ screen.
Include Registrant’s Step 2 Information in Notification?	If ‘Yes’ is selected, the information collected by the registration form will be emailed to the the email address provided in the ‘Contact Information’ screen. Note that no credit card details will be included.
Clients Area
Automatically Update Clients Area Database?	If ‘Yes’ is selected, the registrant’s registration information will be stored in a profile in the C-level. If the registrant already has a profile in the C-level, this information will be updated.

Language

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Second Language Support
Second Language Enabled?	If the registration process should also be available in French, select ‘Yes’
Registration Process Synonyms
Registration Process Synonyms	If any of the words listed should appear differently, e.g. ‘Receipt’ instead of the default ‘Invoice’, enter them here.

Display Options

March 16, 2016 Leave a Comment

Registration Process Colours
Registration Process Colours	Registration Process Colours (all colours are in Hex code, and can display a multitude of various shades based on combinations of numbers and letters. Visit http://html-color-codes.com for some colour samples.) All the colours change immediately after inputting a code. These will affect the look of your registration forms in the named places.
Registration Process Branding
Merchant Picture (Filename or URL)	.jpeg or .gif files can be uploaded and displayed or a URL can be entered to display a picture, such as a logo. A pop up picture will then appear on Step 1 (only when a default template is used).
Banner Add	See above info
Display Branding	This refers to the “Powered by e-RegisterNow” message. Set to “No” if you do not want this to appear.

Template Filenames

March 16, 2016 Leave a Comment

Usually done by eRegisterNow staff

Each step in the registration process (except step 2, the registration form page) can be customized. Templates should be uploaded to eRegisterNow. The template filenames for each step can be specified here.

Step 1 Page

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Display Contact Information
Show contact information on Step 1?	Yes to display any of the Step 1 contact information fields on Step 1. Set to No and no contact information will appear on Step 1.
Display	You can specify which contact information, if any, should appear on the Step 1 page.
Event Matrix Options
Step 1 Event Matrix Enabled?	Set to Yes if a grid (matrix) is being used in Step 1. A matrix is recommended when multiple events are available and the vendor wishes to sell/register more than one event/product type in a single transaction.
Repeat Matrix Headings Every # Lines	To repeat the Cancel and Next buttons as well as the Matrix Heading in a regular interval e.g. 10 = every ten lines.
Matrix Labels Button	Clicking on the button will bring up a screen where you can customize the matrix labels. For more information, see Matrix Labels
Miscellaneous
Show top ‘Next’ and ‘Cancel’ buttons	The Next and Cancel buttons can be hidden for those who would like to customize the event selection process.
The sentence above the matrix	The instruction that should appear above the matrix on the Step 1 page

Step 2 Page

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Display Selected Event Details
Show details of selected event(s) at the top of the page?	Default is set to Yes – This field controls the Event summary table at the top of the registration form. Set to No if you do not want this table to appear on the page. e-Ticket users – best to turn this table off (set to No), as the price is calculated via this page
Button Display Options
Display the ‘X’ button?	Applies to ‘Start Over’, ‘Recalculate’, ‘Back’, and ‘Register Another’ buttons. These can be turned on and off.
Miscellaneous
Response to ‘Province’ question shown as:	Default is set to Select Box – This field controls the Province field. You would use the text box (set to Yes) when registrants are in countries outside USA and Canada
Response to ‘Country’ question shown as:	Default is set to Select Box – This field controls the Country field. You would use the text box (set to Yes) when registrants are in countries outside USA and Canada
Enable Email Recall	A button can appear next to the email field on the registration form. If the registrant enters their email address and clicks on the “Recall” button, the rest of the form will be completed using information stored in their profile. If no profile exists, no fields in the form will be filled out.

Review Page

March 16, 2016 Leave a Comment

Payment Options
Enable Credit Card Payment Option?	Must be set to “Yes” for the system to collect and process credit card payments.
‘X’ Display Name	Defaults to ‘X’, which is usually appropriate
Enable By-Mail Payment Option?	Set to “Yes” to allow this payment type selection. Usually refers to mail-in cheque payments.
Enable By-Fax Payment Option?	When set to “Yes” this will allow purchasers to fax in credit card info rather than using the secure, real time method. (Not recommended for e-Ticket sales).
Button Display Options
Display the ‘Back’ button?	Show or hide ‘Back’ button
Display the ‘Start Over’ button?	Show or hide ‘Start Over’ button
Miscellaneous
‘Registration Fees’ Text Substitute	You can edit the words “registration fees that follow”. For example, you can substitute the word ‘registration’ with ‘membership’. For e-Tickets use text substitute “for your show tickets” by over riding and saving the “registration fees that follow” message
Show Registrant’s Name in column 1?	The registrant’s name can appear on the review page. If they click on their name it returns them to the registration page.
Show the Company Name in Column 1?	The registrant’s company name can appear on the review page below the registrant’s name

Step 3 Page

March 16, 2016 Leave a Comment

Data Collection Options
Collect cardholder’s home phone number?	Defaults to No but set to ‘Yes’ if you want to collect this information on the Credit Card collection page – not necessary if this information is collected on the registration form, which is the most common method
Collect cardholder’s home address?	See above
Collect cardholder’s email?	See above
Ask and Check CVV?	On the back of credit cards there is a number. If enabled, the registrant will be asked for the last three digits of that number. This is an extra security feature.
Displayed Messages
Display the default processing instructions	Instruction are located at the bottom of the screen, by default they read ‘Note: by pressing Process you are making a secure credit card payment’
Display the alternative processing instructions	You can change the message described above. If you would like an alternate processing instruction to be displayed, select ‘Yes’
Alternatate processing instructions	If alternating processing instructions are to be displayed, you may enter them here. Back HTML formatting commands are allowed