User's Guide

Memberships - Renewal Options

RegOnline Support — Tue, 15 Sep 2009 14:21:56 GMT

Event Builder - Renewal Options

Common Questions:

Field Descriptions:

Renewal Frequency - Select how frequently your members must renew their membership. This option cannot be changed once your Membership has been Activated. Choose from:

Monthly

Quarterly

Annually

Semi-Annually

Enable Fixed Renewal Date - Select if you wish to require all members to renew on a specified date, instead of renewing based on a selected Renewal Frequency. Example: If this option is selected, and a renewal date of September 20th is entered, all members (including anyone that signed up on September 19th) will be required to renew their membership on September 20th of each year. It is common to prorate your membership fees when using a Fixed Renewal Date. This option cannot be changed once your Membership has been Activated.

Auto-Renewal - Display an "Automatically Renew my Membership" option during registration. If selected, the registrant's membership will be renewed automatically on the renewal date. If the registrant has paid by credit card, their card will be charged any applicable upon renewal. If the registrant has paid by another method, you must collect payment manually following the automatic renewal. This option functions best when credit cards are your only payment option. This option cannot be changed once your Membership has been Activated.

Promotional Period Length - Give your new members a number of days free before having to pay any recurring membership fees. More information can be found here. This option cannot be changed once your Membership has been Activated.

Keywords: renewal, renew, membership, renewal date, promotional period, frequency

Send email invitations only to those who have not registered and have not declined the RSVP

RegOnline Support — Fri, 29 May 2009 14:24:21 GMT

Send email invitations only to those who have not registered and have not declined the RSVP -

This option becomes available when you have already sent an Email Invitation to a specific Contact List, and you would like to send a second Email Invitation to the same Contact List. Select this option to exclude contacts that have already declined the previous registration as well as exclude any contacts that registered for the event after receiving the initial Email Invitation.

Related Links:

How do I create an Email Invitation?

How do I create a Contact List?

How do I view the contacts that have unsubscribed from my Email Invitations?

How do I report on my Email Invitations?

Account Settings and Reports

Opt Out Report

RegOnline Support — Fri, 08 May 2009 22:05:54 GMT

Topic:

How can I view who unsubscribed or opted out from my Invitation Emails?

Solution:

The Opt Out Report allows you to view a complete list of those who have unsubscribed, as well as allowing you to manually unsubscribe a contact if needed.

To unsubscribe a contact:

Open the Opt Out Report.

Enter the full or partial email address of the contact your wish to unsubscribe into the Search box.

Click the Search button. The results will appear below. Emails listed in gray have already been unsubscribed.

To unsubscribe a contact, click their email address.

Please note that this action is permanent. Once a contact is unsubscribed they will not receive any future Invitation Emails (they will continue to receive Confirmation Emails if they register for one of your events). Also, once a contact is unsubscribed you will be unable to include them in any future Contact Lists.

Click OK to confirm your decision.

Create Contact List - Manual

RegOnline Support — Fri, 08 May 2009 22:05:38 GMT

Create Contact List: Manual

Enter the email address and other personal information for each of your contacts. By default, the Email Address, First Name, Last Name, and Company fields are visible. If you wish to enter other information about your contacts, click the Edit Fields link and select the fields you wish to add to the contact list.

For a step-by-step walkthrough of creating a Contact List, visit this article.

Related Links:

Create List - Filters

RegOnline Support — Fri, 08 May 2009 22:03:28 GMT

Create List - Filters

This step allows you to filter out any unneeded registrants from your Contact List. If you wanted to remove all Cancelled registrations, for instance, from your new Contact List, this step is where you make that decision.

To apply a filter, simply select the desired value from the appropriate menu. For example, if you want make sure Canceled registrations do not make it into your Contact List, simply select Exclude from the Cancelled Registrations dropdown menu.

Available Filters

Registration Status

Select the Status of the registrations you wish to include in your Contact List.

Cancelled Registrations

Select how you would like to handle all Cancelled registrations. Choose Include to have cancelled registrants remain in your Contact List. Choose Exclude to have cancelled registrants removed from your Contact List.

Payment Method

Select the Payment Method of the registrations you wish to include in your Contact List. Choose All if you wish to include all registrants, regardless of Payment Method.

Balance Due

Select All to include all registrants, regardless of their balance. Select Balance > 0 to only include registrants who owed money. Select Balance < 0 to only include registrants who owe you money. Select Balance = 0 to only include registrants who are paid in full.

For a step-by-step walkthrough on creating a Contact list, visit this article.

Related Links

How do I create a Contact List?

How do I create an Email Invitation?

How do I report on my Email Invitations?

Create List - Events

RegOnline Support — Fri, 08 May 2009 22:02:20 GMT

Create Contact List: Events

On this step, choose the event's who's registrants you wish to add to the Contact List. To select an event, simply click on the desired event in the left list, and click the center Add button. You will notice that the selected event has moved into the right list. You can also Add All events to the Contact List, or Remove All events from the Contact List by clicking the corresponding button below each list.

For a step-by-step walkthrough creating a Contact List, visit this article.

Related Links

How do I create a Contact List?

How do I create an Email Invitation?

How do I report on my Email Invitations?"

Create List - Results

RegOnline Support — Fri, 08 May 2009 22:01:53 GMT

Create List - Results

The Results step lets you know how many contacts were successfully uploaded, and if any errors were found.

If your upload did contain errors, click the Fix Errors link.

Once you click Fix Errors, you will be presented with the Error Description and the actual text causing the error. You are able to edit and correct this text directly from this page. For example: if the Error Description reads 'Email is not properly formatted', and you notice that the email is 'rmorrison@@appleforestry.com', you can delete the problem-causing extra '@' directly from this page. Once you have corrected an error, click the green '+' icon to add the contact to the Contact List. If you wish to ignore an error, click the red '-' icon.

Create List - Mapping

RegOnline Support — Fri, 08 May 2009 22:01:21 GMT

Contact List Mapping

The Mapping step allows you to specify how RegOnline should read your Excel or CSV file. Here you are shown the first six rows of each column in your file, and asked to label each column by selecting the appropriate header from each dropdown list. For example, if you see a column that contains email address select Email from that column's dropdown menu.If your file contains column headers, RegOnline will do its best to match the columns for you. If your file does not contain column headers, you will need to specify each header manually.

Select the Top row contains headers checkbox if your file contains column headers (Email, Last Name, etc.) in the first row.

For a step-by-step walkthrough on creating a Contact List, visit this article.

Related Links

How do I create a Contact List?

How do I create an Email Invitation?

How do I report on my Email Invitations?

Contact List Import

RegOnline Support — Fri, 08 May 2009 22:00:58 GMT

Import Contact List

On this step, click the Browse... button to find and select the .xls (Excel) or .csv (Comma Separated) file you wish to upload as your contact list. Almost any list of these two file types will be upload without a problem, regardless of column order or layout.

For step-by-step instructions on uploading a mailing list, visit this article.

Related Links

How do I create a Contact List?

How do I create an Email Invitation?

How do I report on my Email Invitations?

Create Email - Review

RegOnline Support — Fri, 08 May 2009 21:59:31 GMT

Create Email - Review

On this step, take a look at the preview of your content and send yourself (and possibly a few coworkers) a test email to make sure your invitation looks the way you want it to. If you notice a problem with the Preview or a test email, you can return to the Content step by clicking directly on it in the timeline.

Please note that many of the Merge Codes found in the Other Merge menu (Link to Invoice, Confirm Registration, Tell-a-Friend, etc.) are not fully functional in the test email, and will appear as 'This link is not available in test mode' when received.

For a step-by-step walkthrough of creating an Email Invitation, visit this article.

Related Links:

How do I create a Contact List?

How do I create an Email Invitation?

How do I report on my Email Invitations?

What do the various merge fields do?

Email Invitations Contact

RegOnline Support — Thu, 30 Apr 2009 14:15:57 GMT

Contact Details -

The Contact Details page is where you can find, and edit, all of a contact's information. You can also find a history of Email Invitations sent to this contact, and a recording of each action taken by the contact.

Actions -

Edit Contact - Edit the personal information of the contact.

Opt Out - Prevent the contact from receiving any future Email Invitations. Remember, once a contact has been opted out they cannot be added back to any Contact Lists.

Contact Statistics -

Opened - Displays the percentage of received Email Invitations that were opened by this contact. For this number to be accurate your recipients must choose to view the images in your invitation.

Clicked - Displays the percentage of received Email Invitations that were clicked in by this contact.

The only clicks that are tracked are clicks on supported merge code links. You can add these links to your email content by either selecting the desired merge code from the Other Merge menu, or by typing the code itself directly into your email content. The supported links and their corresponding merge codes are:

Link to Register Page: /*RegisterLink: Click Here to Register for this Event*/

Link to Event Start Page: /*EventURL: Click Here for More Information*/

RSVP (Invitation): /*RSVP: Click to Respond*/

RSVP (W/ Undecided): /*RSVPU: Click to Respond*/

Confirm Registration: /*RegConfirm: Click Here*/

Tell-A-Friend: /*TellAFriend: Click to Tell a Friend*/

Link to PassKey: /*EventLodging: Book Lodging*/

Add to Calendar Button: /*Merge: AddToCalendar*/

Link to Invoice: /*Invoice: View Invoice*/

If you manually enter a link ("http://www.regonline.com/MyConference", for example) into your email content, clicks on that link cannot be tracked.

Registered - The percentage of received Email Invitations that this contact registered from by clicking the Link to Register Page inside your invitation, and then begin and complete their registration. If the recipient makes their way to your registration form by other means (from a link on your company's website, or a URL from a promotional flyer or mailing) they will not be counted as Registered in the Tracking Statistics. They will, of course, still be displayed as registered in all other reports.

Bottom line, if you would like to view the Registered statistic, you must include a Link to Register Page merge code inside your email content, and your recipients must click it to begin their registration.

To add a Link to Register Page to your email content:

Select Link to Register Page from the Other Merge menu located on the Content step. This will add the merge code into the body of your email.

OR

Manually enter the merge code /*RegisterLink: Click Here to Register for this Event*/ into the body of your email content. When the email is sent, that code will be replaced with a link to your registration form.

Related Links:

Email Invitations Reports

RegOnline Support — Thu, 30 Apr 2009 14:14:59 GMT

Common Questions:

Topic:

How can I view who opened, clicked, and registered from, my Email Invitation?

Solution:

To quickly view tracking information for your email invitations:

From the Email Invitations tab, simply hover your mouse cursor over the title of a Sent Email.

A tooltip will appear displaying the number of recipients who were Sent the email, Opened the email, Clicked a link to your registration form within the email, Registered for the event, and those who chose to Unsubscribe from receiving your emails. This allows you to, at a glance, view the performance of your invitation.

If you would like to compare the statistics of multiple invitations, run the Jobs History Report, located in the Email Invitation Report section of the Email Invitations tab.

The Jobs History Report displays information about every Email Invitation you have ever sent. This allows you to quickly compare the Opened, Clicked, and Registered percentages of one invitation against another. Access to this data allows you to experiment with different layouts and different content in your invitations, and decide which style typically results in the most Opens, Clicks, and Registrations.

Select the Group by event checkbox to organize each event's invitation emails together, as seen below.

Click a Invitation Name to view a list of its recipients and the action (open, click, register) that each took.

Account Settings and Reports

RegOnline Support — Tue, 24 Feb 2009 18:39:34 GMT

Account Settings and Reports -

Common Questions:

How to connect your existing merchant gateway into RegOnline

What is a merchant gateway, and why would I need one?

How do I create a new user role?

What permissions do the different system roles have?

How do I move an Existing user to another account?

How do I add a new user to my RegOnline account?

Account Information -

Primary Contact Information - View and edit the Primary Contact, or administrator, of the RegOnline account.

Billing Contact Information - View and edit the Billing Contact information. This is where you can change the credit card that is billed for your account's activity.

Account Defaults - Edit the Name, Currency, Time Zone, Bounceback Email and Default Pricing for your account.

Account Reports -

Detailed Account Activity -

Forms activated - Displays all forms activated within the Date Range, and the RegOnline fees for those Activations.

Registrations - Displays all registrations within the Date Range, and the RegOnline fees for those registrations.

Credit card transactions - Displays all credit card transactions within the Date Range, and the RegOnline fees (if applicable) for those transactions.

Additional services - Displays any Professional Services performed within the Date Range.

Last Payment / Invoice - Displays your Account number, Current Balance and your Last Payment.

Cross-Event Reports -

Agenda Item Snapshot - Displays the Agenda item selections for multiple events.

Cross-Event Snapshot - Displays the number of Registrations, Cancellations, Revenues and Invitations for multiple events.

Participant History - Displays a list of Registrants and their activity within your events.

Participant Roster - Displays all Registrants of the selected events.

Users - Create and edit the users, logins, and passwords of your account.

How do I add a new user to my RegOnline account?

How do I move an Existing user to another account?

Roles - Create and edit the permission Roles of your account.

What permissions do the different system roles have?

How do I create a new user role?

Merchant Gateways - Set up and configure the merchant gateway(s) in your account.

How to connect your existing merchant gateway into RegOnline

What is a merchant gateway, and why would I need one?

Please note that Hotels can no longer be found in the Account section. Access your hotels through the Lodging and Travel section of your registration form.

Email Details

RegOnline Support — Tue, 24 Feb 2009 17:32:33 GMT

Email Details

This page provides you with basic details about the Email Invitation, and allows you to Edit, Copy, Delete, and schedule the email.

Email Details - This section contains basic information about the invitation. Here you can quickly view the email's Subject, Theme, scheduled date, and more.

Actions -

Edit Email - Opens the Email Invitation wizard, enabling you to edit every detail of the email.

Copy Email - Create a duplicate of the invitation.

Delete Email - Permanently deletes the invitation.

Send Email: Delivery Options - Select how and when you would like to send the invitation to your contacts.

Tracking Statistics

Sent - Displays the percentage of sent invitations out of the total number of contacts in your Contact List. This will typically be 100%, unless your Contact List contains duplicates or invalid email addresses.

Opened - Displays the percentage of contacts that received and opened your invitation. For this number to be accurate your recipients must choose to view the images in your invitation.

Clicked - Displays the percentage of recipients that clicked a supported link from within your invitation.

The only clicks that are tracked are clicks on supported merge code links. You can add these links to your email content by either selecting the desired merge code from the Other Merge menu, or by typing the code itself directly into your email content. The supported links and their corresponding merge codes are:

Link to Register Page: /*RegisterLink: Click Here to Register for this Event*/

Link to Event Start Page: /*EventURL: Click Here for More Information*/

RSVP (Invitation): /*RSVP: Click to Respond*/

RSVP (W/ Undecided): /*RSVPU: Click to Respond*/

Confirm Registration: /*RegConfirm: Click Here*/

Tell-A-Friend: /*TellAFriend: Click to Tell a Friend*/

Link to PassKey: /*EventLodging: Book Lodging*/

Add to Calendar Button: /*Merge: AddToCalendar*/

Link to Invoice: /*Invoice: View Invoice*/

If you manually enter a link ("http://www.regonline.com/MyConference", for example) into your email content, clicks on that link cannot be tracked.

Registered - The percentage of recipients who click the Link to Register Page inside your invitation, and then begin and complete their registration. If the recipient makes their way to your registration form by other means (from a link on your company's website, or a URL from a promotional flyer or mailing) they will not be counted as Registered in the Tracking Statistics. They will, of course, still be displayed as registered in all other reports.

Bottom line, if you would like to view the Registered statistic, you must include a Link to Register Page merge code inside your email content, and your recipients must click it to begin their registration.

To add a Link to Register Page to your email content:

Select Link to Register Page from the Other Merge menu located on the Content step. This will add the merge code into the body of your email.

OR

Manually enter the merge code /*RegisterLink: Click Here to Register for this Event*/ into the body of your email content. When the email is sent, that code will be replaced with a link to your registration form.

Preview - Displays how your email invitation will appear to your contacts.

Related Links:

Contact List Details

RegOnline Support — Tue, 24 Feb 2009 17:26:27 GMT

Contact List Details

Contacts - A list of all of the contacts included in the Contact List. If your Contact List contains more than 22 contacts, you will note that they are organized alphabetically. You can jump to a specific letter by clicking on the letter along the right side. The contacts are listed alphabetically by email address or name. To display the contacts alphabetically by name, click the Name column header. To display the contacts alphabetically by email address, click the Email Address column header.

Search - Search for a specific contact by name or email address.

Count - The number of contacts in your Contact List.

Date Created - The date when the Contact List was created.

Page - Enter a page number to jump directly to that page of contacts.

Actions -

Add Contact - Manually enter a new contact into the list.

Import Contacts - Upload a Excel or CSV file containing new contacts.

Export List - Download an Excel file containing all of the contacts in the list.

Send Email to List - Begin creating a new Email Invitation to send to the Contact List.

Apply Filters - Create a new Contact List by applying filters to the current one. For example, if you wanted to send an email only to the contacts that work for a specific company, you can use a Company filter to create a new mailing list that only contains these specific contacts.

Edit List Name - Change the name of the Contact List.

Emails Sent to This List - A list of all the Email Invitations that have been sent to this list.

Related Links

How do I create a Contact List?

How do I create an Email Invitation?

How do I report on my Email Invitations?

How do I view contacts that have unsubscribed from my emails?

Events Page

RegOnline Support — Tue, 24 Feb 2009 17:21:52 GMT

The Events Page

Common Questions:

The Events Page is where you can view and edit everything related to your event. On all sections of the Events Page you will find a sidebar along the right side. From the sidebar you can Activate or change the status of your event (G), and search the event for a specific attendee, move to another event or run a bookmarked report (E). The sidebar also contains the new Next Steps suggestions (F). Throughout the life of your event you will find relevant suggestions here to help you take advantage of the best RegOnline has to offer.

The Events Page is divided into a number of sections (Event Details, Reports, Labels and Badges, Attendee Directories) that you can navigate between by clicking the section link (A). If this is your first time on the Events Page, you will be brought to the Event Details section (pictured below). From this section you can:

Edit, Activate, Test and Register for your registration form.
Use the Button Designer to create attractive links and buttons to place on your website.
Configure Reminder and Follow-up emails
View basic event statistics and charts

A. Event Sections B. Event Functions C. Event Statistics D. Charts and Graphs E. Attendee Search, Jump to Event, Bookmarked Reports F. Next Steps G. Activate/Change Status button

Next we'll take a look at the Reports section.

A. Standard Reports B. Filter Report C. Edit Report D. Copy Report E. SmartLink F. Delete Report G. Custom Reports

The Reports section provides you with access to a variety of pre-built reports as well as the tools needed to built any Custom Report you require. The pre-built reports, found along the left side (A), allow you to quickly view information about your registrants, Agenda Items, and transactions. These reports can be filtered by date range and other criteria by clicking the Filter icon (B). If you need to view very specific information (e.g. only the registrants who selected Golf and Fish), or would like to choose which information to include, create a Custom Report (G).

Now that you are familiar with the Event Details and Reports sections you will find the remaining three, Cross-Event Reports, Labels and Badges and Attendee Directories, easy to navigate.

Manager - Bib Numbering Tool

RegOnline Support — Mon, 21 Apr 2008 22:15:44 GMT

This feature applies to Active Europe & Active Global accounts.

About the Bib Numbering Tool

The Bib Numbering Tool is used for races or similar events that will require you to generate and assign each registrant a unique race or bib number. You can use this tool to configure the range of bib numbers available for each of your registrants and assign them with a single click. You can set up multiple number ranges for each category of registrants if you are using Registrant Types in your event.

Field Definitions:

Event level - Use this first section to create a single range of Bib Numbers to assign to all of the registrants in your event. Each number will contain both a prefix and a suffix.

Prefix - Enter the first part of the bib number that will be used for each registrant.

You can enter up to 5 characters (numbers and letters) in this field.

For example: "A", "Race", "5K", "10K", "Men", "KIDS"

Starting Number - Enter the starting number that will be used for your bib number range.

Enter numbers only. You can enter up to 7 numbers in this field.
Numbers will be assigned in order by registration date using the first number entered in this field.

For example: "100", "1000", "0001", "200"

By type - Use this section if you would like to assign different Bib Number ranges to your various Registrant Types. Any entry here will override the Event Level numbers entered above.

For example: Lets say that you have Registrant Types or categories for a 5K race and a 10K race. You can use different prefixes and starting numbers for each Bib Number for each type, such as "5K-1000" or "10K-1000".

Assign - Click this button to save your entries and assign Bib Numbers to all of your registrants for this event.

Close - Click this button to cancel and return to the Manager window.

Additional Information:

Canceled attendees will not be assigned a Bib Number.

You can manually assign or change the Bib Number for any attendee after they have been assigned. Simply locate and edit the attendee's record, and then edit the personal information section.

Related Links:

Manager - Self Check-In Kiosk Configuration

RegOnline Support — Fri, 18 Apr 2008 22:22:16 GMT

About the Self Check-In Kiosk:

When your event is set to On-site Status, then you can configure an On-site Kiosk that allows registrants to check themselves in at the event. The On-site Self Check-In Kiosk enables registrants to confirm their attendance (changing their status to "Attended"), pay any outstanding balance, make last minute corrections to their personal information, and even print their badge. You can use this window to configure the settings used for an On-site Self Check-In Kiosk.

Each configuration is saved for the computer on which you are running the Kiosk. You can have multiple On-site Self Check-In Kiosks on separate computers with different configurations if needed.

Field Descriptions:

Edit Welcome Message - Click to modify the content or message that displays to registrants on the first page of the Self Check-In Kiosk.

Enable barcode scanning / search by Registration ID - Allows registrants to either scan the barcode from their registration confirmation or enter their registration ID number to begin their check-in process.

Require registrants to be paid in full to check-in - Enable this option to restrict registrants from checking in if they have an outstanding balance.

Allow credit card payment - If the registrant does have an outstanding balance, enable this option to allow them to pay the balance with a credit card in order to proceed with the check-in process.

Only available with a Merchant Gateway configured for the event.

Display this message if balance due exists - Enable this option to display a message to registrants if they have an outstanding balance instead of allowing them to pay with a credit card.

Click the link to edit the content in the HTML Content Editor.

For example: "Please proceed to the registration desk to make a payment"

Require Password - Enable this option to force registrants to enter their password in order to proceed with the check-in process.

Allow on-site registrations - Enable this option to allow new people or walk-in's to register themselves through the On-site Kiosk.

The Attendee Status for Attendees that are registered on-site, at the event, will be switched to "Attended" - indicating that they are checked-in.

If you are requiring registrants to be paid in full to check-in, and the new attendee's do not pay with a credit card through the Kiosk, then their status will not be changed to an "Attended" status and they will not be able to print their badge (if applicable).

Allow registrant to update profile - Enable this option to let registrants modify standard, personal information fields, such as address, company name, title, etc.

This does not allow registrants to change other registration data such as Custom Field and Agenda Item selections.

The First and Last Name fields can not be changed unless you have enabled Online Substitutions for your event. More info...

Allow registrant to print badge - Enable this option to let registrants print their badge after completing the check-in process. You must have a badge printer set up at your event to handle single badge printing.

Select Badge - Select the badge that you wish to use for this Kiosk.

You must have at least one badge created for your event. Show me how...

You can only have one badge selected for each computer/kiosk that you have set up at your event.

Edit Confirmation Message - Click to edit the message that displays to registrants once they have completed the check-in process.

Related Links:

Attendee Record - New Transaction

RegOnline Support — Thu, 03 Apr 2008 18:31:40 GMT

Attendee Record - New Transaction

This window is used to create a new transaction on an registrant record. It is important that you select the proper transaction type from this screen in order to reconcile the balance on an registrant record. Some mistakes are often difficult or even impossible to reverse. So, before creating a new transaction, we recommend that you understand how transactions work in RegOnline.

Field Descriptions -

Step One - Select Transaction Type

Cash Transactions - The options in this section are used to record payments from the registrant and refunds given to the registrant.

Online credit card payment - Select this option to charge money to the registrant's credit card online.

Only available if the event is set up with a Merchant Gateway for online credit card processing.
See complete instructions...

Online credit card refund - Select this option to refund money back to the registrant's credit card online.

Only available if the event is set up with a Merchant Gateway for online credit card processing, and the Merchant Gateway supports online refunds.
The Refund option may not be available on this page if you are using Authorize.net or the RegOnline Merchant Gateway. More info...
See complete instructions...

Enter a manual (offline) payment - Select this option to record a payment received from an registrant that is not an online credit card transaction.

Example: Check Payment, Purchase Order, Cash Payment, Offline Credit Card Payment, etc.
See complete instructions...

Enter a manual (offline) refund - Select this option to record a refund sent to an registrant that is not an online credit card transaction.

Example: Check Refund, Cash Refund, Offline Credit Card Refund, etc.
See complete instructions...

Revenue Adjustments - This option is used create manual charges and credits that will adjust the balance due on the registrant's record. Charges and credits created will adjust the revenue that is expected from this registrant.

Adjust this registrant's balance due - Select this option apply a manual charge or credit to the registrant's transaction record.

Example: Credit Due to Cancellation, Cancellation Charge, One-Time Loyalty Credit, Adjustments Due to Changes in Fees, etc...
See complete instructions...

Step Two - Online Credit Card Information

If you selected the option to process an Online Credit Card Payment or Online Credit Card Refund on the first step, then you will see a page to enter the registrant's credit card information to process an online credit card transaction.

Amount - Enter the appropriate amount to Charge or Refund the credit card.

Enter all amounts as positive numbers.

Credit Card - Select the credit card that you wish to use for this transaction.

Use the current number - If there is a credit card number stored on this registrant record, then select this radio button to use the current card number.
Use a new number - Enter a credit card number to use for this transaction if it is different than the one stored on the registrant record.

A credit card number entered here will not be stored on the registrant record. It will only be used for this individual transaction.

CVV Code - Enter the security code located on the back of the credit card if it is required by your Merchant Gateway.

Different credit cards sometimes refer to this code as the Card Security Code, CSC, CVC, CVC2, CVV, and CVV2 on the back of their card.
CVV Codes are never stored on the registrant record or in the RegOnline database. More info...

Expiration - Enter the credit card expiration date.
Card Holder Name - Enter the name as it appears on the credit card.
Return to top

Step Two - Enter a manual (offline) payment or refund

If you selected the option to Enter a manual (offline) payment or refund that will not be processed online to a credit card, then you will see a new page to create a manual cash transaction.

Transaction Info - Make the following entries.

Date - Enter the date for the transaction.

The default entry is today's date. However you can change this date if you wish.

Type - Select the type of manual transaction that you would like to use.

Cash Payment - for cash payments received from registrants
Check Payment - for check payments received from registrants
Check Refund - for check refunds given to registrants
Offline Credit Card Chargeback - adjustment to balance out a disputed charge when that charge has been reversed on the registrant’s credit card.

Not processed to a credit card online.

Offline Credit Card Payment - adjustment to balance out an offline credit card payment.

Not processed to a credit card online.

Offline Credit Card Refund - adjustment to balance out an offline credit card refund.

Not processed to a credit card online.

Other Payments - adjustment for payments made in cash, by purchase order, etc.
Other Refunds - manual adjustment for refunds to the registrant made in cash, by internal transfer, etc.
Wire Transfer Payment - for payments received via wire transfer
Wire Transfer Refund - for refunds issued via wire transfer

Amount - Enter the amount for the transaction.

Enter all amounts as positive numbers.

Notes (optional) - Enter any additional information that you would like to record with this transaction.

For example: Enter a check number if you are processing a check payment/refund or the reason for a charge or credit.

Create a corresponding revenue adjustment - Select this checkbox to create a charge or credit automatically to balance the attendees transaction record.

This option is only available if the payment or refund that you are creating will result in a positive or negative balance on the attendee's record.
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Step Two - Revenue Adjustments

If you selected the option to create a new Revenue Adjustment on the first step, then you will see a new page to create a charge or credit to adjust the balance on the registrants record. This adjustment will modify the balance due or owed by the registrant and therefore the revenue expected from this registrant. This is usually the first step before creating a cash transaction, such as a payment or a refund.

Date - Enter the date for the transaction.

The default entry is today's date. However you can change this date if you wish.

Type - Select the type of adjustment that you would like to use.

Offline Credit Due to Cancellation - Adjustment used when either the registrant cancels his/her registration, or the event is cancelled.
Other Charges - Adjustment used to create an extra charge on a registrant's record.

Example: Cancellation fees, One-time service fee, Adjustment to an increase in fees, etc.

Other Credits - Adjustment used to create a credit due back to the registrant.

Example: Discount for preferred customers, One-time loyalty credit, Adjustment to reduction in fees, etc.

Amount - Enter the amount for the charge or credit.

Enter all amounts as positive numbers.

Notes (optional) - Enter any additional information that you would like to record with this transaction.

For example: Enter the reason for a charge or credit
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Additional Information:

None.

Related Links:

Event Builder - Theme & Colors tab - Email Logo Upload

RegOnline Support — Thu, 24 Jan 2008 21:21:03 GMT

Event Builder - Theme & Colors tab - Email Logo Upload

The Email Logo Upload feature allows you to upload your organization or company's logo to your Event in order to display it in the header of automated emails sent from your Event to your registrants. This logo will appear at the top of any email (Confirmation or Reminder emails) that has the Event Theme applied to it.

See the related links below for further assistance applying a Theme to your Event Emails.

Field Descriptions:

Upload - Click this button to upload the selected file to your Event to be used as your Email Logo.

Browse - Click to browse your locate computer for an image to upload.

Delete This Logo - Click this link to remove the image from your Event.

Additional Information:

Since this logo will be used primarily on your Event Emails, it must be no larger than 300 pixels wide by 200 pixels tall. If you upload an image that is larger than these dimensions, then it will be automatically resized proportionately to fit within these dimensions.

Related Links:

Keywords: Email, Theme, Themes, Scheme, Format, Schemes, Template, Templates, Confirmation, Reminder, Styles

Event Builder - Discount Rule

RegOnline Support — Fri, 04 Jan 2008 15:09:34 GMT

Event Builder - Discount Rule

Common Questions:

About Group Discount Rules:

Discount Rules are rules that apply to groups of people that register together. You can use this section to create a discount rule that applies to Event Fees and/or Agenda Items / Fees selected by the various registrants in a group. For example, if you wanted to create a Buy-Two-Get-One Free discount for all or some of your registrants then you will create that rule here.

Note: Discount Rules will only apply to groups of registrants and never individual registrants. You can only have one Discount Rule active for an Event.

Field Descriptions:

Enable - Select/Clear this checkbox to turn on/off the Discount Rule for this Event. This can also be enabled/disabled from the Registration Rules section on the previous window.

The following fields will be used to define your Group Discount Rule:

When ___ [or more] people register, - Enter the minimum number of registrants that qualify for a group discount. Select the "or more" option in the second dropdown list to apply this discount to groups of at least the number you entered.

apply a discount of ___ - Enter the percentage or amount of the discount to apply to the group.

Percent/US Dollar - Select the appropriate type of discount that you wish to apply from the dropdown menu.

The currency displayed here is based on the default currency setting for the Event. You can change the currency for your Event on the Checkout page of the Event Builder.

to Additional ___ / All / Any Additional registrant(s) - After the minimum group size is met, select which members of the group are to be discounted.

Additional ___ - Use this option to apply the discount to an additional number of registrants over the minimum, and enter the number of extra registrants that will receive the discount.
Example: If your discount is something like "buy 3, get the next two at $50 off", select the "Additional" option and enter "2" in the number field.
All - Select this option to apply this discount to everyone in the group.
Example: If your discount is something like "groups of 4 or more receive 30% off each registration", select the "All" option here to apply this discount to all members of that group.
Any Additional - Select this option to apply the discount to all registrants over the minimum.
Example: If your discount is something like "register 3 at the regular price and all additional people in the group get $75 off each", select the "Any Additional" option here.

Apply this rule to all / selected items - Click this link to apply this group discount rule to either all of the fee items in your event, or just to specific items in your event.

When "all items" is enabled, the Discount Rule is applied to all Event Fees and Agenda Items with fees associated with them that your registrants select.

Your registrants must select the correct number of the same item to qualify for the discount. For Example: With a discount rule of "When 3 people register, apply a discount of 50% to additional 1 registrant", three registrants must all select the same qualifying item in order for the discount to take effect. This is true regardless of the number of items selected in the discount rule.

When "selected items" is enabled, a listing of all Event Fees and/or Agenda Items in your event displays. Check the appropriate boxes to apply this Discount Rule only to specific items.

Expire this rule (optional) - Check this box to cause this discount to end as of a date you specify. When checked, an additional field displays below.

Rule expires at midnight MST on - Enter the date for the last day that this Discount Rule would apply.

Group Discount message - This is the message that displays to registrants on the Start page of the registration form.

Default message: "Group discounts are available for this event."

"What's this?" pop-up message - This message appears to registrants when the click on the "What's this?" link from the Start page next to the Group Discount message. The message automatically appears when a Group Discount Rule is defined in this window. The text here changes based on the entries made in the first set of fields in this window (When ___ people register...).

We recommend that you do not change this content. You can enter any message that you wish into this field using the HTML Content Editor, however changing any part of the text will cause the automatic merge of data from the Discount Rule fields to no longer function.
Click the "restore default" link to restore this message to the default value, which is based on the entries made in the "When ___ people register..." line in this window.

Additional Information:

Here is the order in which discounts and taxes are applied to fees on a registration form. This is calculated on the payment or checkout page at the end of a group registration.

Regular Fee
Early-Bird discount or Late Fee applied
Group Discount applied
Discount Codes (if applicable) applied
Taxes (if applicable) applied

= Total Charge

Keywords: group, groups, discount, discounts, minimum, maximum, group rate, rates

Event Builder - Conditional Logic Settings

RegOnline Support — Thu, 20 Dec 2007 16:34:58 GMT

Event Builder - Conditional Logic Setup - Select Multiple Items

About Conditional Logic:

Conditional Logic can be used on Custom Fields and Agenda Items to display certain items or questions based on the selection or answer of a previous item on the registration form.

For example, if you wanted to display a question to registrants asking them what type of golf clubs they need, but only if they check a box indicating that they will need to rent golf clubs, then you can use the Conditional Logic features to set this up.

Each conditional display option has, essentially, two components; a Parent item and a Child item(s). The Parent item or field is the controlling item that determines whether or not the connected Child items will display to registrants. Parent items can only be setup using the field types Checkbox or Multiple Choice (radio buttons or dropdown menus). Child items will only allow you to connect to Parent items that preceed it in the list and have the appropriate field type.

One Child item can have multiple Parent items, so that the Child item will appear to registrants if they answer one Parent item or the other. Use this page to select the multiple Parent items that you would like to associate with this Child. More on Conditional Logic...

Field Descriptions:

Clear All - Use this button to clear all of the selected Parent items for this Child.

Select the appropriate Parent items - The items in this list are items that can be used as the controlling field or Parent item for this Child.

This list will only display items that:

Are setup with the field type Checkbox or Multiple Choice (radio buttons or dropdown menus)
Are not already connected to another Parent item (i.e. other Child items)
Preceed it on the registration form

For example: if you are working on a Custom Field on the Personal information page that is the 5th item on the list, then you will only be able to choose from items in the 1st-4th position on the Personal Info page

Additional Information:

Click on the button at the top of this page to watch a short video training on this topic.

Related Links:

Event Builder - Emails Tab

RegOnline Support — Tue, 30 Oct 2007 14:38:38 GMT

Event Builder - Emails tab

Related Links:

About Event Emails:

This section of the event builder allows you to specify whether to send emails to your registrants in particular situations, and the content of those emails. For example, you can set up a reminder email to send to registrants when they update their registration record, when they start but do not complete their registration, and more, along with the exact content of each email.

For notification emails sent to the event administrator, the notification is sent to the email address in the Contact Email Address field in the Registration Form Pages section, Start Page. Click the "Email you a notification" link to add other email addresses to receive an alert or notification email.

Field Descriptions:

To New Registrants section – Check the boxes in this section to send an email to attendees when they register for your event. Click the text link on each line to open a Content Editor window where you can specify the content of the email that is sent.

When a new Registrant completes their Registration: – These settings determine whether to send an email whenever a new registration is completed.

Email a confirmation to the registrant - When checked, a confirmation email is automatically sent to all new registrants.

Email you a notification - When checked, a short notification email is sent to you (the event administrator) to alert you that a new registration has been completed.

Schedule a reminder email for the registrant - When checked, an email is sent to your registrants reminding them that they are registered to attend your event.

When a registrant does not complete their registration: – These settings determine whether to send an email when a registrants begins but does not finish registering for your event.

Send a notification email to the registrant - When checked, an email is sent to the registrant advising them that their registration was not completed, including a link to their incomplete registration, so they can click to try again.

To Returning Registrants section - Check the boxes in this section to send an email to current attendees when they modify their registration record. Click the text link on each line to open a Content Editor window where you can specify the content of the email that is sent.

When a Registrant updates their Registration: – These settings determine whether to send an email when an existing attendee makes changes to their registration.

Email a confirmation to the registrant - When checked, a confirmation email is automatically sent to the registrant confirming that their changes have been completed.

Email you a notification - When checked, a short notification email is sent to you (the event administrator) to alert you that a registration has been updated.

When a Registrant substitutes another person: – These settings determine whether to send an email when an existing attendee changes the name and email address fields in their registration record.

Email a confirmation to the registrant - When checked, a confirmation email is automatically sent to the registrant confirming that their substitution has been completed.

Email you a notification - When checked, a short notification email is sent to you (the event administrator) to alert you that an attendee has substituted another person.

When a Registrant cancels their Registration: – These settings determine whether to send an email whenever an attendee cancels their registration.

Email you a notification - When checked, a short notification email is sent to you (the event administrator) to alert you that a new registration has been completed.

Additional Information:

Emails from Copied Events - If you have copied a previous event then it may have some information left over from that old event such as incorrect dates, subject lines, sender names & email addresses, or other information. Emails have both an HTML version and a TEXT ONLY version - you will need to check both versions for accuracy. Be sure to check all of the correspondence emails that will be sent to your registrants. Including - Confirmation emails, Alternate Confirmation emails (for each Registrant Type), Incomplete email notification, and Reminder Emails. You can also test these emails to verify their content.

Keywords:email

Manager - Button Designer

RegOnline Support — Wed, 29 Aug 2007 15:19:55 GMT

Manager - Button Designer

About the Button Designer -

The Button Designer tool allows you easily create HTML code to insert into your own website or email that will direct registrants directly to your registration form.

You can use this tool to create a dynamic:

Register Now Button
Flash Image/Button
Text Link
Inline Form (iFrame)

Field Descriptions -

Step 1 - Select the type of link you'd like to create - Use this first screen to select the type of item that you wish you use to direct registrants to your registration form.

Button - This option will provide you with various button images that link out to your Registration form or Event Webiste.

Flash Widget - This option creates a Flash image or button that displays the event title, location, start date, and number of days until the event start date.

Text - This option creates a hyperlink in text format that will take registrants out to your registration form or event website.

Inline Form (iFrame) - This option provides you with HTML code that can be inserted into your own website to display the registration form in an embedded iFrame.

Click Next to continue to the next page.

Step 2 - Choose a destination page - Use this page to select the destination of the link or button that is created.

Registration Form - Select this option to direct registrants to the welcome page of your registration form where registrants begin the registration process by entering in their email address and selecting their registrant type.

Event Website - Select this option to direct registrants to the details page that can be created for your event

See the related links below for further assistance with the Event Website.

Account Level Event Calendar - Select this option to direct registrants to view a calendar of all active events in your account.

Open link in a new window - Check this box if you wish for the link to open in a new browser window (inserts the HTML code "target=_blank"). Not visible for the iFrame option.

Click Next to continue to the next page.

Step 3 - Customize - Use this page to further customize the look and content of your button or link. Not available for the Flash Widget or iFrame option.

Button - Type in the text that you want to appear on button and choose the style of button that you wish you use.

Text - Type in the text that you want to use for this hyperlink.

Example: "Register Now!"

Click Next to continue to the last page.

Step 4 - Select the Code below and include it on your website - Simply highlight the HTML code that is provided on this page, copy the code, and insert it into your own email or website (you may need to provide this code to your webmaster to publish to your website or email.)

See the related links below for assistance using RegOnline's email broadcast tool (RegMail).

Additional Information:

RegOnline will not be able to provide technical support when editing your own website or publishing this code into your own content.

Related Links:

Event Builder - Event Website - Agenda Options

RegOnline Support — Thu, 16 Aug 2007 19:29:04 GMT

Event Builder - Event Website - Agenda Options

About Agenda Options - This section displays a listing of the agenda items that have been set up in this event. Registrants can view the agenda items based on registrant type (if registrant types are used).

Show/Hide - Click on the text link to display or not display this content on your event website.

Edit – Click this link to specify which Agenda Items / Fees are displayed on the event website. This will open the Agenda Item Options window.

Include on Website - Check the box next to the agenda item / fee to display the item on the Agenda tab of the event website.

Note that only those agenda item that have been selected to display on the agenda website display here.

See the Related Links below for more information about agenda items.

Additional Information:

None.

User's Guide - Event Builder - Agenda page - Define Agenda Item