This service pack includes a redesigned Event Registration Form part that supports complex events — such as multi-day events or when there are multiple events on the registration form. The Event Registration form has a new user interface and a streamlined workflow to make the registration process easier especially when registering multiple attendees for multiple events.
Note: One major workflow change is that the attendee registration page displays before the list of events is shown. It is assumed that users will have already seen the list of events before they access the Event Registration Form. When creating an event, our recommendation is that you link users to the registration form at the point that you want users to start their registration.
When you include the Event Registration Form part on your website, users can now register multiple attendees for multiple events using the streamlined workflow steps:
Step 1: Attendees — Website users can enter details for all registrants, including themselves, multiple guests, and unnamed guests, who will be attending any of the events. When configuring the form, you can specify which fields to display — and which fields are required — on the Attendees page.
Step 2: Select events — Shows a list of all events that are available to register for. When selecting an event to attend, website users can select attendees from a drop-down list populated with all attendees that were added in Step 1. As attendees are registered for events, the page is automatically updated with event attendee information and subtotal amounts.
Step 3: Select options — Website users can choose options (where applicable) for events, such as preferences and restrictions, for each registrant for each event. Note that event options cannot be selected for unnamed guests.
Note: The Select options page doesn't display if there are no options available for the selected events.
Step 4: Review — Displays details for the selected events, such as who is registered for each event and what their preferences are. Modifications can be made to any event registration by selecting the event's link. When designing the form, you can configure whether this page displays to the website user.
Step 5: Checkout — Website users can specify the billing information, additional donations, and the payment method, then make a payment using Blackbaud Checkout.
Once the registration is complete, the transaction data in Blackbaud CRM includes information for each registrant, including event details and options, and payment information.
Note: We've used new CSS classes to support the user interface redesign. If your organization currently uses a custom CSS on your event registration forms, you should plan for additional design work in order to incorporate our new form design into your existing site style.
When you design the new Event Registration Form part, you select multiple events to include on a single form. Select Add an event to choose an event from Blackbaud CRM and specify the event's configuration options. All events listed under Add events display on the Select events page of the Event Registration Form in chronological order. The events are automatically ordered on the form based on their start date and time, so you no longer have the ability to manually reorder events.
Under Actions, you can edit or remove events as needed. Optionally, you can also enter text in Title if you want to include an event description on the form for the main multi-level event.
The registrant biographical fields that display on the Attendees page are now configured using the new Field entry options section under Attendee options. In the Include and Required columns, select which fields to display and which fields are required for hosts (primary registrants) and their guests. You can also modify the text that displays in the Caption field and change the order that the fields will display on the form. Under Organization options, you can select whether to allow users to register as an organization; if selected, the option displays on the Billing Information page prior to payment.
Under Options, a new Include review step option enables you to configure whether the review page is displayed to website users during the registration process.
To provide more summary information to users after they've registered for events, we've added a new Event merge field called Full Event Details that you can use when customizing the acknowledgment page. When you include this merge field, all the information from the registration form's Review page displays on the acknowledgment page when registration is completed.
