If you have not done so, review the document Planning contact types before creating Registration Paths.
Once Registration Types have been enabled, you can set up Registration Paths. These allow you to offer different registration experiences to your attendees depending on a variety of criteria. For example, you can associate Event URLs to Registration Paths and users who use that link will have a different registration experience than other registrants.
IMPORTANT: Make sure you set up and test the registration experience completely (from weblinks, to registration, to confirmation emails) before separating your registrants into these “paths” (or groups). Otherwise, you will be editing in multiple locations to fix basic problems.
- Go to Website & Registration -> Registration -> Registration Settings.
- Review the settings for the default Registration Option. If your event is not restricted, anyone who is a registration type of “none” will use this path to register. IMPORTANT: Let’s review each “tab” (please note some tabs may not be present depending on the options you have enabled under Event Details -> General -> Event Configuration). Click the Edit button to make changes. NOTE: as you move from tab to tab, changes you make are saved. Each “Tab” can be thought of as a “page” in the registration process.
Basic Settings (only relevant options will be discussed)
- Name: This is the internal name for this registration path (it is not seen by the registrant). You may want to modify this to reflect the intended audience such as “General Registration”.
- Set as default: Yes (one of the paths must be set to “yes”)
- Active: Yes (must be active or users cannot register)
- Internal note: modify this value to clarify who can register (i.e. “Public URL”).
- Basic Features: the one value you may want to modify is the option “Invitation forwarding”. This is a feature you may want to test.
- Terms & Conditions: by default, this is disabled. However, if you do have these, enable this option.
Identification & Security (only relevant options will be discussed)
- Security: use this to make your event private (usually by Invitation lists).
- Registrant Identification: if you are working with users who are associated with Duke, use the Source ID option. Otherwise, use Email address.
- Registration Type Selection: use this option if you have chosen descriptive Registration types such as “student”, “faculty”, “staff”. Otherwise, leave this disabled.
Contact fields (only relevant options will be discussed)
- Personal Fields: unless it is absolutely necessary, do not request personal information such as an address or telephone number. IMPORTANT: even thought it is listed in contact information, never collect sensitive information such as “date of birth” or “social security number”.
- Otherwise, click the Add field button to add other fields you would like the user to fill out. If the person is a recognized contact, some of this information can be pre-populated.
Guests (only relevant options will be discussed)
- Guest registration: if you are going to permit guests, leave this as “Yes”. Otherwise, select “No” which will disable the entire tab.
- Basic settings: you can indicate the maximum number of guests.
Item selection (only relevant options will be discussed)
- Display Options: Use these options to determine what information for Admission Items and Session Descriptions will be displayed.
- Sessions: use these options to control how Session information is displayed.
- Confirmation (only relevant options will be discussed). Event Display Options: Modify these options to show how the final “recap” page will appear that shows the details for the registration.
- Basic Settings (only relevant options will be discussed)
- Before creating individual registration paths, made sure general registration is set as you prefer it. Test and then test again. Once you have the experience as you want it, you can now create different paths.
- Within the registration path, click the Duplicate button.