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Event Build Training

Last post 03-17-2009, 11:15 AM by RegOnline Support. 0 replies.


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03-17-2009, 11:15 AM 4009

RegOnline Support
Joined on 06-30-2006
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Event Build Training

This training is designed to help you create your first registration form.

Emails

Welcome to the RegOnline Event Build Training Series! The following training videos are designed to help you build your first registration form. Each section of the registration form is listed below, accompanied by a video introduction. We recommend that you watch each of these videos before beginning to build your first registration form. Next to each video you will notice links to relevant articles to help you get the most out of your registration form.

The Start Page

The Start Page is where you enter basic event details, such as your event's title, location and date. You can also create a custom web address for your registrants to use to access your registration form. Click the image below to watch a short video on the topic.

Video Tour (2:28)	Related Links
	What is a custom URL, and why should I use one? How do I change the time zone for my registration form? How do I allow my registrants to contact me while keeping my email address private? How do I set up a single registration fee for my event? How do group registrations work? How do I setup group discounts?

The Personal Information Page

The Personal Information page is used to collect information about your registrant, such as their First Name, Company and Phone Number. You can add your own custom questions by creating Custom Fields. Watch a short video on the topic.

Video Tour (1:39)	Related Links
	How do I define a custom field? How do I ask registrants to include a bio or document with their registration? How do I change the order of Custom Fields? How do I allow my attendees to upload a photo of themselves?

The Agenda Page

The Agenda page is the core of your registration form. Here you can display your event's schedule, and allow registrants to select any optional activities or workshops that you are offering. You can configure Agenda Items to only be visible to specified registration types, allowing you to display different options for each registration type. Watch a short video on the topic.

Video Tour Part One (4:59)	Related Links
	How do I create an Agenda item? How do I charge fees for optional activities? How do I ask a Yes/No question on my registration form? How do I allow my exhibitors to select their booth? How do I add registration fees to my event?

Video Tour Part Two (10:40)	Related Links
	How do I create early bird registration fees for my event? How do I create a discount code? How do I use the automated Waitlist functionality? What is the difference between the various Field Types? What is Conditional Logic and how do I use it in my event?

The Lodging & Travel Page

Use the Lodging and Travel page if you would like to collect information from your registrants needed to book hotel and travel reservations. If your registrants will be booking their own accommodations, you can use this page to display recommended hotels, or general travel information. Watch a short video on the topic.

Video Tour (1:46)	Related Links
	How do I create lodging in my event when I book the rooms? What are the options to collect lodging information for my event? How do I use Passkey to book lodging for my event? How do I create hotel booking dates or room blocks? How do I use the Merchandise page?

The Merchandise Page

The Merchandise page is the best place to provide your registrants the option to buy physical products such as t-shirts and DVDs. Different from the Agenda page, the Merchandise page is seen by all Registration Types, and is only displayed once during Group Registrations. Watch a short video on the topic.

Video Tour (3:57)	Related Links
	How do I set up my event to process credit cards online? How do I use the Merchandise page?

The Checkout Page

The Checkout page is last page of the registration form. Your registrants are given the opportunity to review their selections, make any necessary changes, and complete their registration. Use this page to select which payment methods you will accept, and configure credit card processing. If your regsitration form does not have fees, you can disable the payment options portion of this page.

Video Tour (6:41)	Related Links
	How do I set up my event to process credit cards online? What are the various payment methods available in RegOnline? How do I setup a custom payment option? How do I define a new tax? How do I change the currency for my event? How do I include terms and conditions for registrants to accept?

The Confirmation Page

The Confirmation page displays once your registrants have completed the registration form. You can choose to add a custom message to this page, and even enable a number of convenient features such as an 'Add to Calendar' button or a Link to a Map and Directions to your event. Watch a short video on the topic.

Video Tour (1:54)	Related Links
	How do I change the message that displays on the confirmation page? How do I customize the info that appears in an Outlook calendar appointment? How does the Tell-A-Friend feature work? How do I add a link to a map and directions to my registration form?

Emails

Customize the content of your confirmation emails, enable administrative notifications and even schedule reminder emails to be sent to your registrants. Configure a notification email to be sent to you whenever a registration is completed, updated or canceled. Watch a short video on the topic:

Video Tour (3:09)