All posts by ctheall

Attendee Register Application

Editing your Default Menu Flow

1. Adding stages to your “Default Registration Flow” by clicking the add icon ()
2. A menu will appear above “Menu Flow Details”

Stage Number This number is auto populated in where this stage will fall in the registration flow
Stage Name The name of the particular stage

Available Stage Names:

Menu
Address
Products
Session
Transactions
Final
ReferAfriend
Guest
Agenda

Use HTML Page Select from the drop down to use the matching HTML page
HTML Page to Display Choose from the drop down of your available HTML pages.
Product StageChoose if this stage is your product stage from the drop down
Guest Stage Select yes/no from the drop down if this stage is a guest stage
Optional Session Stage Select from the drop down if this stage can be skipped.
Hotel Stage Select from the drop down if this stage will be used as hotel selection

3. Click save in the upper right hand corner
4. To edit your existing “Default Registration Flow” click the edit icon ()
5. A menu will appear above. Please see above instructions
6. To delete a stage click on the trash icon ()

Editing your Current Menu

1. To add a new menu group name click the plus icon ()
2. a Menu will expand

Group Name
Welcome text
Footer Text
Header Text
Header File
Footer File
Step 1 Logo
Step 1 Text

Step 5 Logo
Step 5 Text

3. Click the save icon ()
4. Expand the current menu group to and click “New Menu Option”
5. On the right under menu details you can begin entering the menu details

Menu Details

Menu Name
Menu Reg Types
Address Template

Webcast Setting

Producer (PRD)
Slide Group
Live Embed

Advanced settings

Cancelled Reg Type
Guest Reg Type
Guest Address Template
Include Member Lookup Functionality:
Include Refer A Friend Functionality:
Menu Url (Closed Page)
EmbedLink

Menu Flow

1.To edit menu flow click on the Edit Icon ()
2. A Menu Flow Details will appear above.

6. Click the save icon () in the upper right of “Menu Details”

Stage Overrides

1. To add a “Stage Override”click the plus icon() on the right
2. The Menu Override Details will populate above

Stage for Override
Key Field
Key Value
HMTL File
Override Optional Session Stage:

3. Click the Save Icon () in the upper right of “Menu Override Details”
4. To Edit Override click on the edit icon() under Stage Overrides

Attendee Buttons

1. To add an Attendee Button click the plus icon on “Attendee Buttons” ()
2. A “Button Details” Menu will appear above.

Button Name
Button Text
Css Class
On Mouse Out
On Mouse Over

3. Click save in the upper right of “Button Details”
4. To Edit Button click on the edit icon ()

Product Category Maintenance

Add/Update a Product Category

1. Click the plus icon () in Current Categories to add a new Product Category

Category List: The Name of the Category list
Value: Title of the first entry
Sort Order: sort by alpha numeric
Background Color: Select a color from the drop down to change he background color.

2. Click the save icon () in the upper right to save any changes
3. You newly added product will appear on the right in Category Details For:
4. To add new category click the plus icon ().
5. A menu will appear above with the field listed above.
6 Click the save icon () to save your entry

Session Maintenance

Current Sessions & Speakers

1. Click Sessions tab to see all current sessions
2. Add a new Session on the right under Session Details

Session Code: The unique ID of the session
Location: The location of the session
Product Limit: Set a numeric value to limit registrations for this session
Start Time: The start time of this session (MM/DD/YYYY 00:00 AM/PM)
End Time: The end time of this session (MM/DD/YYYY 00:00 AM/PM)
Duration: Length of the session
Session Status: Select the from the drop down the session status.

  • Not Selected
  • Pending
  • Under Review
  • Approved
  • Rejected

Session Type: Check the box if this is a Session Type
Proposal: Check the box if this a proposal
Approved Session: Check the box if this an approved session
Agenda Builder Item:
Brief Description/Title: Enter the Name of the session
Detail Description:
Learning Objective:
Topic:
Focus:
Level:

3. Click the Tab Session Demographics to see the demographics being pulled for these sessions
4. Click the Speakers tab to Manually add a new Speaker
5. Click the save icon ()in the upper right of Session Details to save your changes.
6 Under Current Sessions & Speakers click the tab to see a full list of all the speakers registered.

Agenda Builder Maintenance

General

1. Click the General Tab to complete the information

Default Product Group ID: Product group used if non assigned.
Category 1 Label…Category 4 Label:
Close File (html): Html file used to signify your event closed
Header File (html): Html file used top of the page.
Footer File (html): Html file use to complete the bottom of the page

2. Click the save icon () to save your edits

Options

1. Click the Options Tab to complete the information

Allow for New Attendee: Allows for new attendee registration
Show Speaker Column: Select yes/no to show speaker column
Show Speaker in Popup: Select yes/no to show speaker in popup
Send Email: Select yes/no if you wish to send email

2. Click the save icon () to save your edits

Text Instructions

1. Click the Text Intructions Tab to complete the information

Welcome Text:  Enter text here to be seen on the Welcome page.
Index Header Text: Enter text here to be seen in the Index Header.
Index Footer Text: Enter text here to be seen in the footer of the Index
Schedule Information: Enter text for the Schedule instructions.

2. Click the save icon () to save your edits

Session Management Maintenance

General

1. Click on General Tab to complete information

Speaker Admin Email Address: The Speaker’s email
Header File: Header Html file.
Speaker Admin Name: Speaker name that will show on emails.
Footer File: Footer Html file.
HTML Close File: Html Close file when conference has completed.

2. Click the Save icon () to save your changes

Login

1. Click on Login Tab to complete information

Enable New Speaker Link: Allows speaker to creak a record
Login Welcome Text: Welcome text on main page
Login Instructional: Instructions to be entered for reg.

2. Click the Save icon () to save your changes

Landing Page

1. Click on Landing Page Tab to complete information

Update Edit Contact Info: Select yes/no from the drop down to allow contact information editing.
Update Edit Biographic Information: Select yes/no from the drop down to allow editing of Biographic information.
Update Edit Proposals: Select yes/no from the drop down to allow proposal editing
Update AV Requirements: Select yes/no from the drop down to allow editing of AV Requirements
Enable Release Agreement Link: Select yes/no from the drop down to allow Release Agreement link to be activated
Enable Session Roster Dropdown: Select yes/no from the drop down
Enable Upload Photo Link: Select yes/no from the drop down to allow a record to upload a photo.
Speaker Landing Page Help Msg: Enter in message to help Speaker registration assistance
Speaker Landing Page Footer: Enter text here that will be seen at bottom of landing page.

2. Click the Save icon () to save your changes

Contact Information

1. Click on Contact Information Tab to complete information

Speaker Address Screen: Select from the drop down an “Address Template”l
Contact Information Instructional Text: Enter in instruction for the Contact Record

2. Click the Save icon () to save your changes

Biographic Information

1. Click on Biographic Tab to complete information

Include Resume Option: Select yes/no from the drop down to allow Resume Option.
Make Biography Required: Select yes/no from the drop down if a biography is required.
Enable Default Biography Link: Select yes/no from the drop down to enable default Biography link.
Text for Default Biography Link: Enter text for the Default Biography Link.
Make Resume Required: Select yes/no from the drop down if a resume upload is required.
Make Credentials Required: Select yes/no from the drop down if record credentials are required.
Bio Page Instructional Text: Enter text for Bio Page Instructional Text
Bio Header Text: Enter text to be seen in the header of the Bio page.
Resume Header Text:Enter text to be seen in the header of the Resume page
Sample Speaker Bio: Enter text for the Sample Speaker Bio.

2. Click the Save icon () to save your changes

Proposal Setup

1. Click on Proposal Tab to complete information

General

Display Learning Objective: Select yes/no from the drop down to Display learning Objective.
Allow New Proposals: Select yes/no from the drop down to allow new proposals.
Display Duration Drop Down: Select yes/no from the drop down to display duration of proposal.
Presentation Instructional Text: Enter text for Presentation directions.
Title Text: Enter text for the Title text.
File to Upload header: Choose the file to show the header
Presenter Address Screen:Select an Address Template from the drop down

2. Click the Save icon () to save your changes

Proposal Text

Proposal Description Header Text: Enter text here to add a Proposal Description in the Header.
Proposal Description Footer Text: Enter text here to add a Proposal Description to the Footer.

Learning Objective Text

Learning Objective Header Text: Enter text here to add a Learning Objective the Header.
Learning Objective Footer Text: Enter text here to add a Learning Objective to the Footer.

Track Information

Display Categories:: Select yes/no from the drop down to display track categories.
Track Header.. Track 3 Header: Enter text here to add a header to the track page.
Track Footer: Enter text here to add a footer to the Track page.

Co-Presenter Information

Number of Co-Presenters: Select from the drop down the number of Co-Presenters there will be.
Co-Presenter Header Text:Enter text to be placed in the Co-Presenter header.
Co-Presenter Footer Text: Enter text here to be placed in the Co-Presenter footer.

2. Click the Save icon () to save your changes

A/V Information

1. Click on A/V information Tab to complete information

Enable Default AV Requirement Link: Select from yes/no from the drop down to enable the Default A/V requirements link.
AV Instructional Text: Enter text here to add instructions for A/V.
Default AV Requirements:Enter text here for the Default A/V requirements.

2. Click the Save icon () to save your changes

Import Source Codes

Coming Soon

Setup your File Layout

1. To set up your source code import file in an excel spread sheet.
2. Label each row with the corresponding header.
3. Save the excel file as “Tab-Delimited” file.
4 Select from the dropdowns the available options to match each column of your file.

(See Source Codes)
Skip:
Catalog:
Description:
Internal Only:
Product Group:
Quanity Mailed:
Rate Code:
Show Type:
Sort Order:
Source Code:
Source Code Check Length:
Use Limits (1= Yes/ 0= No):

5. One all headers are properly chosen click the select button to choose your ‘Tab-Delimited’ File to import.
6. Click ‘Upload and Import Now’

Email Templates

Adding a New Email Template

1. On the right of Reoccurring Distributions Click the plus icon () to start the one time distributions process.

2. A window will appear above to edit your information. Editing your emails is much like editing an HTML Pages.

Save As: The name of your Email Template
Subject: The subject of the email your registrant will see in their email.
Insert Merge Field: Choose from a drop down list of merge fields to include in your email template.

3. Click save icon () in upper right to save changes

4. Click “Send Sample” button to send your self a test example

5. To edit existing ‘Email Templates’ click on the edit icon ()

    • When creating event there are several email templates available for you to edit
    • Emails Include:

Email: Email template that will be sent to registrants
Final Page: Final page that is seen at the end of registration (Final.html pulls this page using merge field [[confirmation]]
Final Email Reminder: Final email reminder template
Pending Email: Email template that can be sent to unfinished records

Reoccuring Distributions

Adding a Reoccuring Distribution

1. On the right of Reoccurring Distributions Click the plus icon () to start the one time distributions process.

2. A window will appear to edit your information

Distribution Name: The name of your Distribution
Document to Email: Choose from the drop down the email template you have created for the distribution.
Person to Email Select from the drop down who is receiving the email, a registrant, exhibitor, or sales person
‘From’ Email Address: Enter the email that this email is being sent from
Sender/From email Name: Enter who the email is coming from
Starting Date: Enter the Start date of the email mm/dd/yyyy
Starting Time: Enter the Start Time of the of email to be sent out 00:00 AM/PM
Ending Date: Enter the End Date of the email to be sent out mm/dd/yyyy
Ending Time: Enter the End Time of the of email to be sent out 00:00 AM/PM
Server to Email From: Choose from the drop down the proper mail server to use.
Filter Type: Select from the dropdown to send to ‘All records’ or ‘Custom Filter’

Choosing a Custom Filter

  1. Field To filter on: These options consist of different merge fields used throughout the registration process. You can choose a filter based one what criteria you wish to email an attendee on, whether its an answer to specific demographic question, showtype, amount paid, etc
  2. Value to Filter on:Enter the answer, showtype code, amount paid, etc in this area
  3. Operator to Use:Select from several option that best fist your filter (equal to, less than/equal to, great than, etc.)
  4. Merge Filter: Click merge filter to merge together your selections

3. Click save icon () in upper right to save changes

4. Click “Send Sample” button to send your self a test example

5. To edit existing ‘Reoccuring Distribution’ click on the edit icon ()

One Time Distributions

Adding a One time Distribution

1. On the right of One Time Distributions Click the plus icon () to start the one time distributions process.

2. A window will appear to edit your information

Distribution Name: The name of your Distribution
Distribution Type: Choose if the distribution is one email, a 24 hour distribution or a reminder email.
Document to Email: Choose from the drop down the email template you have created for the distribution.
Send to: Select from the drop down who is receiving the email, a registrant, exhibitor, or sales person
Email Address: Enter the email that this email is being sent from
Sender/From email Name: Enter who the email is coming from
“BCC” Email Address
Seed Email Address: This email address will be sent the first email of distribution to ensure the email has been sent.
Starting Date: Enter the Start date of the email mm/dd/yyyy
Starting Time: Enter the Start Time of the of email to be sent out 00:00 AM/PM
Ending Date: Enter the End Date of the email to be sent out mm/dd/yyyy
Ending Time: Enter the End Time of the of email to be sent out 00:00 AM/PM
Distribution Status: This section will tell you if the Distribution has is pending, approved, or completed
Server to Email From: Choose from the drop down the proper mail server to use.
Distribution Dupe Criteria
Suppression Filter
Sales Person’s Email Address
Filter Type:

Choosing a Custom Filter

  1. Field To filter on: These options consist of different merge fields used throughout the registration process. You can choose a filter based one what criteria you wish to email an attendee on, whether its an answer to specific demographic question, showtype, amount paid, etc
  2. Value to Filter on:Enter the answer, showtype code, amount paid, etc in this area
  3. Operator to Use:Select from several option that best fist your filter (equal to, less than/equal to, great than, etc.)
  4. Merge Filter: Click merge filter to merge together your selections

3. Click save icon () in upper right to save changes

4. Click “Send Sample” button to send your self a test example

5. Click “Get Number of Records” button to see exactly how many people will receive email.

6. Click “Add Shows” button if you wish to include previous shows in distribution.

Financial Processor Setup

Current Financial Processor Setup

1. Choose a Credit Card Processor from the dropdown to the right. Options include:

None
Verisign-PFP
AuthorizeNet
ICVerify
CyberCash
CyberSource
CyberSource (Old)
Other
PSI Gate
Paypal
WellsFargo
PaypalAPI
Paymentech
NMI

2. Choose a Card Processor Method from the drop down on the right.

  • This will determine if money is processed in real time or stored in the database for processing later

None: Funds are not stored
Internal Batch/External Batch: Funds and Charging information is stored for processing at a later date
Internal Realtime/External Realtime: Funds are charged and processed in real time
Internal Realtime/External Batch: Funds are charged internally in back end in real time but not externally through registration process
Internal Batch/External Realtime: Funds are stored internally, but charged through registration in real time.

3. Enter an Application to run in the entry box to the right; This will be the password to your funds processor.

4. Enter the Sever Host in the entry box to the right.

5 Enter the Reference Number in the entry box to the right.

6. Enterthe Merchant Descriptor in the entry box to the right.

7. Click the save icon() in the upper right of the Current Financial Processor Setup to save all changes.