Event Forms

Follow

Comments

48 comments

  • Avatar
    Curt Fischer

    Lisa,

    We use the event forms before the conference, so that most of our attendees are pre-registered and the registration desk is simply them picking up their attendee packet.

    For day-of registrations, we have had a fair amount of success in having the attendees fill out a paper form, then we have a staff member fill out the online form from the back end of MemberClicks and take payment that way. Then we make a name-badge. We find it doesn't take that long. It especially helps if you make fewer fields required after the online pre-registration closes.

    Does this answer your question?

  • Avatar
    Jay Fitzmaurice

    Hey Lisa! Curt makes a lot of suggestions I really like, regarding pre-registering and paper forms onsite. 

    What you also may find helpful is to utilize the "Take Form As" feature, where a staff member can ask for someone's name, and seamlessly login as them on the spot. The member can then proceed to fill out the Form, and everything is done and tied together. I hope one of these suggestions helps you!

  • Avatar
    Caroline Fahed

    Memberclicks helped me setup my first event registration form and i have had the first attendee register.  I see him on the registrants list, but i don't see any payment or invoice.  Is it possible for an attendee to register and then backout of the process without paying or receiving an invoice?

  • Avatar
    Jay Fitzmaurice

    Hello Caroline! Once a user has registered successfully, they cannot cancel without reaching out to an admin. If the user didn't pay or create an invoice, it sounds like he didn't select a pricing field. If a registrant needs to pay, I would recommend reaching out to our Help team at help@memberclicks.com so they can help you pin down what happened.

  • Avatar
    Sara Predmore

    For an event, is it possible to set up member type pricing for lapsed members?  Or do they fall into the category of the active member types and receive the active member pricing?  Thanks. 

  • Avatar
    Jay Fitzmaurice

    Hey Sara! Lapsed Members are treated like Prospects, so that is the pricing they would receive. However, that's a moot point, as the only Form a Lapsed user can login to take is one that includes a Renewal section. If they're renewing, they would then be treated as an Active version of the Member Type. I hope that helps clarify!

  • Avatar
    Sara Predmore

    I would like to do a limited version of a currently active registration form for on-site registrations.  If I toggle off the "enable this element" for things that are no longer pertinent, will this affect any of the previous registrations?  Will it affect the layout of spreadsheet when I export the registrations that used the reduced on-site form?

    Thanks, Sara

  • Avatar
    Jay Fitzmaurice

    Hey Sara! Disabling elements will only impact what people can see while taking the Form. The layout of your spreadsheet will change if you also move the field, but if you're only disabling it, all will remain as is. I hope that helps!

  • Avatar
    Kiri

    I am trying to set up a registration form for a two-day event with many session options throughout each day. This is my first time setting up an event registration form and I am looking for guidance as to how to proceed. We would like to allow pricing options to register for only one of the two days, or a discounted rate to register for both days. For example one day registration is $100 regardless of which date you choose, or $175 for two-day registration. Is there a recommended way to go about that? Additionally, how do I integrate logic in order to have only the workshop selections they choose appear depending on which day they register for?

  • Avatar
    Jay Fitzmaurice

    Hello Kiri! I went ahead and made a Help ticket for you, since you've got some specific, in-depth questions. We'll be in touch shortly!

  • Avatar
    Jason Faust

    How do I get a Form to assess a Member a Member-rate and a Guest -rate to a Guest of an Event??

  • Avatar
    Jay Fitzmaurice

    Hey Jason! Currently, using "Register Guest" will get any Guests the same rate as the person taking the Form. So if they're a Member, the Guest will also get the member-rate; a Public user will get the public-rate for their guest. If you need the Guest rate to be separate, I would recommend using a separate field for Guest Registration Fee/s.

  • Avatar
    Kiri

    Hello,

    If I have enabled the itinerary emails to go out to individual registrants, and the person completing the form registers themselves, will they get both the confirmation email and the itinerary email, or just the confirmation email? I am trying to determine if I should include merged form data about selections in the confirmation email, but if they get those details in the itinerary email, it isn't necessary to duplicate it there. Also, do the confirmation and invoice emails only go to the email of the person who made the submission?

  • Avatar
    Jay Fitzmaurice

    Hey Kiri! If the user taking the Form also registers themselves, they will get both the Confirmation Email as well as an Itinerary Email. You can set-up your Form to only use Itinerary Emails. Only the Form taker will receive the invoice, as it will not be included in the Itinerary email. I hope that helps clarify!

  • Avatar
    Brooke Griffith

    Is there currently a plan for Guest Registrations to be able to identify and link to current member accounts? 

  • Avatar
    Jay Fitzmaurice

    Hey Brooke! No solidified plans that I'm currently aware of. If you haven't already, please leave us some feedback about that!

  • Avatar
    Cheryl Jorgensen

    Can Field Logic be used to determine pricing?  Exhibitors and Sponsors get a complimentary attendee registration.  We plan on having Exhibits, Sponsorships & attendees on same form.

  • Avatar
    Jay Fitzmaurice

    Hey Cheryl! You can use Field Logic to determine which Field shows up, based on a previous selection. While Field Logic won't impact pricing, it will let you decide which pricing field shows up. If you have questions about how to accomplish what you're looking for, feel free to reach out to our Help Team!

Please sign in to leave a comment.