As you build your Registration forms, we recommend clicking the preview button often to view how your form will appear to Visitors and Registrants.
| FORM TITLE |
Title: change the title (or name) of this Form.
Intro Message - information in this area will appear at the top of the Form. The Intro Message is often used to give details about the form itself, explanations of how the registration process works for your organization, and/or general instructions. HTML code can also be added in this section, but keep in mind that HTML code may break if it includes a large number of characters. |
| REGISTRANTS |
Field Options: choose which default registration fields are required, & which do not show. Note that these are the fields that are added to the Roster, so use caution when applying settings.
+ Input Field: click to add a custom field & control it's appearance
+ Divider: click to add a message giving instructions or choose to leave the field blank to create space
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| PAYMENTS |
Displays the payment settings for this form.
Payment Options:
- select if a credit card merchant will be used & enter your PayPal email address to tie your form to your PayPal account
- choose settings for check payments
- add a Printed Form Message
- view the Payment Options that are applied to all forms.
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| PACKAGES |
Set Packages to trigger the system to know that payment is due from a Registrant. If payment is not due on your form, Packages are not necessary.
Package Overview Message: gives Registrants instructions or details about the packages that are available.
+ New Package: click to add a new Package & set the options:
- Category Packages can be organized by Categories.
- Price enter the price for the Package, allow Registrants to enter a Custom Amount or select No Cost.
Note: due to Credit Card Merchant limitations, if you select to allow Registrants to enter their own custom amount for this form, you will not be able to add other Packages to this form. You will need to create a separate form for other Packages.
- Available the Allow box is checked by default. If you do not want Registrants to be able to select this package, uncheck this box.
- Title appears beside the Price for a Package.
- Description gives info about this particular Package.
- Dates: and Times: appear at the bottom of the Package.
Package Requirements determine what you've like Registrants to be limited or forced to do on this form:
- Allow Multiple Packages to be selected & Allow Multiple Packages in each category to be selected -the system will automatically tally the amount due.
- Require selection from each Category - force Registrants to select at least one Package from each Category you’ve set up.
- Require registrants to enter total number of registrants - the system will automatically multiply the total amount of Packages selected by the number the Registrant enters.
Contact Support to limit the number of packages that are available to registrants.
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| MESSAGES |
Footer Message: often used for legal notices or final comments
- Require the Registrant to accept the terms and conditions (will print a message on a printed form stating that the terms and conditions have been agreed upon).
- Require consent initials.
- Show a line for signature on the printed form.
- All-Star and Champion membership levels can replace the Footer Message with content that has been organized into a Custom Page by typing "Custom Page: Custom Page Name" in the Footer Message section and replace “Custom Page Name” with the actual name of the Custom Page.
- Thank You Message include special instructions &/or details about what to expect after registration is submitted.
- Printed Form Message information in this section also appears on printed registration forms.
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| PRINTED FORM MESSAGE |
| The printed form message will appear at the top of the form if the user clicks the PRINT FORM button. Note that this button appears AFTER they submit the form, so all their fields must be properly filled out first. This is mainly used for mailing checks that would be attached to the printed form, for example it might explain who the check should be made out to, and where to mail the check. |
| EMAIL |
Confirmation Email Options: select whether or not to send Confirmation Emails to Registrants, add a Bcc (add multiple Bcc addresses by separating them with a semicolon), select what info is included, as well as enter a custom message for the Email.
(by default, Confirmation Emails are not sent if the Registrant does not complete PayPal payment. You can change this setting under Registration > Options tab > Email.)
Note that the new Registration notification emails will go to the owner's email address unless a PayPal email address is entered. Even if you have no Packages, you can add an address in the PayPal field (in the Payments section) to change where the notification emails go.
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| NOTES, TIPS, AND TRICKS: |
- Security - The Registration Program uses SSL security to protect your information. Transactions are handled through a secure third-party (PayPal by default).
- Discounts - At this time, there are not advanced options for discounts, however, you can create a form that incorporates a workaround:
Create a different Package for each expected number of Registrants. For Example:
PACKAGE 1: One Registrant $50.00
PACKAGE 2: Two Registrants $90.00 (gives a $10.00 discount)
PACKAGE 3: Three Registrants $120.00 (gives a $30.00 discount)
PACKAGE 4: Four Registrants $160.00 (gives a $40.00 discount)
(Use whatever figures and discounts work for your organization.)
- Multiple Registrants - The Registration Program is designed for one Registrant per form. Only one Registrant Name and Email are automatically recorded per form, however, you can add Registrant Fields for a second name, second email,. etc:
1. Rename the default fields to “Registrant 1”. The Registrant entered here will include the name and contact info for the first Registrant.
2. Click + Divider and use + Input Field to create fields for Registrant 2’s information (Name, Address, Email, etc.). Make sure these fields are not required.
Keep in mind that only the first Registrant's information will be recorded and able to be added to a Roster. Additional Registrants will need to be added to a Roster by manually typing their information.
- Quick/Returning Registration - Currently, there are not features available for returning or quick Registration. While we plan to expand the capabilities of the Registration feature in the future, until that time, Registrants will need to complete a new form each time they Register.
- Links at the Top of the Visitor's Registration Page - By default on the Visitor’s site, there are links above each registration form that lead to the other active forms. Each of these forms has a unique URL, so this default setting can be changed by going to the Admin Registration page > Options tab > Formatting.
If you change this setting, you will need to manually create Remote Web Links on the Navigation page to each of the forms using each form’s unique URL.
- Unpaid Registrations - While there is no way to prevent Registrants from submitting forms and simply closing their browsers when they get to the payment page – thereby adding them to the Registrants list without an indication of payment – there are a few steps you can take to discourage users from this practice:
- Give precise information in the Intro Message, such as “Registration is NOT final until payment is received!”
- Add this same type of information to the Footer Message and Confirmation Page.
- Remove the Print & Mail button (Registration > Options > Confirmation Page)
- Remove the Link for Reminder Email (or Pay Later option) (Registration > Options > Confirmation Page)
- Hide the Pay-by-Check button (Registration > Options > Payments)
- Only show Registrants who’ve paid with PayPal (Registration > Options > Formatting)
- Not Receiving Your Form Confirmation Email?
A) Are you using the same From and To Email address? If you are using a Gmail address as the From address and are expecting to receive a conformation email at this same Gmail address, Gmail may block the message from being received. Change one of the addresses to avoid this issue. Many other email providers will also block these emails in the same way. Since this is only an issue for your email account, it should not be an issue for your registrants – they will always receive their confirmation.
B) Not receiving confirmation emails with new Registrants? If you have packages in your form, the confirmation emails are not sent until a payment option is selected. Sometimes, a registrant closes the Registration Confirmation Page without selection payment, and so are added to Registrants, but a confirmation email is not sent. You can force the emails to be sent when the form is submitted instead, under Registration > Options > Email – Always Send Email.
- Default Email Field - We do not recommend replacing the default Email field in the Registrants section. Should you replace the default Email field with a manually-created Email field, no email address will be recorded in your Contact Lists (Community > Email Tool) and receipts/invoices cannot be automatically generated and sent.
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| Contact Support to: |
- Automatically add Registrants to a Roster (for Leagues, a Team Dropdown list will be added to the Registration from for Registrants to select from).
- Add Team Registration to your forms.
- Remove the “Delete Registrant” button from the Admin site.
- Limit the number of Packages that are available to registrants.
- Add an age validation to your form that will block Registrants whose birth dates do not fall within a specific range.
- Change the URL Registrants are taken to when they click Continue on a form for which payment options have not been established.
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