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

NEW! Page Preview Function

Sep 21, 2015    By: Mike Schumann



Building your registration website pages is pretty simple, since the page builder incorporates a graphical online HTML editor. This means that if you can use a word processor, you can build your site pages with ease and you don’t actually need to know HTML or any other fancy coding. That said, one concern when using the editor is that you can’t really get a proper preview of your content on the site itself, and to this point, the only real way to do this was to make your page edits, save your content, and view your event. This has all changed with the new Page Preview function.

page-preview-1

When you go to edit any of your site pages, (ie: Welcome Page, Custom Pages, etc.) you’ll now notice two buttons appearing to the top-right of the online editor: these are your page preview buttons. The first one, Desktop, will show you a preview of how your page content will look on a standard desktop computer. The second one, Mobile, will show you how your content will look on smaller-screened mobile devices, such as an Android or iPhone. To try them out, simply make some content edits in the online editor and click one of the buttons.

page-preview-2

In the window that pops up, you’ll see your event in its entirety, including your header, footer, and navigation menu. The content that you entered in the online editor on the previous page will appear as the content for your preview, exactly how it will look when finished. This is great for making page edits to an event that is already live and taking registrations, since your edits won’t be made live until you click the Save button.

That’s it. If you have any questions about this feature, or anything else in Event Wizard®, drop us a line.

Posted on September 21, 2015 by Mike Schumann
Category : Event Wizard® & Event Wizard® Tips
Tagged : ,,





System Field Types

Aug 26, 2015    By: Mike Schumann



Ahh, the textbox – the Swiss Army Knife of form field types. It is found on just about every online form, and for good reason: it’s flexible. It can be used to collect a wide variety of information like names, numbers, addresses, or just about anything else. But, aside from reading the label, how can you determine what kind of information is being entered into a specific form field? Furthermore, how does Event Wizard® know? This is where the System Field type comes into place.

system-field-types1

Head over to the Edit/Move/Hide Form Fields page of one of your events and you’ll immediately notice there are a few fields that are highlighted – these are fields that have been set as a special type through the system. Click the edit icon for one of these fields and scroll down to the Properties section. You’ll see a dropdown labeled “System Field” – this is where you can set the type, or identifier, for this field.

system-field-types2

Until now, this list consisted of only First Name, Last Name, and Email, but we have extended this functionality to include the following identifiers:

  • Address
  • City
  • Postal/Zip Code
  • Country
  • Province/State
  • Company

By using these identifiers, you are telling Event Wizard® what kind of data each marked field contains, and to use it as such. For example, the First Name, Last Name, and Email field types are referenced in things like merge tags, emails, and pretty much all of your event reports. Now, by adding these new system field types, we have opened up the ability to use that data in other ways – for instance, if the form contains marked address fields, that data can be carried over to the payment page so the user doesn’t have to fill it in twice. Pretty neat, huh?

We hope this sheds some light on a feature that you may not have known existed. As always, if you have any questions about system field types or anything else, you know where to find us.

Posted on August 26, 2015 by Mike Schumann
Category : Event Wizard® & Event Wizard® Tips
Tagged : ,, , ,





NEW! Sub-account Feature

Aug 13, 2015    By: Mike Schumann



Part of Event Wizard®’s appeal is that it is extremely flexible and customizable. Because of this, we attract clients of all shapes and sizes, from the smaller individuals with a single event, to large event planning companies running events throughout the year. Sometimes our larger clients employ multiple people to build and run their events, so it can get a bit cumbersome if everyone has to share a single Event Wizard® account, (along with a single email and password).

Enter the new sub-account feature!

How does it work?

How do sub-accounts work?There are main accounts and sub-accounts, (also called “users” or “account users”).

What is a main account?

When you add a user to your account, you become the main account for that user, (and any other subsequent users you add to your account). Main accounts can see and edit their own events as well as the events created by any of their user/sub-accounts.

What is a user/sub-account?

When you add a user, (or users) to your account, that user becomes a sub-account of your account. Sub-accounts can see and edit their own events plus the main account’s events.

Sub-accounts cannot see each other’s events. Any event that needs to be accessible to everyone in your organization must be created by the main account.

How do I create a sub-account?

Start by logging into Event Wizard® and clicking the My Account icon in your main menu. On this page you’ll see a series of tabs that allow you to check or modify things like your Personal Information, Account Preferences, and Account Usage – click the Users tab and then the +Add New User link.

subuser1

On the next page, you’ll need to enter the first name, last name, and email address of the user you wish to add or create, then click the Add User button. From here, one of two things will happen:

  1. If the email address entered is already being used by an account in Event Wizard®, the user will receive an email asking them to confirm your request to join to your account.
  2. If the email entered doesn’t already exist in Event Wizard®, a new account is created and an email is sent asking them to activate before it can be used.


subuser2

Once the above action is taken, the requested account will become a sub-user of the original account, and will show up under the Users tab on the My Account page.

It’s important to note that the account balance ($) in the parent account does not get shared with its sub-users, (and vice-versa). For example, if a sub-user creates an event, they must have a positive balance in their own account in order to run it, since they are the owner of the event. The only exception is for annual license holders; if a main account holds an annual license, the user accounts do as well.

That’s it! If you have any questions about this new feature or anything else in Event Wizard®, feel free to contact us.

Posted on August 13, 2015 by Mike Schumann
Category : Event Wizard® & Event Wizard® Tips
Tagged : ,, , ,