How to get started with Event Wizard

Posted on April 25, 2011 // by Rob Smith 0 Comments

You’ve opened up your new Event Wizard account and you’re ready to create your first registration form, but, you’re not sure what to do next. We know what it’s like using new software and being pressed for time, so read on to find out how to get started with Event Wizard.

The first thing to know about Event Wizard is that you can access any portion of the software through the main menu. The main menu is the series of icons that run along the top of your screen much like the dock on a Mac.

Almost every item within the software that might require an explanation has a green question mark next to it (). Hover your mouse over the question mark and a little help menu will appear.

You may have already started an event when you signed up but for this purpose we’ll start from scratch.

Creating an event

Click the Create an Event icon and start by filling out each field. You’re able to update the ‘Event Properties’ at anytime so if you’re unsure on those don’t worry.

The next screen is where you’ll choose the languages your registration will be offered in. If you do not see your language listed here it can be added manually through the ‘Manage Languages’ section () in the main menu.

After you’ve chosen your languages it’s on to the A La Carte services. This is where you’ll decide how much functionality you require on your registration form. As you add services your credits will raise and eventually max out after three services are chosen. After three services are chosen the rest can be added at no charge. Why do we have A La Carte services? Simply put, it’s not fair to charge you full price for Event Wizard if you’re not using its full functionality.

The last two steps will decide your theme and template. Pick the template that best matches the fields you want on your form. Remember, you can delete/change/add fields as much as you would like so don’t feel stuck with only the fields shown in your template. These fields are simply there to help you build your form and cut down on time. If you’ve already had an event you can copy over the fields by choosing the old event in the dropdown labeled ‘…Or copy from an existing event‘.

Just like the templates section you can either pick a pre-loaded system theme on the next screen or use a theme you’ve created in the ‘My Themes’ section in the main menu. If you would like to create a custom theme see How to Create a Custom Theme in Event Wizard.

After you have completed the initial steps you will land on your event’s Task List. This is the area of the software you will spend the most time in when setting up your event. If you’ve found yourself logged out or in another area follow this path to get back to the Task List: Click My Events>>>Find your event listed>>>Click the edit icon next to your event ().

Adding Your Event Graphics

One of the greatest things about Event Wizard is the ability to fully customize your registration form. The easiest way to do this is to create a custom theme and to upload your own header & footer.  Use these areas to give your form a professional look, just like this (click image for full size):

Uploading your graphics is first done through the ‘My Files’ main menu item (). To add your file click Upload New File, search your local drive and double click the file; done! Supported file types include .jpg, jpeg, .gif, .png, .pdf, .xls, .xlsx, and .swf.

Let’s assume the file you uploaded was for your header. After you’ve uploaded your header go back to the ‘Event Task List’ and click the Event Header. We’ve added some default text to help you get started so feel free to overwrite that with your own text or delete altogether. Keep your cursor centre justified and click the Image icon in the header, find the image, click OK and Save; it’s as easy as that! If you want to carry through the graphics to your Footer or want to add sponsor logos etc., follow the same steps.

Adding, deleting & updating registration form fields

The main purpose of your registration form is to collect registrations successfully. To ensure you are gathering all of the necessary information, make use of the ‘Add a Form Field’ & ‘Edit/Move/Hide Form Fields’ areas under the Registration Form section.

Adding a form field is as easy as choosing the field type you want, filling out the question for that field and clicking save. Each time you add a new field it appears at the bottom of your registration form. To change the fields position click ‘Edit/Move/Hide Form Fields’ and click and drag the field to the desired position.

There are explanations for each field within Event Wizard but if you’d like to bookmark a list see our Event Wizard Field Types Legend.

Continue working your way down the Event Task List filling out the sections that are relevant to your event. Once you are ready to go live read our Event Wizard Going Live Checklist.

If you need assistance send us an email at techsupport@event-wizard.com or call us 1.877.778.7873, we are happy to help.

Category : Event Wizard & Event Wizard Tips
Tagged : ,event registration, Event Wizard, helpful tips, registration software