Needing to restrict registration to only a select group of people? Use an invite code to ensure only those exclusively invited are allowed to register.
Step 1. Once you have created a campaign using a template, you will need to edit the campaign, enter the layout tab then select the green Add button. There you will add a new Page under Design Elements. Next you will drag and drop all fields onto the second page beginning with the field on the top of your first page to ensure the fields are placed in the exact same order. Note : You may wan to leave a few of the basic information fields on the first page.
Step 2. Next, on page one, select the green Add button to add a Coupon Code field. You can label it Invite Code (or whatever is fitting for your event), then be sure to chose the option to make the field required. This means anyone who would like to get to the second page to register must provide an invite code to continue on.
Step 3. In the layout tab you will add a Submit button to be placed at the bottom of the page, to ensure folks can actually make it to the second page of your form.
Step 4. Next you will actually need to create the invite code. Enter the coupons tab and select Add Coupon. Similar to an actual coupon code you can either simply have one coupon code and then control the supply to be limited if you would like; or you can select the option to import a unique series of coupon codes so that each individual will have their own unique code. Your first page of your form could look something like this.
Note: If you choose to import a unique series of coupon codes, be sure to leave it as unlimited. The software already recognizes the coupon code should only be used once.
With all online transaction experiences, efficiency and natural flow are key elements to keep in mind, in order to provide a streamlined process for customers. With every click of a mouse or switch of a page, there are mere seconds of opportunity for the distracted mind of your customer to rethink their transaction or move on from your website to the bazillion other websites they can access. It is always important to eliminate as many questions, concerns or hesitations your customer can run into throughout this process.
With Webconnex you can customize your forms to feel like an organic extension of your website, so that most of your customers will never even notice that they have moved from your website to our secure servers, when submitting their transaction. One small yet important part to creating a natural flow when linking a button or text on your website that will send folks to your registration, ticket sales or donation page; is to be sure the link is set to open in the same window and tab that they are currently using to browse your website.
We suggest walking through every step of the process your customer will experience. While doing so, ask your self if parts of the process are distracting or could potentially stir up confusion. Understanding what others will experience will help you make adjustments to streamline the process. Ultimately an easier and faster user experience will result in more successful transactions.
For more information on how to test your page click here.
Did you know a coupon code can automatically be redeemed in a form without it showing the actual code in the form? This can be done by including special text in the URL. Read below to try it for yourself and see what we mean.
STEP 1: Create a coupon code. For this example we created a code called SPONSOR
STEP 2: View your Webconnex form. For this example we will use this form: https://demo.webconnex.com/mud5k
STEP 3: At the end of the form URL type in: ?coupon_code=YOURCODE&_hide_coupon=1
Click here to see an example: https://demo.webconnex.com/mud5k?coupon_code=SPONSOR&_hide_coupon=1
If you click the link above, you will see that the coupon code was accepted in the form, but did not show up in the coupon code field. This is a great way to discretely share coupon codes with sponsors, volunteers, family, etc.
If you’d like to learn more about coupon codes, you can do so here.
Do you ever wonder how the revenue of your current event is doing in comparison to a previous event? Well wonder no longer because we have your answer. As you may have seen in this morning’s newsletter, we recently released a reporting feature that allows you to compare the progress of two events.
With an easy to understand graph and list format, you can see day-by-day progress of your events. Use one of our default dates, or set a custom range.
This report will give you a piece of mind and a clear understanding of how your event is doing. You can even use the compare report to see if registrations spiked around a particular promotion or price increase. Evaluate the information to see what has effective and how you could market your event moving forward.
Below are screen shots of the Compare Report in action. If you wish to see a step-by-step guide on how to create a Compare Report, click here.
If you are not currently a Webconnex client, but would like to take advantage of this reporting feature, click here.
What is the next feature you would like to have?
Anyone out there prefer to be the one making the mistakes rather than being the one learning from others mistakes?
If our Webconnex blog community were in one room, I’m pretty sure we would be able to hear a pin drop in response to that question. I think we can all agree, it is an easier road to learn from the mistakes of those who have come before us, than to go through the painful experience of being the one to making the mistake.
From time-to-time there are mistakes that we see occur for our clients and it breaks our hearts to know the headache of the situation could have been avoided, if only they had know. This is why this week; we want to remind you to confirm your Communication Emails to ensure they are submitted fully.
On the same page for preparing the recipients and contents of your email there is a Continue button, which will bring you to the Confirmation screen for the email you wish to send out. This is a screen that gives you a chance to review the recipients, do a final spell check and either go back to edit the message or send/schedule the message if you are ready. In order for your email to be submitted for approval you must select the final Send Message button.
Doing so, will save you the heartache of expecting an email to be sent only to find that the email was never confirmed and never submitted.
Don’t run the risk of overselling entries or merchandise. Follow the steps below to set capacity and quantity limits on your forms.
STEP 1: Edit your form
STEP 2: On the Basics tab, scroll down and click Show Advanced Options
STEP 3: Select Limited and enter your overall registration capacity (in the next example you can set individual registration category capacities)
You can set quantity limits in both Quantity Box and Multiple Choice fields. These are most often used for registration categories and merchandise.
STEP 1: Edit your form
STEP 2: Click the Layout Tab
STEP 3: Edit the Quantity Box or Multiple Choice field on your form. Or click the Add button to add a new field.
STEP 4: Look for the Limited Supply option and select Limited and enter the quantity you wish to allow. You can do this for each registration option and/or merchandise field.
NOTE: As this option is selected, the 0 or 2000 in this example would alter. It would become 1 of 2000, 2 of 2000 and so on.
Check back for tips on how to show the remaining supply for your participants to see.
If you missed it yesterday, our very own co-founder Eric Knopf was featured on Forbes.com. Eric was named one of the Top 25 Entrepreneurs To Follow On Twitter. It was a great honor to see him listed alongside entrepreneurs such as Mark Cuban, star on television show Shark Tank and Tony Hsieh, the founder of Zappos.com.
We are fortunate to have Eric leading the charge here at Webconnex. He brings great vision, enthusiasm, passion and innovation to what we do behind the scenes.
If you want to follow him on Twitter, you can find him @ericknopf.
Many of you are buys people and like to plan ahead (many of you, not so much;-). For those of you who like to plan ahead, this is a great tool for you.
By being able to set open/close dates and messages, you can build your form and link it to your website long before you are ready to actually accept registrations. Simply set the date you wish for registration to open, provide a message indicating when it will actually open and rest assured until that date.
Or, does your form need to close at some crazy hour of the night? No worries. You will not need to fret about a sleepless night of missing the turn-off mark. Simply set the close date on the form and it will all happen automatically.
Step 1: Click Edit on your form and it will take you to the Basics tab.
Step 2: Scroll down and fill in the date of your event, as well as the desired Open and/or Close dates of your form.
Step 3: Enter your Before Opening and/or After Closing messages.
It is as simple as that. Check back next week for another helpful tech tip.
You might have caught our article last week, 5 Reasons You Should Use Online Registration Software. If you still aren’t convinced, here are 5 more reasons:
5) How Much Is A Stamp Anyway? Can you give the exact price of a stamp right now? Most people can’t and are less likely to go through the hassle to snail mail their registration.
6) Accept Credit Card Payments Online - Online shopping, banking and payments are exploding. People are comfortable with entering their credit card information online and often prefer it.
7) Less overhead / Staffing - When you do online registration, you essentially eliminate manpower and headaches of having registration tables and people to staff them.
8) Receive Money In Real Time - If you are charging for an event, you get your money in advance rather than the day of the event.
9) Easy Check-in / Verification - With online registration software, you can check people in within moments. Even print tickets to make it faster and more professional.
10) Paper can’t go Viral - Online registration lets you tap into the infinite scaling of social media, social networks, blogs, email and viral marketing. People like to tell friends and others what they are doing.
Paper entry forms are quickly becoming a thing of the past. To stay relevant and effective, online registration software is essential.
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