REGISTRATION CHECKLIST

Transcription

1 REGISTRATION CHECKLIST We are so thrilled to share with you our brand new IF:Local registration system! We built this with the input of IF:Local Hosts. It s more simplified, streamlined and easyto-use than ever before. We ve also given you many more tools to make collecting information and money from each attendee a lot easier! Please read through the checklist below to understand how each of the six steps works. purchase your event licensing fee Visit and select the tier that best describes the size of your event. Tips on selecting the right tier: q Underestimate how many attendees you will have at your event. q If your attendee roster exceeds the number of people you re paid for, then the system will close your registration and trigger you to upgrade to the next tier. create/activate your account q If you re a member of the Discipleship Collective, then you will login with that user account. Your login information for the IF:Gathering app or last year s registration system does not work. q If you re not a member of the Discipleship Collective, then you will complete the form and purchase your Event License Fee. q Once you complete your purchase, you will see a confirmation page. An will be sent to the address you used to register. That will prompt you to Activate Your Account. Your account password will be in that . q Please allow 3-5 minutes to receive your account activation , and you should check your Spam folder if you cannot find it. Please note: You cannot change your subdomain once you have completed your purchase. Now that you ve Activated Your Account, you re ready to complete the 6 steps to getting your event ready to go live. A Get Started page will appear, and on this one page you will find that you can complete all six registration steps.

2 add host q Step #1: Tell Us: Who are your co-hosts? To complete this information, you must know the following about your co-hosts: q Name q Address What does it mean? Your Co-Hosts will have the same admin access to manage your event. They will also appear as co-hosts on your IF:Local registration page. What happens next? It will automatically generate a username and password for them. They will receive that login information via . event details q Step #2: Event Basic Information To complete this information, you must know the following event details: q Location q Date q Time You must click SAVE in order to update your event with that information. You can go back and edit it under the Event Details link on the sub-menu navigation. q Step #3: Tell Your Attendees About Your Event Here is where you will fill out the specific event information that will appear on your IF:Local event page. q Special fields to tell your attendees about: q Meals - What meals (if any) will you provide? Are there options that they will have to choose from during registration? Do you need people to bring certain food items? Here s where you can share about it. q Childcare - Are you providing childcare? Here s where you can tell them all about it. q Will you provide an ASL livestream? Or the videos in Spanish?

3 manage registration q Step #4: Customize Your Registration Form This is brand new! Never before have we given you the ability to customize your registration form so that you can collect specific information from your attendees. Here are the field that are required & by default are a part of your registration form: First Name Last Name Phone Add Digital Access Payment information (if applicable) Here are the custom question we ve created that you can add to your form with just one click of a button: Home Address Cell Phone Do you have a home church? (yes/no) Do you have any dietary restrictions? (sentence field) Do you need childcare? (yes/no) Will you need sign language interpretation during the gathering? (yes/no) Do you have a disability or special need that our team should be made aware of to make your experience more enjoyable? (paragraph field) Then there is the option to create your very own custom questions to add to your registration form. Here are the types of question/answer fields you can use to collect information: Single line text Paragraph text Radio buttons (single selection) Checkboxes (multiple selections) Custom Field Instructions q Type your question into the Field Label box. q Any additional instructions or clarification should be entered into the Field Description box. q For Radio Buttons and Checkboxes, where you are giving the registrant predetermined answers, you will fill those into the small boxes that appear. q You can continue the click the + sign to add more options. q Once you click to add the field, there is no more editing it. It will be automatically added to the form. q If you need to make an edit to one of your custom fields, you will have to delete the existing field and start over creating that field again.

4 General Instructions q When adding a predefined optional field, you can select more than one. They are not added to your form until you click Save q Once added to the form, every attendee will be required to fill out every question. There is no option to make some questions optional and some required q You cannot change the order of the fields q Click the Preview Registration Form button at the top of the page to see exactly what your attendees will see when they go to register. Once you publish your event, you cannot edit your registration form. q If you want to use your own registration system, under Manage Registration is where you can copy and paste a link to your registration page. payment details q Step #5: Collect an IF:Local Event Fee q Step #5.1: Fill out your IF:Local Event Fee Application q First you must affirm that you will abide by the Terms of Use for the IF:Local Ticket Price q Tell us what your fee will cover q How much do you want to charge (Max is $50) This will be sent to our staff to approve. Once your fee is approved, the person who registered originally will receive an notifying them the Ticket Price has been approved. q Step #5.2: Authorize IF:Gathering to Access Your Stripe Once you receive the notifying that your ticket price has been approved, click on the Payment Details menu. There you will click a button that says: my event This is the actual preview of your IF:Local event page. We by default provide the event vision video and description of what it s about. To edit the information that appears on that page, click Event Details in the menu.

5 q Step #6: Review and Publish Your Event Disclaimer: Your registration website is not live until you make it live. It s the final step. Everything you put into your registration page is editable prior to going live. Once you turn registration on there are two things that can no longer be edited: 1. Your ticket price & payment collection information 2. Your registration form - no adding, editing, or removing any questions from your registration form After you are live, you can still edit the information about your event that you communicate on your IF:Local event page. my account Here s where you have a lot of tools to manage your account. Just click Edit Account and you have the ability to : q Add a profile picture q Edit address q Add your street address q Change your password q Modify your visibility COMING SOON! The ability to view, manage, and export your attendees!