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Document ID: https://platform-support.certain.com/hc/en-us/articles/30758911895191#split1

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.

Attendee Type Display

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.

That field is used only on the Attendee Types form section, where it's used instead of the Name.

Section Header Text

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

Typically, these are instructions.

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

Header Text is the text shown on the header bar at the top of the confirmation page. Default: "Registration Confirmation"

Text Below Header is the text shown below the header bar. There is no default.

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 – If selected, email confirmations are sent to registrants when they complete the form.

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

Attach Itinerary PDF – If selected, a PDF is attached to the confirmation detailing the registrant's itinerary, as configured in Promote > Communication > Itinerary. If you do select Attach Itinerary PDF, additional check-boxes (dependent on the modules enabled for the event) are displayed for you to select whether the itinerary should include 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 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 – If selected, a link to a printable view is included on the confirmation page of the form. Fields added if check box selected: 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 – If selected, a link to print the name badge is included on the confirmation page of the form. Fields added if check box selected: 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 – Select this check box to include an Add to Calendar link on the Confirmation page of the form, for the attendee to 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. These determine which calendars are included, and the labels (if any) displayed with their logos: Apple Calendar, Google Calendar, etc. Then complete the settings described next (from Link Text, to Reminder).

Reminder: Set a reminder in the calendar to which the appointment is added, 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, they are prompted to open or download an .ics file, which 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, taking into account the Time Zone of the event set there. Highly recommended: test this feature before going live, to ensure that the proper date/time is added to attendees' calendars.

Display barcode – Select this check box to include a barcode on the Confirmation page of the form. The barcode is also included in the confirmation email if the option to Send Email confirmations is selected above, unless the option to Use Email Template for confirmation email is selected below. Fields added if check box selected: Barcode Format (1D or 2D), Background Color, Bar Color, Field(s) to encode, Show text under barcode (will only appear in black).

Barcodes TIP! To include a barcode in the confirmation: Set up the barcode in Manage > Badges and Badcodes > Barcodes. On this page, click the spot in the Header at which to include the barcode. Click the Append drop-down list, and scroll down to the end. Select that barcode under Barcode Fields. Click the Header button to append the barcode. This feature will be replacing the legacy "Display Barcode" feature described above.

Subject – (Required) First line of confirmation. Default: "Registration confirmation for <{Event Name}>". Header – Text to appear at top of page. Default begins: "Dear <{First Name}> <{Last Name}>:" Cancellation Policy / Refund Policy – Details of policy concerning cancellations and refunds. Tip: This policy is shown only to registrants with charges. Not shown on the confirmation for no-fee events, nor 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. Footer – 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 the cursor in the location for the field, select the field from the drop-down list, and click Append.

Confirmation Section Headers Use these fields to customize the text headers shown in each section of the confirmation page. Registrant Details – Default value = "Registrant Details". Attendee Type – Default value = "Attendee Type". Questions – Default value = "Additional Information". Agenda – Default value = "Personal Agenda". Payments – Default value = "Transaction Detail". Travel Requests – Default value = "Travel Information". This section contains responses to custom travel questions. Accommodations – Default value = "Accommodations Request". Primary Reg – Default value = "Other Registrations on this Order". 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. Flight Packages – Default value = "Flight Packages". Additional Reg(s) – Default value = "Registration Entered by". Appointment Preferences – Default value = "Appointment Preferences". Sessions – Default value = "My Sessions". Registration Groups – Default value = "Registration Group".

Check boxes

Social Media You can give attendees the option to "invite friends" to the event by entering their email addresses, and/or promote it via social media.

Allow attendees to invite friends? – If selected, the attendee who just registered has the option to invite people to the event by entering their email addresses. Invitees will receive an email with a link to a registration form and a personal message from the inviter.

Label – The label for the check box 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 for the list of email addresses (separated by commas or semicolons), and one for a personal note to include in the emails.)

Invitee Form – Select the registration form to be used for attendees invited via the Tell a Friend link. The emails sent will contain a link to this form.

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

Section Label – The heading of this section at the end the confirmation page of the form. Default: "Tell A Friend" Section Text – 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 Event ID – Enter the Facebook ID for the event. Note: You need to have created the event on Facebook. Twitter – select 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 – enter the text to be tweeted about the event. Note: The attendee can edit the text before sending the tweet.

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