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Custom Questions

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:

 

  1. 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)
    1. 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
    1. Click on the “Pricing Options” tab select the following settings:

    1. 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)
    1. 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:

     

     

    1. Click on  
  2. 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

Filed Under: Events Tagged With: Combine Events, Custom Questions, Registration Form

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.

Filed Under: Events Tagged With: Coupon, Custom Questions, Direct Step 2 URL, Standard Questions

Form with Custom Questions

March 18, 2016 Leave a Comment

Custom Registration Questions

 Movie Demo
  1. Select the registration form and click on  
  2. 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.
  3. If the answer to the question triggers any type of price rise/reduction, click on the ‘Pricing Options’ tab.   
    Otherwise, click on  
  4. 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

  5. Enter the applicable pricing settings and click on  

Filed Under: Registration Forms Tagged With: Compulsory Question, Custom Questions, Mandatory Question, Optional Question, Question Fieldname, Question Prompt, Question Type, Registration Form, Step 2

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Related

  • Form with Custom Questions
  • Delete a Registration Form
  • Duplicate a Registration Form
  • Display Options (Steps 2-4)
  • Registration and Enrollment

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