Adding registrations to your site is very easy. You can use registrations with or without payment. Paid for registrations use the Authorize.net payment processor. Whether it's paid or not, the system captures the registrant's information in a database for easy follow-up and sends you an email summarizing their registration.
- How do I add a registration to my page?
- I only have so many spots...can the system close the registration once the spots are out?
- Can a registration be used without accepting payments?
- Can I set an open date and close date on my registration?
- How do I edit and delete form fields from my page?
- What are the different types of questions I can add to my form?
- When someone fills out the form where does the data go? Can I pull all the data at once from the system?
- Can I change the form's settings (email recipient, message, etc) after the form has been published?
- What is the form 'spam blocker' option and what does it do?
- I've created numerous fields and need to reorder a few questions, is that possible?
- Can I customize the layout of my form including text formatting or spacing?
- Does a client have to run the Store to use paid registrations at the site?
- I'm accepting payments for my registration, can I leave the amount open ended?
- Can I give the registrant a list of amounts to choose from?
- Can a visitor pay for more than one registration at a time?
- Can I associate a registration to an event on my event calendar?
How do I add a registration to my page?
Access the page you are wanting to work with and add the registration page part to your page. Once added you will be able to add the questions and settings to the form.
I only have so many 'spots'...can the system close the registration once the spots are out?
Yes. Using the text box provided, enter the inventory available for your registration. As registrants successfully signup the number will tick down to 0. Once 0 has been reached the registration form will not display and text stating that the registration is closed will display.
Can a registration be used without accepting payments?
Yes. There are two options for this. One is to not setup a cost with the registration. The other option is if you do associate a cost, you can allow for the registrant to pay in person. Using the pay in person options allows the inventory to be deducted for the registration however lets the person pay in person for the registration.
Can I set an open date and close date on my registration?
Yes.Using the text boxes provided enter the opening and closing dates for the registration. If the page is accessed before the opening date or after the closing date of the registration, the registration will be closed and display the appropriate text.
How do I edit and delete form fields from my page?
You can change any questions name (field label) by editing its question and potential answers. Should you need to remove questions from your form, click the '-' button to remove the question. If you edit or remove questions and data has been submitted, the form's data will not be deleted but pushed to the end (last few columns) of your exported data.
What are the different types of questions I can add to my form?
When you are creating questions for your form, you need to decide what type of answer you want for your question. You will choose the type of field and click 'Add'. Next, you will type in the field label which is the question and then, if needed, type in the potential answers to give the visitor a selection. NOTE: If you will be using a field where you will enter potential answers, only separate your answers by a comma. ( , ). Also, Billing address is required for payment processing and will be collected automatically during the payment process.
When someone fills out the form where does the data go? Can I pull all the data at once from the system?
The data is sent three places. First, the data is emailed to whomever you specify as recipients to the form. Second, the data is sent to the 'Dashboard' screen of the system so that you can see there has been some potential important site activity that you may or may not need to address once you log into the system. Finally, the data will be retained in the database so that if you need to work with it all at once you can. You can export up to the minute data by clicking on the 'View Donations' button and this will allow you to view and export the data in a .csv format file.
Can I change the form's settings (email recipient, message, etc) after the form has been published?
Yes. Simply edit any of the form's settings and click save.
What is the form 'spam blocker' option and what does it do?
This tool allows the form to contain a simple math question at the end of the form that the visitor must complete in order to successfully submit the form. This prohibits those spam bots that are out there from submitting spam entries for your form and blasting you with a bunch of unnecessary emails with non-readable data.
I've created numerous fields and need to reorder a few questions, is that possible?
Yes. Click on the 'Reorder Custom Fields' button to easily drag and drop your form's questions around. You can not reorder system required fields at this time. This will save you a lot of time as you will not have to delete questions an start over just to get your questions lined up the way you would like.
Can I customize the layout of my form including text formatting or spacing?
Currently, there is a workaround for text formatting of questions if you needed to bold or italicize text as an example. You will need to use html to do so by entering the proper html before and after the question to get it to bold, italics, etc. Working with layout and spacing of the forms is not yet a function of the module, however it is something high on our suggestion board.
Does a client have to run the Store to use paid registrations at the site?
No. Using the online registration page part on your site is completely independent of the Store module. This allows you to use this module and accept payments through Authorize.net without having to have an elaborate store and checkout system.
I'm accepting payments for my registration, can I leave the amount open ended?
At this time, no. If you will be charging for your registration you must specify a price for it.
Can I give the registrant a list of amounts to choose from?
At this time no. If you will be charging for your registration you can only specify a single price for it. It is on suggestion board to incorporate a selectable choice of registration options for the end user allowing them to select an option that could change the price of the registration. At this time, you would need to setup separate registrations to complete this process.
Can a visitor pay for more than one registration at a time?
At this time no. Since there is not a store / cart and checkout process with registrations each registration must go through a checkout process.
Can I associate a registration to an event on my event calendar?
Yes. When editing your event, you can choose to associate an existing registration to the event. You can then choose to either have a link included to register for the event which will route users to a new page where the registration page part is located on (default), or you can choose to load the registration page part on the event details page without redirecting the user.