All posts by pnunes

Source Code

Current Source Codes

1. Click on the Plus () icon in the tools section of your Current Source Code Box.

2. An edit box will show at the top of the screen.

Source Code Details Tab

Source Code: Enter the title of the Source Code.
Description: Enter a brief description of the Source Code.
Rate Code: Selecting this will have a Source Code reflect a certain price across reg types and products.
Reg Type: Attaching a Reg Type to a Source Code will change a registrants Reg Type to the one selected affecting products and prices.
Product Group: Attaching a Product Group to a Source code will cause the selected product group to show during the registration process on the products stage
Internal Use Only: Selecting Yes or No to make only available for admin use.
Enforce Limit: Select Yes or No to limit use of Source Code to set quantity
Length to Check By: Set numaric value to keep Source Codes
Quantity Mailed/Available: How many times a Source Code can be used.
Sort Order: Where the Source Code will fall in the Source Code list.

3. Click the Save Icon () in the tools section of the Source Code Detail Box.

To edit a Source Code:

1. Click on the edit icon () in the Source Code row you would like to edit.

2. An edit box will show at the top of the screen. See field descriptions above ^

3. Click on the Save Icon () in the tools section of your Current Source Code Details Box.

To delete a Source Code:

1. Click on the Delete icon () in the Source Code row you would like to delete.
!Please make sure you want to delete this Source Code versus not use it!

To Import Source Codes:

1. Click on the Import () icon in the tools section of your Current Source Code Box.

2. An Import Source Code box will show at the top of the screen.

Import Source Codes Tab

Step 1. Setup your file layout: In this section, specify each column with the descriptions that explained above ^. If you do not want a specific column then leave that drop down ‘Skip’.
Step 2. Select File: Choose a Tab-Delimited file by clicking the ‘Select’ button, browse for the file, select it and then click the ‘Upload and Import Now’ button.

Demographics

Adding a new Demographic Question

1. Click on the Plus () icon in the tools section of your Questions Box.

2. An edit box will show at the top of the screen.

Question Details

Question Number: The question number is the order each question will appear. Question numbers must be unique.
Question: Enter the question text.
Single/Multiple Choice: Select in the dropdown whether the question can have a single answer or multiple answers
Required: Select YES/NO if you want the question to be required or not.
Drop Down: Select YES/NO if you want the answer type to be a drop down or not.
Columns: Select the number of columns the answers will be.
Free Form: Select YES/NO if you would like the answers to be free form text.
Internal: Select YES/NO if you want the answers to be displayed internally only.

3. Click the Save Icon () in the tools section of the Answer Box.

To edit a Question:

1. Click on the edit icon () in the Question row you would like to edit.

2. An edit box will show at the top of the screen. See field descriptions above ^

3. Click on the Save Icon () in the tools section of your Questions Box.

To delete a Question:

1. Click on the delete icon () in the Question row you would like to delete.

Adding a new Demographic Answer

1. Click on the Plus () icon in the tools section of your Answers Box.

2. An edit box will show at the top of the screen.

Answer Details

Answer Code: Each answer will have its own unique answer code.
Answer: Enter the Answer label.
Sort Order:The sort order number is the order each answer will appear.
Free For /Open Answer: Select YES/NO if you would like the answer to be free form text.
Free Form Answer Required: Select YES/NO if you would like the free form answer to be required.
Use a Comment Box: Select YES/NO if you want the to provide a comment box or not.
Free Form Prompt: This text will be what is in the prompted in the free form text box.
Visitor Type: Select the Visitor Type
Internal Use Only: Select YES/NO if you want the answers to be displayed internally only.
Product Group: Select the Product Group that you would like to attach this answer with.

3. Click the Save Icon () in the tools section of the Answer Box.

To edit a Question:

1. Click on the edit icon () in the Answer row you would like to edit.

2. An edit box will show at the top of the screen. See field descriptions above ^

3. Click on the Save Icon () in the tools section of your Answer Box.

To delete a Answer:

1. Click on the delete icon () in the Answer row you would like to delete.