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, shown to online registrants once they have completed the registration process.

A confirmation email can also be sent.

Note that the registrant's Attendee Type is shown on the Confirmation page as the Name of that attendee type, as set up on Plan > Event Setup > Attendee Types. If that attendee type has a different value for Display for Reg Form, that value is not used here. The Display for Reg Form value is used only on the Attendee Types form section, where it is used instead of the Name.

Section Header

Text Above Header

Text Above Header is text shown above the header bar at the top of the confirmation page.

Typically instructions are shown.

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

Header Text

Header Text is text shown on the header bar at the top of the confirmation page.

Default: " Registration Confirmation "

Text Below Header

Text Below Header is text shown below the header bar.

No default value is provided.

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

Settings

Send Email confirmations

Send Email confirmations is an option that controls whether email confirmations are sent to registrants when registrants complete the form.

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

Attach Itinerary PDF

Attach Itinerary PDF is an option that controls whether a PDF is attached to the confirmation detailing the registrant's itinerary.

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

If Attach Itinerary PDF is selected, additional check-boxes are displayed depending on the modules enabled for the event.

The additional check-boxes control whether the itinerary includes:

• Appointments
• Agenda Items
• Travel Flights

> Note: The itinerary 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 below, this setting is ignored, and an Itinerary PDF is sent if attached to the template on Promote > Communication > Email Templates.

Show link to printable view

Show link to printable view is an option that controls whether a link to a printable view is included on the confirmation page.

If Show link to printable view is selected, the following fields are added:

• Printable View — Use or edit the default link text, " Printable View "
• Print page link — Use or edit the default link text, " Print page "
• Close window link — Use or edit the default link text, " Close window "

Show link to print badge

Show link to print badge is an option that controls whether a link to print the name badge is included on the confirmation page.

If Show link to print badge is selected, the following fields are added:

• Print Badge — Use or edit the default link text, " Print Badge "
• Select a Layout — Select the badge layout from the list of those configured on Manage > Badges.

Adding to Calendar

Show link to add to calendar

Show link to add to calendar is an option that controls whether an Add to Calendar link is included on the Confirmation page.

The Add to Calendar link lets the attendee add the event to their calendar, such as in Outlook.

> Note: Your administrator sets the Add to Calendar display options at the account level on Account Settings> Management > Add to Calendar.

The display options determine which calendars are included.

The display options also determine the labels (if any) displayed with their logos, such as Apple Calendar and Google Calendar.

Then the settings described next are configured (from Link Text to Reminder).

Note: Three of those 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 are also used in Emails when the Add to Calendar dynamic field is included in the email template ( Promote > Communication > Email Templates ).

Link Text

Link Text is the link text for the Add to Calendar link.

Default link text: " Add to calendar ".

Calendar Icon

Calendar Icon is the option to upload a custom icon from your computer.

Browse is used to upload a custom icon.

The custom icon is used if you do not want to use the default Outlook icon.

Select a Data Field

Select a Data Field is used to add a data field to the Appointment Subject or Appointment Location field.

The selected field is appended to the field by clicking the Subject or Location button.

Appointment Subject

Appointment Subject is required.

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

The <{Event Name}> dynamic data field is the Event Name from Event Setup > Details.

You can replace the default value.

You can add to the default value by selecting another field using Select a Data Field immediately above.

You can also type any additional or replacement text.

Appointment Location

Appointment Location is optional.

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

The <{Location}> dynamic data field is the Event Location from Event Setup > Details.

You can replace the default value.

You can add to the default value by selecting another field using Select a Data Field immediately above.

You can also type any additional or replacement text.

Appointment Body

Appointment Body adds data field(s) to the calendar entry.

To add data field(s), select items from the list and click Append.

The field is added to the Appointment Body text area.

Text can also be entered directly in the Appointment Body text area.

<> indicates a control to open the HTML Editor.

The HTML Editor is used to format the text of the Appointment Body.

Caution: Colors, images, CSS, or smilies must not be used.

They will not be displayed.

(This limitation is imposed by the .ICS file format.)

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

Reminder

Reminder sets a reminder in the calendar.

The reminder is set by selecting the number of minutes, hours, days, or weeks in advance of the start time that the reminder should occur.

Default value = None.

When a registrant clicks the Add to calendar link, or the icon, on the confirmation page, registrants are 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 event date and time take into account the Time Zone of the event set there.

( for examples of time zone effects. )

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

Display barcode

Display barcode is an option that controls whether a barcode is included on the Confirmation page of the form.

> Note: The Barcodes Tip below describes the enhancement replacing this legacy feature.

The barcode is also included in the confirmation email if the option to Send Email confirmations is selected above.

The barcode is not included if the option to Use Email Template for confirmation email is selected below.

Fields added if Display barcode is selected:

• Barcode Format — Select a 1D (Code 128) or 2D (PDF417) format.
• 1D encodes one data field.
• 2D encodes multiple data fields and/or additional information.
• Background Color — Select the background color for the barcode. Default = White.
• Bar Color — Select the color in which the bars are printed. Default = Black.
• Field(s) to encode — For a 1D barcode, data field from the select box.
• For a 2D barcode, select multiple data fields from the select box, and click the Append button.
• The selections are shown in the text area below.
• To encode additional information, enter text and special characters in the text area.
• ~009 is Tab.
• ~013 is Return/Enter.
• Show text under barcode (will only appear in black) — If selected, the text corresponding to the encoded data field appears in black text under the barcode.
• This option applies to 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

Use the event confirmation text is a radio button option.

This option can be selected if the event only has one form.

This option can also be selected if the confirmation information for all attendees is similar.

This option uses the default event-level confirmation text configured in Plan > Event Setup> Default Confirmation.

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

Note: If this option is selected, and if Send Email confirmations is selected above, this selection also determines the text of that email.

Use form-specific confirmation text (below)

Use form-specific confirmation text (below) is a radio button option.

This option can be selected if the event has more than one form.

This option can be selected if registrants using different forms need to receive different confirmations.

Examples of different confirmations include:

• different languages
• special text for VIPs

This option uses form-specific confirmation text.

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

Note: If this option is selected, and if Send Email confirmations is selected above, this selection also determines the text of that email.

cc:

cc is an option for receiving a copy of each confirmation email.

If required, cc controls an email address entry.

The entered email address receives a copy of each confirmation email that Certain generates and sends to attendees registering via this form.

If listing multiple emails, separate them with commas.

Use Email Template for confirmation email

Use Email Template for confirmation email is an option.

If this option is selected, the text used on the confirmation page of the form is the Confirmation Text section described next.

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

The email template can include Custom Blocks and Display Rules.

These template features enable personalized confirmation emails based on attendee type and similar data.

Select a template in the list.

Confirmation Text (this form only)

Confirmation Text (this form only) controls customization for the text shown on the Confirmation page of the form.

Available only if Use form-specific confirmation text is selected, or if Use Email Template for confirmation email is selected under Select Confirmation above.

If Send Email confirmations is selected under Settings, and 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.

You can also click the </> icon below each field to use the HTML Editor.

Append:

Append is used to select a dynamic data field from the drop-down list.

Append also requires clicking the button for the location to add the field to 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

Subject is required.

Subject is the first line of confirmation.

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

Header

Header is the text to appear at top of page.

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

Cancellation Policy / Refund Policy

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

Tip: This policy is shown only to registrants with charges.

Not shown on the confirmation for no-fee events.

Not shown to attendees who have no charges.

To display a generic "Cancellation Policy" to all registrants, whether they have charges or not, add it to the confirmation's Footer.

Privacy Policy

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

Footer

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, place your cursor in the location for the field.

Then select the field from the drop-down list.

Then click Append.

Confirmation Section Headers

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

(This 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

Registrant Details default value = " Registrant Details ".

Attendee Type

Attendee Type default value = " Attendee Type ".

Questions

Questions default value = " Additional Information ".

Agenda

Agenda default value = " Personal Agenda ".

Payments

Payments default value = " Transaction Detail ".

Travel Requests

Travel Requests default value = " Travel Information ".

This section contains responses to custom travel questions.

Accommodations

Accommodations default value = " Accommodations Request ".

Primary Reg

Primary Reg default value = " Other Registrations on this Order ".

Travel Reservation

Travel Reservation default value = " 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: Does not apply if Use Email Template for confirmation email was selected under Select Confirmation, above.

Flight Packages

Flight Packages default value = Flight Packages ".

Additional Reg(s)

Additional Reg(s) default value = " Registration Entered by ".

Appointment Preferences

Appointment Preferences default value = " Appointment Preferences ".

Sessions

Sessions default value = " My Sessions ".

Registration Groups

Registration Groups default value = " Registration Group ".

Check boxes

Start a new table with each section

Start a new table with each section selects to add extra space between each section of the registration.

Send in HTML Format

Send in HTML Format selects whether the confirmation email is sent in HTML format.

If Send in HTML Format is not selected, the confirmation email is sent in plain text format.

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

> Note: This option 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

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?

Allow attendees to invite friends? controls whether the attendee who just registered has the option to invite people to the event by entering their email addresses.

Invitees receive an email with:

• a link to a registration form
• a personal message from the inviter

Label

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

Default: " Invite Friends "

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

• one for the list of email addresses, separated by commas or semicolons
• one for a personal note to include in the emails

Invitee Form

Invitee Form selects the registration form used for attendees invited via the Tell a Friend link.

Emails sent to invitees contain a link to this form.

Create links to social media

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

Section Label

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

Default: " Tell A Friend "

Section Text

Section Text is the explanatory text of 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

Facebook is an option that appears if it is selected.

If Facebook is selected, the form includes an option for the attendee to join the Facebook event you specify.

If Facebook is selected, the form also includes an option for the attendee to invite their Facebook friends to it.

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

Facebook Event ID

Facebook Event ID is the field for entering the Facebook ID for the event.

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

Twitter

Twitter selects this check box to add an option for the attendee to tweet about the event.

The attendee clicks the Twitter icon on the form to go to Twitter with the default text ready to tweet.

Text for Event Tweet

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

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