Enrollment Management/Admissions Events

Create an admissions event registration form

An admissions manager can create an a form to enable individuals to register online to attend an admissions event.

From Enrollment management, select Events, then Event registration.
Select Add New Form.
Enter a title, event start and end dates for this form, as well as if you want to schedule a publish and take down date.

If you plan to charge a registration fee, deselect Sign Up Only. Otherwise, you'll also select a payment gateway and, later enter payment details on General.

Select Save.
On General, edit the form to meet your needs. For example, you can limit the number of attendees and enter the methods of payment you will accept. These settings also control what is shown on the form itself. If you have Get names of attendees selected then at the bottom you can select Show Names of Attendees to display who's coming on the event form.
- To link to this registration form in School Website sites within the 'Blackbaud's Education Management' app, copy the Registration Link URL.
- If you plan to link to this registration form in social media or other forms of communication on 3rd party sites, be sure to copy the External Registration Link URL.
- Payment Options can also be set here if needed.
- Towards the bottom, you can also set the Publish Options for the form, including the start and end time for the event as well as when to publish and then expire the form from your site.
Select Save.
On Security, determine who can register for the event. By default, anyone, even individuals who are not users or constituents in your school's database can register to attend. However, you can limit registration to only users with specific roles.

Select Save.
On Candidate Fields, determine which information you want to gather regarding candidates and how you want the fields to appear on the form.

Select Save.
On Attendee Types, select the attendee types specific to this part of your school's admissions process. If necessary, create a new type by selecting Add Attendee Type, entering the required details, and selecting Save & Exit.

Select Save.
On Extra Fields, create custom fields as necessary to gather additional information via the registration form.

Select Save.
On Registration Items, you can enter special items that registrants might want, such as tickets to a band concert.

Select Save.
Preview how the from will appear to your registrants.

Select Save.
On Notifications, customize the notifications that attendees will receive in confirmation of their registration and as reminders about the event. Select Edit next to the created Notification Action to create the Reply Email, From Name, Subject, Body, and add recipients who will receive it. Placeholders can be used to customize how certain values appear to each unique individual.

Select Save.

Copy an event registration form

If you host similar events on other dates, an admissions manager can copy an existing form and adjust to suite the next dates. From Enrollment management, select Events, then choose Event registration forms.. On the form's row select Edit, and then select Copy Form.

View, edit, or delete event registration forms

From Enrollment management, select Events, then Event registration.

To edit an existing form, on the form's row, select Edit. Enter your changes and then select Save.
To delete a form which has not been used, on the form's row select Delete and confirm.

Need to delete registries or did someone register twice? You can view all registered individuals by selecting Registries. Select the Status and then press View to see the list of individuals. Select one or multiple entries and then the Delete All button to remove them.

Handle event registrant payments

When you require attendees to pay registration fees, you must also handle them to reconcile the payments.

Warning: Handling event registrants does not create users, user names, or passwords. If an event registrant should become a candidate user, remember to create the user in when you process them after the event.

Process event registrations

After the event, you’ll process the event registrations, much like you process other admissions information in Enrollment management. Select Events and then Process event registrations.

Tip: When you process events registrations, corresponding candidate checklists are automatically updated.

Add events to candidate checklists

You probably host events for users who are already candidates. An admissions manager can add events to their checklists as a Checklist Step. When you create the step, select Event as the Type. Then choose the corresponding registration forms. If your admission event is repeated or if multiple types of events would satisfy the step, select the forms for all relevant dates and events.

When you process events registrations, corresponding checklists are automatically updated.

Register a candidate for an event

When an event is included as a step on a candidate's checklist, an admissions manager can register the candidate for the event. To do so, either impersonate the candidate and fill out the form, or add an event through a checklist.

Event lists

An advanced list manager can create advanced lists based on admissions events from Enrollment management, Reporting, Manage Lists, Manage basic and advanced lists, Add, and then Create Advanced List. Use the Registrations object.