Overview
Packages are a selection of Agenda Items that a meeting planner groups together to be a component of a logic rule. The Package feature is intended for advanced users with specific needs. It is only available if the Packages sub-module (of the Event module) is selected for the event (Plan > Configure > Options). A package is used to compare the quantity of tickets purchased by a registrant on an online form to how many purchases are allowed and to display an error message if quantities are exceeded. Packages are not created to be a convenience to the registrant (e.g., order one package instead of ordering agenda items separately). Note also that these "Packages" (of Agenda Items) are not to be confused with "Flight Packages" in the Travel Module, which are explained in their own Help topic: Plan > Travel > Flight Packages.
Why Use Packages?
Why Use Packages? Packages can be used to ensure that a registrant’s purchases do not exceed allowable levels.
For example, if the rules of a conference entitle a registrant to one free parking pass for each ticket purchased to a speaking engagement.
If on the registration form the attendee is allowed to enter the number of parking passes desired, a package containing all of the agenda items that are "speaking engagements" can be created.
A logic rule that generates an error message on the page if the number of parking passes entered is larger than the number of tickets selected from the "speaking engagements package" can be created.
To create a package, click the Add New button.
Creating, Editing, and Deleting Packages
Package Setup
- Name — A descriptive name for the package, used to identify it in Certain.
- Code — (Required.) Must be unique. Will be displayed in reports.
- Multiply quantity sum total by — A value that will be multiplied by the sum of package. Must be a number between 0.01 and 99.99.
Select from Available Agenda Items
- Select the check boxes for all the agenda items that you want to include in the package.
- If you want to include all agenda items in the event, click Check All.
Agenda Items in this Package
- A list of all the agenda items included in the package.
- Click to delete one.
Reporting on Packages
- You can create a custom report to report on packages: Go to Reports/Analyze.
- Click Add Report to open the Report Setup Page.
- Select the report type "Registrations with Packages", name and save the report.
- Edit the report Columns to add the package(s) of your choice as columns.
Related articles
- Logic Rules (Attendee Form)
- Reports FAQ - Printing Badges and Labels (with Badges V2)
- Accommodation Import
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request