Editing Online Event Information

Before an event appears online, you need to adjust its Online Event Information. Each event in EventPro Planner has its own set of online options. This allows you to enter a different header logo and acquire different attendee information for each event, according to the fields you add to the registration form.

Please note that as a very minimum before publishing an online event, you should:

•	Enter Admin and Event Passwords for the online event.

•	Select at least one Entry Field for registrants to fill out.

More details on these steps are provided below.

1.	In EventPro Planner, go to the Event Maintenance screen (click the Event header button, or select View \| Events). Find the event you want to put online with Attendee Online.

2.	Click the Options button in the upper right corner and select Edit Online Event Information.

_img989

3.	The Online Event [Edit] window appears. There are six tabs in this window: General, Description, Header Image, Entry Fields, Page Options, and Notification Options.

_img990

Details:

a.	Event Code: The Event Code will default in. It is your EventPro Planner License ID number, followed by a hyphen and the booking number of the event. To find your License ID, click Help \| About in EventPro Planner's main menu.

Event Name: The Event Name will default to the name of the event, but if you want to change how the event name will appear on the website, you can enter a new name here. This Event Name plus the start and end date of the event will form the Event Caption (Event Name from Month-DD-YY to Month-DD-YY), which you can later choose to put on each page of the registration form (see Page Options: General).

c.	Event Location: This will default to the Event Location you chose when booking the event, but you can type in a different location if you wish.

d.	Start Date and End Date: The Start Date and End Date will also default from the event, but you can change them for the purpose of how they appear online by selecting new dates from the drop-down calendars.

2.	Logins: You must have an Admin password and Event password in order to publish the event.

a.	Admin Password: Enter the password that will be used for administration login. Passwords are case sensitive. Logging in as an administrator gives you access to the Administration Menu. For instructions about using the Administration area of Attendee Online, see Administration in Attendee Online.

_img992

b.	Event Password: Enter the password that will be used for logging in to the event. Passwords are case sensitive. Logging into an event gives you access to this menu:

_img991

3.	Attendee Type and Status:

Default Attendee Type: You set up the event's Attendee Types earlier in Event Setup. Review Chapter 5: Set Up an Event, Attendee Setup: Attendee Types. Choose the Attendee Type that will be applied by default to all new attendees registered in Attendee Online. If you want to allow attendees to choose their attendee type from a drop-down menu, you will be able to make that field available in the online form later in Entry Fields. You can also set a different login password for each attendee type in an event, and provide the relevant password to the attendees you want registered as that type. To review how to set up different passwords for different attendee types, see Chapter 5: Set Up an Event, Attendee Setup: Attendee Types, Create Attendee Types.

b.	Default Attendee Guest Type: Choose the Attendee Type that will be applied by default to all Guests registered by attendees in Attendee Online. If you do not select a default here, guests will be set to the same attendee type as their related attendee.

c.	Default Attendee Status: Choose the Attendee Status that will be applied to all new attendees registered in Attendee Online. You set up your Attendee Statuses earlier in your Status Codes. Review Chapter 2: Setting Up EventPro Planner, Step 2: Status Codes, Create Attendee/Exhibitor Status Codes.

d.	Default Attendee Guest Status: Choose the Status that will be applied by default to all Guests registered by attendees in Attendee Online. If you do not select a default here, guests will be set to the same status as their related attendee.

e.	Successful Payment Status: Select the Status that an Attendee will be set to when a payment has been successfully applied online.

f.	Accept Attendee Status: Choose the Attendee Status that will be applied to attendees who accept an invitation via Attendee Online.

g.	Decline Attendee Status: Choose the Attendee Status that will be applied to attendees who decline an invitation via Attendee Online.

4.	Registration Details: Choose what kind of registration information you want displayed on the website by checking the appropriate checkboxes under Registration Details.

a.	Display group descriptions: This is the description of the Registration Group, which you would have entered when setting up the event registration groups. See Chapter 5: Set Up an Event, Attendee Setup: Attendee Registrations, Create Attendee Registration Group.

b.	Display item descriptions: This is the description of the Function, which you would have entered under the Function Detail tab when setting up the event functions. See Chapter 5: Set Up an Event, Organization Setup: Functions, Create Functions.

c.	Display item dates and times: Select this checkbox to display the dates and times of the functions in a registration.

d.	Indicate when item is full: If you select this checkbox, the Avail (Available) column will say Full when registration function is full.

e.	Hide group charges if zero: If you select this checkbox, and the registration group charge is zero, no numbers will appear under the Charge or Total columns in the online registration form. If you leave this checkbox unselected, zero charges will appear as $0.00.

f.	Hide item charges if zero: If you select this checkbox, and the function charge is zero, no numbers will appear under the Charge or Total columns in the online registration form. If you leave this checkbox unselected, zero charges will appear as $0.00.

Copy From: If you want to copy the online event information from another event, click the Copy From button. Select the event in the Find Event window and click OK. The online information from that event will be pulled into this event, including login passwords, default attendee types/status, registration detail options, description, header image, entry fields, page options, and notification options.

The Description defaults in from the event description you entered when booking the event. See Chapter 4: Create an Event, Create an Event: General Event Information. You may have also entered this description in the Event [Edit] window; see Chapter 5: Set Up an Event, Event Maintenance Overview, Editing, Logo and Other Functions: Edit Button.

If you want, you can enter a more detailed description of the event here.

_img993

This description will appear on the Welcome page of the online registration form below the event name.

_img994

If you have no description, the Welcome page will just display the name of the event in the text box.

If you want to enter a special header image specific to this event, you can do so here. There are no size constraints on the image, but note that the actual available space for the header image will depend on the size of the browser window. For best results, you will probably want to make your image transparent, or match the background of the image with the background of the website.

_img995

1.	Click the Load Image button in the bottom left corner of the Header Image tab. The Image Edit window appears.

2.	In the Image Edit window, click File \| Open (or click the Open icon) to navigate to the image file, or click File \| Scan (or click the Scan icon) to scan the image into your computer. You can use any image format that works with HTML: jpg, png, bmp, gif, etc.

3.	The image appears in the Image Edit window.

4.	Use the options under the Image menu to manipulate the image until you are satisfied with its appearance.

5.	Click Save. The image appears on the Header Image tab.

6.	To remove the image, click Clear Image.

If you do not load an image for the online event, the standard EventPro Planner logo will appear.

Under the Entry Fields tab, choose the fields that will appear online, which the registrants will be asked to fill out on a new registration or review and edit in an accept/decline invitation.

IMPORTANT: Please take note that if you are integrating Attendee Online with a Payment Gateway, you should ensure that information entered in the entry fields matches with the specifications of the payment gateway service. For example, if a payment gateway service only accepts Country codes in two-digit format, you will have to create a mapped list between Countries as they appear in EventPro Planner and Countries as they are accepted by the payment gateway (see how to create a Selection List below). There could be other entry fields that are affected, so please carefully check the specifications of the payment gateway service.

You can choose to have different fields appear for different Attendee Types. This is useful if you want different types of attendees to provide different types of information. Although new registrants are set to the default Attendee Type you chose in the General tab above, you can still have different types of attendees access different entry fields:

•

If you already have a list of attendees that you will upload to Attendee Online (e.g. for an accept/decline invitation), their Attendee Types will be defined by their records in EventPro Planner. The Attendee Types of the attendees will determine which entry fields they will see when logging into Attendee Online.

•

Each attendee type in an event can have a different login password. When providing the online registration link, you can provide the relevant password so that the registrant will login as the correct attendee type (and therefore accessing the correct entry fields). To review how to set up different passwords for different attendee types, see Chapter 5: Set Up an Event, Attendee Setup: Attendee Types, Create Attendee Types.

If you do not select any entry fields, the Contact Information page will be blank.

To select the entry fields for this event online, follow the steps below.

First, select the fields you want to apply to All Attendee Types. Select <ALL> from the Attendee Type drop-down list and proceed with the steps below. When you are done selecting the entry fields for All Attendee Types, and you want to choose fields for specific attendee types, select a different attendee type from the drop-down list and continue adding the fields.

_img1026

2.	Under All Fields, select the field you want and click the > arrow to move the field to the Selected Fields column.

3.	To the right, you will set the Properties for the selected field:

a.	Label: The name of the label will default to the field name. (Note that the default label will be spaced correctly online; e.g. FirstName will appear as First Name in Attendee Online.) If you want a different label to appear online, type in the new label name.

b.	Default: If you want a default to appear in the field, type in the default entry here.

c.	Required: If the registrant must fill out the field in order to continue with the registration, check this checkbox. If this field is optional for the registrant, uncheck the checkbox.

d.	Use Selection List: Check this checkbox if you want the registrant to only be able to select from a pre-defined list (not type in his/her own answer).

i.	For some fields, this option will be unavailable.

ii.	For some fields, this option will be selected by default.

e.	List Items: If you checked the Use Selection List checkbox above, this field becomes available. If the registrant must choose an answer from a list, you need to provide a list of choices.

i.	For entry fields that have a Selection List by default, the selection list will be pre-set and you will not be able to change it. The items in the list are defined by certain event information.

ii.	For entry fields that do not have a Selection List by default, you need to enter the choices available to the registrant. Click the ellipsis next to the List Items field. The Edit Combo List window appears.

1.	In the Edit Combo List, you want to provide a list of items from which the registrant will choose.

2.	Depending on the field you select, you may have to match the items to values in the database. For other fields, you will simply be able to type a list of any options you like.

a.	For entry fields such as Territory or Region, you can simply type a list of options from which you want the registrant to choose. After you type each item, press Enter.

_img1027

b.	For entry fields, such as Title, City and Contact Category, the list of items you enter will need to exactly match the values in your database, so that EventPro Planner recognizes the registrant's selection when you download the information from Attendee Online.

_img1034

For other entry fields, such as Gender, the list of items you enter still needs to exactly match the values as they are stored in your database. However, you probably will want to change how the values appear to the registrant online. In the database, Gender has a value of M (for male) or F (for female). On the registration form, you may want the words "Male" and "Female" to appear instead of M and F. To do that, you need to map the displayed value (Male/Female) to the stored value in Planner (M/F). Check the Map Displayed Value to Stored Value checkbox. In the Displayed Value column, enter the value as you want it to appear online for the registrant (e.g. Male, Female). In the Stored Value column, enter the value as it appears in the EventPro Planner database (e.g. M, F).

_img1035

4.	To remove a field from Selected Fields, click on the field and click the < arrow.

There are several pages that can appear during the online registration process. You can change some options for each page, plus adjust some general options that apply to all pages. Some of the pages are required, but others you can choose to show or hide. You can adjust the appearance of these pages: General, Default, Welcome, Contact Information, Registration Details, Accommodations, Travel, Requirements, Guests, Summary, Success, Review, Accept/Decline, Accept Success, and Decline Success.

These are general options that apply for all pages.

_img997

1.	Override Theme: Select a theme from the drop-down list. The theme will add a background image and accent colors to the page. These are examples of some of the themes available:

a.	Black Glass:

_img1053

Youthful:

_img1054

Red Wine:

_img1055

Show Event Caption: The Event Caption is the Event Name plus the Start Date and End Date of the event, e.g. Pharmacy Convention from December-10-10 to December -12-10. You entered the Event Name and Event Start/End Dates earlier in the General tab. If you select this Show Event Caption checkbox, the caption will appear under the Page Caption for each page.

Show Page Progression: Select this checkbox if you want the registrant to see the Page Progression Bar, which shows all the steps in the registration process and where the registrant is in the process. The Page Progression Bar displays the Caption of each page, either the default or the Override caption, if you entered one for the page.

_img996

_img1114

These settings apply to the main page that appears when you are logged into an event, which is different from the main page that appears when you are not logged into an event. For that main page, see Adjusting EventPro Planner System Settings: Default Page Settings. This page will appear, for example, when a registrant submits a registration or finishes reviewing a registration, and clicks the Return to Main Page button.

By default, the page caption will be Attendee Online, and there is no description. The bottom four captions will be New Registration, Review Registration, Accept or Decline Registration, and Administration.

If you want to change any of the captions on this page, enter the new text in the appropriate field under Default Page Settings.

If you do not want one of the bottom four captions to appear on the page, uncheck the Show checkbox for that caption.

_img1118

The Welcome page is the first page Attendee Online opens to after a registrant selects New Registration.

_img999

1.	Override Page Caption: The default page caption is Welcome. If you want to have a different caption, type it in this field.

2.	Override Page Description: The default page description is: This New Registration wizard will guide you through a new registration. Click the Next button to begin. If you want to have a different description appear on the Welcome page, type it in this field.

Page Help: If you want to enter extra information that will help registrants with the page, you can type it in this field. If you enter text in this field, a Question Mark icon will appear in the upper right corner of the Welcome page in Attendee Online. When the registrant clicks the icon, the information will appear in a pop-up.

_img998

_img996

The Contact Information page is where the selected Entry Fields will appear for the registrant to fill out, e.g. Name, Email, Phone Number, etc. (depending on what you selected in the Entry Fields tab, above). Remember that you must select Entry Fields above, or this page will appear blank.

_img1000

_img1001

1.	Override Page Caption: The default page caption is Contact Information. If you want to have a different caption, type it in this field.

2.	Override Page Description: The default page description is: Enter the following contact information and then click the Next button to continue. If you want to have a different description appear on the Welcome page, type it in this field.

Page Help: If you want to enter extra information that will help registrants with this page, you can type it in this field. If you enter text in this field, a Question Mark icon will appear in the upper right corner of the Contact Information page in Attendee Online. When the registrant clicks the icon, the information will appear in a pop-up.

In this page, the registrant will select the registration group and functions for which he/she wants to register.

_img1003

Review: Setting Up Functions and Registrations

Remember that you set up Functions earlier in Chapter 5: Set Up an Event, Organization Setup: Functions, Create Functions, and Attendee Registrations Groups in Chapter 5: Set Up an Event, Attendee Setup: Attendee Registrations, Create Attendee Registration Group.

Also remember that in order for the registration group to appear in Attendee Online, you must have the Show in Online Registration Selections checkbox selected for the registration group. Check the Item tab of the Event Registration Group [Edit] form.

Review: Function Time Conflict Check

Also, remember that you have an option to set a Conflict Check for registration items. Under the General Settings of the Attendee Online Configuration utility, you can choose whether you want Attendee Online to ignore time conflicts between functions, warn registrants about conflicts but still allow them to register, or disallow registration for functions with time conflicts. See Installing Attendee Online V3: General Settings.

_img1002

1.	Wizard Page: Choose whether you want to Show this page when registrants use Attendee Online or if you want to Skip (hide) the page.

2.	Override Page Caption: The default page caption is Registration Details. If you want to have a different caption, type it in this field.

3.	Override Page Description: The default page description is: Select the details you would like to register for and then click the Next button to continue. If you want to have a different description appear on the Registration Details page, type it in this field.

Page Help: If you want to provide extra information that will help registrants with the page, you can type it in this field. If you enter text in this field, a Question Mark icon will appear in the upper right corner of the Registration Details page in Attendee Online. When the registrant clicks the icon, the information will appear in a pop-up.

_img998

Default Detail Visibility: In the Registration Details page, the registrant will be able to expand and collapse each registration group to view (expand) or hide (collapse) the functions under each registration group by clicking the +/- sign next to the group. This option determines how the registration groups will appear when the registrant first enters the page. This is just the default setting, and the registrant will be able to show/hide functions as he or she requires.

a.	Show All means that all registration groups will be expanded, displaying all functions.

b.	Show Selected means that the registration group that the registrant selects will be expanded, while the other groups remain collapsed.

c.	Hide All means that all registration groups will be collapsed, hiding all the functions.

6.	Item Caption: This is the title that appears above the column listing the registration groups and functions. The default caption is Registration Item, but you can type in a different caption such as Function, Session, or any caption that suits your registration setup.

7.	Available Caption: Check the Show checkbox if you want the registrant to see the Avail (Available) column on the page (displaying the number of spaces available for each registration group and function). If you want the column called something besides Avail, type in a new caption name.

8.	Quantity Caption: Check the Show checkbox if you want the registrant to be able to see and edit the numbers in the Qty (Quantity) column on the page. If you want the column called something besides Qty, type in a new caption name.

9.	Charge Caption: Check the Show checkbox if you want the registrant to be able to see the price in the Charge column on the page. If you want the column called something besides Charge, type in a new caption name.

10.	Total Caption: Check the Show checkbox if you want the registrant to be able to see the price in the Total column on the page. If you want the column called something besides Total, type in a new caption name.

In this page, the registrant will be able to select an accommodation reservation, or enter a new accommodation reservation from defined hotel and room type options, depending on how you set it up.

_img1005

1.	Wizard Page: If you do not want this page to show when registrants register, select Skip. If you want to show the page, you have two options:

a.	Show Selection: This allows registrants to select an accommodation reservation from the reservations you set up earlier in Event Setup.

_img1036

i.	To review the accommodation reservations you have made for an event, in the Event Maintenance screen, click the green Event Setup button. In the Event Setup window, click on the Attendee Setup tab and select Accommodation Reservations. Those are reservations from which the registrants can choose.

ii.	Review Chapter 5: Set Up an Event, Attendee Setup: Accommodation Reservations, Add Accommodation Reservation.

Show Entry: This allows registrants to enter a new accommodation reservation for the hotels you have set up in the event. You can use this page in different ways: you may ask the registrants to enter their requirements so that you can make the reservation for them, or you may simply be asking the registrants to provide information about reservations they already made themselves. If you have specific directions for the registrants, be sure to enter them in the Override Page Description below.

_img1038

Note that when making the new reservation, the registrant will be limited to the selections you define for the Hotel and Room Type. Attendee Online does not allow registrants to type in their own entries for Hotels and Room Types because you do not want outside third parties entering values directly into your program data, as this could lead to duplicate entries, spelling errors and other data errors that may be difficult for you to fix.

ii.

To review the hotels and room types that will be available for the attendees to choose online, in the Event Maintenance screen, click the green Event Setup button. In the Event Setup window, click on the Organization Setup tab and select Venues/Hotels/Suppliers. The Hotels in the selection grid are the hotels from which the attendee can select (note that the company must have the Hotel classification selected). If you select a Hotel and click on the Hotel Room Types tab below, those are the rooms from which the attendee can select. To review how you set up hotels and rooms, see Chapter 5: Set Up an Event, Organization Setup: Venues/Hotels/Suppliers, Add Venues/Hotels/Suppliers.

iii.

If you do not want to set up every potential hotel and room type for the event, you may want to create a Hotel called something like Other Hotel (enter Notes below) and a Room Type called Other, which you assign to that hotel. Then, if the attendees cannot find their Hotel and/or Room Type in the drop-down lists, they can select "Other" and type in the details in the Notes area of the online form. Those notes will be pulled into the Notes tab of the Attendee's Accommodation record, where you can review them. Remember that to add a new Hotel to an event, you need to create the company classified as a Hotel in your Companies/Contacts (Chapter 3: Companies/Contacts, Enter a New Company), add Room Types, etc. (Chapter 3: Companies/Contacts, Company Venues and Hotels), and add the Hotel to the Event Setup (Chapter 5: Set Up an Event, Organization Setup: Venues/Hotels/Suppliers, Add Venues/Hotels/Suppliers).

2.	Override Page Caption: The default page caption is Accommodation. If you want to have a different caption, type it in this field.

3.	Override Page Description: The default page description is: Select your accommodation requirements and click the Next button to continue. If you want to have a different description appear on the Accommodation page, type it in this field.

Page Help: If you want to enter extra information that will help registrants with the page, you can type it in this field. If you enter text in this field, a Question Mark icon will appear in the upper right corner of the Accommodation page in Attendee Online. When the registrant clicks the icon, the information will appear in a pop-up.

Depending on how you set up this page, the registrant will be able to select a travel reservation, or enter a new travel reservation from options you define for Travel Type, Class, Carrier, Departing Terminal and Arriving Terminal.

_img1007

1.	Wizard Page: If you do not want this page to show when registrants register, select Skip. If you want to show the page, you have two options:

a.	Show Selection: This allows registrants to select a travel reservation from the reservations you set up earlier in Event Setup.

_img1037

To review the travel reservations you have made for an event, in the Event Maintenance screen, click the green Event Setup button. In the Event Setup window, click on the Attendee Setup tab and select Travel Reservations. Those are reservations from which the registrants can choose. Reservations with the Leg Type "Arrive" will appear under Arrival Reservations online, and reservations with the Leg Type "Depart" will appear under Departure Reservations.

ii.	Review Chapter 5: Set Up an Event, Attendee Setup: Travel Reservations, Add Travel Reservation.

Show Entry: This allows registrants to enter new travel reservations using options you have set up in EventPro Planner. You can use this page in different ways: you may ask the registrants to enter their requirements so that you can make the reservation for them, or you may simply be asking the registrants to provide information about reservations they already made themselves. If you have specific directions for the registrants, be sure to enter them in the Override Page Description below.

_img1039

Note that when making the new reservation, the registrant will be limited to the selections you define for the Travel Type, Travel Class, Carrier, Departing Terminal and Arriving Terminal. Attendee Online does not allow registrants to type in their own entries for these fields because you do not want outside third parties entering values directly into your program data, as this could lead to duplicate entries, spelling errors and other data errors that may be difficult for you to fix.

ii.

To review the travel type, travel class, and terminals available for the attendees to choose online, go to your General Lookup Tables. Review Chapter 2: Setting Up EventPro Planner, Step 5: General Lookup Tables, Travel Types (includes travel class), and Terminals. To review the carriers available for attendees to choose online, go to your Company/Contacts area and view companies classified as Carriers. Review Chapter 3: Companies/Contacts, Enter a New Company: Classification.

iii.

If you do not want to set up every potential Travel Type, Travel Class, Carrier, Departing Terminal and Arriving Terminal for the event, you may want to create "Other" options for these fields called something like Other (enter Notes below). Then, if the attendees cannot find their option in the drop-down lists, they can select "Other" and type in the details in the Notes area of the online form. Those notes will be pulled into the Notes tab of the Attendee's Travel record, where you can review them.

2.	Override Page Caption: The default page caption is Travel. If you want to have a different caption, type it in this field.

3.	Override Page Description: The default page description is: Enter your travel requirements then click the Next button to continue. If you want to have a different description appear on the Travel page, type it in this field.

Page Help: If you want to enter extra information that will help registrants with the page, you can type it in this field. If you enter text in this field, a Question Mark icon will appear in the upper right corner of the Travel page in Attendee Online. When the registrant clicks the icon, the information will appear in a pop-up.

5.	Show Arrival Pickup: Select this checkbox if you want the Arrival Pickup Information fields to appear when the registrant is on the Travel page.

6.	Show Departure Pickup: Select this checkbox if you want the Departure Pickup Information fields to appear when the registrant is on the Travel page.

This page allows registrants to request items that they require for the event. You set up the resource items for the event earlier in Chapter 5: Set Up an Event, Organization Setup: Resources, Add Resource Categories and Items. Please note that you must select the Available Online checkbox for the categories and items you want available in Attendee Online.

_img1010

_img1011

1.	Wizard Page: Choose whether you want to Show this page when registrants use Attendee Online or if you want to Skip (hide) the page.

2.	Override Page Caption: The default page caption is Requirements. If you want to have a different caption, type it in this field.

3.	Override Page Description: The default page description is: Enter your requirements and click the Next button to continue. If you want to have a different description appear on the Requirements page, type it in this field.

Page Help: If you want to enter extra information that will help registrants with the page, you can type it in this field. If you enter text in this field, a Question Mark icon will appear in the upper right corner of the Requirements page in Attendee Online. When the registrant clicks the icon, the information will appear in a pop-up.

If you want to allow registrants to also register their guests, you can set up this Guest page.

_img1013

1.	Wizard Page: Choose whether you want to Show this page when registrants use Attendee Online or if you want to Skip (hide) the page

2.	Override Page Caption: The default page caption is Guests. If you want to have a different caption, type it in this field.

3.	Override Page Description: The default page description is: Click the Add Guest button to add a guest. When finished click the Next button to continue. If you want to have a different description appear on the Guests page, type it in this field.

Page Help: If you want to enter extra information that will help registrants with the page, you can type it in this field. If you enter text in this field, a Question Mark icon will appear in the upper right corner of the Guests page in Attendee Online. When the registrant clicks the icon, the information will appear in a pop-up.

Adding a guest during the registration process will open up a new window with the Attendee Guest Registration Wizard, so that the registrant can enter his/her guest's information. See Using Attendee Online as Registrant: New Registration.

Remember that if you want to set the default Attendee Type and Status for guests registered through Attendee Online, see Editing Online Event Information: General.

_img1014

_img1016

_img1017

1.	Override Page Caption: The default page caption is Summary. If you want to have a different caption, type it in this field.

2.	Override Page Description: The default page description is: Your registration is ready to be submitted. Please review your registration and click the Submit button to complete it. If you want to have a different description appear on the Summary page, type it in this field.

Page Help: If you want to enter extra information that will help registrants with the page, you can type it in this field. If you enter text in this field, a Question Mark icon will appear in the upper right corner of the Summary page in Attendee Online. When the registrant clicks the icon, the information will appear in a pop-up.

_img1018

_img1045

1.	Override Page Caption: The default page caption is Registration Complete. If you want to have a different caption, type it in this field.

2.	Override Page Description: The default page description is: Your registration has been successfully completed. The following confirmation number can be used to review your registration at a later date. If you want to have a different description appear on the Success page, type it in this field.

3.	The text - Your confirmation number is ######## - will always appear, regardless of the override description you enter above.

_img1125

1.	Override Page Caption: The default page caption is Review Registration. If you want to have a different caption, type it in this field.

2.	Override Page Description: The default page description is: The following is your registration as it was entered. If you want to have a different description appear on the Review page, type it in this field.

To see this page as it will be viewed by a registrant attendee, see Using Attendee Online as Registrant: Review Registration below.

_img1126

1.	Override Page Caption: The default page caption is Accept or Decline Registration. If you want to have a different caption, type it in this field.

2.	Override Page Description: The default page description is: The following is your registration as it was entered. Review the information and click the Accept or Decline button below. If you want to have a different description appear on the Accept/Decline page, type it in this field.

To see this page as it will be viewed by a registrant attendee, see Using Attendee Online as Registrant: Accept or Decline Registration below.

_img1127

1.	Override Page Caption: The default page caption is Registration Accepted. If you want to have a different caption, type it in this field.

Override Page Description: The default page description is: Your registration has been successfully accepted. The following confirmation number can be used to review your registration at a later date. Your confirmation number is ###### . If you want to have a different description appear on the Accept Success page, type it in this field. Note that the phrase, "Your confirmation number is ######" will appear regardless of the description you enter manually.

To see this page as it will be viewed by a registrant attendee, see Using Attendee Online as Registrant: Accept or Decline Registration below.

_img1128

1.	Override Page Caption: The default page caption is Registration Declined. If you want to have a different caption, type it in this field.

2.	Override Page Description: The default page description is: Your registration has been successfully declined. If you want to have a different description appear on the Decline Success page, type it in this field.

To see this page as it will be viewed by a registrant attendee, see Using Attendee Online as Registrant: Accept or Decline Registration below.

If you want automatic confirmation emails to be sent to registrants when they finish the registration process, adjust your Notification Options.

_img1021

_img1046

There are three different automatic notification emails that can be sent out:

•

New Registration: This is sent when a registrant submits a new registration. Note that in the text of the message, the tag $Attendee.ReviewLink will make the word following it a link to the Attendee Registration Review page. So if you say something like, "Click $Attendee.ReviewLink here to review your registration", the text in the email will say "Click here to review your registration", and the "here" will link to the Attendee Registration Review page.

•	Accept Registration: This is sent when a registrant accepts an invitation. Note that the $Attendee.ReviewLink tag works the same way as in a New Registration notification, described above.

•	Decline Registration: This is sent when a registrant declines an invitation.

To turn the notifications on or off, and to adjust other settings, click on each notification under the left column, and edit the fields to the right.

_img1021

Notification Email: If you want to notify any other people besides the registrant of the new registration or an invitation accept/decline, enter the email address or email addresses separated by commas. The email will inform the recipient of the Booking Number, the Attendee Name, and whether the attendee has submitted a new registration online, accepted a registration online, or declined a registration online.

_img1047

2.	Reply to Address: Enter the Reply To Address that you want to use.

3.	Confirmation Enabled: To turn on this confirmation email so that it is automatically sent to the recipient(s), check this checkbox.

Confirmation Subject: A default subject has already been entered, but you can edit it as required. Note that the merge fields will automatically pull in the correct information for the registrant. If you want to use other merge fields, the merge fields must use the correct field name and be preceded by a $ (dollar sign).

Confirmation Message: A default message has already been entered, but you can edit it as required. Note that the merge fields will automatically pull in the correct information for the registrant. If you want to use other merge fields, the merge fields must use the correct field name and be preceded by a $ (dollar sign).

NOTE about Using Merge Fields: You can use any merge field from the Attendee and Attendee User Field tables, as long as it is formatted correctly, i.e. $Attendee.fieldnamenospaces or $Attendee.Usr_YourUserField (with the dollar sign ($) in front, the table name, the period after the table, Usr_ if it is a user field, and the correct field name with no spaces). You can also enter certain fields from the event table: BookingNumber, EventName, DateFrom and DateTo, as long as the field is entered correctly as described, i.e. $Event.fieldnamenospaces.

4.	When you are done, click Save.

5.	In order to have the event appear online, you need to publish the event. There are specific steps you should follow, so please carefully review Publishing the Online Event first.

Help URL: http://www.yourdomain.com/help/index.html?editing_online_event_information.htm

Editing Online Event Information						Editing_Online_Event_Information
Editing Online Event Information