M-Level Topics

Apply a Coupon to an Event

March 21, 2016 admin Leave a Comment

Go to Edit > Events
Select the event and click on
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.

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.
Click on

Create a New Coupon

March 21, 2016 admin Leave a Comment

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.

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

5. Set the Advanced Options

Click on the “Advanced Options” tab

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

Holders Reports

March 21, 2016 admin Leave a Comment

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:

e-Ticketing Options

March 21, 2016 admin Leave a Comment

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’).

E-mailing e-Tickets

March 21, 2016 admin Leave a Comment

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.

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

Create eTickets

March 21, 2016 admin Leave a Comment

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

Go to Edit > e-Tickets
Click on “Create New Series”
Select the event from the drop-down menu, and click on “Create New e-Ticket Series”

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.

Click on

Create a New Event

March 21, 2016 admin Leave a Comment

Go to Edit > Events…
Click on the “Create New Event” tab.
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.
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.

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) .

Duplicating an Event

April 14, 2016 Sebastian Leave a Comment

Go to Edit > Events…
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.
Once the event has been duplicated, the new event will appear in the event list in yellow with the duplicated event in pink.
Select the new event (in yellow) and press “edit selected event”
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.

Delete Events

March 21, 2016 admin Leave a Comment

Go to Edit > Events…

2. Select the event you wish to delete.

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

4. The following message box will appear:

*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”

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

Combine Events

March 21, 2016 admin Leave a Comment

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.