Basics of TouchPoint Online Registration¶

TouchPoint’s Online Registration is fully integrated into your database. That means that every registrant will either already have a record/profile in the database or one will be created during the registration. Also all registration information is stored in your church’s database. Depending on the information itself, it is stored either in the person’s Member Dialog on the registration Involvement, or on the Involvement > Registration tab of their people record.

Every registrant has the option to sign in to register or to fill in the fields presented.

Log in to Register¶

After clicking Sign In, the registrant enters their username and password and clicks Next.

When you log in to register, the system knows who you are and will populate any answers that are retained on your Registrations tab if you have answered them previously and they are asked during that registration. These are questions such as Emergency Contact, Physician, Insurance, Parent’s Names, Shirt Size.

Also, when you complete your registration and click Register Someone Else, you will be presented with a list of your family members. Just click on the one you want to register and you do not have to find that person in the database.

Register without Account¶

Existing Record

When you choose this method you will enter the information requested (see top image) to find your record in the database.

The fields necessary to match your existing record are as follows:

• First Name - required

• Last Name - required

And at least one of the following:

• Date of Birth

• Phone Number (cell or home)

• Email Address

No Record

If the registrant does not have a record in the database, they enter the same information as seen in the top image. Since the system does not find their record, the next screen asks for the following information:

• Phone and Date of Birth, if not already entered

• Gender

• Marital Status

• Campus, if campuses are shown on registrations

• Address

Note

Regarding the address - Address Line one (street address) and the Postal Code/Zip are required. However, the fields for Address Line 2, City and State are presented. If the address is valid with only the Street Address and Postal Code (if it is not missing an apt number, for example), our address verification process will add the missing information, and add the +4 to the Zip when that is submitted.

But it is always good to provide the City and State just in case.

Create an Account¶

When Show Create Account is checked in the Relaxed Requirements on the Registration > Registration tab, the page with the Submit button includes a Create Account (optional) checkbox. If the registrant checks that box and has an email address, a My Data user account is created when they complete the registration, and they receive the New User Welcome email.

If they check that box and already have a user account, they receive a different email letting them know that and allowing them to reset their password.

Frequently Asked Questions¶

What happens when someone registers?

1. They are enrolled in the registration Involvement.

2. Depending on the Questions, they may be placed in one or more sub-groups.

3. They receive an email confirmation when they complete the registration.

4. A designated staff member will receive an email notification.

5. The responses to the Questions part of the registration are captured and can be viewed on the Member Dialog and/or the Registration tab of the person.

6. If they checked Create Account (optional), they receive the New User Welcome email.

Where do I find the answers to the questions a registrant answered in the registration?

Many of the answers are recorded on the person’s Involvement > Registration tab. These are standard questions that are asked during a registration as well as during Check-In. The answers to other questions will be displayed on the registrant’s Member Dialog. You can also generate a Registration Report or Export for an individual or for the entire Involvement. These will contain the information you need regarding registrants’ registration information. The Report is a one-page per person report and the export contains one row per person.

See also

• Involvement Member Dialog

• Registration Report and Export

• People Page

How can I find out the name of the church a registrant attends?

Use the Extra Questions option which is found on the Registration > Questions tab of the Involvement. Use something like this: Name of church you attend. If a child is the registrant, you might want to phrase it like this: Name of Parent’s church.

See also

Questions Tab

Can a person change their answers after they complete their registration?

There are 2 ways you could handle this:

• Include instructions in the confirmation email asking the person to reply to the email if they want to make a change. The person notified of registrations would then make the change for them.

• Check Allow Re-Register on the Registration > Registration tab. This would allow the registrant to return and register, making different selections. Do not use Re-Register if there is a fee, as the person will have to pay both times.

Can I send different confirmation emails to different sub-groups within an Involvement?

There are several ways you could handle this:

• After registration has ended, you can send individual emails with instructions to the specific sub-groups. Just filter for a group and email them.

See also

Filter and Sort Options

• You could also include all of the specific instructions for each group within the confirmation email, just clearly labeled. The registrant would ignore the instructions not pertaining to their group.

• You can set up your registration as User Selects Involvement. In this case, each ‘group’ would be a separate Involvement instead of a sub-group within the same Involvement. Instead of putting the confirmation on the Master Involvement, you would create one on each Involvement. Then each ‘group’ would receive a different confirmation.

See also

User Selects and Compute Involvement by Birthdate Registrations

Does TouchPoint have conditional questions that will present different questions based on the person’s answers?

Yes, on a Registration Form. A Join Involvement registration shows every question to every registrant, but a Registration Form can skip questions based on the registrant’s answer. Turn on Conditions for a Radio Buttons, Drop-down, or Shirt Size question, then use Skip to beside each option to choose the question the registrant goes to next, or the end of the form. Questions in between are not shown. See Registration Form - Questions.

With a Join Involvement registration, you can often get a similar result by using a different registration type.

Example 1: You want to put new students in Spanish I, and those that have already had Spanish I into Spanish II. Use the User Selects Involvement type of Online Registration and name the Involvements Spanish I (beginners) and Spanish II (return students). The registrant pre-qualifies themselves by making their initial selection.

Example 2: You want to fill teams based on age and gender. Use Compute Involvement By Birthday. You will select a gender and enter a birthdate range on each Involvement, so that the system automatically places the person in the correct Involvement.

Can people register online if they are not already in the database?

Yes. After the person enters the basic fields to find their record, if one is not found, they are asked for some more information, such as their street address and phone number. A new record is created when they complete the registration.

Corrected the record-matching rules, updated log-in and account link names, and noted that the Create Account checkbox requires the Show Create Account setting. Replaced the find and login page screenshots. Added Registration Form conditional questions to the conditional questions answer.