Creating a Basic Registration¶

You can create a simple, no-frills registration in a matter of minutes. You must have the Edit role in order to do this. These instructions will not include all the possible options available on registration, in order to show you the simplest registration possible. However, we have other help articles for each tab as well as Show Help buttons on each tab. These in-context help blurbs describe each item on the tab.

For a walkthrough of these tabs, watch Chapter 4, Settings and Registration Tabs (20:27), of the Involvement Basics training video.

Step 1

Create a new Involvement or use an existing one. When you create a new Involvement, select Join Involvement as the Registration Type in the Add New Involvement dialog.

See also

Add-Create New Involvements

Step 2

Go to the Settings tab and then select the following tabs to adjust the settings:

Tip

Click Show Help when on any tab to see descriptions of each item.

General tab - Click Edit and select the appropriate Entry Point and then Save Changes

See also

Entry Point, Origin and Interest Point

Step 3

Go to the Registration tab and use the following tabs to create the needed settings.

Registration tab - Click Edit. The Registration Type should already be Join Involvement if you selected it when you added the Involvement. If you are using an existing Involvement or need a different type, change the Registration Type here.

If you want the registration title to be something other than the name of the Involvement, enter that in the Registration Title field.

Select the Registration End date.

Then click Save.

Tip

Do not set the Registration Start date until after you have tested the registration, if the date will be in the future.

Messages tab - You will make several changes on this tab.

Click Edit. In the Email From box, type a name and select the person who should be the sender of the email confirmation. Then select any other users who should also receive the staff notifications. The first person selected is the sender of the confirmation, and everyone in the list receives an email notification of each registration.

Enter the Subject of the confirmation.

Click Edit above the Body box and create the body of the email. Then click Save to save all changes on the Messages tab.

There are email replacement codes that you can use in your confirmation email. There is also another help article specifically about the Messages settings.

Step 4

Test your Registration. The link to post on your website is at Blue Toolbar > Gear > Try Registration (under Administrative).

Test your registration before you post the link or email a Register Link.

Important

Pay close attention to the message when you click Try Registration. See image below.

If you just click the link, it will open the registration and you will be logged in. That’s another reason why you might want to use a different browser for testing.

Ask several colleagues to complete the registration themselves, from start to finish, so they see exactly what your registrants will see. Their feedback helps you catch problems before the registration goes live and prepares your team to answer registrants’ questions.

Be sure to look at the email Confirmation you receive to verify that it is coming from the correct sender.

Once you have finished, drop all the testers and remove their history.