Attendee or Member Application on the Site

Overview

The platform allows you to create applications so that individuals can sign up to join your event or become members of the site.  Applications have customized pages with text, graphics, banners, and embedded videos, an application form, and offer the ability to allow individuals to register for free or to pay for access.  Add multiple applications to the site and activate the one you want to use.

In this article:

1. Locate Attendee Application
2. Add or Manage an Attendee Application

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Step by Step Walkthrough

Step 1 - Locate Attendee Application

From the dashboard, select Attendees then Application. Select Setup to draft and finalize an Attendee application.

Step 2 - Add or Manage an Attendee Application

• Select "+Add Application" to add a new application.
• Select "Options" to edit an existing application.

Step 1 - Setup

• Add an application name to show up in the table and as the header of the application.
• Enter an optional description.
• Select registration "on this site" to setup the application on this site. (Note that external registration systems can be connected to this platform.)
• Turn the "Approval Status" on if you want the applications reviewed in advance and select "+Add Admins" to select site administrators to approve the application.
• Turn the "Signup Button" on and customize the text (example:  Sign Up or Register), select the button color and button text color.
• Add a short message that will appear next to the login screen but not on the application page.

Step 2 - Form

Add an application form with fields you select from the attendee database.  Individuals that fill out the form will have that data entered into the database automatically.

• Add a success message when the individual completes the application (example - "Thank you!"
• Open up a section and select "+Add Field" to add a new field.  (The Contact Information section will always appear with the First Name, Last Name and Email Address)
• Click "+Add New Section" to add a new form section and add new fields to the section.
• Click "Preview" to see the application form.
• Click "Next" to move to step 3 and setup the page.

Step 3 - Page

Create the application page by adding text & graphics or banner sections and moving them up or down on the page.  The "application form" was created in step 2 and can be positioned on the page with the other sections.  

• Click "+Add New Section" to add a section to the page.
• Open up the section and customize it.
• Click "Preview" to see how the page will appear.
• Use the tool to move the sections up or down on the page.
• Click "Next" to customize emails.

Step 4 - Emails

Turn on emails to send to applications once they complete registration.  If application approval is "on", you can send an email if their application was denied or approved.

• Turn an email "on" to send it.
  • Confirmation emails go out automatically once the individual completes the application.
  • "Denied" emails go out automatically if a site administrator denies the application.
  • "Approval" emails go out automatically if a site administrator approves the application. (This email is different than the site welcome email with login credentials.)
• Click the email name to edit the email, preview it, or send a test email.
• Click "Email Settings" to see the site's default email header and footer and change the default options if needed for this application only.
• Click "Next" to move to Step 5 and set up packages.

Step 5 - Packages

Packages allow you to establish pricing packages, set discounts and create refunds.

Add Packages:

• Select "+Add Package"

• Select if the package will be "free or "paid"
• Give the package a name
• Add an optional description.
• If a paid application - Select the payment terms (monthly, one time, annual)
• Enter the price
• Add an administrative or other fee if needed.
• Select the currency and apply that currency to all packages.
• Select "+Add Types" to apply the package to specific attendee types.
• Click "Save" to save the package.

Add Discounts

Select "+Add Discount" to add a discount.

Automated discounts apply if the individual signs up between a certain date range.

• Select "Automatic" as the type.
• Enter a name and description
• Select if the discount is a percentage off or fixed amount and enter the value.
• Enter the valid dates
• Select "+Add Packages" to apply the discount to certain packages.
• Click "Save" to save the discount.

Promo Codes apply if the individual enters a code during sign up.

• Select "Promo Code" as the type.
• Enter a name and description
• Select if the discount is a percentage off or fixed amount and enter the value.
• Enter the promotional code or have the system generate a random code.
• Enter the maximum number of times the code can be used.
• Enter the valid dates
• Select "+Add Packages" to apply the discount to certain packages.
• Click "Save" to save the discount.

Buy 1, Get 1 apply if the individual signs up for a package and gets another package for either free or for a discount

• Select "Buy 1, Get 1" as the type.
• Enter a name and description
• Select the package under "Buy" for the package the individual must buy to get the discount.
• Select the package under "Get" for the package the individual will get at a discounted price.
• Select if the discount is a percentage off or fixed amount and enter the value.
• Enter the valid dates
• Click "Save" to save the discount.

Refunds apply if the individual cancels by a certain date.

• Open the Refund accordion and select "+Add Refund"

• Enter a name and description
• Select if the discount is a percentage off or a fixed amount and enter the value.
• Enter the valid date
• Select "+Add Packages" to apply the refund to specific packages.
• Click "Save" to save the refund

Step 6 - Publish

Save the application as a draft to come back and edit later, publish it now, or schedule it to go live.  Remember that only one application at a time can be active on a site.