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Step 2

Terminology

April 14, 2016 Sebastian Leave a Comment

e-RegisterNow uses unique terminology between its staff and clients. Understanding these phrases helps the client communicate clearly to our staff where and what needs changes.

Step 1 By default, this is the first step of the registration process. Almost all “register now”, “buy tickets” or “sign up here” buttons found on the clients website link to this step. Events are displayed  in accordance to what is found under edit > events. Promo codes and Event passwords can also be set up to control what events the public can see.

Please note that cashiers will always see all events, even if expired or hidden.

Step 2 Step 2 contains the registration forms of the event(s). here registrants fill in any questions that client asked. Some questions can be made compulsory where the registrant cannot proceed further into the registration process without filling these in.

Cashiers will have the ability to price override any event cost on this page.

Review Step This page will review the event names, costs and registration information for the registrant and provide all allowed methods of payments to the registrant to choose from before they head to the next step.

Cashier can also price override here.

Step 3 Step 3 is the payment page where the credit card info (if applicable) is typed in. 
Step 4 (Receipt page) The final step of the registration process. The receipt is generated upon a successful transaction and along with any e-ticket(s) needed. The registrant has the option to print the receipt and e-tickets right away or wait for the confirmation email that was also sent upon page load.
Error Page The error page will load when ever a specific condition is met: card declined, compulsory information missing, event full, etc. Gives the user the chance to hit back and fix the error. 

Filed Under: Troubleshooting Tagged With: Receipt, Receit, Review, Step 1, Step 2, Step 3, Step 4, Terminology

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.

Filed Under: Preferences Tagged With: Branding, Morph, Receipt Page, Registration Form, Review Page, Step 1, Step 2, Step 3, Step 4, Template Files

Step 2 Page

March 16, 2016 Leave a Comment

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.

Filed Under: Preferences Tagged With: Event Details, Recalculate Button, Recall, Register Another Button, Registration Form, Step 2

Form with Standard Questions

March 14, 2016 admin Leave a Comment

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  

Filed Under: Registration Forms Tagged With: Compulsory Question, Optional Question, Registration Form, Standard Questions, Step 2

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

  • Template Filenames
  • Form with Custom Questions
  • Step 4 Page
  • Step 3 Page
  • Step 2 Page

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