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Tagged: event registration form

How to Use PayPal to Collect Fees

Oct 24, 2017    By: Mike Schumann



We offer many different e-commerce gateways in Event Wizard® when it comes to collecting fees from your registrants. However, some users prefer to use PayPal, so here’s a quick rundown on how to set it up in your event.

Enable PayPal as a Payment Option

The first step is to enable PayPal in your event’s payment process.

Paypal1

To do this, head to the orange section of your event task list and select “Edit your payment options and details”, as seen above.

On the page that opens up, you’ll notice the PayPal panel on the right side.

Paypal2

In the first box, enter the email address associated with your PayPal account. Then, under Item Name, enter something relevant to your event/fees. This will be the name that appears during the PayPal checkout process for this event.

Enable Instant Payment Notification (IPN)

While it’s not required to enable IPN, we strongly recommend doing so. If you don’t, you’ll end up having to manually check your PayPal transactions on a daily basis and manually flag each successful transaction as Paid in your Event Wizard® attendee database using the Event Wizard Reports. It is a huge time-saver, especially when it comes to higher transaction volume.

How to Enable IPN:

  1. Logon to your PayPal account
  2. Click on the Profile link under the My Account tab
  3. Click on the My Selling Tools link on the left side of the page
  4. Click the + beside Getting paid and managing my risk
  5. Click the Update link next to Instant payment notifications
  6. Select Receive IPN messages (Enabled) and enter the following URL in the text box provided:
    https://event-wizard.com/app/form/process/connectors/paypal/
  7. Click on the Save button to save your information

There are a few more steps on how to check your transactions and test your IPN integration, which we have compiled into a quick-reference PDF for your convenience.

As always, if you have any questions regarding PayPal integration or anything else in Event Wizard®, you know where to find us!

Posted on October 24, 2017 by Mike Schumann
Category : Event Wizard® & Event Wizard® Tips
Tagged : ,, , , ,





New Enhancements for the File Uploader Field

May 14, 2015    By: Mike Schumann



A while back, we introduced a field type in Event Wizard® that allowed your registrants to upload files/photos as a part of their registration. Although it has proven to be a very useful tool for many of our users, it still felt like it was missing a few things, especially when it came to reporting. So, we decided it was time to do something about it:

1. Highlighted/Disabled Files Icon

Looking under the Tools column on the report pages, you’ll notice a little pink “Files” icon. When clicked, this brings you to a page where you can view all the uploaded files from a specific registrant. The problem was that until now, it appeared active for all registrants, regardless of whether or not they had uploaded any files. Now, we’ve remedied this by only enabling for registrants who have uploaded a file, (otherwise it is greyed out).

registrant-uploads1

This way you can quickly scan through to see who has uploaded something and who hasn’t, without the need to drill down on each registration. That said, if you want to view a registrant’s upload(s), you can still click the icon and drill down to the details. Cool!

2. Search/Filter Functionality

Much like the new search function included in our latest additions to the My Files page, the View Uploads report got the same treatment. This new search function allows you to filter through your registrant uploads and only display the files/registrants that contain a specified criteria. Simply enter your search terms in the box and watch as your list transforms to only display files/registrants that match your terms.

registrant-uploads2

3. Selective/Bulk Download and Delete Tools

Before now, it was a bit of a chore to download or delete registrant-uploaded files, since you could only do so one-by-one. The new selective download and delete tools make this task much simpler. Notice the new checkboxes to the far left of each record – as soon as one or more is selected, you will see the Download Files and Delete Files buttons show up beside the Search box.

registrant-uploads3

Click the Download Files button and you’ll receive a .zip file containing all of the files that you have checked. Click the Delete Files button and, after a confirmation, you’ll remove all the files you have checked. Keep in mind that the delete action is permanent, so be careful!

 

It’s worth noting that this section also benefits from our latest storage increase, since the space used by your registrant uploads is shared by the files you have uploaded through the My Files page.

We hope you find these new enhancements as useful as we do. For more information on how to use the File Uploader field, check out our dedicated blog post on this. As always, if you have any other questions or concerns, feel free to contact us.

Posted on May 14, 2015 by Mike Schumann
Category : Event Wizard® & Event Wizard® Tips
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Requesting Custom Work and Programming

Mar 10, 2015    By: Mark Turner



When creating your registration form you may find from time to time that you wish your form could be customized just slightly to accommodate a special requirement for your event.

We are happy to fulfill requests for custom programming work. In fact, when we receive common requests for the same programming we look at how we might build that into a feature that’s available to all Event Wizard® users.

If you require custom programming work to be done or just would like our team to build out a certain aspect of your form we are happy to do so. To request custom work, please download and complete our custom programming request form (or, right click and ‘save-as’) and send back to us. Once we have received this we will reply to you with the necessary items we require to complete your request.

If you have questions about custom programming please contact us.

Posted on March 10, 2015 by Mark Turner
Category : Event Wizard® & Event Wizard® Tips
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Event Wizard® 6 – New Features & Updates

Sep 26, 2014    By: Mark Turner



Event Wizard® 6 introduces many new features to your Event Wizard® account and loads of updates to features and tools you already use. In addition to the main features and updates listed here we have made many small improvements throughout the software to help speed up and create a more efficient and user friendly environment for you.

NEW: TASK LIST (EDIT MENU)

There is a new task list menu in Event Wizard®, but as a current user you will not see it right away. We have left the current user default to the old version of the task list and will let you decide if you would like to change to the new one (we think you should!). To preview the new task list simply click the Check out our New Task List button on your current task list.

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Once you have previewed the new task list for a moment you will be asked if you prefer it as your default via a pop-up window at the bottom of your screen.

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At this point you can set the new task list as your default or remain using the classic version. If at anytime you change your mind you can go into your account preferences and change your default. Once you are in the task list you will notice everything is laid out a bit different than you are used to but in very logical easy to understand categories. If you want to toggle back to the old task list click the Go to Classic View button.

EW6-TaskList

NEW: ONE PAGE CREATE EVENT SCREEN

We now have a one page create event screen that allows you to create and launch a simple event from one page. This page is essentially a stripped down version of the multi-step process you are used to when creating an event. Just like the task list though we have a new Create Event screen that can be accessed by clicking the link in the upper right of the current Create Event screen.

EW6-Createevent

Select that link and set the preference for the new screen and you’ll be looking to the future from here out. View our how to get started guide to see how the new Create Event screen works.

NEW: BARCODED TICKETS AND ATTENDEE SCANNER APP

You may have noticed we quietly launched our Event Wizard Attendee Scanner App a few months ago. There was a reason for that and it had a lot to do with our new barcoded tickets in Event Wizard® 6. Read more about onsite attendee check-in, barcodes and event tickets.

NEW: ONE-CLICK EVENT COPY

EW6-Copy3

Copying an event already saves you a ton of time, we just went ahead and made that even quicker. We now have a one-click copy event function that is so easy you may just copy events for the fun of it. Read more about copying your events.

UPDATED: MY FILES

We have updated all current accounts from 100MB of file storage to 200MB of file storage. In addition you can now create folders to better organize each event’s files and drag and drop those files into the folders you create.

EW-Files

UPDATED: FORM ERROR CHECKING

We have updated the form error checking tool to now highlight the required fields that your registrants miss. This eliminates the pesky pop-up boxes that weren’t too popular and takes the guesswork out of which fields need to be filled out to continue on the form.

EW6-error

UPDATED: SERVICE FEE FIELD TYPE

We have revamped the way the Service Fee Field behaves in Event Wizard®. You are now able to use your own payment gateway and make the fee any amount you would like.

Recovering your per registration cost just got much easier! Read more on the Service Fee update.

NEW: MY EVENTS ORGANIZATION

Our long standing customers have been waiting for this and we’re pleased to finally make it available. You can now show only the events you want in My Events based on the events status. You can even archive old events! Check out all the new My Events organization.

UPDATED: HELP CENTRE

Our Help Centre has also been updated and will continue to be a great source of help and support as your use your Event Wizard account and it’s new features. Be sure to bookmark it to get the most out of your account.

 

Posted on September 26, 2014 by Mark Turner
Category : Announcements & Event Wizard® & Event Wizard® Tips
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How to Test Your Registration Form

Jun 12, 2014    By: Mark Turner



We cannot stress the importance of testing your event registration form enough. This is your chance to see if something is out of place, doesn’t flow right or if you have just plain forgot something.

To test your form, click the ‘View Icon’ icon from any page.

V6-TestForm1

This will open your form in a new browser window.

While in test mode you may process as many test registration as you would like. The url of the form and the way it behaves will be the same when you make it live. You will notice that your form will also display a TEST MODE note in the social media bar located at the bottom of your webpage.

V6-TestForm2

You may enter a maximum of 15 test registrations into a test form. If you reach the maximum you can delete some and keep testing.

Receiving Confirmation Emails

To get a truly real-world experience when testing your form, make sure you have your desired confirmation emails enabled. The testing email address will receive the emails as a normal registrant would when you make your form live.

If you have added any merge tags to your email these will populate as normal with the relevant information from the test registration.

Are you not receiving your test confirmation emails? This could be why.

Testing Forms with Payment Processing

If you have an ecommerce gateway linked to your event so you can process credit cards, you will need to obtain the test credit card number.

  1. If you are using the Event Wizard Payment Gateway (DotCom Your Event Inc.) the following information can be used for testing.
    Card Number – 4111 1111 1111 1111
    Expiration Date – Use the default month and year that are on the credit card form
    Security Code – 111
  2. If you are using another payment gateway you must contact your provider to obtain the testing card number for their payment gateway. View our list of payment processing partners.

Viewing Test Reports

Your reports will populate as normal when you are in test mode. To view your reports click the Reports icon from anywhere within your event’s edit menu.

V6-TestForm3

Please note: Event Wizard does not back-up any test data. When you want to make your form live you will require a positive registration balance in your account.

Once you have completed your form testing it’s time to make your event registration form live!

Posted on June 12, 2014 by Mark Turner
Category : Event Wizard® & Event Wizard® Tips
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How to Manage Event Languages

Apr 3, 2014    By: Mark Turner



One of the features that sets Event Wizard apart is the ability to create an event registration form in any language you want. Whether you want to offer your event registration in a single language or in multiple languages it can be done in Event Wizard.

What is a single language registration form?

A registration form offered in a single language is an event registration form that is operating in one language only. That single language will feed into one set of reports.

A form with multiple languages is an event registration form that is operating in more than one language. Even though the form can be viewed in different languages, all information that is submitted on that form is still being saved in one set of reports.

DETERMINING YOUR REGISTRATION FORM LANGUAGES

After going through your initial event set-up you will land on the Task List. To get to your manage languages screen click the Build/Design Your Form & Website box, then select Event Properties and Choose your event languages.

EW6-Lang1

 

EW-Lang2

You will notice that there are only eight languages to choose from on this step.

  • English
  • French
  • Chinese
  • Dutch
  • Spanish
  • Italian
  • Portuguese
  • Russian

These eight are the most popular languages used in Event Wizard so we have done automatic translations to the system messages, merge tags and errors. So, even though you do not see all 6000 plus spoken languages in the world you are able to create a form in any of them (more on that later).

For this example we will use English and French.

Once you have finished up the rest of the Create Event steps you will land on your Event Task List. We now have an event that is offering registration in English and French, but before we make it live we need to edit our fields

CREATING YOUR OWN SYSTEM LANGUAGE

To create your own system language you will select the ‘Add a Language’ text in your Manage Languages screen.

EW-Lang3

Once in the Create a New Language screen, simply fill out all of the currency and translation information and click SAVE at the bottom of the page. Your system language will now be saved and available for you to select.

EDITING A SYSTEM LANGUAGE

For our example we have selected English and French as our languages. Event Wizard will automatically translate system messages and errors into both languages, depending on the language of the registration form someone is on.

If you want to edit the standard system messages for one of the eight pre-loaded languages you can do so by copying the language then making the edits. To do this, click the ‘copy’ icon next to the language you would like to copy and edit.

EW-Lang4

Once you have done this, a new copy of the language will appear with (copy) after it. You can now edit that language’s system message.

EW-Lang5

It’s important to note, if you have copied a system language so that you can edit it, make sure to uncheck the system language you selected during initial event set-up and check off the copied version. If you do not do this you will still see the pre-loaded system messages on your form.

EDITING YOUR REGISTRATION FORM IN MULTIPLE LANGUAGES

By default, the tasks within your registration forms task list (edit menu) will be in English. If you do not select English when creating your form then your tasks will be in the language you selected.

If you have multiple languages on your form it is highly recommended you complete all task in one language before editing the other language(s). This saves you from having to make updates in more than one place each time something is changed or updated.

Let’s say we have built our form in its entirety in English. We now want to edit the French version. There are two ways to switch the task list so that you are editing French in this case. The first is to flip the entire task list to French.

EW6-Lang2

When you do this, every task within the Task List will now edit the French version of our form.

The second way to edit the French version is to flip each individual task to the French side.

EW-Lang6

The second method is typically used when the form is already built and you need to make an update to a single page or question on your registration form.

REGISTERING YOUR ATTENDEES

Registering your attendees with multiple languages is not that different than registering your attendees on a single language registration form. When you have multiple languages enabled on your form Event Wizard will display a language dropdown in the lower left corner of the screen.

EW-Lang8

Your registrants can toggle between languages and register on the language they prefer.

When you toggle between the different languages you will notice the URL in our browser address bar changes just slightly.  The different URL’s that appear are another way for your registrant’s to get to the registration form in the language of their choice.

REPORTING

It does not matter what language your registrant’s complete their registration in; the information still goes into a single reports database for that particular event just as you are used to.

Where you will see a slight difference is in your at-a-glance report. Each of your questions will display in English in your reports and the responses will show totals as normal, but the responses will show in the language they were selected in.

Creating your forms in the languages represented by your attendees will have an immediately positive response in your registration numbers. If you need assistance creating a multi-language registration form let us know.

Posted on April 3, 2014 by Mark Turner
Category : Event Wizard® & Event Wizard® Tips
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How to Add Your Online Payment Gateway

Mar 11, 2014    By: Mark Turner



When processing credit cards through your Event Wizard registration form there are two ways in which you can collect the funds. The first is to use the Event Wizard® (DCYE) payment gateway and the second is to add your payment gateway. This post will explain how to add your payment gateway so you can process and receive your registration fees directly. We currently provide full integrations for nine online payment gateway partners.

ADDING YOUR PAYMENT GATEWAY
To add your payment gateway login to your Event Wizard® account and click My Gateways.

EW-Gate1

Once you have entered the My Gateways screen click the dropdown list titled ‘Add a New Gateway’ and select the payment gateway provider you would like to connect to your account. Each of the partners we work with require slightly different information in order to connect your Event Wizard® account. The information specific to your gateway provider will appear when you select that provider.

Next, a series of form fields will appear. When filling these out be as complete as possible to avoid any testing errors.

EW-Gate2

Once your account information is entered in click Save.

TESTING YOUR PAYMENT GATEWAY

Now that the payment gateway information is added to your account you need to test it and ensure the connection is working right between Event Wizard® and your provider.

To test your gateway you can either use an existing registration form or create a new test form. In this case we will use a test form.

Create a new form as normal but select the blank template that only has First Name, Last Name, Email and Confirm Email (this isn’t required but it makes testing quicker). Once the initial form creation steps are complete add a $1.00 fee to your form. Next, head into the Payment Process section of your edit menu (task list)

EW-Gate1

and select your payment gateway from the Online Payment Options dropdown list.

EW-Gate4

Save that page and make your form live so the credit cards can be processed in a real world test.

Your form should look similar to this:

Screen Shot 2014-03-11 at 12.37.58 PM

Process your live testing form making sure to use a real credit card number to process your $1.00 test fee.

If your first test is successful, login to your payment gateway portal and ensure the fee processed and deposited correctly. If it shows up in your payment gateway account then you’re all set.

After testing your form you will be able to void the test fee from your payment gateway portal so your card isn’t charged.

The last step is to select your payment gateway in the Payment Process section of the registration form you will be making live.

If your test is not successful, check the following and try again:

  • Did you enter the credit card number correctly?
  • Is the card type used (Visa, AMEX or Mastercard) allowed through the account you have set-up with your payment gateway provider?
  • Double check that you have entered your account information correctly in the My Gateways section of your Event Wizard® account.

If you have eliminated the above possibilities and the test transaction is still failing please submit a support ticket through your Event Wizard® account. When submitting the ticket be sure to note any error codes or messages that appear when the transaction fails.

If you need any assistance when adding your payment gateway please let us know.

Posted on March 11, 2014 by Mark Turner
Category : Event Wizard® & Event Wizard® Tips & Partners
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Duplicate Registration Settings

Mar 4, 2014    By: Mark Turner



Duplicate registrations on your registration form are a nightmare to some and a much needed requirement for others. That’s why we give you the choice as to whether or not you want to allow them on your form.

Event Wizard® uses three fields to detect a duplicate registration; first name, last name and email address. All three of these fields must match completely for the system to reject the registration.

One instance you may want to allow duplicates is during testing of your form. It will allow you to use the form filler in your web browser to speed up testing, just be sure to turn it off when you want to make your form live. Whether you love duplicates or hate them, turning them on/off is simple. To do so, login to your account and select the event you want to update this setting on. Once in, navigate to the event’s edit menu (task list) and then to Event Properties.

EW6-Prop1

From here, click the Advanced Options tab. The first checkbox is ‘Allow duplicate registrations’. By default this is unchecked and will not allow duplicates to register. If you would like to allow duplicates then check the box and click ‘Save’.

EW-Duplicate2

If you are conducting a survey from your account it is very important you allow duplicate registrations. Each registration entered from a survey typically has a blank first name, last name and email when submitted. From Event Wizard®’s perspective these are considered duplicates and need to be allowed.

Need help with the duplicate registration setting? Feel free to contact us with any questions.

Posted on March 4, 2014 by Mark Turner
Category : Event Wizard® & Event Wizard® Tips
Tagged : ,, , , , ,






If you have set-up your registration form to use the Event Wizard® (DotCom Your Event) payment gateway to process your credit cards, you will likely want to test it out. To do so, you will need to use the following test credit card number.

Address/Email/Phone – Feel free to use your personal information, but it doesn’t need to be real
Card Number – 4111 1111 1111 1111
Expiration Date – Use the default month and year that are on the credit card form
Security Code – 111

When testing your form it should look like this:

Using this test credit card number will allow you to run through testing your form in its entirety before making it live.

This test credit card number will only work for the Event Wizard® (DotCom Your Event) payment gateway. It will work for both USD and CAN gateways that we offer. If you are using your own payment gateway your provider should issue you test card numbers to use.

If you have any questions about testing your form let us know.

Posted on January 22, 2014 by Mark Turner
Category : Event Wizard® & Event Wizard® Tips
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How to Submit a Support Ticket

Jan 8, 2014    By: Mark Turner



There are many ways that we offer assistance when building and managing your registration forms but the one we most recommend is submitting a support ticket.

Why?  When a support ticket is issued it goes to the entire Event Wizard® staff. Yes, everyone. This means that whoever is monitoring the tickets can respond immediately and if they are unable there is always someone else that can. The second reason is that it keeps a record of your questions. This is especially helpful if you forget the answer to your question and need to look it up.

If a ticket is best handled over the phone we will call you and resolve any issues as soon as possible.

To submit a support ticket  login to your account then locate the headphone icon in your main menu.

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Click the support ticket icon and you will land on My Tickets. This screen is where all of your open and closed tickets are located.

Before submitting a support ticket have a look in our Help Centre to see if your answer is there. If you cannot find it click Create a New Ticket. When filling out the support ticket try to be as complete as possible as it helps our staff assist you quickly.

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After submitting your support ticket it will remain open in your My Tickets screen. When you receive a response you will have a notification in your account that there is a message waiting.

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Click through to your support ticket and see the response from our team. If you have additional question or if we require more information you can continue the conversation by simply typing your messaging and replying.

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While we do recommend support tickets for reasons mentioned above, there are of course situations that require a phone call. Never hesitate to phone us if needed, we are always here to help you succeed with your registration form.

If you have any questions about submitting a support ticket let us know.

Posted on January 8, 2014 by Mark Turner
Category : Event Wizard® & Event Wizard® Tips
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