M-Level Topics

Custom Template Variables

April 22, 2016 admin Leave a Comment

Mandatory System Message:

%%mandatory_system_message%%

This variable MUST be included in all custom templates.

Invoice Details:

%%step4_invoice_details%%

This variable displays the invoice table, the printable invoice link, and any company information chosen to be displayed under Edit > Preferences > Step 4.

Invoice Table:

%%step4_invoice_table%%

This variable displays only the invoice table.

The ‘Home’ Button:

%%step4_form_hiddendata%%

</FORM>

Clicking on the ‘Home’ button will return the user to the web address specified under Edit > Preferences > Contact Info.

Printable Invoice Link:

%%step4_printable_invoice_link%%

This variable displays a link to a printable invoice. A period is included at the end, since the words ‘printable version’ should go at the end of a sentence.

Default Templates

April 22, 2016 admin Leave a Comment

Default Template Variable

%%step4_default%%

Full Page Template Variable

%%step4_default_fullpage%%

Custom Template Variables

April 22, 2016 admin Leave a Comment

The following code contains all custom template variables:

<html>

<head><title>Title of the Page</title></head>

<body>

<!–these variables are mandatory for all step 3 custom templates–>
%%mandatory_system_message%% %%mandatory_step3_javascript%%

%%step3_form_hiddendata%%

Credit Card Holder’s Name: <input maxlength=60 size=30 value=”%%step3_form_cardholder_value%%” name=”%%step3_form_cardholder_name%%”>

<br><br>Credit Card Number: <input maxlength=30 size=30 name=”%%step3_form_creditcard_number%%” value=”%%step3_form_creditcard_number_value%%”>

<br><br>Expiry Date: %%step3_form_expirydate_month_selectbox%% %%step3_form_expirydate_year_selectbox%%

<br><br>Email: <input maxlength=30 size=30 name=”%%step3_form_email_name%%” value=”%%step3_form_email_value%%”>

<br><br>Phone: <input maxlength=3 size=5 name=”%%step3_form_phoneareacode_name%%” value=”%%step3_form_phoneareacode_value%%”> <input maxlength=30 size=30 name=”%%step3_form_phonenumber_name%%” value=”%%step3_form_phonenumber_value%%”>

<br><br>Address: <input maxlength=30 size=30 name=”%%step3_form_address_name%%” value=”%%step3_form_address_value%%”>

<br><br>Province: %%step3_form_province_selectbox%%

<br><br>Postal Code: <input maxlength=30 size=30 name=”%%step3_form_postalcode_name%%” value=”%%step3_form_postalcode_value%%”>

<br><br>Country: %%step3_form_country_selectbox%%

<br><br>
%%mandatory_step3_credit_visual%%
<br><br>

%%step3_form_nextbutton%%
</FORM>

</body>
</html>

This Code Creates:

Default Templates

April 22, 2016 admin Leave a Comment

Default Template – Condensed Version

%%step3_default%%

Default Template – Full Page

%%step3_default_fullpage%%

Default Data Entry

%%step3_dataentry_default%%

This command will display the default fields defined in the data collection options under Edit > Preferences > Step 3. It should be combined with other variables, such as the ‘Process’ button (see below).

Example Custom Template Code

April 21, 2016 admin Leave a Comment

<html>

<head>
<title>Review Page</title>
</head>

<body>

%%mandatory_system_message%%

%%review_statement%%

%%review_form_hiddendata%%

%%review_form_paymentmethod_cashier%%

%%mandatory_review_credit_default%%

</form>

</body>

</html>

This Produces:

Custom Templates

April 21, 2016 admin Leave a Comment

Standard Form Variables:

The following code MUST appear in the body of the review template.

<form method=”%%review_form_method%%” action=”%%review_form_action%%” name=”%%review_form_name%%”>
%%review_form_hiddendata%%

<!–Insert Form Variables Here–>

</form>

Variables that go within the form tags:

Force the Registrant to Pay Using a Credit Card:

A hidden setting will choose ‘Credit Card’ as the payment type. This will overwrite any payment method chosen in Cashier Mode.

Force the Registrant to Pay by Fax:

A hidden setting will choose ‘fax’ as the payment type. This will overwrite any payment method chosen in Cashier Mode.

Footer Information:

This will display the ‘Payment Method’ radio buttons, images of acceptable credit card types, and the standard buttons.

%%review_footer%%

Payment Method – Web Settings:

This will display the ‘Payment Method’ radio buttons. In Cashier Mode, only options available in web mode will appear.

%%review_paymentmethod_default%%

Payment Method – Normal Behavior:

This will display the ‘Payment Method’ radio buttons. In Cashier Mode, the cashier can select any type of payment, including non-web options.

%%review_paymentmethod_cashier%%

Web View:

Cashier View:

Back Button:

Clicking on the back button will return the registrant to step 2.

Start Over Button:

Clicking on the start over button will return the registrant to the address entered under Edit > Preferences > Contact Info.

Clicking on the “Register Another” button will return the registrant to step 1. They will be able to register another registrant in the same transaction.

Process Button:

Clicking on the ‘Process’ button will bring up step 4. Note that the registrant does not need to click on a payment type to continue.

Other Variables:

Statement:

%%review_statement%%

Mandatory System Message:

This must be included in all custom review templates.

%%mandatory_system_message%%

Credit Card Information:

One of the following should appear:

Default:

%%mandatory_review_credit_default%%

Text:

%%mandatory_review_credit_text%%

Visual:

%%mandatory_review_credit_visual%%

Standard Templates

April 21, 2016 admin Leave a Comment

Default Template

%%review_default%%

Default Full Page Template

%%review_default_fullpage%%

Example Custom Template Code

April 21, 2016 admin Leave a Comment

<html>

<head><title>Title of Page</title></head>

<body>

<FORM name=%%step1_form_name%% action=%%step1_form_action%% method=%%step1_form_method%%>
%%mandatory_system_message%%

%%step1_form_registrant_name%%

%%step1_form_selectbox%%

<input type=button value=”Cancel” onClick=”BT_cancelbutton ( )”>
<input type=button value=”Next” onClick=”BT_nextbutton ( )”>
%%step1_form_hiddendata%%

</FORM>

</body>

</html>

This creates the following display:

Custom Template Variables

April 21, 2016 admin Leave a Comment

Form Heading:

</FORM>

All form variables go between the above two lines of code.

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 Step1
step1_matrix_desc	The sentence above the matrix under Preferences
step1_form_selectbox	This displays the select box for the registrant to select events. ‘Next’ and ‘Cancel’ buttons must be added seperately, either by adding a Registrant’s Name input box (see above), or each button seperately (see below).
step1_form_matrix	This displays textboxes for a registrant to enter their first and last name and the select box for the registrant to select events. The ‘Next’ and ‘Cancel’ buttons can be removed under Edit > Preferences > Step 1. The ‘Français’ button can be turned on and off under Edit > Preferences > Language.
step1_form_registrant_name	This displays textboxes for a registrant to enter their first and last name. The ‘Next’ and ‘Cancel’ buttons can be removed under Edit > Preferences > Step 1. The ‘Français’ button can be turned on and off under Edit > Preferences > Language.
step1_default_fullpage	Display the whole step1 contents – this will come with <html>, <header>, <body> tags
step1_default	Display the whole step1 contents
mandatory_system_message	This variable MUST be included in all custom templates. For Step1 Floor plan: Display important hidden data (state, ticketname) For Regular Case: Display javascript for Submit buttons (Next, Cancel, Language) and Recall pick list
step1_form_action	Step1 form action (/cgi-bin/mkpayment.cgi)
step1_form_name	Step1 form name (registerform)
step1_form_method	Step1 form method (post)
step1_form_hiddendata	This variable MUST be included in all step 1 custom templates. It goes right before the </FORM>. This returns the important hidden data (state, ticketname, recall PID for picklist)
step1_nextbutton	Next button (<input name=”nextbutton” type=”submit” value=”Next” />)
step1_form_nextbutton_name	Next button name (nextbutton)
step1_form_nextbutton_value	Next button value (Next)
step1_resetbutton	Reset Button (<input name=”resetbutton” type=”submit” value=”Reset” />)
step1_form_resetbutton_name	Reset button name (resetbutton)
step1_form_resetbutton_value	Reset button value (Reset)
step1_cancelbutton	Cancel Button (<input name=”cancelbutton” type=”submit” value=”Cancel” />)
step1_form_cancelbutton_name	Reset button name (cancelbutton)
step1_form_cancelbutton_value	Cancel button value (Cancel)
step1_languagebutton	Language Button (<input name=”languagebutton” type=”submit” value=”Francias/English” />)
step1_form_languagebutton_name	Language button name (languagebutton)
poweredby	Display poweredby eRegister
cashier_banner	Cashier Banner
step1_form_current_reg_first_event form_current_reg_first_event	The first selected event primary key
Promo Code
step1_promoprompt	Promo prompt
step1_promobutton	Promo submit button (<input name=”step1_promobutton” type=”submit” value=”xxx” />)
step1_promohidden	Promo hidden button (<input name=”step1_promobutton” type=”hidden” value=”xxx” />)
step1_promobox	Promo text box (<input name=”step1_promobox” type=”text” value=”xxx” />)
step1_promoname	Promo code name (step1_promobox)
step1_promovalue	Selected Promo Value
Event Filtering
step1_filtering	Display the Event Filtering Box (make sure the filtering is enabled)
step1_filtering_prompt	Filtering Prompt
step1_filtering_string	Filtering box (<input maxlength=”100″ name=”step1_filtering_string” size=”12″ type=”text” value=”xxx” />)
step1_filtering_button	Filtering submit button (<input id=”filteringbutton” name=”filteringbutton” type=”submit” value=”Search” />)
InGo Widget
ingo_widget_login	Script for InGo Login Widget
ingo_widget	InGo Login Widget Box
ingo_widget_css	CSS for InGo
Step1 Floor Plan
eventURL[EID]	Return the step2 Direct URL if spot available for that event. (please do not use this. use javascript if possible)
eventJSurl[EID]	Return javascript to open the step2 Direct URL if spot available for that event. (please do not use this. use javascript if possible)
eventTARGET[EID]	Return “_blank” if spot available for that event. Return “_self” otherwise. (please do not use this. use javascript if possible)
eventAVAILABILITY[EID]	Return “AVAILABLE” if spot available for that event. Return “TAKEN” otherwise. (please do not use this. use javascript if possible)
eventSPOTAVAILABLE[EID]	Return the # of spots available for that event.
eventMESSAGE1[EID]	Return “Message 1” if spot available for that event. Return “Taken.” otherwise.
Merchant Info
merchant_name1	Merchant Account Name
merchant_name2	Secondary Merchant Account Name
merchant_company	Company/Organization Name
merchant_name1_url	Website Address
merchant_name2_url	Secondary Website Address
merchant_company_url	Company website
merchant_address	Contact Province
merchant_province	Contact Province
merchant_city	Contact City
merchant_postalcode	Contact Postal Code
merchant_country	Contact Country
merchant_phone	Contact Phone Number
merchant_fax	Contact Fax Number
merchant_cell	Contact Cellphone Number
merchant_contact_name	Contact Name
merchant_contact_email	Contact E-mail Address
merchant_chequepayable_name	“Make Mailed Cheques Payable To” in Preferences
merchant_chequepayable_address_line1	Mailing Address Line 1
merchant_chequepayable_address_line2	Mailing Address Line 2
merchant_chequepayable_address_line3	Mailing Address Line 3
merchant_chequepayable_address_line4	Mailing Address Line 4

Step 1 Default Templates

April 21, 2016 admin Leave a Comment

Default Template

%%step1_default%%

Default Template

%%step1_default_fullpage%%

Default Template

April 21, 2016 admin Leave a Comment

A default template can be created that applies the branding to all pages of the registration process. The codes will automatically be replaced with the default settings. Some of these settings, such as contact information, can be entered under Edit > Preferences.

Note: Step 2 (the registration form) MUST use the default template.

How to Create a Default Template:

Insert the following codes in the body of the HTML document where the registration data should appear:

%%step1_default%% %%step2_default%% %%step3_default%% %%step4_default%% %%review_default%% %%decline_default%% %%fax_default%% %%mail_default%% %%error_default%%

File Upload

April 7, 2016 admin Leave a Comment

Go to Tools > File Upload
The following screen will appear:Note: If the window does not appear, make sure you have pop-ups enabled.
Click on “Browse” and select a file to upload.
If the file should be uploaded to a sub-directory (e.g. “images”), enter it in the appropriate field.
Click on “Upload File”

Batch File Format

April 7, 2016 admin Leave a Comment

File Format For Credit Card Transaction Submission

Expiry Date	Amount	Card Number	Cardholder’s Name	Company Name (Optional)
mmyy	0.00	dddd dddd dddd dddd	Jimmy Breer	Interware.Net Inc.

Each line of the file should appear as follows as shown in the example.
Each column is separated by tabs.
An unlimited number of lines/transactions are allowed.
The batch file must be in .txt format.
The fifth column can be omitted

Example of the Batch File format: (tab delimited)

1209 10.00 4500 5400 2300 1200 John Doe Interware.Net Inc.
1115 15.00 5500 5400 4400 1265 Peter Jones ABC company

Notes about Excel

If the card information is stored in excel,

Ensure the batch file is in the correct format:
- the first column contains the expiry month and year,
- the second column contains the amount to be charged (no negative amounts are allowed)
- the third column contains the credit card number (must be 15 or 16 digits long)
- the fourth column contains the card holder’s name
- the fifth column contains the card holder’s company. (optional column)
Save the excel sheet to a new file of type *.txt, e.g. c:\cards.txt (Save as…, Text (Tab delimited) (*.txt)

Submit a Batch

April 7, 2016 admin Leave a Comment

Starting the Batch Run

In the M-account, Go to Tools > Batch Processor > Submit a Batch

Enter the following settings:

Batch Name	Assign the batch a name, e.g. July 2008 Run
Batch File	Click on ‘Browse’ and select the .txt file containing the credit cards, e.g. c:\cards.txt
Currency Type	Select a currency
GL Number	Optionally assign a GL number.

Click on The batch pre-processor will look for any errors before running the batch. If some errors are detected, edit the c:\cards.txt file and fix all of the errors. If no errors are detected, the batch will begin to process. The process is actually occurring the in the background. If you like, you can go on to other work and return later to see the results of the batch.
The following screen will appear
click on the Refresh button to check the batch progress.
When the Status is displayed as ‘Done’, click on the ‘Done’ hyperlink to view the Batch History. The following screen will appear:

Cashier Entry

April 7, 2016 admin Leave a Comment

There are special Cashier Mode registration forms whereby a person with administrative access and Cashier Entry privileges can process registrations that are faxed in, telephoned in or presented in person.

Logging into the Merchant Area Cashier Mode

Go to Tasks > Cashier Entry

After Clicking ‘Cashier Entry’, a new screen will open. The cashier’s name will appear at the bottom of the new screen. All cashier transactions are tagged as being completed by that cashier, for audit purposes.

When the Cashier Mode is used to perform a registration, the Cashier can override prices and register participants for events that are not available on ‘public’ registration pages.

Additional Payment Options for Cashiers

Additional payment options are also presented to cashiers, such as Cash, Debit, Money Order, Cheque (cheque is given or on hand versus Mail in Cheque option where the payment has not yet been received). These payment options will not be available to the web registrants.

Chargebacks

April 7, 2016 admin Leave a Comment

If a registrant requests a Chargeback from their credit card company, the chargeback must be processed by e-RegisterNow to keep all reports accurate. The credit card company has already taken the money out of your account, so no money should be refunded to the registrant.

How to Process a Chargeback:

1. Go to Tasks > Refund
2. Search for the registrant/transaction. It is recommended to use the confirmation number of the transaction since this will automatically bring up the transaction.
3. Select the following settings:

Refund Amount	In most cases you should select ‘Full’. If a partial chargeback occured, select ‘Partial’ and enter the amount.
Refund Type	Select ‘Chargeback’
Refund Tender Type	In most cases select ‘Use Original Transaction Tender Type’

Click on
A confirmation screen will appear:

Manual Refunds

April 7, 2016 admin Leave a Comment

Manual refunds do NOT remove a registrant from an event.

Go to Tasks > Refund
Search for the registrant/transaction. It is recommended to use the confirmation number of the transaction since this will automatically bring up the transaction.

Select the following settings

Refund Amount	Select ‘Partial’ and enter the amount, or select ‘Full’
Refund Type	Select ‘Refund’. If you select ‘Chargeback’, the customer will receive no money.
Refund Tender Type	Select the tender type.

Click on
A confirmation screen will appear:

Move a Registrant from One Event to Another and Issue a Refund

April 7, 2016 admin Leave a Comment

Go to Tasks > Manage Registrants
Search for the transaction. If possible, search using the confirmation number that was issued to the registrant at the time of registration. Doing this will automatically bring up the transaction.
Click on the ‘Registered Events’ tab
Click on
Deselect the event from which the registrant should be removed. All events that the registrant is registered for are highlighted in green.Select the new event. If an event is full, it will be highlighted in red.
Click on
The first half of the screen summarizes the changes and gives the options for the refund. If an administrative fee should be charged, enter it in the appropriate box. Select the tender type for the refund.
The second half of the screen processes the new event. You may override the price and enter the payment method.
Click on
Review the refund information
Click on
The following confirmation screen will appear

Remove a Registrant from an Event and Issue a Refund

April 7, 2016 admin Leave a Comment

There are two ways to issue a refund for a registrant registered within an event:

a. Perform a Manual Full or Partial Refund and keep registrant registered within the event they signed up for.

b. Remove registrant and perform a refund:

Go to Tasks > Manage Registrants
Use the search field under Quick Search. This will quickly narrow down the registrant as you provide either first name, last name, reference number, or email address.
After you have found your registrant click on the “view”
This will bring up the registration details page providing all the info that the person filled out on Step 2, any e-tickets purchased along with the bar-codes and whether the ticket is still valid. As a cashier, you can edit any of this information if it needs any update for any reason.
Select the Registrations tab near the top to see what events this individual is enrolled in.
This page will show all events, the quantity of each event and the payment status (if applicable). (The “Direct Cashier Login” button allows you quickly reach Step 1, select another event for the registrant to enroll in, and have all the registrant’s personal information pre-populated for you.)
Press the “Edit Registrations” button to enter the edit page. Here you can remove the event you wish to refund using “Remove”, increase the quantity of the event already enrolled in and/or add a completely new event using the “Add Events” link.
*Note* that the last two options require that you have the registrants credit card on you, if the new events costs money, as it will need to be charged to enroll person successfully. We do not have the client’s credit card info and cannot perform these actions on your behalf.
Once you are done editing, press “Save and Process Financial Consequences”.
This will load the confirmation page. Here you can edit the amount to be refunded, be default it is always the full amount. And you can change the tender type, by default it will always be the original tender type (i.e. VISA, MC, etc.). Once finished, press “Review”
Use the review page to confirm all the information is correct. Press “Back” if it is not, otherwise press “Process”. If an e-ticket was purchased, this will invalidate the e-ticket and not allow it to be scanned as entry into the associated event.
Once the refund has been processed, it will enter our refund queue as pending until the system processes. Depending on the card holder’s issuing institution, the refund may take up to 5 business days before it appears on the clients statement.
As a courtesy, it is always a good idea to send the updated receipt to the registrant to show the refund. Click on the blue hyperlinked reference number (seen below).
This will open a new window that shows the updated receipt. Click on “Email This Page” to send a printable official receipt via e-mail. The registrant email will come pre-populated. You can also BCC yourself a copy of the receipt. Click “Send” to send the email and you are finished.

General Ledger Reports

April 7, 2016 admin Leave a Comment

The payment details give the details off all transactions over a specified dates.

Go to Reports > Financial Reports > GL Report
Select the date range and a form of payment:
Click on
The report will appear:

Re-assign a Transaction to a Different GL Number

In the GL Report, click on the name of the GL number to which the transaction is currently assigned. If it is not assigned to a GL Number, click on the word ‘Unassigned’.
In the GL Number box for the transaction, enter the new transaction number:
Click on