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Tagged: Group Registration

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 : ,, , ,





NEW! Updates to Group Registration/Payment

May 27, 2015    By: Mike Schumann



Group registration is an integral feature for any online registration company. Whether you need to register teams for a golf tournament, create table settings for a gala dinner, or delegate business category groups for a trade show, the ways in which it can be used are virtually limitless. Well, the industry’s most powerful group registration system just got even better and easier to use, (for registrants and event planners alike) thanks to these new updates:

1. Group payments are now included in the By Each Payment Made report

Say, for example, you have a registration fee of $100 on your form… “Registrant A” comes through and processes their registration, then pays for their own fee – this would be classified as a single payment. Then, they decide they want to add two more members to their group, so they go through and add “Registrant B” and “Registrant C” to their group, but instead of paying for them individually, they process a payment for both – this would be classified as a group payment.

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Until now, the By Each Payment Made report only listed payments made for individual registrations, which made it difficult to determine all the payments made for your event. With our latest update, the By Each Payment Made report lists both single (individual) and group payments – keeping all your registrant payment information at your fingertips!

2. Who conducted the group payment and which group members the payment paid for has been made clearer in the Record/Manage Payments section

If you click on the “Record Payments” icon in the Tools column of most reports, you’ll be brought to a page where you can add and edit fee payments for a specific registrant. This is great, but it was always a bit of a cloudy area when it came to group payments. So, we decided to clear things up by adding additional information for group transactions on this page.

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Now, all the group payments are listed by reference number and we’ve included the total amount paid, payment type, and date the payment was made. You can even click through to view a full breakdown of the payment on the Manage Group Payments page.

3. Group Payments have been added to the Recent Transactions section on the Thank You page

This one is more for your registrants – similar to #1 above, we have added the group payments to the list of transactions on the Thank You page as well. After registering for an event, a registrant will land on the confirmation, (or “Thank You”) page. If you scroll past the registration information, you’ll see a list of online payment transactions pertaining to the registration being viewed, (assuming the event has at least one fee, and at least one online payment has been made).

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From here, you can view the reference number and date of the payment, but you can also click through to view all the details of the payment itself.

We are always trying to improve Event Wizard® based on both our own usage and user feedback. If you have any feature requests, likes/dislikes, or any other feedback, please take a few minutes to complete our Event Wizard® Feedback form. For all those other inquiries, you know where to find us!

 

Posted on May 27, 2015 by Mike Schumann
Category : Event Wizard® & Event Wizard® Tips
Tagged : ,, , , , ,





Moving a Registrant to Another Group

May 22, 2014    By: Mark Turner



When using Group Registration you may sometimes need to relocate a group member or move a single registrant (known as a group of one) into an existing group. This move can be achieved in two easy steps.

First, you will need to find and copy the registration ID of the person that you want to move. You can do this by opening up a registrant’s confirmation page or by searching their name in the By Transaction report.

FINDING THE TRANSACTION ID ON THE CONFIRMATION PAGE

From the registration report, find the registrant you need to move into a group and click the ‘View Registration Details’ icon to the right of their name.

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When clicked a new page will open. This is a copy of the confirmation page your registrant saw after completing registration. Find the Reference Number (Transaction id) and copy it.

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USING THE ‘BY TRANSACTION ID’ REPORT

To find the Transaction id using the By Transaction ID report, click on the report name in the Reports & Tools. Search the name and the ID will be displayed in the fourth column.

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Copy the Transaction id.

Your second step is to navigate to the Groups Report, Find the group leader of the group that you want to move the person to and click on the last icon in the Tools.

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Enter the Transaction ID and click CONFIRM. This will complete the move into the new group.

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If you have any question about moving registrants into groups contact us today.

Posted on May 22, 2014 by Mark Turner
Category : Event Wizard® Tips
Tagged : ,, , ,