Event Forms

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    Helen Solorzano

    If a person is a member in two groups, and one group is given permission for the form, but the other group is not given permission, can the person access the form? 

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    Andrea Steele MSc, RVT, VTS (ECC)

    is there a way to test a form and payments with a test credit card number? I see in the classic version, there was a "test mode" does the new version have this option? I don't want to send an actual payment into the system but would like to do a full test of a new form, thanks!

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    Kinsey Mahan

    Hi Andrea - The new platform does not have a test mode option. Test mode existed in Classic because a transaction fee of 1% + $0.70 applied to each form transaction with money associated, so test mode provided a way to avoid the transaction fee. The new platform's pricing model does not include transaction fees, so test mode isn't necessary. To test a form, you will want to set it to Published status, then choose Invoice Me as the payment option at the end of the form. Finally, Void the invoice generated to make sure it doesn't remain open and throw off your financial reporting. Hope that helps!

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    AYC

    I created a new form, published it.  Why doesn't it show on my Home Dashboard under the section "Upcoming Expected Event Attendance"?

    Also why on the Forms page are the "Take This Form" and "Delete" options greyed out (not accessible) options for my new form? 

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    Kinsey Mahan

    Hi Clay - What shows up on the Home Dashboard under "Upcoming Expected Event Attendance" is controlled by the properties of the Event Section on your event form. I've included screenshot below showing what I mean. The next three upcoming events will display on the Admin Home.

    Screen_Shot_2016-02-16_at_10.25.16_AM.png

    In order for the "Take This Form" option to display from the Form List, you'll need to enable login under the Properties area of the login section. Without the Login section enabled, form submissions are anonymous, so they are not able to be taken by an Admin on the back end.

    Lastly, the Delete option will display greyed out if the form already has at least one submission. Once someone has submitted a form, that form is not able to be deleted.

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    Helen Solorzano

    All the text in the "Label" fields in the registration section of a form show up in the individual's "Submission" record, which is confusing when looking at the registration record. Is there a way to turn that off so it doesn't show up with the Submission record. (If not that would be a good feature to add).

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    Kinsey Mahan

    Hi Helen - It's not currently possible to remove those labels from the form submission. It does sound like a good candidate for an enhancement, though, so please send a summary of the request and a screenshot if you can to help@memberclicks.com. Let the Help Team know the request is for an enhancement, and they'll pass it along to the Product Team.

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    Marci Hickey

    I've created an event which allows attendees to register guests, however, when I test the form, the cost for the guests is not being added into the total due.  Cost is $75 per person, and attendee can bring additional guests for $75 each.  Please advise how to set that up.

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    Kinsey Mahan

    Marci - I went ahead and opened you up a ticket with the Help Team so that they can take a look at the specifics of what you're trying to do. You should have received an email about that a minute or two ago - feel free to reply with additional details on which form you're working on.

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    Sarah Hanawald

    Above in the discount code section it says: 

    • Click Add Discount Code to create discount codes that override all other pricing on affected fields. This article will walk you through configuring a discount code.

    But then there's nothing else.  Am I missing something?

    Sarah Hanawald

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    Julie Johnson

    I'm having trouble with pricing and logic fields on one of our forms (2016-akota-fall-conference-non-member-registration2) 

    We have separate pricing for Non-Member attendees and Non-Member Student Attendees. I've tried to combine these into 1 form but I have been unsuccessful with the logic fields. When I select certain logic fields it automatically selects or deselects the logic field of a similiar form field. 

    The only other way around this is to create another 3rd form - right now I have Members & Non-Members, would I need to add "Student Non-Members" as well?

    TIA

     

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    Kinsey Mahan

    Hi Julie - Since this question is specific to your organization, it will be best addressed by the Help Team. I went ahead and opened a ticket with your question, so you should hear back shortly!

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    Emily VanHaaften

    I am getting the following error with a link to a form: ASA users are not allowed to view forms directly. To view the form, login as a non-ASA user whose group has permission to view this form.

    How do I fix it?

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    Kinsey Mahan

    Hi Emily - First, it looks like you're using the Classic platform, and this article is about the new MemberClicks platform. In Classic, ASA users are not able to test forms while logged in as an ASA. This article and this video will walk you through how to test a form in Classic.

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    Joe Betar

    Hi,

    Can we create event forms that allow members to register themselves, non-member guests and other "member" guests by name?  

    Our membership is made up of many couples, their children are also members.  When registering for events, if the registrant selects multiple tickets - only the registrant is listed and counted on the event registrant list - this prevents visibility to the names of those that will be attending the event, and makes it quite difficult to determine the number of attendees for an event - as only the number of registrants is reported.  This also impacts our ability to prepare meeting name tags, create seating charts, event badges, etc.

    Is there a form option/element that allows a member taking the form to also register a fellow member?  I'm searching for an option similar to the "register a guest" button or any available workaround for this scenario.  

    Thanks in advance for your help!

     

  • Avatar
    Kinsey Mahan

    Hi Joe - At this time, it isn't possible to allow a member to register another member guest by name unless you're using the organization/linked set up. That set up is useful if you have an organization who pays dues on behalf of multiple individuals. Feel free to submit product feedback about this functionality and how you would like for it to work by sending an email to help@memberclicks.com.

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    Christine Bruggers

    Hi Kinsey,

    I've read through this and the comments and I think I still need to ask you this: I have some events that are free for people who have registered, but we would charge for, say, lunch if they were to bring a guest to lunch. Is there a way to charge for guests for an event that is free for other registrants?

    Also, I'm trying to figure out the logic of the guest registration. Does it mean Joan Smith can register herself and also her son Jeff on the same form, and sign Jeff up for just some events? Or is it one person per registration form so you select register guest and then do the whole thing for the guest? If that's the case, the pricing would all be the same, correct? 

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    Christine Bruggers

    Kinsey, what is the logic of having more than one event section?

    I'm thinking I'd like an event section for each day (we have a five-day conference) -- but not if they have to fill out their name for each event. 

    Thanks!
    Chris

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    Kinsey Mahan

    Hi Chris -

    For your first post: The only way to charge a guest for an event that is free for other registrants is to add an optional pricing field (I would recommend a checkbox) to the form and ask guests to check it when they're registering. You might label it something like 'guest registration fee'. If you make the field required, every person who takes the form will have to select it, so it's important to make it optional.

    If a member taking the form clicks Register Guest, they'll see the event section once for themselves and once for each guest they register.

    For your second post: I wouldn't recommend using a separate event section for a multi-day event. The only time we see forms with multiple event sections is if a member can register for multiple (separate) events within one form. For example, if you have a monthly happy hour, you might build one form for the 2017 happy hours using a separate event section per month. That way, a person could register for one, a few, or all of the monthly events and receive one invoice. As an Admin, you could view registrants for just the January event, just the February, etc. if you used multiple event sections.

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    Christine Bruggers

    Thanks Kinsey, this is really helpful. One followup question on the first part: If I include a question: will you be bringing a guest? then couldn't I use field logic so only those who answer yes to the guest question will see the guest payment question? AND...can I then make the guest payment question mandatory because it will only apply to those who answer yes to bringing a guest?

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    Kinsey Mahan

    Chris - Yes, you could use field logic to ask if they're bringing a guest and then make a guest payment question mandatory. If you go this route, you'll want to leave the Guest option OFF in the properties of the Event Section.

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    Administrator

    I have an event form that has registration for the conference and then has 6 pre-conference workshops that are separate pricing from the main registration.  I have an attendee that registered for 1 pre-conference workshop and paid for that and the main registration but now would like to change what she selected for her pre-conference workshop to a different one.  How do I do that with out paying anything else?

     

    Thanks,

    Denise Smith

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    Kinsey Mahan

    Hi Denise - This is a pretty specific situation, so I would recommend reaching out to the Help Team with the details including the form's name and the attendee's info so that they can look into the specifics and provide the most effective instructions. You can email them at help@memberclicks.com, or give them a call at 404-879-2800.

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    Curt Fischer

    When a members registers a guest, does the guest receive a copy of the registration confirmation?

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    Kinsey Mahan

    Curt - Guests do not receive a confirmation email when registered for an event – the form taker receives the confirmation email. If you'd like to submit product feedback about this functionality, please use this link. We would love to hear from you!

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    Lisa Bryan

    Hello, we are using a deposit (partial pay option) and also use optional event fees (for receptions, etc.) for our conference registration. If a member opts for the deposit (partial pay) option, we will invoice them later for the full amount. However, once a user submits the registration form, will they be able to update their registration by adding an optional event fee at a later date?

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    Jay Fitzmaurice

    Hey Lisa! If a user needs to make edits to their submission after-the-fact, they'll need to reach out to an administrator, as edits to a submission can only be done on the back-end. An Admin can add the optional event fee from the back-end. I hope that helps clarify!

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    Denise Smith

    How do you cancel and refund a person's registration?

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    Jay Fitzmaurice

    Hello Denise! To cancel a registration, you'll edit the user's Submission and click on "Cancel Registration". You can then refund in the resulting pop-up window and create a Credit Memo. If you have any trouble, shoot us a line at help@memberclicks.com

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