Field Type | Event Wizard

How to Set-up Discount and Complimentary Codes

Posted on March 29, 2012 // 0 Comments

Discount and complimentary codes are widely used in the registration world to provide discounted or free registration to certain registrants. It’s a quick way for VIP’s, Members, Speakers and Sponsors to handle their own registration and apply the discount they’re entitled to.

In Event Wizard these promo codes are set-up on a per fee item basis. This means that you decide which fee items are eligible for a certain promo code. So for instance if a conference fee and tour are eligible but transportation is not, you can set up your codes to reflect this.

When setting up your codes you can either create all of your fields first, then set-up the codes. Or first set-up your codes, then build your form and apply your codes afterwards. I prefer the first method as I personally think it lessens the chance of accidentally forgetting to apply a code to a fee item.

For this example let’s assume you have created all of the fields on your form and you are now going to create your promo codes.

First click on the Add Discount/Complimentary Code icon located in the eCommerce section of your edit menu . Once you’ve entered this screen you will see all of the fee items you’ve created listed out. Above this is a series of properties that each code will have, they are:

Code Name: This is the actual code itself, i.e. Sponsor123
Code Type: This is either Discount (1-99%) or Complimentary (100%)
Is this a percentage discount?: Check this off if your code provides a percentage off. Otherwise the system will assume the number you have entered is the dollar amount off the price.
Value: This is the amount of the discount
Capacity: If you have enabled capacities on your form then you can use this field. This refers to the number of times the particular code can be used. If it is blank it can be used an unlimited amount of time.

In the above screenshot you will see that the discount of 25% will be applied automatically to the price in the table so you can see how your discount will affect the price. At this point, you will want to check off the fees your code applies to and click Save.

After you have saved your codes you can return to the Manage Discount/Complimentary Codes section of your edit menu to edit/delete the code.

The last step you will need to take is to add the Discount/Complimentary Code Input field. If you forget this step your registrants will have nowhere to enter the promo codes. To add this field go into Add Field and underneath the Financial section click on Discount/Complimentary Code Input. Enter the label for the field and click Save. This field can be treated like any other you create. I suggest keeping it near the bottom as it’s typically the last step a registrant will take before submitting their registration.

Once registrants start using the codes you can view these people on their own in your reports. Once you login to your reports click By Discount Code in the drop-down menu. Here you can see who has used what codes.

Click View Registrant Details and see exactly how the discount was applied to a certain registration.

Use the discount/complimentary codes within Event Wizard to create a seamless automated promo code process. If you have any questions on how to use the codes let us know in the comments.

Category : Event Wizard &Event Wizard Tips

Event Wizard Field Types Legend

Posted on April 25, 2011 // 0 Comments

Event Wizard has a variety of fields to help you create the perfect registration form for your event. Use this legend to help understand how each field type will work and how it will display on your form

Common Field Types

Label – Used to display a simple block of text/HTML.

Textbox – A single-line box used to collect textual data from registrants.

Text Area – A multi-line box used to collect textual data from registrants.

Checkbox – Allows the registrant to choose/not choose a single item.

Drop Down List – A box that, when clicked, allows the registrant to select a single option from a list.

Radio Button – Allows the registrant to select a single response from a group of options.

Date Input – Creates three drop down lists, (Day, Month and Year) that allow your registrants to enter a date in a common format.

Fee Based Field Types

Fee – Used to accept payment for a product or service, (ex: ‘Registration Fee’, ‘T-Shirt’, ‘Gala Dinner’, etc.)

Code Input Field – A textbox input that allows the registrant to enter a discount or complimentary code. Note: you must first create at least one discount/complimentary code to utilize this field.

Donation – Similar to the Fee field, except it is tax-exempt and allows the registrant to enter any amount.

Formatting Field Types

Line Break – Creates an empty space between two other form fields.

Page Break – Creates a new page for any fields following it; inserts customizable Next and Previous navigation buttons.

Horizontal Line – A solid line that spans the width of your form.

Section Label – Acts as a ‘header’ to separate the different sections of your form.

Pre-defined Field Types

States – Drop down list that contains all the US states.

Provinces – Drop down list that contains all the Canadian provinces.

Countries – Drop down list that contains a list of countries.

States & Provinces – Drop down list that contains US states followed by Canadian provinces.

Provinces & States – Drop down list that contains Canadian provinces followed by US states.

Photo Uploader – A module to allow your registrants to upload and attach a photo or image to their registration

Category : Event Wizard &Event Wizard Tips

New Donation Field in Event Wizard

Posted on November 24, 2010 // 0 Comments

In our latest Event Wizard release we have implemented a new Donation Fee Field. When added, this fee field will allow your registrants to enter any amount they would like. It’s important to note this field type is tax exempt, so be sure to only use it when taking donations.

To add this new field simply choose ‘Donation’ in the Add a Form Field section of the task list.