Confirmation (Attendee Form)

Use the options on this page to configure the confirmation page of a registration form.

Typically, the confirmation page is the last page of the form. The confirmation page is shown to online registrants once they complete the registration process.

A confirmation email can also be sent.

Note about attendee type: The registrant's Attendee Type is shown on the Confirmation page as the Name of that attendee type. The Name comes from the attendee type setup on Plan > Event Setup > Attendee Types. If that attendee type has a different value for Display for Reg Form, the Display for Reg Form value is not used here. The Display for Reg Form field is used only on the Attendee Types form section. The Display for Reg Form field uses the Display for Reg Form value instead of the Name.

Section Header

Default value: " Please print the confirmation below for your records. "

Default value: " Registration Confirmation "

Click the </> icon below the Text Above Header field or the Text Below Header field to open the HTML Editor for text editing/formatting.

Settings

See Select Confirmation below for details of how the email is configured.

The PDF details the registrant's itinerary.

The itinerary attachment is configured in Promote > Communication > Itinerary.

If Attach Itinerary PDF is selected, additional check-boxes display. The additional check-boxes depend on the modules enabled for the event. The additional check-boxes configure whether the itinerary includes Appointments, Agenda Items, and/or Travel Flights.

> Note: Those selections override the default selections on the Itinerary Settings page (Promote > Communication > Itinerary).

Note: If the option to Use Email Template for confirmation email is selected, this setting is ignored. An Itinerary PDF is sent if the Itinerary PDF is attached to the template on Promote > Communication > Email Templates.

If Show link to printable view is selected, the page shows fields:

• Printable View uses or edits the default link text: " Printable View "
• Print page link uses or edits the default link text: " Print page "
• Close window link uses or edits the default link text: " Close window "

If Show link to print badge is selected, the page shows fields:

• Print Badge uses or edits the default link text: " Print Badge "
• Select a Layout selects the badge layout from the list configured on Manage > Badges

Adding to Calendar

The attendee uses the link to add the event to the attendee calendar (such as Outlook).

> Note: An administrator sets the 'Add to Calendar' display options at the account level on Account Settings > Management > Add to Calendar. These display options determine which calendars are included. These display options determine the labels (if any) displayed with their logos: Apple Calendar, Google Calendar, etc.

Then complete the settings described next (from Link Text, to Reminder).

Note: Three of the seven settings—Link Text, Calendar Icon, and Appointment Body—are not used only for that link. When the form is the event's "primary form", those settings also apply in Emails. The Emails use those settings when the "Add to Calendar" dynamic field is included in the email template. The email template is configured in Promote > Communication > Email Templates.

Click Browse to upload the custom icon from the computer.

Use the default Outlook icon if no custom icon is uploaded.

The process appends the selected data field by clicking the Subject button or the Location button.

Default value is the <{Event Name}> dynamic data field.

The <{Event Name}> value comes from Event Setup > Details.

You can replace the default value.

You can add to the default value by selecting another field.

See Select a Data Field immediately above.

You can also type additional or replacement text.

Default value is the <{Location}> dynamic data field.

The <{Location}> value comes from Event Setup > Details.

You can replace the default value.

You can add to the default value by selecting another field.

See Select a Data Field immediately above.

You can also type additional or replacement text.

The process adds data field(s) by selecting from the list and clicking Append.

The process places the field in the Appointment Body text area.

The Appointment Body text area also accepts direct text entry.

<> is a control that opens the HTML Editor. <> is located in the lower right corner. The HTML Editor formats the Appointment Body text.

> Caution: Do not use colors, images, CSS, or smilies. These items will not display. This limitation is imposed by the .ICS file format.

Click Update Web Content to copy the HTML into the Appointment Body.

The reminder is for the appointment that the attendee adds to the calendar.

The reminder uses minutes, hours, days, or weeks in advance of the start time.

Default value is None.

When a registrant clicks the Add to calendar link or the icon on the confirmation page, the registrant is prompted to open or download an .ics file. An .ics file is a universal calendar file format compatible with Outlook, Google Calendar, and other calendars. The event date and time come from Plan > Event Setup > Details. The time zone effects come from the time zone set in Plan > Event Setup > Details.

Highly recommended: test this feature before going live. Testing ensures the proper date/time is added to attendees' calendars.

> Note: The barcodes enhancement replaces a legacy feature. See the Barcodes Tip below for the enhancement that replaces this legacy feature.

The barcode is also included in the confirmation email if Send Email confirmations is selected. The barcode is excluded from the confirmation email if Use Email Template for confirmation email is selected.

If Display barcode is selected, the page shows fields:

• Barcode Format selects a 1D (Code 128) or 2D (PDF417) format.

1D encodes one data field.

2D encodes multiple data fields and/or additional information.

• Background Color selects the background color for the barcode.

Default value = White.

• Bar Color selects the color in which the bars are printed.

Default value = Black.

• Field(s) to encode encodes fields for the selected barcode format.

For a 1D barcode, select one data field from the select box.

For a 2D barcode, select multiple data fields from the select box.

Click the Append button for the selected fields.

The selections appear in the text area below.

To encode additional information, enter text and special characters in the text area.

The input uses ~009 for Tab.

The input uses ~013 for Return/Enter directly in the text area.

• Show text under barcode (will only appear in black) displays the text corresponding to the encoded data field.

The corresponding text appears in black under the barcode.

This option applies for 1D barcodes only.

Select Confirmation

Select how the text of the confirmation is configured by selecting one of these radio buttons.

• Use the event confirmation text selects the default event-level confirmation text.

This option applies if the event only has one form.

This option applies if the confirmation information for all attendees is similar.

The default event-level confirmation text is configured in Plan > Event Setup > Default Confirmation.

You can click " to edit " to go to that page.

Note: If Send Email confirmations is selected, then Send Email confirmations also determines the text of that email.

• Use form-specific confirmation text (below) selects form-specific confirmation text.

This option applies if the event has more than one form.

This option applies if registrants using different forms need different confirmations (for example, different languages or special text for VIPs).

The option uses form-specific confirmation text configured in the Confirmation Text section described next.

Note: If Send Email confirmations is selected, then Send Email confirmations also determines the text of that email.

• cc: enters an email address to receive a copy of each confirmation email.

Certain generates and sends these confirmation emails to attendees registering via this form.

If listing multiple emails, separate them with commas.

• Use Email Template for confirmation email uses an email template for the confirmation email.

The option uses the Confirmation Text section described next for the confirmation page of the form.

The confirmation email uses an email template configured in Promote > Communicate > Email Templates.

The email template can include Custom Blocks and Display Rules.

The email template can send personalized confirmation emails based on things such as attendee type.

Select a template in the list.

Confirmation Text (this form only)

Use these options to customize the text shown on the Confirmation page of the form.

The options are available only if you select Use form-specific confirmation text or Use Email Template for confirmation email under Select Confirmation above.

If Send Email confirmations is selected under Settings, and if Use form-specific confirmation text is selected under Select Confirmation, then this text is also used for the confirmation email.

Enter text with or without HTML tags. Alternatively, click the </> icon below each field to use the HTML Editor.

• Append: selects a dynamic data field from the drop-down list.

The process adds the dynamic data field to the selected location.

The location is Subject, Header, Refund, or Footer.

Barcodes TIP! To include a barcode in the confirmation: 1. Set up the barcode in Manage > Badges and Barcodes > Barcodes. 2. On this page, click the spot in the Header at which to include the barcode. 3. Click the Append drop-down list, and scroll down to the end. 4. Select that barcode under Barcode Fields. 5. Click the Header button to append the barcode.

This feature will be replacing the legacy "Display Barcode" feature described above.

• Subject is required.

Subject is the first line of confirmation.

Default value: " Registration confirmation for <{Event Name}> ".

• Header is the text to appear at the top of the page.

Default begins: " Dear <{First Name}> <{Last Name}>: "

• Cancellation Policy / Refund Policy includes details of policy concerning cancellations and refunds.

Tip: This policy is shown only to registrants with charges. This policy is not shown on the confirmation for no-fee events. This policy is not shown to attendees who have no charges. To display a generic "Cancellation Policy" to all registrants, whether registrants have charges or not, add Cancellation Policy / Refund Policy to the confirmation's Footer.

• Privacy Policy includes details of or a link to the privacy policy.

• Footer is the text to appear at end of page.

Default: " <br /><br />Thank you for your registration. "

Editing HTML: Click the </> icon below the lower right corner of a text box to format text as HTML.

To append dynamic data fields in the HTML Editor: 1. Place the cursor in the location for the field. 2. Select the field from the drop-down list. 3. Click Append.

Confirmation Section Headers

Use these fields to customize the text headers shown in each section of the confirmation page.

This section does not apply if you selected Use the event confirmation text under Select Confirmation above.

The registrants' information is displayed beneath each section header.

Note: If you leave a section header text field blank, deleting the default value, the corresponding registration information will not be included on the confirmation.

• Registrant Details has a default value of "Registrant Details".
• Attendee Type has a default value of "Attendee Type".
• Questions has a default value of "Additional Information".
• Agenda has a default value of "Personal Agenda".
• Payments has a default value of "Transaction Detail".
• Travel Requests has a default value of "Travel Information".

This section contains responses to custom travel questions.

• Accommodations has a default value of "Accommodations Request".
• Primary Reg has a default value of "Other Registrations on this Order".
• Travel Reservation has a default value of "Travel Reservation".

Edit to customize the header of this section to be included in the Email confirmation.

Delete to remove the section from the confirmation.

This section contains trip details.

It is not possible to display this section in the registration form confirmation since this data is not collected in the form.

Note: Travel Reservation does not apply if Use Email Template for confirmation email was selected under Select Confirmation above.

• Flight Packages has a default value of "Flight Packages".
• Additional Reg(s) has a default value of "Registration Entered by".
• Appointment Preferences has a default value of "Appointment Preferences".
• Sessions has a default value of "My Sessions".
• Registration Groups has a default value of "Registration Group".

Check boxes:

• start a new table with each section selects to add extra space between each section of the registration.
• send in HTML format sends the confirmation email in HTML format.

If not selected, the confirmation email sends in plain text format.

This option is relevant only if Send Email confirmations is selected under Settings above.

> Note: Has no effect if the option to Use Email Template for confirmation email is selected under Select Confirmation above.

• Add a line break between sections selects to enter extra space between each section of the registration.

Social Media

You can give attendees the option to "invite friends" to the event by entering their email addresses. You can also promote the event via social media.

• Allow attendees to invite friends? selects whether the attendee who completed registration has the option to invite people to the event.

The option uses email addresses.

Invitees receive an email with a link to a registration form.

The invite email also includes a personal message from the inviter.

• Label is the label for the check box that the attendee selects to invite people.

Default: " Invite Friends "

When the attendee selects that check box, two text boxes are added to the form.

One text box collects the list of email addresses.

The list separates by commas or semicolons.

The other text box collects a personal note to include in the emails.

• Invitee Form selects the registration form to use for attendees invited via the Tell a Friend link.

The emails sent contain a link to this form.

• Create links to social media selects YES to enable attendees who just registered to promote the event to friends via social media.

• Section Label is the heading of this section at the end the confirmation page of the form.

Default: " Tell A Friend "

• Section Text is the explanatory text for this section of the form.

Default: "Now that you've registered, tell your friends by clicking on the icon(s) for your favorite social network(s) ".

• Facebook enables an option for the attendee to join the Facebook event that the form specifies.

Facebook also lets the attendee invite their Facebook friends to the event.

The attendee clicks the Facebook icon on the form to open that event on Facebook.

• Facebook Event ID enters the Facebook ID for the event.

> Note: You need to have created the event on Facebook.

• Twitter selects whether the attendee can tweet about the event.

The attendee clicks the Twitter icon on the form to go to Twitter.

The tweet includes default text ready to tweet.

• Text for Event Tweet enters the text to be tweeted about the event.

Note: The attendee can edit the text before sending the tweet.