ePlanner 2006

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• ePlanner 2006
• On-Line Registration Design Wizard

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Overview

• This PowerPoint show will give you a brief
  introduction into the setup process for creating
  an On-line Registration Form in ePlanner using
  screenshots for demonstration purposes.
• All information contained herein is confidential
  property of eMeetingExperts, LLC and intended for
  demonstration purposes only. The example
  companies, organizations, products, domain names,
  e-mail addresses, logos, people, places, and
  events depicted herein are fictitious. No
  association with any real company, organization,
  product, domain name, e-mail address, logo,
  person, places, or events is intended or should
  be inferred. Dissemination of all or part of this
  document without prior written consent of
  eMeetingExperts, LLC is strictly forbidden and
  subject to penalties as permissible by law.

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• ON-LINE REGISTRATION SETTINGS
• Follow these clicks
• Event, On-line Registration Settings, Select
  Register Attendees already in the database,
  Select cut-off date, click on OK.

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• ON-LINE REGISTRATION TEMPLATE
• Follow these clicks
• Event, On-line Registration Template, Add New,
  and the Wizard will open. Click on Next

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NAME YOUR FORM You will have the ability to
create multiple forms, based on attendee types.
For example, you may want one form for Staff, a
different form for Speakers, and another for
General Attendees. Use the Description field to
define. Then click on Next
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DETERMINE HOW ATTENDEES WILL REGISTER There are
two options for attendees to register on-line 1)
Send and email to attendees in the ePlanner
database with a link to their individual form, or
2) Allow attendees to add themselves if not
already in the database. Option 2 will be
available January 1, 2007. Option 1 is ideal for
corporate meetings. Option 2 is intended for
open events where the user may add a link to
the ePlanner Registration Form at the users
website.
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SELECT THE DESIRED PAGES Select the desired pages
for the on-line registration form. Later you may
combine any of these pages as you see fit.
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PRINT OPTION By default, the form will include a
Print Registration page so that attendees can
print a copy of their registration form for their
records.
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SAVE AND FINISH Click on Finish to save the form
now. The generic form is now ready for you to
refine, add images, activities, text and other
optional items.
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REFINE AND DESIGN Generic text will appear
throughout the standard form. Read each page and
section to see what youd like to change. The
file tree on the left is where you will select
and edit each page. The larger window on the
right is the view. This is the Generic form,
BEFORE refining.
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SET HEADER FOOTER By clicking on the
Header/Footer icon, you can edit the header and
footer to appear on each registration page. This
includes adding graphic images, font styles and
colors.
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EDIT PAGES Click on any Section in the file tree
on the left to edit that section. You may add
text, images, links, data fields, and activities
to the sections.
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EDIT SECTIONS As mentioned earlier, you can add
text, images, and hyperlinks to any section.
This is an easy way to convey information to
attendees without sending additional
communications
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EDIT DATA FIELDS You may add or delete data
fields for each section. Each data field can be
Required or Read Only. The ePlanner user has
control over the text displayed for the data
fields in the registration form. As is consistent
throughout ePlanner, to delete simply select the
desired field to be deleted and depress the
delete key on your keyboard.
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POSITION FIELDS You may reposition where data
fields appear on the form by selecting the
desired field and clicking on Move Up or Move
Down to reposition the field.
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POSITION SECTIONS Additionally, you may
reposition Sections by using the standard Windows
click drag to move to the desired page. This
is how to consolidate. Note If a page contains
no sections, you must delete the empty page to
avoid a blank page in the form. In the example
pictured here, Contact Info has been moved from
the Contact Page to the Attendance Page.
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POSITION PAGES To position Pages, simply double
click on Pages at the top of the file tree. The
pop up box will appear so that you may move or
delete pages. In this example, the Contact page
is being deleted as the contact information was
just moved to another page, thus leaving the
Contact page blank.
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ADDING ACTIVITIES You may add activities to the
Registration Form. Activities must first be added
to the event agenda in ePlanner. Activities in
the Registration Form are directly linked to the
activities in the event. When an attendee
requests an activity on the Registration Form,
they are placed in a reserved status for the
activity. The ePlanner user has ultimate control
over which attendees will be assigned to
activities.
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SET DEFAULT REGISTRATION FORM After your form is
complete, simply go back into Event, On-line
Registration Settings, and set the Default form.
NOTE When utilizing multiple forms for different
attendee types, the override to the default form
is set in the Attendee Type setting.
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VIEW AND TEST To view the form you may click on
the Preview the Template icon in the Template
Design window or test on your own attendee record.