Creating a Basic Registration

You can create a simple, no-frills registration in a matter of minutes. Note: you need Edit role in order to do this.

Instructions for this were covered in the webinar "Online Registration 101" on 10/20/11. Click here to view the recorded version.

Click here to view the followup article to this one. Click here to view the Registration Settings article.

Here's how to create the simplest registration possible:

Create an Organization (or use an existing one) - copy an existing Organization and make sure the new one is in the correct Program/Division and that the header information is correct: Leader Type, whether or not it is a Main Fellowship group, etc..

Click on the Settings tab, where you will find the various tabs relating to registration.

Under the General tab, click Edit and then select the appropriate Entry Point to relate to the Organization (remember, each label in these settings has a tool-tip with a description if you hover over it). Then click Save Changes.

NOTE: See this article about Entry Points.

Next, select the Registration tab, click Edit and change the Registration type to Join Organization. Then click Save Changes.

Now select the Messages tab. You will do a couple of things on this tab regarding the email Confirmation. NOTE: Do not leave this tab until you have clicked Save Changes after you have finished.

First click Edit and click choose users to notify. This opens a dialog box where you can search for the person who should be the sender of the email confirmation and any other users who should also receive the staff notifications. Once you search for the person, check the box beside their name and then search for the 2nd person (if needed) & do the same. Make sure that the person who is to be the sender of the confirmation is at the top of the list. Then click Update Selected.

Next, enter the Subject of the confirmation. Something like "Parenting Seminar Confirmation".

Then, click Edit beside the Body label.  This will open an editor box where you will type the body of the email.  Click Save and then click Save Changes.

NOTE: If you are editing an existing message, the Edit link will display under the body of the message. You must click Edit for the Messages page before you can click Edit for the message body.

Sample:

NOTE: We have a list of Email Replacement Codes here. Notice the ones used in the sample: {first} which inserts the person's first name, and {org} which inserts the name of the Organization.

Click Save Changes.

All that is left is for you to test it!

Under Other Management, select Try Registration. This will take you to the live Registration .

Notice the URL. This is the format for the link for all Join Organization type of Registrations. When you click Try Registration, all you have to do is copy the URL. The first part is just the URL for your church BVCMS database. That is followed by /OnlineReg/Index/41. The number '41' in the sample is the Org ID for the Organization. Yours would be the Org ID for your Organization.

That entire URL is the link you would send to your webmaster or that you would post on your website under a Register Now type of button. Or you could email the link to a targeted audience in your database.

Walk through the Registration, actually registering  yourself, to make sure everything looks as you expected it to look. Also, look at the email Confirmation (making sure it is coming from the correct sender) and the Staff Notification (making sure that they are going to the right people).  Also, have your church's Systems Administrator check it out for you, too.

 

Click here to view the followup article to this one.