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.
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.
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.
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®!
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.
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.
Until now, this list consisted of only First Name, Last Name, and Email, but we have extended this functionality to include the following identifiers:
- Postal/Zip Code
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.
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).
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
One of my favourite field types in Event Wizard®, the File Uploader, is probably the most overlooked. Not anymore! This field has so many uses that it’s time it got its own post.
The File Uploader field type does exactly what the name suggests; it allows your registrants to upload files.
This field can be used in a number of ways but the ones that are most useful to me are:
- When using a registration form to have sponsors sign up and pay the sponsor fee you can also have them upload their logo.
- When conducting a call for papers it’s a great way for the submitter to get their files to you.
- When speakers are registering for your event they are able to upload their bios or photos.
So how does this field type work? First thing is to add it to your form like you would any other field.
Once your registration form is live and registrants begin uploading files you will access those files through your reports. Head into your event’s reports and click on the Registrations report. You will see an icon next to each registrant’s toolset where the uploaded files are stored.
Click through this icon and you will see all of the files that particular registrant has uploaded. If the file is an image it will open in a pop-up window when clicked. You can then download the image to your local pc from here. If the file is a document type it will automatically download when the file type is clicked.
The file uploader will support these file formats .jpg; .jpeg; .bmp; .gif; .png; .pdf; .xls; .xlsx; .doc; .docx; .ppt; .pptx.
It’s important to note that any files uploaded will contribute to the file space allowance as displayed in the My Files section of your account.
Now that you see how useful this field type is I don’t blame you if you decide to add it to all of your registration forms moving forward.
If you have any questions about using this form field please don’t hesitate to contact us.
When someone registers they sometimes need to send a confirmation of their registration to an alternate email address. Maybe it’s a parent that’s registering their child for sports camp and they require a copy of the confirmation. Or an Office Administrator registering a group that needs to manage all confirmations and attendee records.
In Event Wizard® you can set up your form to do this automatically by changing a simple field setting. To do this you will start by adding the filed type ‘textbox’ in the Data Collection section.
Enter the label as you normally would, then scroll down to the dropdown box labelled ‘Field Behaviour’. Select Alternate Email Address in the dropdown box. This step is very important as it tells Event Wizard® to trigger a copy of the confirmation email when this field is filled out.
Once complete click Save and you’re done. Your new Alternate Email Address field will appear on your registration form. You can treat this field like any other on your registration form and move it around or update as needed.
You are not limited to the number of alternate email address fields on your form so have fun!
If you have any questions about adding an alternate email address field, let us know.
Codes are widely used in the registration world to provide discounted or free registration to certain registrants. It’s a quick way for VIP’s, Members, Speakers and Sponsors to handle their own registration and apply the discount they’re entitled to.
In Event Wizard® these promo codes are set-up on a per fee item basis. This means that you decide which fee items are eligible for a certain promo code. So for instance if a conference fee and tour are eligible but transportation is not, you can set up your codes to reflect this.
When setting up your codes you can either create all of your fields first, then set-up the codes. Or first set-up your codes, then build your form and apply your codes afterwards. I prefer the first method as I personally think it lessens the chance of accidentally forgetting to apply a code to a fee item.
For this example let’s assume you have created all of the fields on your form and you are now going to create your promo codes.
First click on the ‘Add/edit discount/complimentary/access code’ from your Registration Form Layout & Fields section.
Once you’ve entered this screen you will see all of the fee items you’ve created listed out. Above this is a series of properties that each code will have, they are:
- Code Name: This is the actual code itself, i.e. Sponsor123
- Code Type: This is either Discount (1-99%*), Complimentary (100%) or Access (see bottom of post for explanation on Access Codes)
- Is this a percentage discount?: Check this off if your code provides a percentage off. Otherwise the system will assume the number you have entered is the dollar amount off the price.
- Value: This is the amount of the discount
- Capacity: If you have enabled capacities on your form then you can use this field. This refers to the number of times the particular code can be used. If it is blank it can be used an unlimited amount of time.
In the above screenshot you will see that the discount of 25% will be applied automatically to the price in the table so you can see how your discount will affect the price. At this point, you will want to check off the fees your code applies to and click Save.
After you have saved your codes you can return to the Manage Codes section of your edit menu to edit/delete the code.
The last step you will need to take is to add the Code Input field. If you forget this step your registrants will have nowhere to enter the promo codes. To add this field go into Add Field and underneath the Financial section click on Code Input.
Enter the label for the field and click Save. This field can be treated like any other you create. I suggest keeping it near the bottom as it’s typically the last step a registrant will take before submitting their registration.
Once registrants start using the codes you can view these people on their own in your reports. For example, if you want to view everyone that used a discount code you would login to your reports click By Discount Code in the drop-down menu. Here you can see who has used what codes.
Click View Registrant Details and see exactly how the discount was applied to a certain registration.
NEW: Access codes have now been added to what was formerly know as the Discount/Complimentary code area. Access codes are much like a password. The registrant must enter the correct access code in order to complete the registration process. Add an access code just like you would a discount or complimentary code. Except in this case you do not need to apply it to any fee items.
Use codes within Event Wizard® to create a seamless automated promo code process. If you have any questions on how to use the codes let us know in the comments.
Event Wizard® has a variety of fields to help you create the perfect registration form for your event. Use this legend to help understand how each field type will work and how it will display on your form
Checkbox → Allows the registrant to choose/not choose a single item.
Date Input → Creates three drop down lists, (dd/mm/yyyy or mm/dd/yyyy) that allow your registrants to enter a date.
Drop Down List → A box that, when clicked, allows the registrant to select a single option from a list.
Radio Button → Allows the registrant to select a single response from a group of options.
RSVP → Create a special field to allow your registrants to RSVP to your event
Text Area → A multi-line box used to collect textual data from registrants.
Textbox → A single-line box used to collect textual data from registrants.
Horizontal Line → A solid line that spans the width of your form.
Label → Used to display a simple block of text/HTML.
Line Break → Creates an empty space between two other form fields.
Page Break → Creates a new page for any fields following it; inserts customizable Next and Previous navigation buttons.
Section Label → Acts as a ‘header’ to separate the different sections of your form.
Code Input → A textbox that allows the registrant to enter a code.
Credit Card Expiry Date → Renders month and year drop downs, to be used in conjunction with the Credit Card Number field.
Credit Card Number → Creates the necessary fields to accept credit card information from registrants..
Donation → Similar to the Fee field, except it is tax-exempt and allows the registrant to enter any amount.
Fee → Used to accept payment for a product or service, (ex: ‘Registration Fee’, ‘T-Shirt’, ‘Gala Dinner’, etc.)
Service Fee → Create a service fee to pass the cost of registration onto your registrants
Countries → Drop down list that contains a list of countries.
File Uploader → A module to allow your registrants to upload and attach a photo or image to their registration
Provinces → Drop down list that contains all the Canadian provinces.
Provinces & States → Drop down list that contains Canadian provinces followed by US states.
States → Drop down list that contains all the US states.
States & Provinces → Drop down list that contains US states followed by Canadian provinces.
When the Donation Fee Field is added it will allow your registrants to enter any amount they would like. It’s important to note this field type is tax exempt, so be sure to only use it when taking donations.
To add this new field simply choose ‘Donation’ in the Add a Form Field section of the task list.
After adding your field, look for it at the bottom of the registration form.
Just like any other field in Event Wizard® you can change the location in the Edit/Move/Hide Fields section of the task list.