M-Level Topics

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

March 16, 2016 Leave a Comment

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

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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

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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

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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

Step 4 Page

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Invoice Options
Show Link to Printable Invoice?	The user can be provided with a Printable Invoice. This is useful if the Step 4 page contains a lot of graphics.
Show Company Name at Bottom of Invoice?	Your Company’s name can appear on the Invoice
Show ‘contact us w/ problems…’ on Invoice?	A description of who the registrant can contact at your organization can be included on the invoice.
Show ‘contact us w/ problems’ on printable invoice?	See above
Include Contact name in ‘contact us…’ Text?	The name of the person listed on the ‘Contact Information’ screen in the preferences can be included on the invoice.
‘Invoice’ synonym	e.g. Receipt
Column 1 Heading	Default is ‘Applicant’. The column contains the names of the registrants for the transaction.
Column 2 Heading	Default is ‘Description’. The column contains a list of all events for the transaction.
Show the applicant’s name in column 1?	The registrant’s name can appear on the invoice in column 1.
Show the company name in column 1?	The registrant’s business name can be included on the invoice in column 1.
Display Contact Information
Show contact information on Step 4?	The Contact information listed under ‘Contact Information’ in the Preferences can be displayed on the invoice.
Display: ‘X’	Select any contact information that you wish to appear on the invoice.
Button Display Options
Display the ‘Home’ button?	A button to return to your web site can be included on the invoice.
Display ‘Register Another’ button?	A link back to the registration page can be included on the invoice.
Optional Message	You may include further information at the bottom of the invoice, such as directions to the event, important details, supplies needed, etc.

By-Mail Payment Page

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By-Mail Payment Info
Mailing Address	The address to which payment cheques should be sent.
Make Mailed Cheques Payable To	The name of the person/organization that cheques should be made out to
Show ‘Your space is not held until…’ disclamer?	A disclaimer can be displayed that tells the registrant that their spot is not held until a payment is received.
Instructions text	Any special instructions for the registrant (e.g. Dates by which the cheque must be received, etc.)
Column 1 Heading	Default is ‘Applicant’. Column 1 optionally contains the applicant’s name and company name.
Column 2 heading	You may enter an alternative heading. The default heading is ‘Event’. A list of the registrant’s chosen events is displayed in column 2.
Show the company name in column 1?	The registrant’s company name may appear in column 1.
Button Display Options
Display ‘Home’ button?	A ‘Home’ button may be displayed that sends the registrant back to your organization’s web site.
Display the ‘Register Another’ button?	This provides a link for the registrant to return to the registration page and register another person.

By-Fax Payment Page

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By-Fax Payment Info
Show the ‘..to complete..’ message at the top of the page?	If enabled, instructions on how to complete the registration can appear at the top of the page.
Show the company info at the bottom of the page?	Your organization’s contact info, as entered in the ‘contact information screen’ can appear at the bottom of the page.
Button Display Options
Display ‘Home’ button?	A ‘Home’ button may be displayed that sends the registrant back to your organization’s web site.
Display the ‘Register Another’ button?	This provides a link for the registrant to return to the registration page and register another person.

Thanks Page

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The Thanks Page is displayed for zero-dollar events, such as surveys. The text to be displayed can be entered in the two fields. HTML commands can be used in both fields.

‘Thanks’ Page Title	The title that will appear at the top of the page.
‘Thanks’ Page Description	The text that should be displayed on the Thanks Page.

Form with Standard Questions

March 14, 2016 admin Leave a Comment

Creating a Form and Standard Form Questions

Go to Edit > Registration Forms
Click on the ‘Create New Form’ tab
Click on

Enter the following information

Registration Form Name	Enter the name of the form
Question Enabled?	If you would like the question to appear on the registration form, select ‘Yes’
Question Compulsory?	For each enabled question, select either ‘Optional’ or ‘Compulsory’

Click on

Form with Custom Questions

March 18, 2016 Leave a Comment

Custom Registration Questions

Movie Demo

Select the registration form and click on

Enter the following information:

Question Fieldname	Enter the identification name of the question.
Question Prompt	The Quesion as it will appear on the registration form
Example Response (Optional)	Enter an example registrant response
Question Type	Choose the type of question (e.g. textbox, radio buttons, etc.). If required, enter items to be selected by the registrant. Seperate each item with a ‘~’.
Display Style	Choose between Horizontal or Vertical. The standard questions will all appear as a horizontal.
Question Order	Custom Questions can be given an order. For example, for it to appear first, enter the number ‘1’. All standard questions will appear before custom questions.
Is this question compulsory?	Select ‘Yes’ or ‘No’
Display this question on the registration form?	Select ‘Yes’ or ‘No’
Question visible on registration form to:	Select ‘Everyone’ or ‘Cashiers Only’
‘Recall’ responses?	If email or phone recall is enabled, you can prevent the answer to the question from appearing if the ‘Recall’ button is pressed.

If the answer to the question triggers any type of price rise/reduction, click on the ‘Pricing Options’ tab.
Otherwise, click on
Three pricing options are available. A custom question can trigger a change in price change in three different ways:
1. A change in price
2. A change in price using a value entered by the registrant (e.g. number of tickets multiplies the price by the quantity bought)
3. A specific response triggers a coupon
Enter the applicable pricing settings and click on