Your Knowledge Base is moving on 3/25/24! Our new Help Center provides all the articles you know and love (plus so much more) in a one-stop shop. Ask your SPoC for details!
Be sure to check out the Events - Back to Basics Webinar for an introduction (or refresher!) for all things Events. Filled with great examples and a holiday theme, it's a festivus for the rest of us! And if you're making the leap to Widgets, check out Event Widgets to get started.
Creating an Event Registration
Create the Event in the Platform; see this article for tips.
Take a sneak peak the Event before sharing it with others. A simple way to do this is to set the Event’s Visibility Level to 5-Hidden: URL Required and then view the signup using the direct URL. You can use 2 different types of urls:
Hidden URLs: Use the Event Signup snippet with
the Event ID
Public URLs: replace the Event ID for the signup page:
Once complete, you can direct potential registrants to the Event Calendar or provide them a direct link to the desired Event on the Event Calendar.
User Walk-Through
Once an individual clicks Sign Up:
The individual is required to provide the attendee’s First Name and Last Name. Either Email OR Phone is required (even though both have a red asterisk). Address information is not required in this step.
Note: It is not possible to change the required information or the text for the field titles in this section.
If the individual logs in, they have the option to pre-fill the contact info fields with the info of anyone in their Household.
It is not possible to configure the way the names appear in the drop-down or which fields auto-populate. Also, if a user logs in, chooses a pre-fill option and overwrites the pre-filled values, this will not update a person's Contact record. Rather, it will be recorded on the Notes field of the Event Participant record. To change the information that pre-fills, a user needs to make a change on their My User Account page.
If the Household has a Home Phone, the home phone will appear for the Attendee's Phone Number. If the Home Phone is null, however, each individual's Mobile Phone will appear from their Contact record.
Note: You can require registrants to log-in before they sign up for your event by setting "Force Login" to Yes on the Event record.
If you associated a Custom Form with your Event, the individual will complete the necessary Custom Form information. Note that custom forms are required per registrant, not per transaction.
What happens next depends on whether the Event is free or requires payment:
Free Events: so long as nothing else is in the individual’s cart, clicking Next finishes the registration process and a confirmation page is displayed. From the confirmation page, the individual has the option to Add
Another Person.
Payment-Required Events: clicking Next takes the individual to the Transaction Summary page, which allows you to Add Another Person or simply move on to Complete Transaction and provide payment information.
As people register for events on the Portal, registrant information is logged in the Platform. Check out this article for information on managing registrations in the Platform.
If desired, a SPoC can setup a Process to email someone each time someone
registers for an event.
Variations on URLs
Guide the user to a specific part of your registration, or require log-in, by adjusting the URL.
Base URL: All links will start with <your_domain>/portal
https://www.samplechurch.com/portal
Require Login: Prepend the Event Detail portion of your link with /login.aspx?ReturnUrl=
