Event Options

Use the Event Options page to configure event settings and to turn modules on or off for the event.

Play (icon) Videos: The Certain University "Event Configuration" course

Global Settings

Play (icon) Video: Global Settings (2 min.)

You can specify the following options:

Caution: If this is set to less than 10 minutes, registrants may not have enough time to complete the registration form before their reserved items are released back to being part of the event's available capacity or inventory.

Best Practice: Do not change  this value while the event is live (that is, accepting registrations). Doing so could cause one or more items to become oversold.

Event Template Settings

Automatic Event Waitlisting

The only statuses available in both cases are those categorized as “Pending”.

Event Waitlisting Queue

When a registrant goes onto the waitlist (see Automatic Event Waitlisting above), their registration is added to the Event Waitlist Queue.

This panel lists the event’s queued records; it isn’t shown until a registrant first joins the waitlist.

The records shown include all the Active and Complete registrations that have been queued, and whose Live/Test mode is the same as the event’s.

Note: They include those that have been processed; that is, changed from waitlisted to registered.

Dynamic Data Field (DDF) Date Format Settings

You can select a date format to be applied to all date time Dynamic data Fields (DDFs), wherever you add them in the event.

Example fields: Event Start Date, Event End Date, Today, etc.

Example uses: Registration form sections, email templates, event websites, etc.

Custom Registration Properties

Custom Registration Properties are flags (Yes or No values) that enable you to track whether or not certain actions have been performed on a registration.

You can include up to 30 per event. None are included by default.

For each one you want to include:

  1. Select the Show.... check box before its name; for example, "Show Property 1"

  2. Enter a Label; for example, "Welcome Package Sent" instead of the default "Custom Property 1".

  3. If required, select one or more Tags to apply for analysis purposes.
    The tags available for selection are only those that have Custom Registration Properties set as their Object ( by an Administrator on Account Settings > Management > Tags).
    The Tags column is not even displayed if an Administrator has not set up any such tags for your account.

    Technical Note: All tags are exposed via Certain's API 2.0. The APIs associated with the objects will return the associated tags if you include an includeList=tags attribute.

Play (icon) Video: Custom Registration Properties (1.5 min.)

These "Custom Reg Properties" are displayed below the Standard Registration Properties on the Attendee Profile page

And the actions of "Set <Custom_Registration_Property_Name>" and "Unset <Custom_Registration_Property_Name>" are available on the Mass Action drop-down menu on the Reports Results page.

Custom Registration Properties are used in a similar way to the Standard Registrations Properties (Complete, Badge Printed, On To Do List, Test).

You can set or unset them for attendees by selecting or clearing the check boxes on the Attendee Profile page or by using the Mass Action drop-down on the Reports Results page.

See the notes below about Logic and Import.

Example:

Your attendees must have a Welcome Package physically shipped to their business mailing address three weeks before the event.

Attendees could be in any phase of the registration life-cycle (paid, unpaid, pending, partial, etc.) when the Welcome Package is shipped, so you need a way of indicating that the package has been sent to a registrant.

You could create a Custom Registration Property called "Welcome Package Sent?" to indicate the status of the Welcome Package.

When you'd sent the package to an individual registrant you could then select the "Welcome Package Sent?" check box on their Registration Profile,
or to indicate that you had shipped the Welcome Package to a group of registrants  you could run a report and use the Mass Action "Set Welcome Package Sent?" on the Report Results page.

Note: Once any registrations have a Custom Registration Property set , the check box to the left of the Custom Registration Property here is disabled: that property can no longer be deleted or modified.

Logic: In a registration form you can assign Custom Registration Properties via form logic, using the "Set Custom Registration Properties" action (found under "Assign Actions").
You can also use them as conditions in logic rules, conditionally displaying content or performing actions based on these user-defined properties.

Importing: You can assign Custom Registration Properties when importing registrations: see Import/Update Registrations.

Functional Areas Needed by This Event

Select the product modules needed in this event by selecting the appropriate check boxes. (The modules available are those available to your account.)

If a product module is selected, the corresponding section is expanded and individual sub-modules can be selected if there are any. For example, select the Appointment Module to then be able to select the Appointment Matching and/or other sub-modules.

The options you select determine the pages, form sections, and reports that are available in the event.

Play (icon) Video: Functional Areas Needed (1 min.)

When a product module is not selected, the entire section collapses, and none of its sub-modules can be seen or selected.

Note: The Event Module is permanently selected.

Note: When a new event is created, the Full CC Number Access options are set by default to the same values as the event’s account.

Intranet Settings

You can enter a value in the HTTP Referrer field to limit access to the event's registration forms.

If you enter a domain name (such as "www.example.com") here, the registration forms will not be accessible directly via their URLs but must be accessed via links from the specified domain.

Remember: if you use this option, you must provide your attendees with links to the form – either on your website, or in an email sent from the specified domain. The HTTP Referrer Message will be displayed when someone attempts to access the form directly via its URL.

 


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