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Registration Form

Duplicate a Registration Form

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  1. Go to Edit > Registration Forms
  2. Select the form(s)
  3. Click on  
  4. The following prompt will appear. If you would like the custom question fieldnames to remain the same, select ‘Use Existing Fieldnames’. If you would like them all to be renamed automatically, select ‘Assign New Fieldnames’. Most fieldnames should remain the same so that the data collected is presented under the same field in all reports.

 

Rename the New Form

  1. Select the new form and click on  
  2. Enter the new name
  3. Click on  

Combine Events

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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

Registration and Enrollment

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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.

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.

Form with Standard Questions

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Creating a Form and Standard Form Questions

  1. Go to Edit > Registration Forms
  2. Click on the ‘Create New Form’ tab
  3. Click on  
  4. 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’
  5. Click on  

Form with Custom Questions

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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