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BlogChalk full of Event Wizard® tips, tricks, and news!

6 Ways to Use Group Registration Rules

Feb 22, 2016    By: Mike Schumann



Group registration is a vital tool for a lot of our clients, which is why we have developed one of the most powerful group registration systems in the industry. When utilizing group registration, sometimes our clients want to offer discounts based on different scenarios – this is where group rules come into play.

Below are six example scenarios of where group rules can help automatically apply discounts to your event fees.

1. 10% discount to all members in a group of 10

Say you want to offer a bulk discount to all members of your group. In this scenario, the discount will only be applied when the 10th group member registers and will be applied to all members of the group. If any more than 10 people register for the same group, the extra registrants will not receive the discount.

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2. Free registration to the 6th member of a group

This scenario is similar to the “buy one, get one free” deals sometimes seen in your local department store. More specifically, this example is a “buy 5, get 1 free”, where the 6th registrant in a group gets a discount of 100%.

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3. $50 discount for everyone if a group has AT LEAST 3 members

Similar to the first example above, this one applies a discount to all group members. Where it differs is that it will continue to be applied to group members, even after it hits a certain threshold, (in this case, 3 members).

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4. 25% discount to a group of at least 2 members if they register before a certain date

This one is useful for rewarding group members for early registration. In this example, we are applying a 25% discount to everyone in a group, (minimum of 2 people) who registers before a certain date. If anyone is added to the group after the early-bird fee expires, they will not receive the discount. It should also be noted that you need to set up your fee with an early-bird rate in order for this to work properly.

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5. 15% discount to groups with at least 4 members but no more than 6 members

Say you are trying to fill tables at a banquet that hold a maximum of 6 seats, but in order to fully cover the cost of the table you need 3 or more people at each one. The discount in this scenario doesn’t get applied until after you have hit your 3 seat minimum, but will encourage people to fill the tables to their capacity of 6. Note that you would need to set your max group size to 6 as well.

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6. Pay for an entire group of 8 in one step

This is another useful one for banquets or dinners. Say you’re selling two different ticket tiers: single seats, and full tables of 8. You can set a group rule to apply a 100% discount to all but the first group member if they purchase a full table. That way, the group administrator, (first person registered per group) will essentially pay for all group members that follow. This is especially useful in scenarios where the group administrator is not only paying for, but also registering the rest of the group members. Note that you would need to set your max group size to 8 as well.

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These are just six examples of how you can utilize group rules, but the possibilities are pretty much endless. Keep in mind that you can apply these rules at any time, even if your event is already open. And group rules are smart – they know when someone has cancelled from the group and will re-apply the rule to the new group. If you have any questions about group rules, drop us a line.

Posted on February 22, 2016 by Mike Schumann
Category : Event Wizard® & Event Wizard® Tips
Tagged : ,, , ,





Helping Your Registrants Pay Their Event Fees

Feb 17, 2016    By: Mike Schumann



As an event coordinator, you want your event to go smoothly from start to finish. The last thing you want to be doing is chasing your registrants down trying to collect missing payments, but it does happen from time to time. Not to worry, we have compiled three tried and tested methods to help you collect any outstanding payments from your registrants.

1. Email Them Their Confirmation Link

It’s possible that one or two registrants simply missed the payment buttons on their confirmation, (i.e.: “thank you”) page; emailing them a quick reminder is the easiest way to get them back on track. Open up your event reports and locate the name of the registrant in question.

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Click the View the Registration Details icon in the Tools column for that registrant, which will open up their confirmation page in a new window. Copy the URL from the address bar of the popup and paste it in an email to your registrant. Once received, they can click the link to come back and make payments using the methods you have enabled in your event.

Note: If you only have online payment enabled, simply replace the /thank-you/ portion of the URL with /checkout/. By sending them this link instead, they will open up directly to the checkout process rather than their confirmation page, saving a step.

2. Include the Payment Link in Your Registration Confirmation Email

Rather than waiting for any missed payments, you can take a preliminary measure by including a personalized payment link in your registration confirmation email. This is done using the Payment Link system merge tag, which uses your registrant information in Event Wizard® to generate a personalized link for each individual registrant.

When editing your registration confirmation email, click the Insert System Merge Tag dropdown in the editor, and select Payment Link. This will insert the payment link merge tag wherever your cursor is placed within the body of the editor.

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The link merge tags work similarly to how <a> tags work in HTML: they consist of the opening tag, link text, and closing tag. In this case, the opening and closing tags make up the portion of the merge tag that is automatically created by the system, so you don’t need to worry about that. The portion you need to concern yourself with is the link text, which should be changed to something more relevant, (such as “Click here to pay for your registration”) so the registrant knows what the link represents. The screenshot above shows the different steps from link creation to the final email.

3. Email All Registrants with Pending Payments

If you have a lot of registrants that have outstanding payments, you can use the email tool within the reports to easily send every one of them a personalized email reminder. Start by going to your event reports and opening the Pending Payments report. Locate the Email icon beside the Reports and Tools dropdown – give it a click.

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On the page that opens, you will notice a lot of the same fields from the Edit Confirmation Email page. Start by filling in the boxes with your subject, name, and email address. Next, add some content to your email.

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Composing your reminder email is just like composing the confirmation email we did in method 2, only with slightly different information. You can use merge tags to personalize the email with information like the registrant’s name and registration date, but most importantly, their payment link. Once you have your email composed, click the Send Email button.

Hopefully one of these methods will help you to collect any pending payments for your event fees. If you have any questions about this, or anything else Event Wizard®, please contact us.

Posted on February 17, 2016 by Mike Schumann
Category : Event Wizard® & Event Wizard® Tips
Tagged : ,, , , ,





NEW! Updates to the Date Input Field Type

Feb 10, 2016    By: Mike Schumann



You asked and we listened! The date input field type has been a part of Event Wizard® for a long time, but it wasn’t very flexible and was due for an overhaul. Thanks to suggestions from some of our clients, we have added some much-needed functionality to the date input field.

Date Format Choices

When a date input field is added to a registration form, it is rendered as three dropdowns: Day, Month, and Year. Until now, these dropdowns always appeared in a static order and couldn’t be rearranged. This wasn’t ideal, since different countries format their dates differently, so we added an option to arrange them as Day/Month/Year or Month/Day/Year, as seen in the example below.

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Choosing whether your date input field appears as Day/Month/Year or Month/Day/Year is easy, and can be done using the new Date Format property when adding or editing your date input field.

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Default Dates Are No Longer Required

Due to the way the date input fields functioned, they were always required to have a default date. This meant that even if a registrant didn’t explicitly fill out the field, the default date was always present in their response. We completely rewrote the date input field’s functionality from the ground up, which provided us with the option of allowing empty date fields on forms.

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Because of this new feature, the only time registrants are now forced to enter a date is if the date input field is specifically marked as “required” by the event organizer. Awesome!

We hope you find these enhancements useful when building your next event. If you have any feedback or requests, please take 5 minutes and fill out our Event Wizard® Feedback survey. Who knows, you might just see your suggestion(s) in the next version update of Event Wizard®!

Posted on February 10, 2016 by Mike Schumann
Category : Event Wizard® & Event Wizard® Tips
Tagged : ,, , , ,