Registration Form¶
TouchPoint’s Registration Form feature allows you to create an online registration form to capture registrant information and optional payment for events, memorials, or merchandise sales at your church.
To get started, watch our Registration Form Quick Start video. Additional helpful videos can be found on the TouchPoint Training website by filtering for Registration Form in the Series drop down menu. Step by step instructions can be found below.
Creating a Registration Form¶
To create a Registration Form, follow these steps.
- Step 1 - Create the Involvement
Note
You need to create a brand new Involvement rather than repurposing a pre-existing Involvement.
Navigate to Involvements > Add Involvment and fill out the following fields.
Name - Give it an appropriate title.
Involvement Type - Choose the appropriate type for your church.
Registration Type - Choose the Registration Form option.
Important
Once this Registration Type is selected, you are unable to change to another Registration Type.
The Registration Form type CANNOT be used for Mission Trips.
Campus - Choose the appropriate Campus.
Click the blue Save button.
- Step 2 - Configure the Settings & Fees
See also
- Step 3 - Add the Questions
See also
- Step 4 - Customize the Messages & Emails
See also
Publishing the Registration Form¶
Once your registration form is created, you will need to the link available to the public. To access the registration form, click the Registration Link button at the top-right of the tab. To copy the registration link, click the Copy button. Once you have the link copied, you can make it available a couple of ways.
Post the link on your church website and/or social media channels.
Send a Special Link via Email or SMS.
Tracking Registrations¶
Registrants will be added as Members or Prospects to the Involvement, based on your Join As setting. To see their registration details, follow these steps.
- Step 1
Open a registrant’s Member Dialog box by clicking the Pencil icon (Edit) under the Actions column.
- Step 2
Click the Forms tab to view the following informtion:
Completed date/time
Questions and answers
Transaction ID
Reporting¶
A report of the Registration Form registrations is available by viewing the Registration Report and Registration Report (Excel).
See also