Design Event Registration Form

For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.

Note: If a registrant already exists in the database, the constituent record updates to include gift and event data from the downloaded event.

Tip: If you select Exclude first step of registration, Step 1: Start does not appear on the progress indicator. 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.

Note: If your Event Registration form includes one or few events, we recommend you select Exclude first step of registration to minimize steps for your registrants. If your Event Registration form includes multiple events, a second event information and selection page may be helpful to your website users.

To add an event to the field list, click Add Event. The Event Search screen appears so you can select an event.

You can use this event registration form for more than one event. To add another event to the form, click Add Event and select an additional event. After you select an event, additional options appear for you to set up how its registration appears on the form.

By default, the text in the Description field appears in the Display Description field.

For example, Mark Adamson has a constituent record. His wife Vicki has a relationship linked to Mark’s constituent record. If you select Display relationships, when Mark registers for the Annual Golf Tournament on your website, Vicki’s name appears in the drop-down list when Mark assigns participants. He can select Vicki or enter another name.

In the Description column, enter the text to appear on the registration page for each event unit, such as “Individual” or “Couple.”

In the Registrants/Unit column, enter the number of people allowed for the unit.

In the Max units column, select the maximum number of each unit allowed for each registration. By default, this value is “4.”

To allow participants to register for an event unit anonymously, select its checkbox in the Allow anonymous column. When you select this checkbox, the Name field is not required when the website user registers for the event unit.

In the Price (gift amount) and Receipt amount columns, data from the Prices tab of the event record appears and is disabled. You cannot change this information on the website. To change the price or receipt amount, edit the event record offline.

To make a selected participant attribute required, select its checkbox in the Required column.

To change the text of the participant attribute on the registration page, in the Caption field, enter the text to appear.

Note: When you download an event registration, the Online registrant? participant attribute automatically adds on the participant record. You do not view this attribute in the Attributes frame or on the Web Transactions page in The Raiser's Edge. After the event registration downloads, this information appears on the Attributes/Notes tab of the participant record. “Online registrant?” appears in the Category column, “Yes” appears in the Description column, and “Blackbaud Internet Solutions” appears in the Comments column.

In the Payment page field, select the web page to use to process event registrations. The Payment part on the selected page determines the payment methods and merchant account used to process event registrations. For information about the Payment part, see Payment.

Note: If your payment page uses a Payment 2.0 part, the payment method for it and this part must match. For example, you cannot select a payment page that accepts direct debits because this part only accepts pledges and credit cards.

In the Merchant Account field, select the merchant account to use to process credit card transactions received through the event registration form, such as your organization’s Blackbaud Merchant Services account.

Select the payment methods that website users can use on the Event Registration Form. You can select Credit Card or Pledge (Bill me later).

Select whether the default confirmation screen or a custom confirmation screen displays the summary after a user registers for an event. If you select Use custom confirmation screen, the HTML editor appears and displays the default confirmation screen. Customize the default confirmation screen according to your needs. To format the content’s appearance and layout, use the HTML editor toolbar. To include personalized information, use merge fields.

Tip: If you customize the default confirmation screen, the customizations remain even if you later select Use default confirmation screen. To remove your customizations for the screen, select Use custom confirmation screen and click Restore default content. The program’s default confirmation screen appears in the HTML editor.

For information about event registration loop merge fields, see Event Registration Loop Merge Fields.

Tip: When you edit an Event Registration Form, you can click Acknowledgement Email to access the Acknowledgement Email screen.

Our goal is to provide accurate, thorough answers. Please let us know how we can improve this section of the user guide. If you need help from our Support team, create a case for fastest response.

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