EventPro Planner Manual

Edit Online Event Information

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Edit Online Event Information

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Edit Online Event Information

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Each event in EventPro Planner has its own set of online options, and you can have a different set of templates for each event, if you require.  This allows you to create a different appearance for each event's online registration, and to acquire different attendee information for different events.

IMPORTANT:

Please note that some of the following information requires the user to have previous experience with HTML programming.

Only users with sufficient technical knowledge should work with this area of EventPro Planner.

 

1.In the Event Maintenance screen, find the Event for which you want attendees to be able to register online.
2.In the upper right corner, click the Options button and select Edit Online Event Information.

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3.The Online Event [Edit] window opens.
4.There are five tabs in this window: General, Description, Header Image, Entry Fields and Web Pages.
Click expand/collapse textGeneral

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1.Details:
a.The Event Code will default in.  It is your EventPro Planner License ID number, followed by a dash and the booking number of the event.  To find your License ID, click Help | About in EventPro Planner's main menu.
b.The Event Name will default to the name of the event, but if you want to change how the event name will appear on the website, you can enter a new name here.
c.The Start Date and End Date will also default from the event, but you can change them for the purpose of how they appear online by selecting new dates from the drop-down calendars.
2.Logins:
a.Admin Password: Enter the password that will be used for administration login. Passwords are case sensitive.  Logging in as an administrator gives you access to this menu:

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b.Event Password: Enter the password that will be used for logging in to the event. Passwords are case sensitive.  Logging into an event gives you access to this menu:

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c.Attendee Login:  You have two different options for what you want to use for attendee logins.  If you want to use the Event Code, Last Name and Confirmation Number, leave this checkbox unchecked.  If you want to use the Event Code and Email, check the checkbox.
3.Attendee Type and Status:
a.Default Attendee Type:  Choose the attendee type that will be applied to all new attendees registered in attendee online.  If you want to set up the web page so that attendees can choose their type from a drop-down menu, see Edit Webpages: Attendee Type for more information.
b.Default Attendee Status: Choose the attendee status that will be applied to all new attendees registered in attendee online.
c.Accept Attendee Status:  Choose the attendee status that will be applied to attendees who accept an invitation via Attendee Online.
d.Decline Attendee Status: Choose the attendee status that will be applied to attendees who decline an invitation via Attendee Online.
4.Registration Details: Choose what kind of registration information you want displayed on the website by checking or unchecking the appropriate checkboxes under Registration Details.
a.Display Group Descriptions
b.Display Item Descriptions
c.Display Item Dates and Times
d.Indicate When Item is Full
e.Indicate Availability
f.Hide Group Charges if Zero
g.Hide Item Charges if Zero
Click expand/collapse textDescription

If you want, you can entered a more detailed description of the event.  The description will appear on the Attendance Summary page.

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Click expand/collapse textHeader Image

If you want to enter a special header image specific to this event, you can do so here.  Note that the image must be a JPG and must have dimensions of 100 pixels in height and 780 pixels in width.

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1.Click the Load Image button in the bottom left corner of the Header Image tab.  The Image Edit window appears.
2.In the Image Edit window, click File | Open (or click the Open icon) to navigate to the logo file, or click File | Scan (or click the Scan icon) to scan the image into your computer.  Remember that the image must be a JPG and must have dimensions of 100 pixels in height and 780 pixels in width.
3.The image appears in the Image Edit window.
4.Use the options under the Image menu to manipulate the logo until you are satisfied with its appearance.
5.Click Save. The logo appears on the Header Image tab.
6.To remove the image, click Clear Image.
Click expand/collapse textEntry Fields

Under this tab, you will choose the fields, including any user-defined fields, you want to add to the Registration Contact or RegContactPage.html so that the fields appear on the web pages.  This step is important whether you are using the EventPro Planner Web Page Editor or another HTML Editor.  Regardless of which editor you use, you must select the fields here in order to add them to the Registration Contact page.  Even if you add the correct field to the code, e.g. {%editAttendeeType%}, the field will not appear on the web page if it is not under Selected Fields.

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1.Click on the field you want to use under All Fields and click the > arrow to place it under Selected Fields.
2.Continue selecting all of the fields you want to use.
3.To remove a field from Selected Fields, click on the field and click the < arrow.

You can then set the properties and defaults for each field.

1.Click on a field in the Select Fields column.
2.To move the field up or down in the list of Selected Fields, click the v or ^ arrows.
3.In the column to the right, the properties of the selected field appear.  The Label will default to the name of the field, but you can type in a new label if you wish.  For example, you could type in "Last Name" for the field "LastName" or "Office Phone" for the field "Phone1" so that it is clearer for the attendee filling out the information.
4.If you want a Default to automatically fill in, enter the default here.
5.If the field is required for online registration, check the Required checkbox.
6.Some fields, such as Attendee Type and Status will automatically have a drop-down selection list from which the attendee can choose an option.  However, you can create a custom selection list for any field if you want to limit the attendees to certain pre-set options.
a.To create a selection list, check the Use Selection List box.
b.To add the list items, click the ellipsis next to the List Items field.
c.The Edit Combo List window appears.  Type in the options that will appear in the drop-down list, ensuring that if they refer to a field in EventPro Planner (e.g. an attendee type or status), that it exactly matches what it is in EventPro Planner.  The Attendee Type list is case sensitive, so ensure capital letters are used correctly.
d.If you want to map the values you have entered to values stored in EventPro Planner check the Map Displayed Value to Stored Value checkbox.  For example, you may have created a User Field for Attendees called "Select T-Shirt Color", and you created a drop-down list containing "B", "W" and "G".  Now, in the Edit Combo List window,  you can map B=Black, W=White and G=Grey, where, for example, "B" is the Stored Value and "Black" is the Displayed Value. The drop-down on the web page will display Black, White and Grey, but the database only stores the single character.
e.When you have entered all of the options you need in the Edit Combo List window, click OK.   You will return to the Entry Fields tab of the Online Event [Edit] window.

At this point, you have selected the fields you want attendees to fill out in Attendee Online.  However, if you published the event online now, these fields would still not appear. By default the RegContactPage.html displays Title, First Name, Last Name and Email. If you want any other field, such as Attendee Type, to appear, in addition to selecting them here, you must also manually add them to the template.

To learn how to adjust the templates to add other fields, see Edit Webpages.

Click expand/collapse textWeb Pages

This tab contains the templates for the web pages. Initially, these pages will all be blank.

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In the Attendee Online Web Page editor, there is a template for each of the web pages you can use.  Use the Web Page Selection drop-down list to choose the web page.  The main Template page lets you modify the overall appearance of all the other pages.  The other template pages allow you to specify what information appears on each page. Review Template Overview for more information.

Along the left side of the Web Pages tab, there is a list of available Page Controls that you can put on each page . If you double click on one of these, it will insert the proper text for that control in the current cursor position in the HTML source.

If a page is left blank here,  Attendee Online will look elsewhere for a template to use.  See Which Templates are Used.

If you want to skip a page in the registration process in Attendee Online (for example, you do not have any travel or accommodation arrangements for an event, so attendees do not need to see those pages), you can disable pages by checking the Disable Page checkbox.  Even if you are not using this tab for your webpage templates, Attendee Online will still look here first when choosing the template to display, so if it sees that the template is disabled, the corresponding webpage will not show on the web.

For more information about how to adjust webpages, refer to Default Webpages and Edit Webpages.