To allow website users to register for events online, you can create event registration forms. You can link your online and offline events and download online registration information directly to event records.
You can set up the event registration form so that when members register for events online, their relationships from Blackbaud CRM appear as available participants, making online registration easy for members and adding personal details to their registration forms.
When the Event Registration Form part is added to a web page, the registration options appear on separate pages. You can include a status bar for the user to view their progress while they complete the event registration process.
| • | Step 1: Start — This is the Event Selection page. Information about each event appears, including the description, date, and time of the event. By default, the website user selects their events on this page and enters the registration quantity and pricing information on another page. If your Event Registration form includes only a few events, you can exclude the first step of registration to minimize steps for your registrants. When you exclude the first step, the progress indicator displays the event registration as four steps: Prices, Attendees, Register, and Finish. In a four step registration, the user selects the events and enters the quantities of event units as part of the Prices step. |
| • | Step 2: Prices — This is the Quantity and Pricing page. The pricing options and units for the selected events appears. On this page, the website user enters the quantities of event units to register. If you exclude the first step of registration, the user selects their events on this step too. |
| • | Step 3: Attendees — This is the Attendees page. On this page, the website user enters who will attend the selected events and selects any registrant attributes you add to the Event Registration form. |
| • | Step 4: Register — This is the Payment page. A summary of the event registration appears. On this page, the website user verifies the registration options selected are correct and enters any billing and payment information. |
| • | Step 5: Finish — This is the Confirmation page. A summary of the billing and payment information appears. |
Note: To design, style, and test a part on your website without creating transactions, generating emails, or communicating in any way with Blackbaud Services or Blackbaud CRM, select Test mode on the Properties tab. For example, you can complete the fields on an Event Registration Form to ensure the confirmation page is styled and working properly. Although you submit the registration and receive a confirmation, a transaction does not appear on the Web Transactions page in Blackbaud CRM. Use Test mode to verify the user’s experience, not to test data processing. Test mode does not validate credit card numbers and merchant accounts. Only users with supervisor rights can view parts in Test mode.
Tip: For optimal performance, include only one Event Registration Form part for each web page.